Dry Powder: The Private Equity Podcast
When the Dam Breaks on Tech Deals w/ Thoma Bravo’s Holden Spaht
Apr 30, 2024
Holden Spaht from Thoma Bravo discusses the tech market's growth prospects and strategies for dealing with economic challenges in enterprise software investments. They explore Thoma Bravo's unique approach to tech investing, focusing on operational excellence and profitability. The podcast also delves into strategic insights in private equity deals and optimizing portfolio companies for profitability and valuation.
22:31
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Quick takeaways
- Toma Bravo emphasizes margin expansion for future growth in tech deals.
- Adapting to market challenges, Toma Bravo focuses on achieving high EBITDA margins for value creation.
Deep dives
Approach to Tech Investing and Optimism in the Market
Holden Spade, a managing partner at Toma Bravo, discusses their approach as profitable growth investors in the enterprise software space. Despite market challenges, Holden remains optimistic about the state of the market for deal making. He emphasizes the importance of margin expansion in every deal, viewing it as crucial for fueling future growth and investments.
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