How Orlando Bravo Built One of the Most Successful Firms in Private Equity

In this interview, Orlando Bravo, founder of Thoma Bravo, discusses his background, the evolution and role of private equity, and his firm's investment strategies. He shares his journey from Puerto Rico to becoming a leading figure in private equity, emphasizing the importance of mentorship and disciplined learning. Bravo explains Thoma Bravo's focus on software companies, their approach to driving growth through operational improvements, and their perspective on the impact of AI on the SaaS business model. He also touches on the firm's investment in Boeing's avionics business and his views on Puerto Rico's potential statehood.