

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.
Chapters
Transcript
Episode notes
1 2 3 4 5
Introduction
00:00 • 3min
Navigating Economic Challenges in Enterprise Software Investments
03:07 • 5min
Thoma Bravo's Differentiated Approach to Tech Investing
07:41 • 2min
Strategic Insights in Private Equity Deals
10:06 • 10min
Optimizing Portfolio Companies for Profitability and Valuation
20:22 • 2min