-
Healthcare tech is great for longterm buyout fundamental investing, says Thoma's Orlando Bravo
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the state of the private equity market, the deal to buy NextGen Healthcare, and what attributes will reign in the next wave of IPOs. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
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Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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published: 07 Sep 2023
-
Private-Equity Secrets of Thoma Bravo's Billionaire Boss
Jun.30 -- Orlando Bravo is embracing all things post-pandemic: flexible work arrangements, less travel and deal-making by Zoom. It's a calculated bet to maintain the competitive edge that has turned his firm, Thoma Bravo, into one of the top performers in private equity. In this interview, the firm's billionaire co-founder and managing partner discusses his investing philosophy, demand for software, the challenges of raising capital and SPACs. He spoke exclusively to Erik Schatzker on Bloomberg's Front Row.
published: 30 Jun 2021
-
Software companies with a B2B model are more resilient, says Thoma Bravo co-founder
Thoma Bravo co-founder and managing partner Orlando Bravo joins 'Power Lunch' to discuss the tech sector, tech buyouts and crypto dealmaking. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html...
published: 28 Sep 2022
-
How Orlando Bravo Helped Build the World’s Largest Software Buyout Firm | Behind the Deal Podcast
In the Season One finale of Thoma Bravo’s Behind The Deal, Thoma Bravo Partner Andrew Almeida connects with Thoma Bravo Founder and Managing Partner Orlando Bravo who shares his stories of success and trial and error in building Thoma Bravo. In the interview, Andrew helps listeners get to know Orlando beyond the dealmaking, as he shares inspiring stories about his mentors Carl Thoma and Marcel Bernard, tactics for staying positive and pragmatic in the face of problems, and how he applies the lessons from being a parent to his professional career.
To learn more about Thoma Bravo, visit https://www.thomabravo.com/
published: 13 Jul 2023
-
Orlando Bravo: Valuations for unprofitable companies have 'crashed' and aren't coming back
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the current market environment, how the company's M&A business will fare this year and threats from the SEC and other regulators. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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published: 02 May 2023
-
Private equity firm Thoma Bravo buys Anaplan for $10.7 billion dollars
Holden Spaht, Thoma Bravo managing partner, joins 'Closing Bell' to discuss buying Anaplan for $10.7 billion dollars. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Csh...
published: 21 Mar 2022
-
Thoma Bravo founder on private equity competition and buyouts
Private equity firm Thoma Bravo has been on a buyout tear this year. Orlando Bravo, Thoma Bravo founder and managing director, joins 'Squawk on the Street' to discuss the competition in private equity and why he thinks now is the time to buy enterprise software. To see the full interview with Bravo sign up for a free trial to CNBC Pro: https://cnb.cx/3gtp1Su
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspe...
published: 24 Aug 2021
-
Orlando Bravo: Raising Kids as a Billionaire; VC vs PE; Is Warren Buffet Wrong? | 20VC #974
Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions. Orlando has overseen over 420 software acquisitions conducted by the firm, representing more than $235 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was dubbed “Private equity’s king of SaaS” by the Financial Times in 2021.
------------------------------------
Timestamps:
0:00 Thoma Bravo’s Founding Story
1:53 Mentorship from Thoma
3:31 What does “value investing” mean?
4:23 Orlando’s Other Mentor
5:42 How to turn a company into a free cash flow machine
7:14 What are you running fro...
published: 06 Feb 2023
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The issue is how you turn these great innovators into great businesses, says Thoma's Orlando Bravo
Orlando Bravo, Thoma Bravo founder, joins 'Closing Bell: Overtime' to discuss the tech sector, A.I., and software investing. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
Follow CNBC News on Facebook: https://cnb.cx/LikeCNBC
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https://www.cnbc...
published: 03 Mar 2023
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Nasdaq to buy Thoma Bravo-owned software firm Adenza for $10.5 billion
Nasdaq said it would buy Thoma Bravo-owned software firm Adenza for $10.5 billion. This would be the exchange operator's biggest acquisition as it pushes to be more tech-focused. The deal comprises $5.75 billion in cash and 85.6 million shares of Nasdaq common stock.
published: 12 Jun 2023
5:01
Healthcare tech is great for longterm buyout fundamental investing, says Thoma's Orlando Bravo
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the state of the private equity market, the deal to buy NextGen...
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the state of the private equity market, the deal to buy NextGen Healthcare, and what attributes will reign in the next wave of IPOs. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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https://wn.com/Healthcare_Tech_Is_Great_For_Longterm_Buyout_Fundamental_Investing,_Says_Thoma's_Orlando_Bravo
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the state of the private equity market, the deal to buy NextGen Healthcare, and what attributes will reign in the next wave of IPOs. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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- published: 07 Sep 2023
- views: 2638
35:09
Private-Equity Secrets of Thoma Bravo's Billionaire Boss
Jun.30 -- Orlando Bravo is embracing all things post-pandemic: flexible work arrangements, less travel and deal-making by Zoom. It's a calculated bet to maintai...
Jun.30 -- Orlando Bravo is embracing all things post-pandemic: flexible work arrangements, less travel and deal-making by Zoom. It's a calculated bet to maintain the competitive edge that has turned his firm, Thoma Bravo, into one of the top performers in private equity. In this interview, the firm's billionaire co-founder and managing partner discusses his investing philosophy, demand for software, the challenges of raising capital and SPACs. He spoke exclusively to Erik Schatzker on Bloomberg's Front Row.
https://wn.com/Private_Equity_Secrets_Of_Thoma_Bravo's_Billionaire_Boss
Jun.30 -- Orlando Bravo is embracing all things post-pandemic: flexible work arrangements, less travel and deal-making by Zoom. It's a calculated bet to maintain the competitive edge that has turned his firm, Thoma Bravo, into one of the top performers in private equity. In this interview, the firm's billionaire co-founder and managing partner discusses his investing philosophy, demand for software, the challenges of raising capital and SPACs. He spoke exclusively to Erik Schatzker on Bloomberg's Front Row.
- published: 30 Jun 2021
- views: 97818
5:09
Software companies with a B2B model are more resilient, says Thoma Bravo co-founder
Thoma Bravo co-founder and managing partner Orlando Bravo joins 'Power Lunch' to discuss the tech sector, tech buyouts and crypto dealmaking. For access to live...
Thoma Bravo co-founder and managing partner Orlando Bravo joins 'Power Lunch' to discuss the tech sector, tech buyouts and crypto dealmaking. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
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https://wn.com/Software_Companies_With_A_B2B_Model_Are_More_Resilient,_Says_Thoma_Bravo_Co_Founder
Thoma Bravo co-founder and managing partner Orlando Bravo joins 'Power Lunch' to discuss the tech sector, tech buyouts and crypto dealmaking. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
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- published: 28 Sep 2022
- views: 6748
36:35
How Orlando Bravo Helped Build the World’s Largest Software Buyout Firm | Behind the Deal Podcast
In the Season One finale of Thoma Bravo’s Behind The Deal, Thoma Bravo Partner Andrew Almeida connects with Thoma Bravo Founder and Managing Partner Orlando Bra...
In the Season One finale of Thoma Bravo’s Behind The Deal, Thoma Bravo Partner Andrew Almeida connects with Thoma Bravo Founder and Managing Partner Orlando Bravo who shares his stories of success and trial and error in building Thoma Bravo. In the interview, Andrew helps listeners get to know Orlando beyond the dealmaking, as he shares inspiring stories about his mentors Carl Thoma and Marcel Bernard, tactics for staying positive and pragmatic in the face of problems, and how he applies the lessons from being a parent to his professional career.
To learn more about Thoma Bravo, visit https://www.thomabravo.com/
https://wn.com/How_Orlando_Bravo_Helped_Build_The_World’S_Largest_Software_Buyout_Firm_|_Behind_The_Deal_Podcast
In the Season One finale of Thoma Bravo’s Behind The Deal, Thoma Bravo Partner Andrew Almeida connects with Thoma Bravo Founder and Managing Partner Orlando Bravo who shares his stories of success and trial and error in building Thoma Bravo. In the interview, Andrew helps listeners get to know Orlando beyond the dealmaking, as he shares inspiring stories about his mentors Carl Thoma and Marcel Bernard, tactics for staying positive and pragmatic in the face of problems, and how he applies the lessons from being a parent to his professional career.
To learn more about Thoma Bravo, visit https://www.thomabravo.com/
- published: 13 Jul 2023
- views: 1965
4:22
Orlando Bravo: Valuations for unprofitable companies have 'crashed' and aren't coming back
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the current market environment, how the company's M&A business ...
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the current market environment, how the company's M&A business will fare this year and threats from the SEC and other regulators. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
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Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
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https://wn.com/Orlando_Bravo_Valuations_For_Unprofitable_Companies_Have_'crashed'_And_Aren't_Coming_Back
Orlando Bravo, Thoma Bravo founder and managing partner, joins 'Squawk on the Street' to discuss the current market environment, how the company's M&A business will fare this year and threats from the SEC and other regulators. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
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Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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- published: 02 May 2023
- views: 5986
3:57
Private equity firm Thoma Bravo buys Anaplan for $10.7 billion dollars
Holden Spaht, Thoma Bravo managing partner, joins 'Closing Bell' to discuss buying Anaplan for $10.7 billion dollars. For access to live and exclusive video fro...
Holden Spaht, Thoma Bravo managing partner, joins 'Closing Bell' to discuss buying Anaplan for $10.7 billion dollars. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
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https://wn.com/Private_Equity_Firm_Thoma_Bravo_Buys_Anaplan_For_10.7_Billion_Dollars
Holden Spaht, Thoma Bravo managing partner, joins 'Closing Bell' to discuss buying Anaplan for $10.7 billion dollars. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
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- published: 21 Mar 2022
- views: 6999
4:54
Thoma Bravo founder on private equity competition and buyouts
Private equity firm Thoma Bravo has been on a buyout tear this year. Orlando Bravo, Thoma Bravo founder and managing director, joins 'Squawk on the Street' to d...
Private equity firm Thoma Bravo has been on a buyout tear this year. Orlando Bravo, Thoma Bravo founder and managing director, joins 'Squawk on the Street' to discuss the competition in private equity and why he thinks now is the time to buy enterprise software. To see the full interview with Bravo sign up for a free trial to CNBC Pro: https://cnb.cx/3gtp1Su
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
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Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
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https://wn.com/Thoma_Bravo_Founder_On_Private_Equity_Competition_And_Buyouts
Private equity firm Thoma Bravo has been on a buyout tear this year. Orlando Bravo, Thoma Bravo founder and managing director, joins 'Squawk on the Street' to discuss the competition in private equity and why he thinks now is the time to buy enterprise software. To see the full interview with Bravo sign up for a free trial to CNBC Pro: https://cnb.cx/3gtp1Su
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
» Subscribe to CNBC Classic: https://cnb.cx/SubscribeCNBCclassic
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
The News with Shepard Smith is CNBC’s daily news podcast providing deep, non-partisan coverage and perspective on the day’s most important stories. Available to listen by 8:30pm ET / 5:30pm PT daily beginning September 30: https://www.cnbc.com/2020/09/29/the-news-with-shepard-smith-podcast.html?__source=youtube%7Cshepsmith%7Cpodcast
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- published: 24 Aug 2021
- views: 4506
1:01:34
Orlando Bravo: Raising Kids as a Billionaire; VC vs PE; Is Warren Buffet Wrong? | 20VC #974
Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top pr...
Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions. Orlando has overseen over 420 software acquisitions conducted by the firm, representing more than $235 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was dubbed “Private equity’s king of SaaS” by the Financial Times in 2021.
------------------------------------
Timestamps:
0:00 Thoma Bravo’s Founding Story
1:53 Mentorship from Thoma
3:31 What does “value investing” mean?
4:23 Orlando’s Other Mentor
5:42 How to turn a company into a free cash flow machine
7:14 What are you running from/towards?
8:38 What to do when you’re plateauing
10:49 Orlando’s Mind-talk
11:36 What does “success” mean to you?
14:20 The State of the Market Today
19:34 How to turn an unprofitable company profitable
25:08 Elon & Twitter
26:04 VC vs PE
29:26 Did Orlando overpay for Anaplan?
31:33 How to think about exits in PE
34:47 Does increased fund size mean decreased performance?
36:13 Is Buffet right about diversification?
37:39 Orlando’s Biggest Miss
40:04 Orlando’s Decision-Making Process
42:52 How to Manage Employee Mindset in an Economic Downturn
44:32 Orlando’s Relationship to Money
46:37 How to instill values in your kids when they grow up rich
49:32 Happiness
51:38 Work-Life Balance
54:07 Orlando’s Favorite Book
55:05 Orlando’s Biggest Fear
55:15 Orlando’s Biggest Strength/Weakness
56:21 What would you tell your younger self?
57:54 Timelines for Life
58:19 Why is philanthropy so hard?
1:00:04 Orlando’s Five Year Plan
------------------------------------
In Today’s Episode with Orlando Bravo We Discuss:
1.) From Puerto Rico Roots to Wall Street’s Best Dealmaker:
How did Orlando come to co-found Thoma Bravo? What was that a-ha moment for him?
Orlando mentioned 2 mentors that shaped how he thinks, who were they? What are his single biggest lessons from those mentors?
What does Orlando know now that he wishes he had known when he started his career?
Why does Orlando disagree with setting timelines in life? Why does it not help?
2.) The Secret to Success in Value Investing:
What is good value investing today? What is it not?
What three things does Orlando look for when doing a deal and acquiring a company?
Why is every company in the world worth its future cash flows?
How important is price today? How does Orlando reflect on his own price sensitivity?
Many suggest Coupa and Anaplan were extremely expensive. How does Orlando respond and defend the prices he paid for companies in 2020-2022?
3.) WTF is Happening In Markets Today:
How does Orlando reflect on where the market is today?
Is this the new normal? How does Orlando expect the market to change over the next 12 months?
Why does Orlando believe that the best companies win in the worst times?
Is this the result of quantitative easing on behalf of central banks? Who is to blame?
How does Orlando balance the mindset of his team between risk on and taking advantage of lower prices in market but also not catching a falling knife?
4.) Orlando Bravo: The Leader, Father and Husband:
What is Orlando’s biggest fear in investing? How has this changed over time?
How does Orlando reflect on his own relationship to money today? How has that changed?
What are Orlando’s biggest parenting lessons from his mother?
Why does Orlando believe that for most people, their late twenties are their toughest?
How does Orlando instill the same drive and ambition in his children that he had, despite very different financial profiles growing up?
How does Orlando maintain being at the top of his game in his profession but also being a great husband? What is the secret to a happy marriage?
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Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on Twitter:
https://twitter.com/HarryStebbings
Follow Orlando Bravo on Twitter:
https://twitter.com/OrlandoBravoTB
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https://www.tiktok.com/@20vc_tok
Visit our Website:
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------------------------------------
#OrlandoBravo #ThomaBravo #HarryStebbings #privateequity
https://wn.com/Orlando_Bravo_Raising_Kids_As_A_Billionaire_Vc_Vs_Pe_Is_Warren_Buffet_Wrong_|_20Vc_974
Orlando Bravo is a Founder and Managing Partner of Thoma Bravo. He led Thoma Bravo’s early entry into software buyouts and built the firm into one of the top private equity firms in the world. Today, Orlando directs the firm’s strategy and investment decisions. Orlando has overseen over 420 software acquisitions conducted by the firm, representing more than $235 billion in transaction value. Forbes named him “Wall Street’s best dealmaker” in 2019, and he was dubbed “Private equity’s king of SaaS” by the Financial Times in 2021.
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Timestamps:
0:00 Thoma Bravo’s Founding Story
1:53 Mentorship from Thoma
3:31 What does “value investing” mean?
4:23 Orlando’s Other Mentor
5:42 How to turn a company into a free cash flow machine
7:14 What are you running from/towards?
8:38 What to do when you’re plateauing
10:49 Orlando’s Mind-talk
11:36 What does “success” mean to you?
14:20 The State of the Market Today
19:34 How to turn an unprofitable company profitable
25:08 Elon & Twitter
26:04 VC vs PE
29:26 Did Orlando overpay for Anaplan?
31:33 How to think about exits in PE
34:47 Does increased fund size mean decreased performance?
36:13 Is Buffet right about diversification?
37:39 Orlando’s Biggest Miss
40:04 Orlando’s Decision-Making Process
42:52 How to Manage Employee Mindset in an Economic Downturn
44:32 Orlando’s Relationship to Money
46:37 How to instill values in your kids when they grow up rich
49:32 Happiness
51:38 Work-Life Balance
54:07 Orlando’s Favorite Book
55:05 Orlando’s Biggest Fear
55:15 Orlando’s Biggest Strength/Weakness
56:21 What would you tell your younger self?
57:54 Timelines for Life
58:19 Why is philanthropy so hard?
1:00:04 Orlando’s Five Year Plan
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In Today’s Episode with Orlando Bravo We Discuss:
1.) From Puerto Rico Roots to Wall Street’s Best Dealmaker:
How did Orlando come to co-found Thoma Bravo? What was that a-ha moment for him?
Orlando mentioned 2 mentors that shaped how he thinks, who were they? What are his single biggest lessons from those mentors?
What does Orlando know now that he wishes he had known when he started his career?
Why does Orlando disagree with setting timelines in life? Why does it not help?
2.) The Secret to Success in Value Investing:
What is good value investing today? What is it not?
What three things does Orlando look for when doing a deal and acquiring a company?
Why is every company in the world worth its future cash flows?
How important is price today? How does Orlando reflect on his own price sensitivity?
Many suggest Coupa and Anaplan were extremely expensive. How does Orlando respond and defend the prices he paid for companies in 2020-2022?
3.) WTF is Happening In Markets Today:
How does Orlando reflect on where the market is today?
Is this the new normal? How does Orlando expect the market to change over the next 12 months?
Why does Orlando believe that the best companies win in the worst times?
Is this the result of quantitative easing on behalf of central banks? Who is to blame?
How does Orlando balance the mindset of his team between risk on and taking advantage of lower prices in market but also not catching a falling knife?
4.) Orlando Bravo: The Leader, Father and Husband:
What is Orlando’s biggest fear in investing? How has this changed over time?
How does Orlando reflect on his own relationship to money today? How has that changed?
What are Orlando’s biggest parenting lessons from his mother?
Why does Orlando believe that for most people, their late twenties are their toughest?
How does Orlando instill the same drive and ambition in his children that he had, despite very different financial profiles growing up?
How does Orlando maintain being at the top of his game in his profession but also being a great husband? What is the secret to a happy marriage?
------------------------------------
Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466
Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465
Follow Harry Stebbings on Twitter:
https://twitter.com/HarryStebbings
Follow Orlando Bravo on Twitter:
https://twitter.com/OrlandoBravoTB
Follow 20VC on Instagram:
https://www.instagram.com/20vc_reels
Follow 20VC on TikTok:
https://www.tiktok.com/@20vc_tok
Visit our Website:
https://www.20vc.com
------------------------------------
#OrlandoBravo #ThomaBravo #HarryStebbings #privateequity
- published: 06 Feb 2023
- views: 14088
5:09
The issue is how you turn these great innovators into great businesses, says Thoma's Orlando Bravo
Orlando Bravo, Thoma Bravo founder, joins 'Closing Bell: Overtime' to discuss the tech sector, A.I., and software investing. For access to live and exclusive vi...
Orlando Bravo, Thoma Bravo founder, joins 'Closing Bell: Overtime' to discuss the tech sector, A.I., and software investing. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
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https://wn.com/The_Issue_Is_How_You_Turn_These_Great_Innovators_Into_Great_Businesses,_Says_Thoma's_Orlando_Bravo
Orlando Bravo, Thoma Bravo founder, joins 'Closing Bell: Overtime' to discuss the tech sector, A.I., and software investing. For access to live and exclusive video from CNBC subscribe to CNBC PRO: https://cnb.cx/2NGeIvi
» Subscribe to CNBC TV: https://cnb.cx/SubscribeCNBCtelevision
» Subscribe to CNBC: https://cnb.cx/SubscribeCNBC
Turn to CNBC TV for the latest stock market news and analysis. From market futures to live price updates CNBC is the leader in business news worldwide.
Connect with CNBC News Online
Get the latest news: http://www.cnbc.com/
Follow CNBC on LinkedIn: https://cnb.cx/LinkedInCNBC
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- published: 03 Mar 2023
- views: 2070
1:27
Nasdaq to buy Thoma Bravo-owned software firm Adenza for $10.5 billion
Nasdaq said it would buy Thoma Bravo-owned software firm Adenza for $10.5 billion. This would be the exchange operator's biggest acquisition as it pushes to be ...
Nasdaq said it would buy Thoma Bravo-owned software firm Adenza for $10.5 billion. This would be the exchange operator's biggest acquisition as it pushes to be more tech-focused. The deal comprises $5.75 billion in cash and 85.6 million shares of Nasdaq common stock.
https://wn.com/Nasdaq_To_Buy_Thoma_Bravo_Owned_Software_Firm_Adenza_For_10.5_Billion
Nasdaq said it would buy Thoma Bravo-owned software firm Adenza for $10.5 billion. This would be the exchange operator's biggest acquisition as it pushes to be more tech-focused. The deal comprises $5.75 billion in cash and 85.6 million shares of Nasdaq common stock.
- published: 12 Jun 2023
- views: 686