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Artwork for Thoma Bravo's Behind the Deal

Thoma Bravo's Behind the Deal

Thoma Bravo
Thoma Bravo
Private Equity
Leadership
Qlik
Raptor Technologies
NASDAQ
Financial Technology
Bottomline
Artificial Intelligence
Mentorship
Software Industry
HCSS
Foundation Software
Acquisitions
Data Analytics
K-12 School Safety
School Safety
Payments
Carl Thoma
Sailpoint

Thoma Bravo’s Behind the Deal podcast takes you behind the scenes of one of the largest software investors in the world. You'll hear the strategies and stories behind building Thoma Bravo’s portfolio of innovative, industry-leading software and technology companies. Presented by Orlando Bravo, “Wall Street’s best dealmaker” (Forbes), each episode offers a first-person account from the deal leads a... more

PublishesTwice weeklyEpisodes69Founded3 years ago
Number of ListenersCategories
TechnologyManagementBusiness

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Artwork for Thoma Bravo's Behind the Deal

Latest Episodes

Recorded live at Thoma Bravo’s 2025 AI Summit, this episode features a fireside chat between Thoma Bravo Founder and Managing Partner Orlando Bravo and IBM CEO Arvind Krishna. Krishna shares an operator’s view on why AI is unequivocally good for soft... more

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What separates good CEOs from great ones? According to Proofpoint CEO Sumit Dhawan, it’s the ability to build belief. In this episode of Beyond the Deal, Thoma Bravo Managing Partner Seth Boro sits down with Sumit to discuss the leadership principles... more

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Season 4 of Behind the Deal kicks off with a deep dive into Proofpoint, a key investment within Thoma Bravo’s cybersecurity portfolio. Seth Boro and Andrew Almeida reflect on the conviction behind the firm’s largest software buyout at the time, while... more

YouTube

Thoma Bravo returns with Season 4 of Behind the Deal—the chart-topping, award-winning podcast that goes inside the strategy, leadership, and conviction behind the world’s largest software-focused investment firm.

This season brings listeners to the ... more

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Recent Guests

Arvind Krishna
CEO of IBM
IBM
Episode: Orlando Bravo and IBM CEO Arvind Krishna on AI, the Future of Software, and IBM’s $34B Red Hat Deal
Sumit Dhawan
CEO of Proofpoint since 2023, with over 25 years of experience in enterprise software
Proofpoint
Episode: Proofpoint: The $12B Deal Behind an AI-Driven Cybersecurity Leader
David Sides
CEO of NextGen Healthcare, previously held leadership roles in healthcare IT organizations including Teladoc.
NextGen Healthcare
Episode: How NextGen Healthcare Aims to Achieve Better Healthcare Outcomes for All
Steve Daly
CEO of Instructure
Instructure
Episode: How Instructure Grew into a Leading EdTech for K-12, Higher Ed, and Professionals
Andre Durand
Founding CEO of Ping Identity
Ping Identity
Episode: How Ping Identity Mastered Identity Security for Global Enterprises
Adam Carmi
Co-founder of Applitools
Applitools
Episode: How Applitools is Using AI to Improve Speed, Scalability, and Accuracy with Adam Carmi and Alex Berry
Alex Berry
CEO of Applitools
Applitools
Episode: How Applitools is Using AI to Improve Speed, Scalability, and Accuracy with Adam Carmi and Alex Berry
Will Conway
Former CEO and CTO of Mailgun
Mailgun
Episode: Beyond the Friend Zone: Building Mailgun into a Leading Technology Company with Will Conway and Josh Odom
Josh Odom
Former CEO and CTO of Mailgun
Mailgun
Episode: Beyond the Friend Zone: Building Mailgun into a Leading Technology Company with Will Conway and Josh Odom

Host

Orlando Bravo
Founder and Managing Partner at Thoma Bravo, recognized as a leading figure in software investment and deal-making.

Reviews

4.8 out of 5 stars from 102 ratings
  • Love this podcast!

    This podcast is fascinating! I learn so much every episode about deal making from some of the best investors out there.

    Apple Podcasts
    5
    SaaS Sweetie
    United States2 years ago
  • They say you can’t eat IRR for dinner…

    …but that’s clearly not the case for these wizards!!! 10/10 pod 🤌🏻🤌🏻

    Apple Podcasts
    5
    MOIC hunter
    United States2 years ago
  • exceptional

    awesome

    Apple Podcasts
    5
    JVo12
    Canada3 years ago
  • Great insights!

    Great insights!

    Apple Podcasts
    5
    Lord VMI
    United States3 years ago
  • Great Story of Operational Grit!

    Learn from the best software operators on how to navigate an external crisis and come out stronger on the other side!

    Apple Podcasts
    5
    JJA_1990
    United States3 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the rich insights provided by industry leaders regarding software investments.
The podcast is noted for its engaging storytelling, making complex topics accessible to a wider audience.
Several reviews highlight the expertise of guests and the practical knowledge they share for aspiring investors.

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

View From The Top: Orlando Bravo on His Journey to Building Thoma Bravo
Q: What kind of leadership capability is essential for successful global expansion?
Aligning with management that believes in growth and focusing on a few impactful changes is critical.
View From The Top: Orlando Bravo on His Journey to Building Thoma Bravo
Q: As generative AI decreases the cost of software creation, how is that impacting your investment thesis?
The idea that software has a mode is largely untrue; constant changes and competition require adaptive strategies.
View From The Top: Orlando Bravo on His Journey to Building Thoma Bravo
Q: What are the lessons or qualities to take away from your time at the GSB that help differentiate Thoma Bravo?
Having good performance numbers is crucial in private equity, alongside understanding customer relationships.
How HCSS is a Leader in the Construction Industry's Digital Transformation
Q: What attracted you to HCSS, the sector, how did you find out about the company?
Steve describes his journey as unconventional, highlighting how discussions with a friend in software led him to apply to several companies, ultimately choosing HCSS due to its focus on solving customer problems in construction.
How HCSS is a Leader in the Construction Industry's Digital Transformation
Q: Steve, can you talk to us about HeavyBid, your core product, the history of the company? Could you explain it to all of our listeners?
HeavyBid was HCSS's first product released in 1986, which transformed how companies estimate and bid for projects by moving them from paper and spreadsheets to a more efficient digital platform.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
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Interests
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Frequently Asked Questions About Thoma Bravo's Behind the Deal

What is Thoma Bravo's Behind the Deal about and what kind of topics does it cover?

The content features insights from top executives and CEOs involved in significant software investment deals, focusing on their personal experiences and strategic decisions. A recurring theme is the emphasis on innovation and growth within the technology sector, especially regarding software companies. Through these discussions, listeners can glean valuable lessons on effective leadership, the intricacies of mergers and acquisitions, and the evolving landscape of technology investments. The unique blend of storytelling and practical advice makes it valuable for those interested in business strategies, technology, and investment dynamics.

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Which podcasts are similar to Thoma Bravo's Behind the Deal?

These podcasts share a similar audience with Thoma Bravo's Behind the Deal:

1. Dry Powder: The Private Equity Podcast
2. Capital Allocators – Inside the Institutional Investment Industry
3. Invest Like the Best with Patrick O'Shaughnessy
4. Business Breakdowns
5. The a16z Show

How many episodes of Thoma Bravo's Behind the Deal are there?

Thoma Bravo's Behind the Deal launched 3 years ago and published 69 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Thoma Bravo's Behind the Deal?

Recent guests on Thoma Bravo's Behind the Deal include:

1. Arvind Krishna
2. Sumit Dhawan
3. David Sides
4. Steve Daly
5. Andre Durand
6. Adam Carmi
7. Alex Berry
8. Will Conway

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