Dry Powder: The Private Equity Podcast cover image

When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht

Dry Powder: The Private Equity Podcast

CHAPTER

Strategic Insights in Private Equity Deals

The chapter explores the strategic methods and key insights employed by the speakers in their private equity deals, focusing on revenue profiles to predict margin growth and emphasizing accountability, pricing discipline, and operational efficiency. It highlights the importance of focusing on a few key big ideas to drive profitable growth, discussing achieving margin expansion while maintaining organic growth and exceeding the rule of 40 benchmark in software investing.

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