Thoma Bravo's Behind the Deal How Orlando Bravo Helped Build the World’s Largest Software Buyout Firm
5 snips
Jul 13, 2023 AI Snips
Chapters
Transcript
Episode notes
Carl Thoma's Challenge
- Orlando Bravo recounts Carl Thoma's response when asked for more investment: "put your prorata share personally on the deal."
- Despite Bravo's junior status, Thoma offered to lend the money, highlighting his direct communication style.
Thoma's Valuation Question
- During a tense meeting about selling Vector SGI, Carl Thoma unexpectedly entered, intimidating Bravo and his partner.
- Thoma's only question, "How do we get the DCF valuation?", challenged their assumptions.
Profit 21 Success Story
- Thoma Bravo's acquisition of Profit 21 demonstrated the potential of backing existing management teams.
- Despite initial doubts, the CEO, Chuck Boyle, led the company to great success under Thoma Bravo's guidance.