There are usually 2 plays tech PE does: 1)Expedited vendor lock-in: Figure out who is locked into the software, make the software maximally shitty/maximally co

There are usually 2 plays tech PE does: 1)Expedited vendor lock-in: Figure out who is locked into the software, make the software maximally shitty/maximally costly so that these people would still not switch and then make money off the cost savings/higher prices and hope to make up investment. 2)Off market prep for trade sale: SUSE could be interesting for someone to acquire but a competitor/strategic buyer can't afford to buy the company and do the reorgs needed itself as it would tank the share price too much. The PE firm buys it, does the reorg off market and then does a trade sale of a reorged company to the buyer, but only now SUSE is way better as an acquisition target.