Capital Allocators – Inside the Institutional Investment Industry Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)
Aug 2, 2021
Orlando Bravo, Founder and Managing Partner of Thoma Bravo, shares his journey from tennis enthusiast to a leading private equity figure with over $78 billion in assets. He discusses the critical role of culture in organizational success and his investment philosophy focused on innovation and analytics. The conversation delves into the dynamics of team decision-making and the evolving landscape of SaaS investments. Bravo also shares insights on SPACs, valuations, and the importance of philanthropy, offering a glimpse into his unique approach to business and life.
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Early Tennis Lessons
- Orlando Bravo's tennis coach instilled valuable lessons about hard work, coping with loss, and the correlation between effort and success.
- These early experiences shaped his approach to challenges and opportunities in his later career.
Early Private Equity Setbacks
- Bravo's initial private equity ventures in technology services were unsuccessful.
- His mentor, Carl Thoma, encouraged him to learn from mistakes and change his approach, leading him to software.
Profit 21 Success Story
- Thoma Bravo's first successful software deal involved Profit 21, a company with a consistent history of missed sales targets.
- With mentorship and an analytical approach, the company achieved profitability and consistent bookings performance.