DEC-010 accepted

Hire Steve Ballmer as First Business Manager

1980-06-11
Authors: bg

Hire Steve Ballmer as First Business Manager

Setting

Microsoft in 1980 was a 30-person company run by programmers. Bill Gates and Paul Allen handled business negotiations themselves, but the IBM opportunity required professional management. Gates reached out to his Harvard dormmate Steve Ballmer, who was at Stanford Business School.

People

  • Responsible: Bill Gates
  • Approvers: Paul Allen
  • Consulted: Steve Ballmer
  • Informed: Microsoft employees

The Candidate

Steve Ballmer's background:

  • Education: Harvard (Math/Economics), Stanford MBA (dropped out)
  • Experience: Procter & Gamble brand management
  • Connection: Gates' Harvard dormmate, close friend
  • Personality: Intense, analytical, legendary energy

Alternatives

Option A: Continue Founder-Led Operations

Pros:

  • No dilution
  • Simpler decision-making

Cons:

  • Bill and Paul stretched thin
  • No professional management experience
  • IBM negotiations required dedicated focus

Option B: Hire Experienced Executive

Pros:

  • Proven management track record
  • Industry connections

Cons:

  • Cultural fit risk with young company
  • May not understand software business
  • Less loyalty than personal friend

Option C: Hire Steve Ballmer

Pros:

  • Gates trusted him completely
  • Business training (P&G, Stanford)
  • Understood technology (Harvard math)
  • Willing to work Microsoft pace
  • Young enough to grow with company

Cons:

  • No tech industry experience
  • Significant equity required (8.5%)

Decision

Chosen: Option C — Hire Steve Ballmer

Ballmer joined in June 1980 as employee #30 with 8.5% equity—a founder-level grant that would make him a billionaire.

The Compensation Negotiation

Ballmer's offer:

  • $50,000 salary (significant for 1980)
  • 8.5% of Microsoft

This equity stake was unprecedented for a non-founder. Gates' reasoning:

  1. Ballmer was essential, not just helpful
  2. Microsoft would grow enormously or fail
  3. Better to share a big pie than own all of a small one

Immediate Impact

Ballmer's first assignment: the IBM deal.

  • Managed relationship with IBM's lawyers
  • Coordinated technical deliverables
  • Handled commercial negotiations
  • Freed Gates to focus on product

Without Ballmer, Microsoft might not have successfully navigated the IBM partnership.

Consequences

Positive

  • +Operational excellence — Microsoft scaled professionally
  • +Sales machine — Ballmer built enterprise sales organization
  • +Gates complement — Product visionary + business executor
  • +Loyalty — Ballmer stayed 34 years

Negative

  • Equity dilution — 8.5% was substantial
  • Gate-Ballmer dependency — Company relied heavily on their partnership
  • Succession complexity — Ballmer's eventual CEO tenure was controversial

The Partnership

Gates and Ballmer developed one of business history's most effective partnerships:

GatesBallmer
Product visionOperational execution
Technical depthBusiness breadth
Strategic thinkingTactical implementation
ReservedExplosive energy

"There was a year where they didn't speak" during OS/2 tensions, but the partnership endured.

Long-term Impact

Steve Ballmer:

  • Became President (1998)
  • Became CEO (2000-2014)
  • Grew revenue from $23B to $87B
  • Built enterprise business (STR-002)
  • Currently owns LA Clippers ($2B+)

The $50K salary + 8.5% equity is one of the best employment deals ever made—for both parties.

DEC-010 Authors: bg