Valuation Associate
Valuation Associate
David Alldian is a Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2021. As part of the valuation team, David assists in managing quarterly valuations of the firm's portfolio companies. Previously he worked for Stout Risius Ross (Stout). As an Associate at Stout, he performed analyses related to security formation, determination of transaction fairness, and adequate considerations for corporate transactions of employee-owned companies. David holds a BBA degree in Finance and Economics from Villanova University.
Principal
Principal
Andrew Almeida is a Principal on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2012 as an Associate, and today focuses on supporting and growing the firm's leading cybersecurity practice. Prior to joining Thoma Bravo, he worked in investment banking at Bank of America Merrill Lynch. Andrew graduated from The University of Wisconsin with degrees in Finance and Economics and holds an MS degree from Vanderbilt University.
Accounting Manager
Accounting Manager
Mary Amundson is an Accounting Manager at Thoma Bravo. Based in Chicago, she joined the firm in 2020. Prior to Thoma Bravo, she worked for Deloitte & Touche LLP in both Chicago and Sydney, Australia. While there, she held several positions, most recently she served as Audit Manager. Mary holds a BS degree in Accounting and Finance from Marquette University.
Vice President
Vice President
Associate
Associate
Kippy Ball is an Associate on the Explore team at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions Group at Goldman Sachs in New York. Kippy holds a BA degree in Mathematics from Vanderbilt University.
Executive Assistant
Executive Assistant
Lindsay Batlowski is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Previously she held Executive Assistant roles at Social Finance, Okta, Inc., Spectrum Equity, and RS Investments. Lindsay graduated with a BS degree in Advertising & Marketing Communications from the Fashion Institute of Technology in New York.
Associate
Associate
Catherine Beall is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked for J.P. Morgan in New York as an Investment Banking Analyst. Catherine has her BS degree in Commerce with a concentration in Finance, Management and Global Commerce from the University of Virginia.
Senior Human Resources Associate
Senior Human Resources Associate
Jade Bellcourt is a Senior Human Resources Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2019. Previously she worked for Resolution Media, a global digital marketing company backed by Omnicom Media Group. Jade held several titles during her tenure there, her final being Manager, Human Resources. Jade has her BA in Communications from the University of Illinois at Urbana-Champaign, and she is a certified Professional in Human Resources (PHR).
Managing Partner
Managing Partner
Seth Boro is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2005, then became a Partner in 2010 and a Managing Partner in 2013. Seth leads the firm’s infrastructure software and cybersecurity strategy, and he is responsible for finding and executing new deals, growing portfolio companies as an active board member, and helping to manage the firm. He previously was part of the investment team at Summit Partners, where he was involved in private equity investments in the technology and business services sectors. Seth also worked as an analyst with investment bank Credit Suisse in Toronto. He has been featured in Mergers & Acquisitions Magazine as one of the “Rising Stars” of private equity and was named by the San Francisco Business Times as one of the region’s “40 Under 40” for his business leadership contributions in building the Bay Area’s future. Seth earned his MBA from Stanford University and his Bachelor of Commerce degree from Queen’s University School of Business.
Founder and Managing Partner
Founder and Managing Partner
Vice President, Controller - Firm
Vice President, Controller - Firm
Katie Brennan is the Vice President, 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 BS degree in Accounting from University of Illinois and she is a Certified Public Accountant.
Executive Assistant
Executive Assistant
Accounting Associate
Accounting Associate
Julie Burns is an Accounting Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Previously she worked in accounting and finance for Frontenac Company and Stern Cassello & Associates. Julie holds a BBA degree in Accounting from Saint Xavier University.
Accounting Manager - Firm
Accounting Manager - Firm
Jeanine Calabrese is an Accounting Manager - Firm at Thoma Bravo. Based in Chicago, she joined the firm in 2010. Jeanine is responsible for managing the firm’s employee payroll and expense reporting. Previously she served as Inventory Accountant at Enesco LLC, where she was responsible for month-end close, budget preparation and financial analysis. Before Enesco, Jeanine served as a Senior Accountant at WTAS (Anderson Tax), where she was responsible for the compliance review for individuals, fiduciaries and other business entities. Jeanine is a Certified Public Accountant, and she graduated with Highest Honors with a BS degree in Accounting and Finance from DePaul University.
Executive Assistant
Executive Assistant
Kristi Cassidy is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Previously she worked for Gigster and Charles Schwab Investment Management. Kristi earned her BA degree in Marketing and Finance from the University of Massachusetts-Boston.
Vice President
Vice President
Carl Chan is a Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2013 as an Associate, and today focuses on supporting and growing the firm's infrastructure and cybersecurity software practices. Prior to joining Thoma Bravo, he worked in investment banking at Bank of America Merrill Lynch. Carl holds an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Commerce degree with Distinction from the University of Calgary.
Tax and Accounting Associate
Tax and Accounting Associate
Alex Chapman is a Tax and Accounting Associate at Thoma Bravo. Based in Chicago, Alex 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 he holds a Master of Accounting Science degree and a BAS degree in Accounting from the University of Illinois at Urbana-Champaign.
Associate
Associate
Andrew Cho is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he was an Investment Banking Analyst in the Media & Communications Group at Morgan Stanley in New York. He also served as a Sergeant in the Republic of Korea Army. Andrew holds a BA degree in Economics from Harvard University.
Chief Information Officer
Chief Information Officer
Cynthia Clarke is the Chief Information Officer at Thoma Bravo. Based in Chicago, she joined the firm in 2021 and is responsible for Thoma Bravo's internal technology strategy. Cynthia is an experienced technology executive with a proven track record of partnering with business leads to create and execute transformative strategies. With over 25 years in the financial industry, she has helped to innovate, optimize and deliver solutions that drive growth and efficiency in times of great challenge and change. In 2019, Cynthia founded Citrine Strategy, a strategic consulting firm focused on the development and execution of digital strategy, data strategy, and Agile transformation. In several of Cynthia’s past roles at leading financial companies, she developed technology strategies to support critical business processes, client-facing products, site support and infrastructure. Her past roles include Chief Technology Officer at Donnelley Financial Solutions, Chief Information Officer at Mesirow Advanced Strategies, Senior Vice President at Northern Trust, and Chief Information Officer at UBS Brinson. Cynthia earned a BS degree in Engineering – Computer Science from the University of Illinois Urbana-Champaign. She also holds a certificate in Mastering Design Thinking from the MIT Sloan Executive Education program.
Managing Director, Chief Financial Officer
Managing Director, Chief Financial Officer
Amy Coleman Redenbaugh is a Managing Director and Thoma Bravo's Chief Financial Officer. Based in Chicago, she joined the firm in 2008. She is responsible for all finance/accounting, tax, portfolio valuation and financial reporting for the firm. Prior to joining Thoma Bravo, Amy was the Chief Financial Officer of Quinten Road Management, an asset manager formed by GE Antares and Northwestern Mutual to provide junior capital in support of sponsor-led middle-market leveraged buyouts. Earlier in her career, she was a Tax Manager in the Private Client Services Group at Arthur Andersen. Amy received a BS degree in Business Administration and Accounting from Indiana University of Pennsylvania.
Investor Relations Coordinator
Investor Relations Coordinator
McKenzie Collins is Investor Relations Coordinator at Thoma Bravo, where she helps coordinate and execute on various investor relations and marketing programs. Based in San Francisco, she joined the firm in 2015. Previously she worked with Arista Networks. McKenzie holds a BA degree in Communications from University of California, Santa Barbara.
IT Manager
IT Manager
Vice President, Controller - Credit Funds
Vice President, Controller - Credit Funds
Associate
Associate
Cody Cowan is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Leonard Green & Partners as an Analyst. Cody has his BS degree in Economics with concentrations in Finance and Legal Studies from the Wharton School at the University of Pennsylvania.
Managing Partner
Managing Partner
Scott Crabill is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. Scott is responsible for identifying and executing new deals, working closely with portfolio companies as an active board member, and helping to manage the firm. He was previously part of the investment team at Summit Partners, where he was involved in private equity investments in software and other technology businesses. Scott also worked as an investment professional at private equity firm J.H. Whitney and in corporate finance at Alex. Brown & Sons. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. Scott earned a BS degree in Industrial Engineering from Stanford University and an MBA degree from the Stanford Graduate School of Business.
Accounting Associate
Accounting Associate
Meghan Creed is an Accounting Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2016. Previously she worked in accounting at Weltman Bernfield. Meghan earned a BS degree in Accounting from Elmhurst College.
Vice President
Vice President
Matt Curulla is a Vice President on the Credit team at Thoma Bravo. Based in San Francisco, he joined the firm in 2017. Previously he worked at Golub Capital and SunTrust Robinson Humphrey. He earned his BS degree in Business Administration from the University of North Carolina.
Compliance Associate
Compliance Associate
Beth Davis in a Compliance Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2019. Prior to Thoma Bravo, she worked for Morningstar, Inc. as a Compliance Specialist and most recently as a Compliance Officer. Beth earned her BA in Social Studies for Secondary Education from Aquinas College and is working on her MBA from The University of Chicago Booth School of Business.
Senior Associate
Senior Associate
Senior Associate, Strategy
Senior Associate, Strategy
Christine Dong is a Strategic Projects Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2019 and supports strategic initiatives for Carl Thoma and the Thoma Foundation. Prior to Thoma Bravo, Christine worked in Strategy and Operations for Deloitte Consulting. Christine holds a BA degree in Economics from the University of Chicago.
Senior Vice President
Senior Vice President
Senior Associate
Senior Associate
Will Downing is a Senior Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked in investment banking with Morgan Stanley's Financial Institutions Group. Will holds an AB degree with Highest Honors in Economics from Princeton University.
Senior Vice President, Valuation
Senior Vice President, Valuation
Tax and Accounting Manager
Tax and Accounting Manager
Dariusz Dziurdzik is a Tax and Accounting Manager at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Dariusz is responsible for the firm's tax and financial reporting as it relates to funds and GP entities. Previously he worked for PwC, most recently as Senior Tax Manager. Before that, he was the Senior Tax Associate - Financial Services at Ernst & Young. Dariusz is a Certified Public Accountant, and he holds a Masters of Accountancy from the University of Notre Dame Mendoza College of Business and a BBA degree in Accounting and Finance from Loyola University Chicago.
Associate, Capital Markets
Associate, Capital Markets
Peter Feldstein is an Associate on the Capital Markets team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Previously he worked in the Leveraged Finance Origination group at Bank of America. Peter graduated Cum Laude with a BA degree in Economics from Washington and Lee University.
Associate
Associate
Michael Forrest is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked in investment banking at Greenhill & Co. focusing on mergers and acquisitions. Michael holds a BS degree, magna cum laude, in Industrial Engineering and Economics from Northwestern University.
Tax and Accounting Manager
Tax and Accounting Manager
Vice President
Vice President
Brendan Fox is a Vice President on the Credit team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked at Ares Management in the Direct Lending division. Prior to his time with Ares Management, he held roles in investment banking for Rothschild Debt Advisory & Restructuring and Bank of America Merrill Lynch. Brendan holds a BS degree in Finance from Wake Forest University.
Director, Head of Communications
Director, Head of Communications
Megan Frank is Director, Head of Communications at Thoma Bravo. Based in San Francisco, she joined the firm in 2019 and is responsible for defining and driving the firm’s communications strategy across audiences to protect, promote and enhance the Thoma Bravo brand. Megan has more than 20 years of experience in communications, most recently serving as the Head of Communications for Allianz Global Investors in the US. Prior to that, she held communications and media relations roles at Merrill Lynch, Morgan Stanley and Paine Webber (now UBS), as well as PR agencies including Burson-Marsteller. Megan earned a BA degree in Political Science from Colgate University.
IT Assistant
IT Assistant
Jake Fuller is an Information Technology Assistant at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Jake is responsible for various IT projects, including managing the firm's IT-related databases for software, hardware and mobile devices, administering the firm's cybersecurity awareness training, and onboarding new employees. Previously he served as IT Manager at Wico Metal Products, a multi-million dollar manufacturing company, and as Equipment Manager for Louisiana Tech University Football. Jake holds a Bachelor of Applied Science from Louisiana Tech University and a BBA degree in Business and Management from Baker College.
Principal
Principal
Tara Gadgil is a Principal on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2016 and focuses on the firm’s application software practice. Prior to joining Thoma Bravo, she served as a Vice President at Berkshire Partners in Boston. Previously, she served as an Associate at TPG Growth in San Francisco and an Analyst in the Investment Banking Division at Goldman Sachs in New York. She holds an MBA from Stanford University and an AB degree in Government and Economics from Harvard University.
Senior Associate
Senior Associate
Collin Gallagher is a Senior Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2017 and focuses on the cybersecurity space. Previously he worked in investment banking for Bank of America Merrill Lynch. He holds a BS degree in Business Administration from the Haas School of Business at UC Berkeley.
Senior Associate
Senior Associate
Senior Associate
Senior Associate
Chandler Gay is a Senior Associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he worked for Golden Gate Capital and as an investment banker in the New York office of Barclays. Chandler holds a BSE degree in Operations Research and Financial Engineering, with Honors, from Princeton University.
Principal, Capital Markets
Principal, Capital Markets
Matt Gilbert is a Principal, Capital Markets at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Previously, Matt was an investor focused on software and technology companies with the private equity firm Summit Partners. To start his career, he worked as an Investment Banking Analyst in the Leveraged Finance Group at UBS in New York. Matt holds a BS degree, cum laude, in Business Administration and Finance from the University of Southern California.
Lead Executive Assistant, San Francisco
Lead Executive Assistant, San Francisco
Associate
Associate
Joe Grady is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he worked in Chicago as an Investment Banking Analyst in the Global Industrials group at Credit Suisse. Joe earned his BBA degree in Finance from the University of Notre Dame, Mendoza College of Business.
Senior Associate
Senior Associate
Logan Gregoire is a Senior Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Previously, Logan worked at Marlin Equity Partners, where he focused on software investing, and at William Blair & Company as a member of the technology investment banking group. He holds a BA degree in Economics from Yale University.
Vice President
Vice President
Javier Guinard is a Vice President on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he worked as an Associate at Lindsay Goldberg and as an Investment Banking Analyst at Bank of America Merrill Lynch in New York. Javier graduated with a BS degree in Bioengineering from Stanford University and earned an MBA from the Stanford Graduate School of Business.
Associate
Associate
Nabil Hamade is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Morgan Stanley as an Investment Banking Analyst – Healthcare Group. Nabil has his BS in Business Administration from the University of California, Berkeley.
Office Assistant, Chicago
Office Assistant, Chicago
Christy Hart is an Office Assistant at Thoma Bravo. Based in Chicago, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Before Thoma Bravo, she was a Custom Specialist & Senior Stylist with Trunk Club, and she held a variety of marketing roles, including Account Executive at Legacy Marketing Partners and Account Manager at Marketing Werks. Christy has her BS degree in Anthropology, with a focus on Linguistics and Language in Culture, from Miami University.
Investor Relations and Marketing Associate
Investor Relations and Marketing Associate
Senior Associate
Senior Associate
Principal
Principal
Tax and Accounting Manager
Tax and Accounting Manager
Caitlin Howard is a Tax and Accounting Manager 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. Before EY, 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 she holds a BBA degree in Accounting and a BA degree in Asian Languages and Literature (Japanese) from the University of Iowa – Henry B. Tippie College of Business.
Valuation Associate
Valuation Associate
Steven Howe is a Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2019. As part of the valuation team, Steven assists in managing quarterly valuations of the firm's portfolio companies. Previously he worked for KPMG's Financial Due Diligence team, where he helped in analyzing financials for private equity clients. Steven is a Certified Public Accountant, and he is a graduate of Indiana University's Kelley School of Business 3/2 MBA program, with a BS degree in Accounting and Finance.
Director, Finance
Director, Finance
Vice President
Vice President
Jamie Hutter is a Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2014. In this role, Jamie focuses primarily on application software investments. Prior to Thoma Bravo, he worked in investment banking at Morgan Stanley. Jamie earned his BA with Honors in Science, Technology & Society at Stanford University and is a member of the NextGen Leadership Council for the Boys & Girls Clubs of San Francisco.
Vice President
Vice President
Principal
Principal
Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing
Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing
Vice President, Investor Relations and Marketing
Vice President, Investor Relations and Marketing
Saniya Jamil is a Vice President, Investor Relations and Marketing at Thoma Bravo. Based in Dubai, she joined the firm in 2019. She spent 12 years in Capital Markets at BNP Paribas, in London covering Institutional Clients and latterly in the Middle East as a Senior Banker. Prior to joining Thoma Bravo, Saniya advised Maris Africa on the company’s global fundraising strategy. Saniya earned a Masters degree in European Business from ESCP-EAP in Paris and a BSc in Economics from UCL in London.
Principal
Principal
Head of Human Resources
Head of Human Resources
Office Manager, San Francisco
Office Manager, San Francisco
Senior Valuation Associate
Senior Valuation Associate
Kevin Kim is a Senior Valuation Associate 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 most recently a Senior Associate. Kevin has his BS in Accountancy and Finance from the University of Illinois at Urbana-Champaign.
Vice President
Vice President
Vice President, Investor Relations and Marketing
Vice President, Investor Relations and Marketing
Emma Kirkland is a Vice President, Investor Relations and Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, Emma worked for Probitas Partners as a Vice President responsible for fund placement project management, and she spent over three years with Denning & Company responsible for fund placement coordination. Emma earned a BS degree in Environmental Policy Analysis and Planning from the University of California, Davis.
Associate
Associate
Caroline Kjorlien is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Prior to Thoma Bravo, she worked in New York as an Investment Banking Analyst and Associate at Morgan Stanley. Caroline graduated with a BS degree in Science, Technology & International Affairs from Georgetown University.
Accounting Associate
Accounting Associate
Dale Li is an Accounting Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2020 to assist with the firm’s equity funds. Previously he worked for PwC, most recently as an experienced associate. Dale is a Certified Public Accountant, and he holds a Master of Science degree in Accountancy from DePaul University and a BA degree in Economics from the University of Wisconsin-Madison.
Assistant Controller - Equity Funds
Assistant Controller - Equity Funds
Paul Li is an Assistant Controller - Equity Funds at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Deloitte & Touche LLP, where he held several titles with his final being Audit Manager. Paul earned both his BS in Accountancy and his Masters in Accounting Science from the University of Illinois at Urbana- Champaign.
Vice President
Vice President
Matt LoSardo is a Vice President on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Previously he worked in private equity at Harvest Partners and investment banking at Morgan Stanley. Matt holds a BS degree in Economics from Duke University.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Associate
Associate
Anthony Marquez is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he was an Investment Banking Analyst in the Media & Communications Group at Morgan Stanley in New York. Anthony holds a BA degree in Government from Dartmouth College.
Senior Associate, Strategy
Senior Associate, Strategy
Veronica Mercado is a Senior Associate at Thoma Bravo. Based in San Francisco, she joined the firm in 2019 and is involved in fund strategy, growth initiatives, and other firm priorities in support of the firm’s Founder and Managing Partner Orlando Bravo. Prior to Thoma Bravo, Veronica worked for Bain & Co., where she advised clients in the alternative investments sector. Veronica holds a BS degree, summa cum laude, in Systems & Information Engineering from the University of Virginia’s School of Engineering and Applied Science.
Receptionist
Receptionist
Monica McAtee is the Receptionist at Thoma Bravo. Based in San Francisco, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Previously, she was a Program Coordinator and Childwatch Center Supervisor at the Irvin-Deutcher Family YMCA, and she worked as a private nanny for several Bay Area families. Monica currently is working on her AA degrees in Health Education and Psychology at Diablo Valley College.
Senior Accounting Associate
Senior Accounting Associate
Lead Executive Assistant, Chicago
Lead Executive Assistant, Chicago
Lauren McLaughlin is Lead Executive Assistant at Thoma Bravo. Based in Chicago, she joined the firm in 2019. Lauren is responsible for Thoma Bravo's Chicago office project management and supports the firm's Human Resources and Compliance teams. Previously she served as the Institutional Sales Support Coordinator for Capital Group Institutional Investment Services, where she helped manage relationships across 200 clients representing more than $1 billion in new and existing client flows. Prior to Capital Group, Lauren was the Managing Co-Chair for Gala 4 Good, the largest fundraiser for the Hinsdale Junior Woman's Club. Before that, she held various project management, marketing, and executive assistant roles at Global Electronic Trading Company, Contego Capital Partners LLC, and Merrill Lynch. Lauren holds a BA degree in Communications Management and Marketing from the University of Dayton.
Managing Partner
Managing Partner
Managing Director, Head of Capital Markets
Managing Director, Head of Capital Markets
Executive Assistant
Executive Assistant
Hendy Monegro is Executive Assistant to Orlando Bravo at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked at FFL Partners as Executive Assistant for the CEO of The Family Office and as the Executive Assistant for the Chairman and Co-CEO. Previously, Hendy worked at Artisan Partners as Office Manager and an Executive Assistant. She also worked in a Junior Analyst / Executive Assistant role at Barclays in New York in Prime Brokerage and Equities. Hendy graduated Summa Cum Laude with an MBA in Media Management from the Metropolitan College of New York, and she holds a BA degree in Business Administration from the Instituto Tecnoloógico de Santo Domingo.
Executive Assistant
Executive Assistant
Alisha Monterial is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked for Gryphon Investors. Alisha has her BA degree in History from Florida State University and has two Masters degrees from Central European University in Budapest Hungary with the first being in Global Economic Relations and the second in Comparative History.
Managing Director, General Counsel and Chief Administrative Officer
Managing Director, General Counsel and Chief Administrative Officer
Gerald T. "Jerry" Nowak is Managing Director, General Counsel and Chief Administrative Officer at Thoma Bravo. Based in Chicago, he joined the firm in 2021 and is responsible for Thoma Bravo's Legal & Compliance, IT and other administrative functions. Previously, Jerry served as a Partner in Kirkland & Ellis LLP's Chicago office, where he was a leader in the firm's Private Equity, M&A and Capital Markets practices, working closely with Thoma Bravo for almost 20 years on a variety of transactions and mandates. Jerry has been the principal attorney on hundreds of private equity, M&A and capital markets over the years. He has been named as a top practitioner in the The International Who's Who of Mergers & Acquisition Lawyers, as a “Super lawyer” in Law & Politics Magazine's annual review, and as a top high yield debt practitioner in The Legal 500's yearly review of Corporate & Finance attorneys. Earlier in his career, Jerry served as a Military Officer and Computer Systems Cost Analyst with the United States Air Force. He earned a JD from the University of Michigan Law School, an MBA from Auburn University, and a BA degree in Economic Policy Analysis from Michigan State University.
Senior Compliance and Legal Associate
Senior Compliance and Legal Associate
Senior Associate
Senior Associate
Sofija Ostojic is a Senior Associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2017. Previously she worked in investment banking for Evercore and BMO Capital Markets. She holds an Honors Business Administration degree from Western University.
Vice President
Vice President
Alex Park is a Vice President on the Credit team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Previously he worked at Ares Management in New York as a senior associate in the Credit group, where he underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide range of industries. He also assisted in strategic endeavors, including portfolio acquisitions and fundraising activities. Prior to Ares Management, he worked in the Restructuring group at Rothschild, where he advised debtors and creditors on a variety of restructuring and M&A transactions. Alex holds a BA degree in Economics and History from Columbia University.
Associate
Associate
Brian Paskas is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Morgan Stanley in New York in Technology Banking and Leveraged Finance. Brian earned his BS in Economics from Duke University.
Executive Assistant
Executive Assistant
Beth Paul is an Executive Assistant at Thoma Bravo. Based in Chicago, she joined the firm in 2005. Previously she worked at Neal, Gerber & Eisenberg, AT Kearney, and The Marco Consulting Group. She holds a BS degree in English from Illinois State University.
Vice President, Controller - Equity Funds
Vice President, Controller - Equity Funds
Operations Manager - Credit Funds
Operations Manager - Credit Funds
Sandra Popovic is an Operations Manager - Credit Funds 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 has a BS degree in Accounting and a Master of Accounting Science degree from the University of Illinois at Urbana-Champaign.
Senior Tax and Accounting Associate
Senior Tax and Accounting Associate
Principal
Principal
Carl is a Principal on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Previously, he was a technology investor at HighBar Partners, an Associate in the Special Situations Group at Oaktree Capital Management, and an Analyst at UBS Investment Bank. Carl holds an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar, and a BS degree in Electrical Engineering, with Honors, from the University of Illinois at Urbana-Champaign.
Communications Coordinator
Communications Coordinator
Rachel Presson is a Communications Coordinator at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked for Cleo Labs, Inc. as an Executive Assistant. Rachel has her BA degree in Philosophy from Texas Christian University.
Associate
Associate
Abhi Ramachandiran is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he worked as an Investment Banking Analyst in the Media and Communications Group at Citigroup in New York. Abhi graduated Summa Cum Laude with a BS degree in Economics with concentrations in Finance and Management from The Wharton School at the University of Pennsylvania.
Associate, Investor Relations and Marketing
Associate, Investor Relations and Marketing
Trenton Riggs is an Associate, Investor Relations and Marketing at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, Trenton worked for Wells Fargo Securities as an Investment Analyst, Principal Investments. Trenton has his BS degree in Business Administration with a concentration in Finance from the University of Southern California.
Senior Partner
Senior Partner
IT Project Manager
IT Project Manager
Christina Roitto is an IT Project Manager for Thoma Bravo, where she is responsible for project portfolio management and running strategic IT projects. Based in Chicago, she joined the firm in 2020. Before Thoma Bravo, Christina was the Technology Lead for General Ledger & Procurement at Nordea, leading the technology strategy for the accounting technology platform in close collaboration with executives in Group Finance. She also served as Management Partner for Group Functions CIO at Nordea, where she led the strategic planning of the application and project portfolio. Prior to Nordea, Christina spent six years at TietoEVRY in a variety of technology leadership roles. Most recently, she was Head of Global Project Management, where she led a global unit of 80 project managers across India, Czech, Finland and Sweden. Before TietoEVRY, she served as Communications Officer for the Finnish-Swedish Chamber of Commerce (FINSVE). Christina earned an MS degree in Media Technology from the KTH Royal Institute of Technology in Stockholm.
Partner
Partner
Director, Legal and Chief Compliance Officer
Director, Legal and Chief Compliance Officer
Senior Accounting Associate
Senior Accounting Associate
Annie Siu is a Senior Accounting Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2017. Previously she was with Northern Trust as a Fund Accountant in the Private Equity Fund Administration group serving as team lead on many clients. Prior to that, 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 degree in Accountancy and a BS degree in Business Management from DePaul University.
Partner
Partner
Hudson Smith is a Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Hudson is responsible for finding and executing new deals and monitoring and growing the portfolio as an active board member for the firm’s Discover funds, which focus on investing in mid-sized software and technology companies. Prior to joining Thoma Bravo, he served as Managing Director of HGGC, where he led software and technology investments. Previously, he worked at Bain & Company in Dallas and Sidney and Lincoln International in Chicago. Hudson earned an MBA from the Kellogg School of Management at Northwestern University and a BS degree in Business Administration, magna cum laude, from Washington and Lee University.
Valuation Manager
Valuation Manager
Matthew Smith is a Valuation Manager at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Previously he worked for Duff & Phelps and Hilco Global. Matthew received his BSBA degree in Finance from The Ohio State University, and he is a CFA® charterholder.
Managing Partner
Managing Partner
Assistant Controller - Credit Funds
Assistant Controller - Credit Funds
Kyle Spina is Assistant Controller - Credit Funds at Thoma Bravo. Based in Chicago, he joined the firm in 2020. Previously he was the Corporate Controller for Fidus Investment Corporation (NASDAQ: FDUS). Prior to joining Fidus, Kyle was an Audit Manager at BDO working on audits of public and private financial services clients. Kyle is a Certified Public Accountant and earned a BS degree in Management and Accounting from Purdue University.
Executive Assistant
Executive Assistant
Clare Stack is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2018. Previously she worked for Crosslink Capital. Clare earned her BA degree with honors in Geography, Sociology and Political Science from the National University of Ireland Galway.
Principal
Principal
Founder and Managing Partner
Founder and Managing Partner
Carl D. Thoma is a Founder and Managing Partner at Thoma Bravo. He was a Co-Founder and Managing Director at Golder, Thoma, Cressey, Rauner and its predecessor funds since 1980. He began his career at First Chicago Equity Group where he helped build one of the largest and most active private equity firms in the country. He is a recognized pioneer of the buy-and-build strategy that is the foundation of Thoma Bravo's strategy today.
Carl is an avid art collector, which he parallels to the process of acquiring, partnering with, and refining a company. Carl received an MBA from the Stanford Graduate School of Business and a BS degree in Accounting and Agriculture Economics from Oklahoma State University.
He is currently on the boards of the McKnight Center for the Performing Arts, SITE Santa Fe, the Terra Foundation for American Art, and is a commissioner for the National Portrait Gallery. Together with his wife Marilynn, Carl runs the Carl & Marilynn Thoma Art Foundation, a grant-making organization dedicated to sharing its collection and supporting museums, projects and individuals pursuing innovative ideas in the visual arts: www.thomafoundation.org.
Partner
Partner
Talent Coordinator
Talent Coordinator
Bianca Trabanino is a Talent Coordinator for Thoma Bravo, where she works with the HR team on recruiting and D&I initiatives. Based in San Francisco, she joined the firm in 2020. Prior to Thoma Bravo, she worked as a Research Assistant in the Migration and Identity Lab at UC Santa Cruz. Bianca holds a BA degree in Psychology from the University of California - Santa Cruz.
Vice President
Vice President
David Tse is a Vice President on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2017. Previously he worked in investment banking at Goldman Sachs. David earned his BA degree with Honors in Economics and Accounting at Claremont McKenna College.
Senior Systems Administrator
Senior Systems Administrator
Josiah (Josh) VanSickle is a Senior Systems Administrator at Thoma Bravo. Based in San Francisco, he joined the firm in 2017. Previously he worked at Coretelligent and Jews for Jesus. Josh studied Computer Science at Mount Union College.
Partner
Partner
Chip Virnig is a Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2008, and he has been instrumental in growing the firm's infrastructure and cybersecurity practices. Previously he worked in investment banking at Merrill Lynch & Co. Chip graduated with a BA degree with dual majors in Business Economics and in Commerce Organizations and Entrepreneurship from Brown University.
Vice President
Vice President
Kyle Warren is a Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Previously he worked in mergers and acquisitions and in capital market finance at Bank of America Merrill Lynch. Kyle holds a BS degree in Management Science and Engineering from Stanford University.
Vice President
Vice President
Annie Wei is a Vice President on the Explore team at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Before Thoma Bravo, Annie was a Principal at BC Partners, where she worked on various investments across the healthcare, consumer and industrial sectors. Previously, Annie spent two years at The Carlyle Group, where she focused on leveraged buy-out investments in the aerospace and defense sector. Before that, she was an analyst in Morgan Stanley's Global Industrials Group. Annie holds an MBA from Harvard Business School, and a BS degree in Economics and a BA degree in Biology from the University of Pennsylvania.
Associate, Investor Relations and Marketing
Associate, Investor Relations and Marketing
Kaleigh Wilson is an Associate on the Investor Relations and Marketing team at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Before Thoma Bravo, Kaleigh held several roles at Morgan Stanley, including an analyst on the leveraged finance desk covering healthcare and an associate in the institutional equities division on the prime brokerage desk. While at Morgan Stanley, she was selected to be the ambassador to Morgan Stanley Children’s Hospital, where she worked with New York Presbyterian to improve efficiencies and reduce costs. Kaleigh graduated Magna Cum Laude with a BS degree in Finance from Northeastern University.
Associate
Associate
Ashley Wu is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked for UBS Investment Bank in New York as an Analyst for the Technology, Media and Telecommunications group. Ashley earned her BS degree in Applied Mathematics with a concentration in Statistics from Yale University.
Senior Vice President, Investor Relations and Marketing
Senior Vice President, Investor Relations and Marketing
Elizabeth Yates is a Senior Vice President, Investor Relations & Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2016. Previously, Elizabeth was part of the private equity project management and origination team at Park Hill Group (Blackstone) in New York. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Liz holds a BS degree in Economics from The Wharton School of University of Pennsylvania.
Senior Associate
Senior Associate
Sam Yules is a Senior Associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked in investment banking for Morgan Stanley. Sam earned his BS degree with distinction in Management Science and Engineering at Stanford University.
Operating Partner
Operating Partner
Erik Akopiantz is an Operating Partner at Thoma Bravo. He brings a combination of entrepreneurial, operational, strategic and transaction expertise across a variety of industries spanning start-ups to Fortune 500 organizations. Erik's prior experience includes serving as a Board member for Bomgar, Operating Advisor for GHX, SailPoint and DigiCert, Chief Financial Officer for Roadnet Technologies, Inc., Chief Operating Officer for Paranet Solutions, LLC, CEO for Digital Reach, and various finance positions for The SABRE Group. He earned an MBA from Rice University and a BS degree in Finance from the University of Vermont.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Laurens Albada is an Operating Partner at Thoma Bravo. He has more than 20 years of experience restructuring finance departments, driving operational effectiveness, and recruiting top talent with common behaviors and values that drive high-performing teams. Most recently Laurens served as CFO of TwentyEighty, a company focused on helping organizations improve business outcomes through workforce learning. Additionally, he has been a Managing Director for the Financial Services sector of Vista Consulting Group, CFO at Greenway Health, CFO at Caprio Solutions, Inc., VP of Finance at RTI International and VP of Finance for Misys Healthcare Systems. Laurens has an MBA from Thunderbird School of Global Management and a BBA degree in Accounting from the University of Texas at Austin.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Senior Operating Partner
Senior Operating Partner
Marcel Bernard is a Senior Operating Partner at Thoma Bravo. He has more than 40 years of business operating experience, primarily with companies in the technology industry. Most recently, he was Corporate Vice President, Operations of Geac Computer Corporation, a performance management software company, where he was responsible for the management and overall performance of several business units located in North America, Europe and the United Kingdom, representing $250 million in revenues. Previously, Marcel was Senior Vice President, Ontario Division, of St. Lawrence Cement, where he was responsible for the management of all Ontario business units, representing over $400 million in revenues. Marcel was also President and CEO of SaskTel, Saskatchewan’s largest phone company with $600 million in revenues and over 4,200 employees. He also held various positions with Motorola Corporation, most notably as President of Motorola Canada. He has been on the board of directors, in some cases serving as Chairman, of many of Thoma Bravo’s Software portfolio companies.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Tom Clark is an Operating Partner at Thoma Bravo. He has more than 20 years of experience as a financial and operating executive across a variety of industries. Tom is recognized consistently by all levels of the organization as a goal-oriented leader with a proven ability to influence corporate results by instilling accountability and providing strategic, operational and financial insight. Before becoming an Operating Partner at Thoma Bravo, he was CFO of IDaptive, LLC (a Thoma Bravo portfolio company), Ayla Networks Inc., Openwave Messaging, Inc. and CollabNet, Inc. Additionally, Tom was an Operating Director for Marlin Equity Partners, where he provided financial diligence expertise for enterprise software acquisitions and provided financial and operational guidance to Marlin owned companies. Tom has extensive experience with buy-side, sell-side, carve-outs, and distressed situations. He is a Certified Public Accountant in the State of California and earned his BS degree from Saint Mary's College of California.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Steve Cochran is an Operating Advisor at Thoma Bravo. Steve has more than 30 years of experience leading technology transformation and operational excellence at companies such as Global Healthcare Exchange (GHX), OpenText/GXS, Inovis, Adaptec, Real3D, Lockheed Martin and General Electric. Steve most recently was the Chief Technology Officer (CTO) at GHX, a former Thoma Bravo portfolio company subsequently sold to Temasek. During his tenure at GHX, he created the strategy, architected, led development and migrated the company's core asset and customers to the AWS public cloud profoundly transforming the company. At OpenText/GXS, Steve was the VP of Product Management leading the transformation of their global B2B exchange for retail and automotive markets. As CTO at Inovis, he led the transformation of their B2B exchange. Steve also led the development of the initial generations of 3D graphic controllers at Real3D and led development of products for the RAID storage industry as a division vice president at Adaptec. Steve started his career with GE/Lockheed Martin designing submarine and shipboard systems. Steve has an MBA from Crummer Graduate School of Business at Rollins College and a BS degree in Electrical Engineering from the University of Kentucky.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Cindy Crane is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting and operations support to the firm's portfolio companies. She has 25 years of finance experience focused on optimizing performance, profitability and operational effectiveness in private and public technology companies. She most recently served as the business unit controller for Security Products at Dell for three years. For the prior eight years, Cindy was the vice president of FP&A for SonicWALL, a network security company. SonicWALL was a Thoma Bravo portfolio company from 2010-2012 and subsequently sold to Dell. Cindy earned her MBA from Santa Clara University and BA degree in Quantitative Economics and Decision Sciences from UC San Diego.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Tom Davis brings more than 25 years of experience in technology and enterprise software. During his career, he has served in a variety of positions including quality assurance, software development, engineering management, product management, architecture, CTO and CEO. Notably he orchestrated several engineering turn-arounds and managed both large strategic acquisitions as well as small tech tuck-ins, with a focus on creating enterprise value growth. Tom served as CTO of Ivanti, CEO of mobile startup Celio, Chief Platform Architect at Avocent, EVP of Research and Development at LANDESK, and CTO of the software and services division at Intel. Tom has a BS degree in Electrical Engineering from Brigham Young University and continued his education at Westminster College and Cal Berkley. He served in the United States Air Force and graduated with honors in the top 10% of his class.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Alpna J. Doshi is an Operating Partner with Thoma Bravo. Alpna is a respected industry thought leader in Digital Transformation, and she is an instrumental driver of business turnarounds with significant execution acumen in business technology-based cost optimization and modernization. Alpna brings more than 27 years of large enterprise experience, with mergers and acquisition integrations including her current role as Chief Digitization Officer with Riverbed, a Thoma Bravo portfolio company, and as the former Group CIO with Royal Philips, where she led the company’s worldwide digital transformation. She also held senior executive leadership positions with Verizon, Deloitte Management Consulting, Telcordia Technologies, Mahindra Satyam, and Reliance Group, heading IT entity Reliance Tech Services. Alpna holds a MS degree in Computer Science from the University of Maryland, Baltimore County, and in International Business Management studies from George Washington University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Vito Giuliani is an Operating Partner at Thoma Bravo. He has a wide range of experience with both INC and Fortune 250 companies.
Vito’s negotiation creativity and operational experiences contributed to past successes in data center consolidation, headquarters office complex construction, multi-national procurement organizations, delivering annual cost reductions, and consistently meeting deadlines and exceeding budget targets. Vito most recently served as Chief Procurement Officer at ADP, where he managed the worldwide Purchasing, Real Estate and Facilities Organizations. Vito also served as a Trustee of the ADP Foundation and sat on the Supplier Diversity Council, the ADP Social Responsibility Council, and Risk Committee. Before ADP, he held similar positions at GE Capital Corporation and PaineWebber, Inc.
Vito holds a BS degree in Accounting from Iona College and has attended Wharton’s School of Business for executive education.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Charles Goodman is an Operating Partner at Thoma Bravo. Charles has more than 30 years of experience building profitable businesses. Most recently he served as CEO of PowerPlan, a Thoma Bravo portfolio company that sold to Roper Technologies in 2018. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. As CEO, he executed multiple market strategies and led three acquisitions to expand the solution portfolio from the back office into operations, while steadily growing P2’s presence across the globe. At Ventyx, he served as COO and was instrumental in developing new global markets across six continents. In addition to helping companies expand, Charles has a passion for transforming organizations by focusing on employee culture and the customer experience. During his tenure at Atmos Energy, where he was EVP, Corporate Operations, he experienced first-hand how these factors influenced the company’s success. Charles graduated from Texas Tech University with a BS degree in Engineering.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
James (Jim) Hagan is an Operating Partner at Thoma Bravo. Jim brings more than 20 years of experience in helping public and private equity-backed software companies grow and scale. He currently is the CFO at MedeAnalytics, a Thoma Bravo portfolio company where he has served since 2016. Jim's prior experience includes various management roles, including COO, CFO and interim-CEO at Forcepoint, a global cybersecurity company where he oversaw revenue growth from $365 million to $580 million. Before Forcepoint, he served in various finance roles at Websense and Fair Isaac (FICO), and he worked in both the Industrial and Global Financial Sponsors groups at Lehman Brothers. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Operating Advisor
Operating Advisor
John Kim is an Operating Advisor at Thoma Bravo, where he provides financial planning, analysis and reporting support to the portfolio companies and financial due diligence guidance to the companies’ board of directors. He is a seasoned finance and treasury professional, with more than 25 years of experience in various financial and engineering leadership capacities. John spent the first six years of his career as an engineer at Honeywell, where he transitioned into finance. He worked at global technology companies such as Autodesk, UTStarcom, Keynote Systems and Embarcadero Technologies in a finance capacity and most recently as vice president of finance and treasurer for Digital Insight Corporation, which was acquired from Intuit and subsequently sold to NCR by Thoma Bravo. John has an MBA degree from the University of Southern California and BS and MS degrees in Mechanical Engineering from the University of California, Los Angeles.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Senior Operating Partner
Senior Operating Partner
James (Jim) K. Lines is a Senior Operating Partner at Thoma Bravo. Jim is Chief Executive Officer of Lines Consulting Group and has provided advisory services to Thoma Bravo and its predecessor firms for more than 10 years. He previously was Executive Vice President and Chief Financial Officer of United Surgical Partners International, Inc., a private equity sponsored operator of surgery centers and hospitals, and Senior Vice President and Chief Financial Officer of ITI Marketing Services, a tele-services firm backed by GTCR. Jim’s background also includes 12 years in various financial management capacities at affiliates of AMR Corporation (American Airlines), during which he served as Director-Corporate Finance, Managing Director-Corporate Development, and Chief Financial Officer of The SABRE Group, a global electronic travel distributor with $1.5 billion in revenue. Jim has served as a director and/or acting CFO of a number of Thoma Bravo portfolio companies.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Steve Man is an Operating Advisor at Thoma Bravo. Prior to assuming this role in 2019, Steve held leadership positions in two Thoma Bravo portfolio companies and was responsible for implementing best practices and value creation activities guided by the Board of Directors. His roles included Vice President of Finance at MedeAnalytics and Director of Finance at Roadnet Technologies. Outside of his Thoma Bravo tenure, Steve was a technology investment banker at Jefferies and a graduate of Capital One’s Finance Rotation Program. Steve earned his MBA from Rice University and BA degree in Economics from the University of Maryland, College Park.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
G. William (Bill) McKinzie is an Operating Partner at Thoma Bravo. Bill is the former President & CEO of Manatron Inc., which was a Thoma Bravo portfolio company during his tenure in that position and subsequently was sold to Thomson Reuters (NYSE: TRI), a global information services company. He joined Manatron Inc. in 2002 and focused on improvements in product management, including marketing, support, pricing and strategy, which played an important role in Manatron becoming a leading provider of integrated, enterprise-level property tax solutions for state and local governments. Prior to joining Manatron, Bill was Vice President of Information Services for Kellogg Company's International operations, based in Battle Creek, Michigan, and, before that, Vice President and Chief Information Officer of Kellogg's European operations based in the United Kingdom and its Latin American operations based in Mexico. Bill has a MBA degree in Finance from Loyola University of Chicago and a BS degree in Computer Science and Mathematics from Bowling Green State University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Senior Operating Partner
Senior Operating Partner
David Murphy is a Senior Operating Partner at Thoma Bravo. Dave has more than 30 years of experience in driving market expansion, revenue growth and operational excellence at companies such as Blue Coat, IBM Tivoli, HP and Mercury Interactive. He is the former President and COO of Blue Coat, which was a Thoma Bravo portfolio company during his tenure in that position and subsequently was sold to Bain Capital. During his time at Blue Coat, Dave was instrumental in developing the company’s focused security and acquisition strategy. Prior to Blue Coat, he was senior vice president for HP’s LaserJet and Enterprise Solutions business unit within the company’s Imaging and Printing Group (IPG). He joined HP through its acquisition of Mercury Interactive, where he was chief financial officer. Prior to that, Dave was president and general manager of IBM Tivoli. He also served as CEO at Asera and as partner at McKinsey & Company. Dave has a MSEE degree from Florida Atlantic University, an MBA degree from Stanford University, and a BS degree in Computer Science from the University of Louisville.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Kristin Nimsger is an Operating Partner at Thoma Bravo. She has more than 20 years of experience driving outsized growth in software and technology companies. Kristin was President of Kroll Ontrack, where she ran the business from start-up to more than $200M in seven years. Kroll Ontrack operated in 23 countries with 1500+ employees, and the company was sold to Providence Equity Partners in 2010. Additionally, she was General Manager of the litigation software division of Thomson Reuters. Kristin also served as CEO of two Vista Equity Partners portfolio companies: MicroEdge, which was sold to publicly traded Blackbaud (Nasdaq: BLKB in 2014), and Social Solutions Global. During her time with Social Solutions, Kristin led the negotiation of and partnership with Ballmer Group, which included a $59M investment from former Microsoft CEO Steve Ballmer, who joined the company's Board of Directors. Before joining Thoma Bravo, she most recently served as a Senior Advisor, Private Equity to Vista Equity Partners. Kristin has a BA from the University of Minnesota, a Juris Doctorate from William Mitchell College of Law, and a Certificate in Management and Leadership from MIT Sloan School of Management.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Richard Northing is an Operating Advisor at Thoma Bravo. He has more than 21 years of experience in the technology industry, with a focus on the delivery of software and services to Fortune 1000 companies. Previously he served as SVP of Products & Services for Flexera Software, where he had worldwide responsibility for all product development, professional services delivery, and technical account management. He previously led Global Services at Macrovision. Before joining Macrovision, he spent eight years at Intraware where he established a world-class customer engagement model in a SaaS environment while serving as VP of Technology Operations and Chief Operating Officer. Richard spent the first 10 years of his career in various engineering, engineering management, and consulting positions at EDS and Accenture. Richard has a Bachelor of Sciences (First Class, with honors) degree from the University of Liverpool and a PhD from the University of Oxford in the UK.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Robert D. Selvi is an Operating Partner at Thoma Bravo. Rob is a veteran Silicon Valley operating executive, advisor and investor. He most recently served as CFO of Dell Software following its 2012 acquisition of SonicWALL (a Thoma Bravo portfolio company at the time of its acquisition), where he had been the CFO/COO and a member of the board of directors. Prior to SonicWALL, he was the CFO of Kontiki, Artisan Components, Cooper & Chyan Technology and Claris (Apple’s software subsidiary), and earlier held senior management positions at Apple. Rob received both an MBA degree and a BS degree in Commerce from Santa Clara University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Don Siegel is an Operating Advisor for Thoma Bravo, where he provides financial planning, analysis and reporting support to the firm's portfolio companies. Based in Chicago, he joined the firm in 2015 and most recently served as the Vice President of Portfolio Analysis. Don joined Thoma Bravo from City Capital Advisors, where he was an Investment Banking Analyst, working on mergers and acquisitions and valuation analysis. Prior to City Capital, he was a Transactions and Restructuring Associate at KPMG, performing financial due diligence and quality of earnings analysis for both Private Equity and Strategic buyers. Don is a CPA, and he graduated from the Kelley School of Business at Indiana University with an MBA in Financial Analysis and BS degrees in Accounting and Finance.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Dan Smoot is an Operating Advisor at Thoma Bravo. Dan currently serves as Chief Operating Officer for Riverbed Technology. In this role, he oversees the day-to-day operational functions of the business to drive greater business agility and open up more market opportunities. He is responsible for Riverbed’s annual operating plan and leads the Strategic Operations, Manufacturing, and IT organizations. Dan also oversees the Global Customer Success organization, which he led as Chief Customer Officer until his promotion to Chief Operating Officer. As a Strategic Operating Advisor at Thoma Bravo, Dan helps portfolio companies approach operational execution and customer success with radical simplicity and focus. Previously he served as Executive Vice President of Global Partner Sales at Salesforce, where he managed the worldwide partner sales organization. He also served as Executive Vice President of Market Readiness at Salesforce, where he created a global organization to deliver critical go-to-market operations. Before Salesforce, Dan worked at VMware as Senior Vice President of Global Customer Operations, where he oversaw worldwide services, renewals, channels and alliances, OEM sales, and go-to-market strategy. Before VMware, he spent more than 12 years in a variety of senior leadership roles at Cisco. Dan holds a BA degree in Environmental Science from the University of California, Irvine.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Adam Thier is an Operating Advisor at Thoma Bravo. He is a senior software engineering executive with an exceptional track record at multiple startups and SaaS leaders, as well as at one of the world's largest software companies. Adam attributes his success to his passion for great design and an understanding of human/computer interaction. He spent several years as the SAP executive sponsor of the Hasso Plattner D.School at Stanford University, where he coached teams of graduate students on design-thinking projects.
Most recently, Adam was Head of Applications at Vianai, which focuses on building a platform that removes the technical and expertise barriers so regular business users can understand and apply the advantages of AI/ML in their operations. Before Vianai, he was Chief Technology Officer at Avetta. While there, he was awarded the CXO of the Year award from Utah Business Magazine for his work in helping change how millions of tradespeople interact with technology and reduced their accident and fatality rates by over 75%. Before Avetta, he was EVP of Engineering for the SaaS business line at Keynote Systems, which was acquired by Dynatrace, a Thoma Bravo company. Prior to that, Adam spent seven years in executive leadership positions at SAP, including SVP of Engineering and Chief Architect, where he worked directly with the company's global customers on a variety of technology programs. Before SAP, he was SVP Application Development at Hyperion. Adam has a BA degree in Communication Arts from Marist College.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Nicolaas Vlok is an Operating Partner at Thoma Bravo. He is an experienced software CEO and Board Member. Nicolaas holds a degree in Computer Engineering from the University of Pretoria.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
David Weiss is an Operating Partner at Thoma Bravo. David is a seasoned executive with over 25 years in the software business. From 2002 until 2011, he served as President and CEO of Numara Software, Inc. (formerly Blue Ocean Software), where he led the company to significant growth through product and market expansion. Prior to Numara, David served as vice president of worldwide marketing for Citrix Systems, Inc. during its rapid expansion from a small, private company to a global leader in remote access software solutions. He also was part of the founding team of a VC-funded software company in the late 1990s, and he spent seven years at Lotus and five years at IBM in various sales, marketing and technical positions. Dave has BS degrees in Computer Science and Economics from Duke University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Paul Zuber is an Operating Partner at Thoma Bravo. He brings 25 years of experience in founding and growing successful global technology companies. Paul currently serves as Chairman at Elemica, Inc., Continuum Managed Services, and MeridianLink, and holds Board positions at Dynatrace, LogRhythm, Inc., MedeAnalytics, Inc., Imprivata, Inc., Kofax, Empirix, Barracuda Networks, Inc., Frontline Education, and ABC Financial. He is a former board member of Telestream, Keynote, PowerPlan, Mediware, Landesk/Ivanti, Embarcadero, GHX, and SRS Software LLC.
Prior to Thoma Bravo, Paul was the founding CEO of Dilithium Networks, a global leader in mobile video infrastructure solutions. The company was acquired by OnMobile (NYSE:ONMOBILE). He also was a co-founder and CEO of Bluegum Group, growing the EMS company to $500M in revenue before its acquisition by Solectron. Paul also held a variety of senior management positions at the embedded systems software company Ready Systems, including VP of Operations, CFO and VP of Global Support Services before its acquisition by Mentor Graphics. Before joining Ready Systems, Paul founded JGC and as CEO, led the microcomputer-based CAD and CAE solutions provider into market leadership before a private investment group acquired it. He began his career as a management consultant with Bain & Company, where he was a founding member of the team that became the private equity group (Bain Capital).
Paul received the World Economic Forum’s Technology Pioneer Award on behalf of Dilithium Networks in Davos in 2010. He is a member of Young Presidents Organization (YPO) and is a guest lecturer at the Iovine and Young Academy at USC. He is a Phi Beta Kappa graduate of Stanford University with BA degrees in both International Relations and Economics. Paul also holds an MBA from the Stanford Graduate School of Business.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
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