Topics & People
A book by Andrew Ross Sorkin that provides a character-driven narrative of the events and people involved in the Stock Market Crash of 1929.
A former Motorola executive whom Orlando Bravo considers a mentor and 'the greatest operator' he ever met. Bernard's philosophy on cost management heavily influenced Thoma Bravo's operational strategy.
Acquisitions of 'Software as a Service' companies, which became a core focus for Thoma Bravo around 2010. This marked a strategic shift from buying undervalued companies to acquiring market-leading, high-growth businesses.
A powerful and destructive hurricane that struck Puerto Rico in 2017. The event prompted a significant humanitarian response from Orlando Bravo, who personally flew in supplies from San Francisco the day after.
The process of raising capital for investment funds. Thoma Bravo has demonstrated exceptional capability in this area, highlighted by a recent $34.4 billion raise for a set of fund vehicles.
Thoma Bravo's approach to acquisitions, which involves having high conviction and being willing to pay a fair price without extensive haggling ('nickel and dime'). This decisive approach makes them a formidable competitor in deal processes.
A major contemporary challenge in private equity, as artificial intelligence threatens to disrupt many established software verticals. This risk limits the investment space and requires firms to constantly learn and adapt.
A division of Boeing, also known as Jeppesen, that provides essential flight information systems for airplanes. Thoma Bravo acquired this 'gem asset' in a competitive deal for $10.5 billion.
The place of origin for Orlando Bravo, mentioned as a key part of his personal history and background before entering the world of private equity.