Orlando Bravo, the Founder and Managing Partner of Thoma Bravo, shares his insights on value investing and software buyouts. He emphasizes that every company is worth its future cash flows and reveals the three crucial elements he looks for in potential deals. Orlando discusses his journey from Puerto Rico to becoming a top dealmaker, influenced by key mentors, and reflects on the changing landscape of the software industry. Additionally, he offers poignant thoughts on wealth, parenting, and the importance of balance in professional and personal fulfillment.

Orlando Bravo, co-founder and Managing Partner of Thoma Bravo, shares insights from his extensive experience in private equity and software investments. He discusses the evolution of growth equity, emphasizing the shift towards profitability in tech markets. Orlando explores what it means to be a market leader in cybersecurity, the need for operational improvements in private equity, and the critical role of talent and diversity in fostering innovation. He also offers valuable career advice for young professionals, highlighting the importance of mentorship and hard work.

Carl Thoma and Orlando Bravo, co-founders and managing partners of Thoma Bravo, dive deep into their impactful partnership. They highlight the significance of company culture and effective communication in driving investment success. The duo shares insights on mastering leadership transitions in private equity, stressing the value of humility and strong relationships. They also explore the evolution of the software industry, from licensed models to SaaS, and express excitement for future innovations and challenges ahead.

Co-Founders and Managing Partners Orlando Bravo and Carl Thoma discuss building Thoma Bravo, industry consolidation, successful deal-making, learning from mistakes, building trust, private equity culture, and teamwork for success in the tech buyout world.

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.