[REPLAY] - Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
Private Equity Deals with Capital Allocators
Spac
In the vertical of software where you play, you've had these opportunities to take over a mid-market. Do you think about extending horizontally into other industries if in fact that's what's needed for someone to be able to have that leadership position? The incredible place we're in is we don't really need to because software is going there. Software itself is extending into becoming the business. It's like being in the consulting business versus in the getting carry business in alternatives.
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