Thoma Bravo

Thoma Bravo's Behind the Deal Returns for Season 3 🎙️   Hands have been shaken. Contracts are signed. The deal is done. But what actually went on behind the scenes? Our chart-topping and award-winning podcast gives listeners an inside scoop on one of the world’s largest software-focused investors. We’ve acquired or invested in over 500 companies representing over $260 billion in enterprise value, and behind every deal is a unique story.   Tune in each Thursday starting January 30 to hear the first-hand, untold stories from private equity dealmakers and CEOs at some of the largest enterprise software and technology companies in the world, such as Qlik, HCSS, Coupa Software, and more. Season 3 will share even more exclusive insights into these companies’ innovative strategies with our new video episodes, available only on YouTube!   Follow Thoma Bravo's Behind the Deal on Apple, Spotify, Amazon Music, or wherever you get your podcasts. New episodes each week, alternating between Behind the Deal and bonus content from our Beyond the Deal series.   ➡️ Subscribe to our newsletter for updates on new episodes: https://lnkd.in/eWeKPeix #behindthedealpodcast

I was thrilled to join the Thoma Bravo Behind the Deal podcast with @Adam Solomon to discuss how we aligned on a vision to grow SMA Technologies. We’ve earned a reputation as among the most trusted automation providers for the financial services industry, and it was great to have the opportunity to tell our story. Thanks again for having me, Adam. Watch the episode: https://lnkd.in/gYKxgiQC #behindthedealpodcast 

Founded in 1980 by NASA experts, SMA Technologies is dedicated to giving financial services businesses and their employees time back by automating processes, applications, and workflows.   Our Partner Adam Solomon is joined by Todd Dauchy, CEO of SMA Technologies, on this episode of Thoma Bravo’s Behind the Deal. They discuss SMA Technologies' journey from a single-product business to a leading automation platform.   🎙️ Download and subscribe: https://lnkd.in/ep4dVgtX #behindthedealpodcast

🎧 How EQS Group’s Digital Solutions Create Trusted Companies in Europe and Beyond   Our Partner Irina Hemmers joined EQS Group Founder and CEO Achim Weick on our podcast to explain how Thoma Bravo and EQS Group aligned in their vision to scale the business into a global industry leader.   Listen to the full episode: https://lnkd.in/g6BMXvJj #behindthedealpodcast

Beyond Trust: Building the Cultural Fabric at EQS Group with Achim Weick and Irina Hemmers 🎙️ Listen to this week’s Beyond the Deal mini-sode to hear Achim Weick, Founder and CEO of EQS Group, and Thoma Bravo Partner Irina Hemmers discuss the mission of creating trusted companies and helping organizations achieve their goals. 🎧 Listen or watch the episode: https://lnkd.in/eJaBTBA3 #beyondthedealpodcast

I recently joined a panel discussion on the effective use of tools and technology to better connect with LPs during PEI's #InvestorRelationsNetwork New York Forum 2025. A big “thank you” to PEI for inviting me to represent Thoma Bravo and to our moderator Rachelle Legentus, as well as my fellow panelists Narmeen Haider, Emily Melchior and Deanna DeChirico, for an insightful conversation on the creative ways in which we engage with LPs to deliver value through thoughtful and timely communications.

At this year’s Thoma Bravo annual LP meeting, the futures of both SaaS and AI — and their interconnection — were naturally on the mind of our investors. And while history doesn’t always repeat, it does often rhyme — so to help clarify, I felt it would be valuable to review some lessons from the pace and process of some of history’s transformational technologies. In our view, the first-generation digital transformation journey still has immense, untapped opportunity based on our experience navigating the industry’s evolution from on-premise to cloud software. I shared a few slides showing that: SaaS revenue is only approximately 25% of total expected software revenue in 2025, with projected 19% annual growth from 2025 - 2028. Many large enterprises still maintain significant on-premise infrastructure — particularly financial systems. Companies, including some of our portfolio companies, have been managing enterprise cloud and SaaS transitions for over a decade, and there is still plenty of runway left in this transition. So what accounts for that runway? Yes, technology evolves quickly. But products, organizations, and business processes that use technology effectively take multiples of that time to adapt and utilize. And the large enterprises that embark on transformations don’t do so at the pace of technology itself; they take each step with measured intention. As they should, given the stakes. The same dynamics are currently at play in AI. It's important to note that what AI foundation models can do right now is laps ahead of what software products can deliver, which is itself far ahead of what most enterprises are ready to implement. Because of that deliberate nature, proprietary data, regulatory compliance, and seamless user experiences will likely become crucial to proving the case for accelerating value — and that’s where data is a company’s competitive moat. We believe that — when combined with the data that sits within them — AI will benefit enterprise software customers in at least two key ways: 1) Democratize access so that more users can make use of deep business insights built from massive data sets; and 2) Enable customers to make real-time operating decisions at scale, with greater speed, precision and less labor input. For investors, this perspective is important. Creating economic value means using technology, not just deploying it. As basketball coach John Wooden famously said, "Be quick, but don't hurry." In enterprise software’s evolution, we believe that's the key to creating enduring value.

Our Partner Carl Press was recently a guest on the Best But Never Final Podcast alongside Kevin MacDonald, CEO of Bluesight.   Hear Carl and Kevin discuss how Thoma Bravo is working with Bluesight to scale their vision into value. Together, they share insights on the importance of alignment between CEOs and private equity partners, integrating acquisitions, and managing growth with clarity and focus.   Listen: https://lnkd.in/e7qcW6T8

Amazing seeing our partners at the Thoma Bravo Annual Meeting last week. We deeply appreciate these incredible partnerships. Following the Annual Meeting, we hosted a firm-wide learning and development event, making it one of the most energizing weeks of my career at Thoma Bravo. Bringing all our colleagues together to enhance our collective knowledge and strengthen our commitment to investing in and growing software and technology businesses was so rewarding.

We recently gathered the entire Thoma Bravo team from across our offices in Chicago, London, Miami, New York, and San Francisco for an incredible two days of learning and development. This year’s event focused on knowledge sharing, team-building, and community service activities that left us all inspired, motivated, and better-connected.   In recognition of #WomensHistoryMonth, we also participated in a community service event supporting Lotus House Women's Shelter, a nonprofit dedicated to improving the lives of homeless women, youth and children in Miami. We are proud to have donated 20 pallets of essential goods to the organization – which included over 3 years' worth of diapers and over 500 days' worth of formula.   A special thank you to our Thoma Bravo band, 95 Gross, for their surprise performance, adding a fun and memorable touch to the event. We appreciate the time spent to learn, focus, grow and give back together as one team.