This is good news for existing Infor customers because it takes the public market pressures off of Infor and puts them onto Koch, which is a $100+ billion company.
So now Infor has the freedom to continue to innovate on new products as well as existing applications. They will be able to cut costs and force legacy customers to migrate to their new platform — hopefully.
Infor has made real strides over the last several years to develop industry-specific solutions, and this should help them to continue in that direction.
There is a real strategy for legacy product customers to move to cloud-based solutions that are becoming more proven day by day. Hopefully the acquisition company continues to invest in the cloud platforms, especially given what has happened with COVID-19 and the need to make applications more accessible.