I think the OP is saying the 37s will measure the "success" of this deal on what Sortfolio becomes, not on how much they can make on the transaction. Ergo, if they believe a buyer has the chops to purchase Sortfolio and build it out different markets, they may select that buyer over one that (for example) wants to purchase it for more money and simply shut it down.

I'm not taking an opinion personally, but that's my take on the comment.