Our Investment Strategy
Two visionaries, one big idea
A pivotal milestone in the history of Thoma Bravo was when Carl Thoma hired Orlando Bravo as an associate out of Stanford. Fueled by the desire to unlock new opportunities in the tech space, Orlando hit the ground running, testing his theory that the “buy-and-build” strategy could be applied to the software industry.
Bringing “buy and build” to software
Bringing “buy and build” to software
The team led one of the first software take-privates with Thoma Bravo’s acquisition of Prophet 21. That early experience helped shape Flagship Funds VII and VIII and reinforced our view that software wasn’t a risk to avoid, but a sector to lead — catalyzing our shift to software specialization.
Scaling companies of different sizes
Scaling companies of different sizes
As enterprise software evolved into a critical backbone of the world’s economy and our Flagship platform scaled, Thoma Bravo became a software investment specialist. With this came the opportunity to grow across the North America buyout space, including middle-market companies (our Discover platform) and lower middle-market companies (our Explore platform).
Expanding how — and where — we invest
Expanding how — and where — we invest
Thoma Bravo’s expansion into Credit nearly a decade ago and Europe more recently were natural evolutions of our strategy — driven by investor interest, market opportunities and our deep conviction in software’s growth potential.
All in, all the time
Thoma Bravo’s Investment team leadership has brought continuity and collaboration to deals. Our unified investment philosophy, deep sector expertise and shared commitment to each other and our partners have not only defined how we operate, but also how we have enabled our portfolio companies to achieve more than they thought possible.
OUR PLATFORMS
The platforms shaping the companies powering the world
Flagship has focused on investing in large software and technology companies.
Discover has focused on investing in middle-market software and technology companies.
Explore has focused on investing in lower middle-market software and technology companies.
Europe has focused on investing in middle and lower-middle market European software and technology companies.
Credit primarily has focused on investing in senior secured debt instruments of software and technology companies.
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