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Open original source ↗.@OrlandoBravoTB is one of the goats.
He’s singularly focused on DPI and has built ThomaBravo into an incredible platform. He also has an inspiring story from growing up in Puerto Rico to climbing the top of the PE mountain.
Worth a watch.
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How Orlando Bravo Built One of the Most Successful Firms in Private Equity (0:00) Introducing Orlando Bravo (1:53) Orlando’s history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing’s avionics business (19:24) Thoma Bravo’s operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public @OrlandoBravoTB
theallinpod ↗