[REPLAY] - Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
Private Equity Deals with Capital Allocators
Private Equity - What's the Challenge?
The challenge that we have is the prevailing market multiples of software companies. The fact that valuations have been high, some claim too high, actually is a very true entry. There should be 20 or 30 private equity firms doing large buyouts and software. If you have to pay 10 times forward revenue for a company that does 5% even that margin at scale,. You don't have a track record of having delivered 40 to 50% margin while growing that business.
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