[REPLAY] - Private Equity Masters 7: Orlando Bravo – Thoma Bravo (Capital Allocators, EP.206)

1

Introduction

00:00 • 2min

2

Playing Tennis - What Is It All About?

02:11 • 2min

3

How Did You Become Interested in Private Equity?

04:31 • 2min

4

Investment Banking - Tennis Is Harder Than Tennis

06:24 • 2min

5

How Did You Become a Mentor in Deals?

08:36 • 6min

6

The Key Leaps of Marcel Bernard

14:21 • 4min

7

Toma Bravo - What Is It That Holds You Together?

17:52 • 2min

8

Innovation in Software Business

19:46 • 3min

9

SaaS Companies - What Do They Mean?

22:47 • 2min

10

SAS Customer Support - How to Fine-Tune That Once You Own It

25:06 • 2min

11

How Does Your Management Team Make Decisions?

26:45 • 3min

12

How Do You Structure Your Deals?

29:20 • 2min

13

Portfolio Companies - What's Your Playbook?

31:12 • 2min

14

How Do You Define Holding Period and Exit Strategy?

33:10 • 4min

15

How Do You Stay in Touch With Portfolio Companies?

37:08 • 3min

16

The Team That You Work With Today

39:38 • 2min

17

Spac

41:26 • 4min

18

Private Equity - What's the Challenge?

45:12 • 3min

19

Toma Bravo - What Kind of Private Equity Firm Do You Think Will Be the Next Generation?

48:37 • 2min

20

LPs, What's the Key to a Great Portfolio?

50:17 • 2min

21

What's Next for Tomabravo?

52:34 • 4min

22

Your Biggest Investment Pet Peeve?

56:58 • 3min

23

The Life Lesson You Have Learned From Your Parents

59:42 • 3min