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

Ted Seides – Allocator and Asset Management Expert

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street’s best dealmaker” in 2019.

Our conversation covers Orlando’s background, early investment lessons, and approach around management, analytics, and collaborative culture. We then turn to the Thoma Bravo’s investment philosophy, team structure, work with portfolio companies, exit strategy, and future. We close with Orlando’s thoughts on SPACs, valuations, and philanthropy.