Orlando Bravo

Orlando Bravo, founder of Thoma Bravo, shares his inspiring journey from Puerto Rico to leading a top private equity firm. He discusses the unique strategies behind his firm's success, including their focus on software and technology. Bravo addresses misconceptions about private equity and highlights the transformative role it plays in businesses. He dives into deal-making tactics, the importance of mentorship, and the careful assessment of leadership post-acquisition. Additionally, he reflects on Puerto Rico's identity and the allure of remaining private over going public.

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.

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 journey in private equity, highlighting his transition from banking to tech investing. He discusses the impact of AI on the software industry, arguing it will enhance, not replace, software capabilities. Bravo also explores the current shakeout in private equity, emphasizing the importance of operational efficiency and the necessity for firms to sell companies for long-term success. His commitment to Puerto Rico through his foundation underscores a focus on creating opportunities for the community.

Ken Griffin, the Founder and CEO of Citadel, shares insights from Davos, reacting to President Trump's comments on Greenland and discussing geopolitical dynamics. He analyzes market trends, including tariffs and housing solutions, while emphasizing AI's role in the future. Orlando Bravo, Founder of Thoma Bravo, delves into the software sell-off, identifying it as a potential buying opportunity amidst AI advancements. He also outlines his strategy for consolidating software markets and preparing them for significant exits.

Orlando Bravo, founder of Thoma Bravo and Stanford JD/MBA alum, shares his inspiring journey from setbacks in private equity to leading one of the industry's giants. He discusses pivotal moments, such as a near-career-ending dot-com bust and his transition to software buyouts. Orlando emphasizes the value of mentorship, hinting at the importance of persistence and humility in achieving success. He also explores the impact of generative AI on software investments and advocates for focus and authenticity in fundraising. A compelling blend of lessons and insights!

Robert Kaplan, former Dallas Fed president and Goldman Sachs vice chair, shares insights on inflation and labor market dynamics, amid a government shutdown. He discusses the cautious stance on Fed rate cuts and the rise of gold amidst fiscal concerns. Joining him, Orlando Bravo, co-founder of Thoma Bravo, argues that AI is driving substantial growth, distinguishing it from a bubble. He explores AI's transformative effects on software and warns of potential job displacement in call centers, all while advocating for savvy investment choices in the private market.

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.