
Associate, Valuation
Associate, Valuation
Noah Baer is an associate on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2024. Noah helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity and credit investments. Before Thoma Bravo, he was an associate on the finance and portfolio valuation team with Monroe Capital, where he was responsible for software, media and healthcare valuations. Noah holds a B.A. in finance from the Eli Broad College of Business at Michigan State University.
Senior Vice President, Controller - Firm
Senior Vice President, Controller - Firm
Katie Brennan is a senior vice president and controller – firm at Thoma Bravo. Based in Chicago, she joined the firm in 2005. Previously, she worked in accounting and finance for Cargill Investor Services, GNI Inc. and National Futures Association. Katie holds a B.S. in accounting from the University of Illinois and is a Certified Public Accountant.
Assistant Vice President, Accounting
Assistant Vice President, Accounting
Julie Burns is an assistant vice president on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Prior to Thoma Bravo, Julie was an accounting consultant for Frontenac Company. Previously, she was an accountant at Stern Cassello & Associates where she provided fund administration services to private equity clients. Julie graduated summa cum laude with a B.B.A. in accounting from Saint Xavier University and is a Certified Public Accountant.
Accounting Associate
Accounting Associate
Crystal Cabada is an accounting associate at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before Thoma Bravo, she was an office manager with Centerpoint and an office manager and human resources administrator with Plus500. Previously, she spent nine years in operations at Mikva Challenge. Crystal holds a B.B.A. in business administration from Saint Xavier University.
Senior Vice President, Tax
Senior Vice President, Tax
Stephanie Carey is a senior vice president on the Tax team at Thoma Bravo. Based in Chicago, she joined the firm in 2025 and leads tax compliance and reporting for the firm’s funds and general partner entities. Before Thoma Bravo, Stephanie was executive director of tax at GCM Grosvenor, where she oversaw tax operations across all investment strategies. Previously, she worked at PwC, most recently as a senior manager focused on private equity and other asset management clients. Stephanie is a Certified Public Accountant and holds a B.B.A. in accounting from the University of Notre Dame.
Assistant Vice President, Tax and Accounting
Assistant Vice President, Tax and Accounting
Alex Chapman is an assistant vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, he joined the firm in 2020 to assist with fund and general partner accounting and tax compliance. Previously, he was a tax senior associate at KPMG. Alex is a Certified Public Accountant and holds a M.A.S. and a B.A.S. in accounting from the University of Illinois at Urbana-Champaign.
Manager, Accounting
Manager, Accounting
Jenny Chong is a manager on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Before Thoma Bravo, Jenny was an officer for Northern Trust in the private capital administration and alternative fund services group. Previously, she worked in human resources shared services for McDonald’s Corporation. Jenny holds a B.S. in business management from DePaul University.
Managing Director, Chief Financial Officer
Managing Director, Chief Financial Officer
Amy Coleman Redenbaugh is a managing director and chief financial officer at Thoma Bravo. Based in Chicago, she is responsible for overseeing all of the firm’s finance/accounting, tax, portfolio valuation and financial reporting. Since joining Thoma Bravo in 2008, Amy has been integral to developing and leading the firm's financial strategy across its global investment platform. She is also a member of the firm’s leadership team.
Amy holds a B.S. in business administration and accounting from Indiana University of Pennsylvania. She began her career as a tax manager in the private client services group at Arthur Andersen. Before joining Thoma Bravo, she served as CFO of Alpha Capital Partners, a family office and small private equity investor, and subsequently CFO of Quinten Road Management, an asset manager formed by GE Antares and Northwestern Mutual to provide junior capital for middle‑market leveraged buyouts.
A respected leader among CFOs and the broader private equity community, Amy is frequently quoted in industry outlets, including Private Funds CFO, and regularly shares her expertise at industry events, such as SuperReturn’s CFO/COO summit in Amsterdam and Markets Group Private Equity Chicago Forum. Private Funds CFO also recognized Amy in its “Changemakers” list, which celebrated CFOs who helped shape the role within private equity.
Senior Vice President, Controller - Credit and Growth Funds
Senior Vice President, Controller - Credit and Growth Funds
Scott Conquest is a senior vice president and controller – credit and growth funds at Thoma Bravo. Based in Miami, he joined the firm in 2017. Previously, he worked in accounting and finance for Victory Park Capital Advisors, J.P. Morgan and Bank of America Merrill Lynch. Scott holds an M.S. in accounting from the University of Illinois at Chicago and a B.S. in finance from Michigan State University.
Senior Associate, Accounting
Senior Associate, Accounting
Meghan Creed is a senior associate on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2016. Previously, she worked in accounting at Weltman Bernfield. Meghan earned an MBA and a B.S. in accounting from Elmhurst University.
Manager, Accounting
Manager, Accounting
Daniel Diaz is a manager on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he was an accounting manager with H.I.G. Capital. Previously, he spent six years with Grant Thornton, most recently as an audit manager. Daniel is a Certified Public Accountant and holds an M.A. in accounting from Florida International University and a B.S.B.A. in accountancy from Auburn University.
Treasury Manager
Treasury Manager
Natalie Doak is treasury manager at Thoma Bravo. Based in Chicago, she rejoined the firm in 2021. Natalie worked as a consultant on the Thoma Bravo finance team before joining full-time to assist with treasury operations and onboarding new investors and new funds. Earlier, she worked as an accounting administrator on the finance team at Thoma Bravo. Natalie holds a B.S. in business administration from the University of Oregon.
Senior Associate, Valuation
Senior Associate, Valuation
Payton Donnan is a senior associate on the Valuation team at Thoma Bravo. Based in Chicago, she joined the firm in 2023 and assists in managing quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, she was a valuation advisory associate at Stout. Payton graduated cum laude with a B.S. in finance from the Fisher College of Business at The Ohio State University.
Assistant Vice President, Accounting
Assistant Vice President, Accounting
Tricia Douglas is an assistant vice president on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2024. Prior to Thoma Bravo, she was an assistant controller at Industrial Growth Partners, where she worked on fund accounting, management company operations, tax, audit and valuations. She also held similar accounting roles at Versant Ventures and BlackRock. Tricia has a B.S. in accountancy from the University of Illinois at Urbana-Champaign.
Associate, Valuation
Associate, Valuation
Jenna Doyle is an associate on the Valuation team at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Jenna helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity and credit investments. Before Thoma Bravo, she was a senior valuations consultant with Plante Moran. Jenna holds a B.A. in finance from the Eli Broad College of Business at Michigan State University.
Senior Vice President, Head of Valuation
Senior Vice President, Head of Valuation
Brian Dunford is a senior vice president and head of valuation at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Previously, he worked for Ernst & Young. Brian holds an MBA from the University of Notre Dame and a B.A. in history and education from Colgate University.
Manager, Tax and Accounting
Manager, Tax and Accounting
Amanda Eisenga is a manager on the Tax and Accounting team at Thoma Bravo. Based in Miami, she joined the firm in 2022. Before Thoma Bravo, Amanda was a tax manager in the Chicago asset management group at KPMG. Previously, she was a tax manager at Deloitte and a senior tax associate at HLB Gravier. Amanda is a Certified Public Accountant, and she holds an MBA and an M.Sc. in accounting and taxation from Florida Gulf Coast University and a B.S. in accounting from the University of Florida.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Saneshia Foster is a vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2017. Before Thoma Bravo, Saneshia was a tax manager in the financial services office group at Ernst & Young, where she worked with private equity and other asset management clients. Previously, she worked as a tax senior manager at Morgan Stanley and tax manager at PricewaterhouseCoopers LLP. Saneshia holds a B.S. in accounting from the University of Illinois at Chicago and is a Certified Public Accountant.
Manager, Accounting
Manager, Accounting
Brooke Fraser is a manager on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before Thoma Bravo, she was an assurance manager in PwC’s asset and wealth management group, where she worked on a range of fund audits. Brooke is a Certified Public Accountant and holds a MAcc. and a B.S.B.A. in accounting and finance from the Olin Business School at Washington University in St. Louis.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Caitlin Howard is a vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2020. Caitlin is responsible for the firm's tax and financial reporting. Previously, she worked for Ernst & Young, most recently as a tax manager. Earlier in her career, she was the senior tax accountant at Franklin Monroe Administrative Services and a senior tax associate at PwC. Caitlin is a Certified Public Accountant and holds a B.B.A. in accounting and a B.A. in Asian languages and literature (Japanese) from the Henry B. Tippie College of Business at the University of Iowa.
Managing Director, Deputy Chief Financial Officer
Managing Director, Deputy Chief Financial Officer
Shari Huisman is a managing director and deputy chief financial officer at Thoma Bravo. Based in Chicago, she joined the firm in 2012 from JPMorgan’s private equity and real estate services group, where she was an assistant vice president providing fund administration services to private equity clients. Prior to JPMorgan, she was an audit manager at Ernst & Young, where she worked on private equity and other asset management clients. Shari is a Certified Public Accountant and has a B.S. in accounting and a Master of Professional Accountancy from the University of Nebraska–Lincoln.
Senior Vice President, Controller - Europe
Senior Vice President, Controller - Europe
Joanna (Jo) Hylton is a senior vice president and controller – Europe at Thoma Bravo. Based in London, she joined the firm in 2025. Prior to Thoma Bravo, she spent nearly eight years at Cairngorm Capital Partners, most recently as a partner and finance director. Previously, she held various accounting and finance roles with H.I.G. Capital, ESPN and BDO. Jo holds a B.Sc. in economics from the University of Bristol.
Assistant Vice President, Valuation
Assistant Vice President, Valuation
Kevin Kim is an assistant vice president on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Duff & Phelps as a portfolio valuation analyst and later a senior associate. Kevin has a B.S. in accountancy and finance from the University of Illinois at Urbana-Champaign.
Senior Vice President, Controller - Buyout Funds
Senior Vice President, Controller - Buyout Funds
Paul Li is a senior vice president and controller – buyout funds at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked at Deloitte & Touche LLP, where he advanced through several roles, most recently serving as an audit manager. Paul earned an M.A.S. and a B.S. in accountancy from the University of Illinois at Urbana-Champaign.
Senior Vice President, Head of Tax
Senior Vice President, Head of Tax
Andy Lueke is a senior vice president and head of tax at Thoma Bravo. Based in Chicago, he joined the firm in 2015. Previously, he was a tax senior at PricewaterhouseCoopers, where he worked with private equity and other asset management clients. Andy holds a MAcc. and a B.B.A. in accounting from the University of Wisconsin.
Associate, Valuation
Associate, Valuation
Charles (Charlie) Maher is an associate on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2024. Charlie helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity and credit investments. Before Thoma Bravo, he was a valuation associate with Hilco Valuation Services and a quantitative equity research analyst at First Trust. Charlie holds a B.S. in accounting and finance from the Kelley School of Business at Indiana University.
Vice President, Accounting and Operations
Vice President, Accounting and Operations
Adam McIntosh is a vice president of accounting and operations at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Adam works closely with the finance leadership team on operational responsibilities. Prior to Thoma Bravo, he worked in accounting at Northern Trust. He earned a B.S. in accounting and finance from DePaul University.
Senior Associate, Accounting
Senior Associate, Accounting
Liz Munoz is a senior associate on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Liz spent more than four years at SAC Wireless, most recently as a financial accountant. Previously, she worked in event planning for Mikva Challenge and The Executives' Club of Chicago. Liz holds a B.B.A. from Saint Xavier University.
Assistant Vice President, Valuation
Assistant Vice President, Valuation
Kathy Nalepka is an assistant vice president on the Valuation team at Thoma Bravo. Based in Chicago, she joined the firm in 2021 and helps manage quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, Kathy spent six years at global accounting consultancy Crowe LLP, most recently as a valuation manager. She also volunteers for various nonprofits focused on teaching financial literacy to under-resourced communities. Kathy graduated summa cum laude with a B.S. in finance honors and economics from DePaul University, and she studied international economics at Budapest Corvinus University.
Associate, Valuation
Associate, Valuation
Grant Nelson is an associate on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Grant helps manage quarterly valuations across the firm's buyout, growth equity and credit investments. Before Thoma Bravo, he worked as a business valuation analyst for Stout. Grant holds a B.S. in finance from the Gies College of Business at the University of Illinois Urbana-Champaign.
Senior Associate, Accounting
Senior Associate, Accounting
Brian Ocoro is a senior associate on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2022 and focuses on the firm’s equity funds. Before Thoma Bravo, he spent three years at Grant Thornton LLP, most recently as a senior audit associate. Brian is a Certified Public Accountant and holds a MAcc. from the University of South Florida and a BAcc. from Florida International University.
Associate, Tax and Accounting
Associate, Tax and Accounting
Colette O'Regan is an associate on the Tax and Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2025 to assist with tax compliance and firm and fund accounting. Before Thoma Bravo, she was a senior tax associate focused on real estate and private equity at Baker Tilly Advisory Group. Colette holds a M.A.S. and a B.S. in accounting from the University of Illinois at Urbana-Champaign, and she is a Certified Public Accountant.
Senior Vice President, Controller - Buyout Funds
Senior Vice President, Controller - Buyout Funds
Kristy Pike is a senior vice president and controller – buyout funds at Thoma Bravo. Based in Chicago, she joined the firm in 2016. Prior to Thoma Bravo, Kristy was an assistant vice president in the private equity and real estate services group at JPMorgan Chase, where she provided fund administration services to private equity clients. Previously, she was an audit senior at Deloitte & Touche, working on hedge fund, private equity fund and mutual fund audits. Kristy holds a B.S. in accounting and finance from DePaul University.
Vice President, Credit Operations
Vice President, Credit Operations
Sandra Popovic is a vice president on the Credit Operations team at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Previously, she was an assurance manager at Plante Moran. Sandra is a Certified Public Accountant, and she holds a B.S. in accounting and a M.A.S. from the University of Illinois at Urbana-Champaign.
Senior Associate, Accounting
Senior Associate, Accounting
Kristel Ramos is a senior associate on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2021 and focuses on the firm’s equity funds. Before Thoma Bravo, she spent several years at Northern Trust, most recently as a senior accountant on the private capital administration team. Kristel holds an M.S. in Accountancy from DePaul University and a B.A. in economics from the University of Illinois at Chicago.
Associate, Credit Operations
Associate, Credit Operations
Alex Ray is an associate on the Credit Operations team at Thoma Bravo. Based in Chicago, he joined the firm in 2025 and focuses on the firm's credit funds. Before Thoma Bravo, he spent three years with PwC, most recently as a senior audit associate in the asset wealth management group. Alex holds a B.S. in accounting and operations management from the Kelley School of Business at Indiana University and is a Certified Public Accountant.
Manager, Accounting
Manager, Accounting
Ben Revivo is a manager on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Ben was an associate manager on the private equity funds team at SS&C Technologies and an audit senior at EisnerAmper in New York. Earlier in his career, he was a real estate investor with Ashkenazi Development and Management and a software developer with CargoMatrix. Ben is a Certified Public Accountant and holds a B.S. in accounting and computer science from Baruch College.
Analyst, Accounting
Analyst, Accounting
Marisol Rios is an analyst on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2021 to assist with investor onboarding and operations. Previously, Marisol was an accountant at Stern Cassello and Associates, focusing on the firm’s private equity and venture capital clients. Marisol holds an associate of applied science degree in business administration from Fox College.
Senior Associate, Credit Operations
Senior Associate, Credit Operations
Charlie Rittner is a senior associate on the Credit Operations team at Thoma Bravo. Based in Chicago, he joined the firm in 2021 and focuses on the firm's credit funds. Before Thoma Bravo, he spent several years in the Jackson National family of companies. Most recently, he was a title fund accountant with Jackson National Asset Management, a subsidiary of Jackson National that provides specialized asset management and retail brokerage services. Previously, he was a strategic support associate for Jackson National in Michigan. Charlie holds a B.A. in finance from the Eli Broad College of Business at Michigan State University.
Manager, Accounting
Manager, Accounting
Daniel Savage is a manager on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, he held various fund accounting roles at H.I.G. Capital and Lindsay Goldberg. He began his career at PricewaterhouseCoopers in New York and is a Certified Public Accountant. Daniel is an alumnus of the Verrazano Honors School at the College of Staten Island, where he graduated cum laude with a B.S. in accounting and finance.
Vice President, Accounting and Operations
Vice President, Accounting and Operations
Annie Siu is a vice president of accounting and operations at Thoma Bravo. Based in Chicago, she joined the firm in 2017. Prior to Thoma Bravo, she was a fund accountant in the private equity fund administration group at Northern Trust. Previously, Annie was a fund accountant in JPMorgan Chase’s private equity and real estate services group, where she was an officer providing fund administration services to private equity clients. Annie holds a Master of Science in Accountancy and a B.S. in business management from DePaul University.
Associate, Accounting
Associate, Accounting
Will Slagel is an associate on the Accounting team at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, he was an auditor with Ernst & Young. Will holds a MAcc. and a B.S. in accounting from the University of Kentucky.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Marcin Spik is a vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, he joined the firm in 2023 to assist with tax compliance and accounting for the general partner entities. Before Thoma Bravo, Marcin was a senior tax manager for the investment funds group at Plante Moran. Previously, he held several tax management roles for global accounting and professional services firms, including PwC and Crowe LLP. Marcin is a Certified Public Accountant. He holds a M.A.S. and graduated with highest honors with B.S. degrees in accountancy and finance from the University of Illinois at Urbana-Champaign.
Manager, Valuation
Manager, Valuation
Liam Stewart is a manager on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2021. Liam helps manage the firm's valuation needs, including quarterly valuations of its credit and equity investments. Previously, he worked for Lincoln International's valuations and opinions group, where he performed portfolio valuations and assisted Lincoln in rendering fairness and solvency opinions. Before that, he was an analyst in Stout's Corporate Valuation Advisory practice. Liam graduated cum laude with a B.B.A. in finance from the University of Notre Dame.
Assistant Vice President, Assistant Controller - Firm
Assistant Vice President, Assistant Controller - Firm
Max Werner is an assistant vice president and assistant controller – firm at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, Max spent almost five years with Citadel, most recently as a senior corporate accountant. Previously, he was a senior accountant with EY. Max holds a MAcc. and a B.B.A. in accounting from the University of Wisconsin–Madison.
Senior Associate, Accounting
Senior Associate, Accounting
Amilcar Vega is a senior associate on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2021 and focuses on the firm’s equity funds. Before Thoma Bravo, he spent several years at Grant Thornton LLP, most recently as an audit senior associate focused on the financial services and clinical manufacturing industries. Amilcar earned an M.S. and a B.S. in accounting from Florida International University.
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