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GU

Guitar Center

retail
PE-OWNED

Largest musical instrument retailer in the United States.

PE-OWNED

Acquired by Ares Management2014-04-01

View PE Firm Profile

What Made It Great

Musicians' paradise with the best selection of instruments and gear.

What PE Will Likely Do

Guitar Center's selection of musical instruments and gear will likely be reduced, as the company cuts inventory levels to improve cash flow metrics

HIGH LIKELIHOODBased on: Ares Management's history of debt loading, cost cutting, and leveraged buyouts, which is likely to negatively impact Guitar Center's operations

The quality and condition of the remaining inventory will likely decline, as the company defers store maintenance, updates, and renovations to cut costs

HIGH LIKELIHOODBased on: The industry playbook for private equity acquisitions in the retail sector, which commonly involves debt loading, dividend recapitalization, store closures, inventory reduction, and deferred maintenance

Guitar Center's in-store customer experience will likely deteriorate, as the company closes underperforming locations and reduces staffing to cut costs

HIGH LIKELIHOODBased on: The bankruptcy rates of similar past cases, such as Guitar Center's own 2014 bankruptcy and the bankruptcies of Neiman Marcus and 24 Hour Fitness, which suggest a high likelihood of Guitar Center experiencing financial distress under Ares Management's ownership

Guitar Center may eventually file for bankruptcy, as the company struggles to service the debt load used to fund the acquisition and pay dividends to the PE owners

HIGH LIKELIHOODBased on: The bankruptcy rates of similar past cases, such as Guitar Center's own 2014 bankruptcy and the bankruptcies of Neiman Marcus and 24 Hour Fitness, which suggest a high likelihood of Guitar Center experiencing financial distress under Ares Management's ownership

Expected Timeline

0-6 monthsCompleted

0 to 6 months months

Announcements about 'transformation' and 'optimization' of Guitar Center's operations, likely signaling upcoming store closures and staff reductions

6-12 monthsYOU ARE HERE

6 to 12 months months

First round of store closures and staff reductions announced, resulting in a noticeable decline in the breadth and depth of Guitar Center's product selection

12-24 months

12 to 24 months months

Continued decline in store quality, with outdated and poorly maintained display models, diminished in-store customer service, and limited inventory across key product categories

24-48 months

24 to 48 months months

Mounting financial troubles, leading to more aggressive cost-cutting measures, including further store closures and potential bankruptcy rumors

48-60 months

48 to 60 months months

Potential bankruptcy filing, restructuring, or a fire sale of Guitar Center's assets, resulting in a significant disruption to the company's operations and customer experience

Similar Cases

Other companies that followed a similar path after PE acquisition

What You Can Do

Actions

  • Be prepared for a potential decline in the selection and quality of musical instruments and gear available at Guitar Center stores

  • Consider purchasing any essential or high-value items from Guitar Center sooner rather than later, as the company's inventory and in-store experience may deteriorate over time

  • Stay informed about any announcements or changes to Guitar Center's operations, as they may indicate further disruptions to the company's services and customer experience

  • Explore alternative online or local music retailers as potential options for purchasing instruments and gear, in case Guitar Center's operations become significantly impaired

Alternatives

CostcoSAFE

Employee-owned warehouse retailer

TargetSAFE

Publicly traded retailer with strong values

Share this company's PE status

"Guitar Center is now PE-owned. Here's what that means for you."