THOMA BRAVO - Key Persons
A.J. Rohde is a Senior Partner on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2010 as a Vice President. Today, A.J. is responsible for co-leading the firm's Discover platform, which focuses on investing in mid-sized and smaller software and technology companies. Before Thoma Bravo, he worked in investment banking at Saban Capital Group and Jefferies & Company, and he worked for Ford Motor Company. Named one of GrowthCap's Top 25 Software Investors, A.J. also serves on the Board of Directors of the Marin General Hospital Foundation and is a member of the Booth Polsky Private Equity Council at the University of Chicago Booth School of Business. A.J. earned his MBA from the University of Chicago and his BA in Economics from Villanova University.
Adam Kinalski is a Senior Vice President on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Previously he worked in investment banking for Barclays. Adam earned his AB degree at the Woodrow Wilson School of Public and International Affairs at Princeton University.
Job Titles:
- Vice President, Accounting and Operations
Adam McIntosh is Vice President, Accounting and Operations at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Adam works closely with the finance leadership team on operational responsibilities. Prior to Thoma Bravo, he worked in accounting at Northern Trust. He earned his BS in Accounting & Finance from DePaul University.
Adam Solomon is a Partner on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2021, and is responsible for co-leading the firm's Explore platform, which focuses on investing in high growth lower middle-market software and technology companies. Before Thoma Bravo, Adam was a Principal at Francisco Partners, where he was responsible for identifying, executing, and managing investments across the technology industry. Previously, he was an Associate at Hellman & Friedman and an Analyst at Gleacher Partners. Adam holds an MBA from Stanford Graduate School of Business, and he graduated cum laude with a BA in Economics from Harvard University.
Adam Thier is an Operating Advisor at Thoma Bravo. He is a senior software engineering executive with an exceptional track record at multiple startups and SaaS leaders, as well as at one of the world's largest software companies. Adam attributes his success to his passion for great design and an understanding of human/computer interaction. He spent several years as the SAP executive sponsor of the Hasso Plattner D.School at Stanford University, where he coached teams of graduate students on design-thinking projects.
Most recently, Adam was Head of Applications at Vianai, which focuses on building a platform that removes the technical and expertise barriers so regular business users can understand and apply the advantages of AI/ML in their operations. Before Vianai, he was Chief Technology Officer at Avetta. While there, he was awarded the CXO of the Year award from Utah Business Magazine for his work in helping change how millions of tradespeople interact with technology and reduced their accident and fatality rates by over 75%. Before Avetta, he was EVP of Engineering for the SaaS business line at Keynote Systems, which was acquired by Dynatrace, a Thoma Bravo company. Prior to that, Adam spent seven years in executive leadership positions at SAP, including SVP of Engineering and Chief Architect, where he worked directly with the company's global customers on a variety of technology programs. Before SAP, he was SVP Application Development at Hyperion. Adam has a BA degree in Communication Arts from Marist College.
Job Titles:
- Accounting Manager
- Tax and Accounting Manager
Alex Chapman is a Tax and Accounting Manager at Thoma Bravo. Based in Chicago, Alex joined the firm in 2020 to assist with fund and general partner accounting and tax compliance. Previously he was a Tax Senior Associate at KPMG. Alex is a Certified Public Accountant, and he holds a Master of Accounting Science degree and a BAS in Accounting from the University of Illinois at Urbana-Champaign.
Job Titles:
- Principal
- Principal on the Credit Team
Alex Park is a Principal on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2019. Previously he worked at Ares Management in New York as a senior associate in the Credit group, where he underwrote and maintained credit facilities for corporate and sponsor-backed companies across a wide range of industries. He also assisted in strategic endeavors, including portfolio acquisitions and fundraising activities. Prior to Ares Management, he worked in the Restructuring group at Rothschild, where he advised debtors and creditors on a variety of restructuring and M&A transactions. Alex holds a BA degree in Economics and History from Columbia University.
Job Titles:
- Senior Service Desk Associate
Alexander Diaz is a Senior Service Desk Associate at Thoma Bravo. Based in Miami, he joined the firm in 2021. Alex is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he was IT Service Administrator at the County of Humboldt, where he managed ticket resolutions for over 2000 PCs. Previously he was Technical Support Coordinator for Perez Technology Group and an Information Technology Specialist for East Hartford Public Schools. Alex holds a BA degree in Economics from the University of Connecticut.
Job Titles:
- Director of Human Resources
Alexis Czaja is Director of Human Resources at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Alexis brings 18 years of experience leading Human Resources departments and programs for multiple organizations across the financial industry. Most recently, she was Human Resources Director at Waud Capital Partners, a growth-focused mid-market private equity firm. There, she was responsible for all facets of human resources, including talent acquisition and retention, co-founding the diversity and inclusion committee, revamping company benefits, streamlining payroll processes, and onboarding new employees. Previously she was VP & HR Business Partner at Antares Capital, Assistant VP and Senior HR Business Partner at Mesirow Financial - Advanced Strategies, and Human Resources Manager at Aurora Investment Management. Alexis has her BBA in Marketing from Saint Xavier University.
Ali Bennett is a Counsel at Thoma Bravo. Based in Chicago, she joined the firm in 2022 and assists with legal, compliance and regulatory functions. Before joining Thoma Bravo, Ali was an Associate in the Kirkland & Ellis Investment Funds Group, representing investment advisers and private investment funds. Previously, she was an Associate at Sidley Austin. Ali is a Georgetown University Law Center graduate, and she holds a BA from the University of Illinois Urbana-Champaign.
Job Titles:
- Vice President
- Vice President on the Growth Team
Alok Basani is a Vice President on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2021. Before Thoma Bravo, Alok worked at Advent International on the technology investment team. Prior to that, he worked at Bridge Growth Partners on the technology investment team. He began his career at Credit Suisse on the technology investment banking team. Alok graduated cum laude from the New York University Stern School of Business, where he earned a BS in Finance and Management.
Job Titles:
- Accounting Manager
- Tax and Accounting Manager
Amanda Eisenga is a Tax and Accounting Manager at Thoma Bravo. Based in Miami, she joined the firm in 2022. Before Thoma Bravo, Amanda was a Tax Manager in the Chicago Asset Management Group at KPMG. Previously she was a Tax Manager at Deloitte and a Senior Tax Associate at HLB Gravier. Amanda is a Certified Public Accountant, and she holds an MBA and a Master of Science in Accounting and Taxation from Florida Gulf Coast University and a BS in Accounting from the University of Florida.
Job Titles:
- People Operations Manager for Thoma Bravo 's Miami
- People Operations Manager, Miami
Amanda Gonzalez is the People Operations Manager for Thoma Bravo's Miami office. She joined the firm in 2015. Previously she worked for First Republic Bank. Amanda earned her BA degree in Psychology from California State University.
Job Titles:
- Senior Accounting Associate
Amilcar Vega is a Senior Accounting Associate at Thoma Bravo. Based in Miami, he joined the firm in 2021. Amilcar works on the Finance team focusing on the firm's equity funds. Before Thoma Bravo, he spent several years at Grant Thornton, LLP, most recently as an Audit Senior Associate focused on the financial services and clinical manufacturing industries. Amilcar earned his Master of Accounting and his BS in Accounting from Florida International University.
Job Titles:
- Chief Financial Officer
- Managing Director
Amy Coleman Redenbaugh is a Managing Director and Thoma Bravo's Chief Financial Officer. Based in Chicago, she joined the firm in 2008. She is responsible for all finance/accounting, tax, portfolio valuation and financial reporting for the firm. Prior to joining Thoma Bravo, Amy was the Chief Financial Officer of Quinten Road Management, an asset manager formed by GE Antares and Northwestern Mutual to provide junior capital in support of sponsor-led middle-market leveraged buyouts. Earlier in her career, she was a Tax Manager in the Private Client Services Group at Arthur Andersen. Amy received a BS in Business Administration and Accounting from Indiana University of Pennsylvania.
Anastasiya Pasheyeva is a SeniorAssociate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2021. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Technology Group at Credit Suisse in New York. Anastasiya earned a BA in Economics from the University of Chicago.
Job Titles:
- Associate
- Associate on the Growth Team
Andreas Kern is an Associate on the Growth team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he worked for Bank of America as an Investment Banking Analyst in the Technology, Media and Telecommunications group. Andreas graduated magna cum laude from the University of Pennsylvania with a BA in Philosophy, Politics and Economics.
Andrew Almeida is a Partner on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2012 as an Associate, and today focuses on supporting and growing the firm's leading cybersecurity practice. Prior to joining Thoma Bravo, he worked in investment banking at Bank of America Merrill Lynch. Andrew graduated from The University of Wisconsin - Madison with a BA in Finance and BBA in Economics and holds an MS from Vanderbilt University.
Job Titles:
- Senior Vice President, Head of Tax
Andy Lueke is Senior Vice President, Head of Tax at Thoma Bravo. Based in Chicago, he joined the firm in 2015. Previously he was a Tax Senior at PricewaterhouseCoopers, where he worked with private equity and other asset management clients. Andy holds a Masters of Accountancy and a BBA in Accounting from University of Wisconsin.
Job Titles:
- Vice President, Accounting and Operations
Annie Siu is Vice President, Accounting and Operations at Thoma Bravo. Based in Chicago, she joined the firm in 2017. Previously she was with Northern Trust as a Fund Accountant in the Private Equity Fund Administration group serving as team lead on many clients. Prior to that, Annie was a Fund Accountant in JPMorgan Chase's Private Equity and Real Estate Services group, where she was an Officer providing fund administration services to private equity clients. Annie holds a Master of Science in Accountancy and a BS in Business Management from DePaul University.
Anthony Marquez is a Senior Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Prior to Thoma Bravo, he was an Investment Banking Analyst in the Media & Communications Group at Morgan Stanley in New York. Anthony holds a BA degree in Government from Dartmouth College.
Anthony Palladino is an Operating Partner at Thoma Bravo. He has more than 20 years of experience as a financial and operating executive. Anthony's experience has centered around taking small entrepreneurial companies and helping them establish operational and financial protocols to achieve rapid growth. He has worked for multiple companies, including Bentley Systems (CAD Software) and HR Logic (PEO), and he spent the majority of his career at Elemica (a former Thoma Bravo portfolio company) in various executive positions, including CFO. At Elemica, he played a critical role in developing the business from a concept on a napkin to a successful company and integrating multiple acquired organizations. Anthony has an MBA degree from Penn State University and a BS degree in Finance from Drexel University.
Antonio Canales is an Associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2023. Before Thoma Bravo, he was an Investment Banking Analyst at the Evercore Technology group in New York. Antonio graduated summa cum laude with a BA in Mathematics and a BS in Economics from The Wharton School at the University of Pennsylvania.
Arthur Rietdyk is a Senior Associate on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2022 and focuses on the cybersecurity space. Before Thoma Bravo, Arthur was an Associate at Marlin Equity Partners, where he focused on software investing. Prior to Marlin, he worked in investment banking at Moelis & Company. Arthur holds a BS degree in Business Administration with a Certificate in Entrepreneurship and Technology from the University of California, Berkeley.
Arush Jain is an Associate at Thoma Bravo. Based in London, he joined the firm in 2022. Before Thoma Bravo, he was an Investment Banking Analyst at DBO Partners. Arush graduated magna cum laude from the University of Pennsylvania with BSE degrees in Finance and Electrical Engineering.
Job Titles:
- Accounting Manager
- Accounting Manager on the Buyout Funds
Ben Revivo is an Accounting Manager on the Buyout Funds at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Ben was an Associate Manager on the PE Funds at SS&C Technologies and an Audit Senior at EisnerAmper in New York. Earlier in his career, he was a real estate investor with Ashkenazi Development and Management and a software developer with CargoMatrix. Ben is a Certified Public Accountant and holds a BS in Accounting & Computer Science from Baruch College.
Job Titles:
- Associate
- Compliance Associate
Beth Davis in a Compliance Associate at Thoma Bravo. She joined the firm in 2019. Prior to Thoma Bravo, she worked for Morningstar, Inc. as a Compliance Specialist and most recently as a Compliance Officer. Beth earned her BA in Social Studies for Secondary Education from Aquinas College and her MBA from The University of Chicago Booth School of Business.
Job Titles:
- Office Manager for the London Office
- Office Manager, London
Beth Paul is the Office Manager for the London office at Thoma Bravo. She joined the firm in 2005, originally based in Chicago. Previously she worked at Neal, Gerber & Eisenberg, AT Kearney, and The Marco Consulting Group. She holds a BS in English from Illinois State University.
Job Titles:
- Associate
- Talent Associate
Bianca Trabanino is a Talent Associate for Thoma Bravo, where she works with the HR team on recruiting and D&I initiatives. Based in Miami, she joined the firm in 2020. Prior to Thoma Bravo, she worked as a Research Assistant in the Migration and Identity Lab at UC Santa Cruz. Bianca holds a BA degree in Psychology from the University of California - Santa Cruz.
Job Titles:
- Principal
- Principal on the Credit Team
Brendan Fox is a Principal on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2018. Previously he worked at Ares Management in the Direct Lending division. Prior to his time with Ares Management, he held roles in investment banking for Rothschild Debt Advisory & Restructuring and Bank of America Merrill Lynch. Brendan holds a BS in Finance from Wake Forest University.
Job Titles:
- Senior Vice President, Head of Valuation
Brian Dunford is a Senior Vice President, Head of Valuation at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Previously he worked for Ernst & Young. Brian holds an MBA from University of Notre Dame and a BA in History and Education from Colgate University.
Brian Jaffee is a Partner on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2014 as a Vice President and today focuses on the firm's fintech and application software practices. Before Thoma Bravo, Brian served as an Associate and Senior Associate at Veritas Capital. Prior to joining Veritas, he worked as an Investment Banking Analyst in the Leveraged Finance Group at Merrill Lynch, where he originated structured and executed leveraged loan and high yield bond financings for leveraged buyouts, strategic acquisitions, and recapitalizations across a wide range of industries. Brian holds an MBA from University of Chicago, and he graduated magna cum laude with a BS in Finance from Miami University.
Job Titles:
- Senior Accounting Associate
Brian Ocoro is a Senior Accounting Associate at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he spent three years at Grant Thornton LLP, most recently as a Senior Audit Associate. Brian is a Certified Public Accountant, holds a Master of Accountancy from University of South Florida, and a Bachelor of Accounting degree from Florida International University.
Brian Paskas is a Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Morgan Stanley in New York in Technology Banking and Leveraged Finance. Brian earned his BS in Economics from Duke University.
Job Titles:
- Executive Assistant
- Consulting, Los Angeles, CA
Brittany Montalbo is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Before Thoma Bravo, Brittany worked as Senior Executive Assistant at Wing Venture Capital. Previously, she managed a national team as Commercial Team Manager at Luxury Attache, a premier concierge management company that caters exclusively to select leaders in the real estate, entertainment, corporate, hospitality, and fashion industries. Earlier she spent almost three years as a Wardrobe Stylist working with several celebrities and editorial stylists on television and print publication projects. Brittany earned a BS in Apparel Design and Merchandising from San Francisco State University.
Burton Paulsen is a Senior Associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Burton was an investment banker at Moelis & Company and Wells Fargo Securities covering the technology industry. Burton holds a BS degree in Finance from Elon University.
Job Titles:
- Investor Relations Analyst
Caitlin Coyne is an Investor Relations Analyst at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Banking Analyst on the Insurance & Asset Management team at Citigroup Global Markets. Caitlin holds a BA in Political Science and Spanish from Williams College.
Job Titles:
- Vice President, Tax and Accounting
Caitlin Howard is a Vice President, Tax and Accounting at Thoma Bravo. Based in Chicago, she joined the firm in 2020. Caitlin is responsible for the firm's tax and financial reporting. Previously she worked for Ernst & Young, most recently as a Tax Manager. Before EY, she was the Senior Tax Accountant at Franklin Monroe Administrative Services and a Senior Tax Associate at PwC. Caitlin is a Certified Public Accountant, and she holds a BBA in Accounting and a BA in Asian Languages and Literature (Japanese) from the University of Iowa - Henry B. Tippie College of Business.
Calvin Works is a Senior Associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2021. Before Thoma Bravo, he was an Investment Banking Analyst at Moelis & Company. Calvin holds a BS in Finance from Washington University in St. Louis.
Job Titles:
- Senior Vice President, Investor Relations
- Senior Vice President of Investor Relations
Candice Sorbera is a Senior Vice President of Investor Relations at Thoma Bravo. Based in New York, she joined the firm in 2024 to focus on fundraising and investor relations initiatives. Before Thoma Bravo, Candice was Managing Director and Head of Investor Relations at Butterfly Equity, a private equity firm specializing in the food sector. Previously, she was a Principal on the Private Equity Institutional Client Solutions team at The Blackstone Group, where she was responsible for institutional fundraising and investor relations for the firm's buyout, long-dated, opportunistic, secondaries, infrastructure, growth equity, and life sciences funds. She began her career at Goldman Sachs, in the Alternative Investments & Manager Selection group. Candice earned a BBA in Finance from Fordham University's Gabelli School of Business, where she graduated Valedictorian.
Job Titles:
- Principal
- Principal on the Growth Team
Carl Chan is a Principal on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2013 as an Associate, and today focuses on supporting and growing the firm's infrastructure and cybersecurity software practices. Prior to joining Thoma Bravo, he worked in investment banking at Bank of America Merrill Lynch. Carl holds an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Commerce degree with Distinction from the University of Calgary.
Carl D. Thoma is a Founder and Managing Partner at Thoma Bravo. He was a Co-Founder and Managing Director at Golder, Thoma, Cressey, Rauner and its predecessor funds since 1980. He began his career at First Chicago Equity Group where he helped build one of the largest and most active private equity firms in the country. He is a recognized pioneer of the buy-and-build strategy that is the foundation of Thoma Bravo's strategy today.
Carl is an avid art collector, which he parallels to the process of acquiring, partnering with, and refining a company. Carl received an MBA from the Stanford Graduate School of Business and a BS degree in Accounting and Agriculture Economics from Oklahoma State University.
He is currently on the boards of the McKnight Center for the Performing Arts, SITE Santa Fe, the Terra Foundation for American Art, and is a commissioner for the National Portrait Gallery. Together with his wife Marilynn, Carl runs the Carl & Marilynn Thoma Art Foundation, a grant-making organization dedicated to sharing its collection and supporting museums, projects and individuals pursuing innovative ideas in the visual arts: www.thomafoundation.org.
Carly Flerlage is an Executive Assistant at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Carly was an Executive Assistant to the Managing Partner and CFO at Flexpoint Ford. Before Flexpoint, she held several senior administrative roles supporting various executives at RSM US and AAR. Carly has a BBA from Illinois State University and an AA in Business Administration and Management from College of DuPage.
Job Titles:
- Operations Coordinator
- Event Operations Coordinator
Caroline Dolan is an Event Operations Coordinator at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Caroline was a Project Manager for BrightSpace Agency. Previously, she was a Business Development Assistant at Dolan Family Partners, where she assisted with marketing programs and administrative activities for the family investment office. Before that, she was a Sales Coordinator for Miller Media Sales, Inc. Caroline holds a BA in American Studies and a Multi-Site Business Program Certificate from Miami University.
Caroline Kjorlien is a Senior Associate on the Discover team at Thoma Bravo. Based in Miami, she joined the firm in 2020. Prior to Thoma Bravo, she worked in New York as an Investment Banking Analyst and Associate at Morgan Stanley. Caroline graduated with a BS in Science, Technology & International Affairs from Georgetown University.
Job Titles:
- Executive Administrative Assistant
Caroline Mayfield is an Executive Administrative Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, Caroline was an Executive Coordinator at Franklin Street Real Estate. Previously she held various administrative roles in New York with companies such as Beauty Pie Ltd, Rent The Runway, Spring Studios, and WeWork. Caroline has a BA in English and a BS in Political Science from Florida State University.
Catherine Beall is a Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked for J.P. Morgan in New York as an Investment Banking Analyst. Catherine has her BS in Commerce with a concentration in Finance, Management and Global Commerce from the University of Virginia.
Catie Burkhart is an Associate on the Discover team at Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Banking Analyst at Houlihan Lokey. Catie graduated cum laude with a BA in Mathematics from Amherst College.
Chandler Gay is a Vice President on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2020. Prior to Thoma Bravo, he worked for Golden Gate Capital and as an investment banker in the New York office of Barclays. Chandler holds a BSE with Honors in Operations Research and Financial Engineering from Princeton University.
Charles Goodman is an Operating Partner at Thoma Bravo. Charles has more than 30 years of experience building profitable businesses. Currently, he is interim CEO at Coupa Software, which was acquired by Thoma Bravo in 2023. Previously he served as interim CEO of Anaplan, which was acquired by Thoma Bravo in 2022. Before Anaplan, he was CEO of PowerPlan, a Thoma Bravo portfolio company that sold to Roper Technologies in 2018. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. As CEO, he executed multiple market strategies and led three acquisitions to expand the solution portfolio from the back office into operations, while steadily growing P2's presence across the globe. At Ventyx, he served as COO and was instrumental in developing new global markets across six continents. In addition to helping companies expand, Charles has a passion for transforming organizations by focusing on employee culture and the customer experience. During his tenure at Atmos Energy, where he was EVP, Corporate Operations, he experienced first-hand how these factors influenced the company's success. Charles graduated from Texas Tech University with a BS degree in Engineering.
Job Titles:
- Associate
- Valuation Associate
Charles Maher (Charlie) is a Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2024. Charlie helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity, and credit investments. Before Thoma Bravo, he was a Valuation Associate with Hilco Valuation Services and a Quantitative Equity Research Analyst at First Trust. Charlie holds a BS in Accounting and Finance from the Kelley School of Business at Indiana University.
Job Titles:
- Senior Associate, Credit Operations
Charlie Rittner is Senior Associate, Credit Operations at Thoma Bravo. Based in Chicago, he joined the firm in 2021. Charlie works on the Finance team focusing on the firm's credit funds. Before Thoma Bravo, he spent several years in the Jackson National Life Insurance Company family of companies. Most recently, he was a Title Fund Accountant with Jackson National Asset Management, a subsidiary of Jackson National that provides specialized asset management and retail brokerage services. Before that, he was a Strategic Support Associate for Jackson National in Michigan. Charlie holds a BA in Finance from Michigan State University - Eli Broad College of Business.
Chip Virnig is a Partner on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2008, and he has been instrumental in growing the firm's infrastructure and cybersecurity practices. Previously he worked in investment banking at Merrill Lynch & Co. Chip graduated with a BA degree with dual majors in Business Economics and in Commerce Organizations and Entrepreneurship from Brown University.
Job Titles:
- Associate
- Service Desk Associate
Christhopher (Chris) Lind is a Service Desk Associate at Thoma Bravo. Based in Miami, he joined the firm in 2022 and assists with employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, Chris held several desktop support roles, including Senior Desktop Engineer at OHL North America, Network Systems Analyst at Odebrecht, and Desktop Site Support at Beckman Coulter. Previously he was a Windows Migration Technician at Florida Power & Light and a Cisco Phone Support Specialist at Miami Children's Hospital. Chris holds a BA degree in Network & Systems Engineering from Barry University and an AS degree in Cisco Networking Services & Technologies from Miami Dade College.
Job Titles:
- Investor Relations Senior Associate
Christiane Benga (Chrissy) is an Investor Relations Senior Associate at Thoma Bravo. Based in London, she joined the firm in 2023. Prior to Thoma Bravo, Chrissy was an Associate in the Private Fund Group at Credit Suisse, having worked across the project management and distribution teams. She spent over three years with Northern Lights Alternative Advisors, a placement agent providing advisory and capital raising services to alternative investment managers. Chrissy started her career with the Loan Syndications team at SEB AB. She holds a MSc in Management from Imperial College of London Business School and a BSc in Business Administration from Ludwig-Maximilian-University of Munich.
Job Titles:
- Principal
- Principal on the Growth Team
Christine Kang is a Principal on the Growth team at Thoma Bravo. Based in Miami, she joined the firm in 2021. Prior to Thoma Bravo, Christine worked as a Vice President at General Atlantic, helping lead growth equity investments across the technology industry. Previously, she served as an Associate at Thomas H. Lee Partners in Boston and began her career as an Analyst in the Investment Banking Division at J.P. Morgan in New York. Christine holds an MBA from Harvard University and a BA with Honors in Economics from Stanford University, where she received the J.E. Wallace Sterling Award for Scholastic Achievement.
Christine McGowan is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2023. Christine has over 15 years of experience in project management, event planning, travel planning, and calendar management. Before Thoma Bravo, she spent five years as a personal/executive assistant for two private family offices. Previously, she held executive and personal assistant roles at Meridian Capital and The Libra Group. Christine has a BA in Marketing from the Fashion Institute of Technology.
Job Titles:
- Senior Service Desk Associate
Christopher Jiménez Lopez is a Senior Service Desk Associate at Thoma Bravo. Based in Miami, he joined the firm in 2021. Chris is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he held several IT service desk roles in the Orlando area, including End User Computing Analyst at Paylocity, Service Desk Analyst II for Osceola County, and IT Service Desk Analyst for Mitsubishi Hitachi Power Systems Americas. Earlier in his career, Chris was a Senior Level Support Specialist for Fidelity Investments and an IT End-User Support Lead for Great West Life. Chris studied Network Administration and IT Management at McIntosh College and Southern New Hampshire University.
Job Titles:
- Human Resources Associate
Christy Hart is a Human Resources Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Before Thoma Bravo, she was a Custom Specialist & Senior Stylist with Trunk Club, and she held a variety of marketing roles, including Account Executive at Legacy Marketing Partners and Account Manager at Marketing Werks. Christy has her BA degree in Anthropology, with a focus on Linguistics and Language in Culture, from Miami University.
Cody Cowan is a Vice President on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Leonard Green & Partners as an Analyst. Cody has his BS in Economics with concentrations in Finance and Legal Studies from the Wharton School at the University of Pennsylvania.
Job Titles:
- Senior Counsel
- Vice President
Colleen O'Kelly is Vice President, Senior Counsel at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Before joining Thoma Bravo, Colleen was a Senior Consultant in Deloitte & Touche's Regulatory and Operations practice, where she focused on regulatory and compliance matters for investment managers and institutional investors. Colleen is a graduate of the University of Maryland School of Law, and she holds a BA in History from the University of Wisconsin - Madison.
Collin Gallagher is a Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2017 and focuses on the cybersecurity space. Previously he worked in investment banking for Bank of America Merrill Lynch. He holds a BS in Business Administration from the Haas School of Business at UC Berkeley.
Job Titles:
- Principal
- Principal on the Growth Team
Cook Wylly is a Principal on the Growth team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, Cook worked at Brentwood Capital Advisors as a Director, helping lead the firm's technology M&A and capital raising advisory practice. Prior to that, he worked at Accel in Palo Alto helping lead growth equity investments across the technology industry, and at Thoma Bravo in San Francisco helping lead investments in enterprise software companies. He began his career at Greenhill in the M&A and restructuring group in New York. Cook graduated from the McIntire School of Commerce at the University of Virginia, where he earned a BS degree in Commerce.
Job Titles:
- Operations Coordinator
- Event Operations Coordinator
Cristina Amalia is an Event Operations Coordinator at Thoma Bravo. Based in Miami, she joined the firm in 2021. Before Thoma Bravo, Cristina was the Senior Executive Assistant for the Americas at S4M, a Parisian-based tech company. Before S4M, she was the Events Manager for Jackson Health Foundation, where she provided end-to-end event management for society fundraising activities benefiting Jackson Health System. She began her career as an Assistant Marketing Manager for Droguería Betances, a locally owned Pharmaceutical Wholesaler in Puerto Rico. Cristina holds a BBA in Marketing from the University of Puerto Rico, Rio Piedras Campus.
Job Titles:
- Investor Relations Associate
Crystal Hayes is an Investor Relations Associate at Thoma Bravo. She joined the firm in 2015. Previously she worked for lululemon athletica and Dell, Inc. She holds a BBA degree in Finance and International Businesses from University of Wisconsin.
Cindy Crane is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting and operations support to the firm's portfolio companies. She has 25 years of finance experience focused on optimizing performance, profitability and operational effectiveness in private and public technology companies. She most recently served as the business unit controller for Security Products at Dell for three years. For the prior eight years, Cindy was the vice president of FP&A for SonicWALL, a network security company. SonicWALL was a Thoma Bravo portfolio company from 2010-2012 and subsequently sold to Dell. Cindy earned her MBA from Santa Clara University and BA degree in Quantitative Economics and Decision Sciences from UC San Diego.
Job Titles:
- Associate
- Service Desk Associate
Dan Dimaano is a Service Desk Associate at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Dan is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he served as a Combat Engineer with the US Army Reserves, conducting mobility, counter-mobility, and survivability programs supporting combat forces in Syria, Iraq, and Kuwait. During that time, he received several Army achievement medals, including the Inherent Resolve Campaign Medal with Star and a Global War on Terrorism Service Medal.
Daniel Diaz is an Accounting Manager at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he was an Accounting Manager with H.I.G. Capital. Previously, he spent six years with Grant Thornton, most recently as an Audit Manager. Daniel is a certified public accountant, and he earned his Master's degree in Accounting from Florida International University and his BSBA in Accountancy from Auburn University.
Job Titles:
- Senior Associate
- Senior Associate on the Growth Team
Daniel Poulos is a Senior Associate on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022 to focus on high-growth software and technology investments. Before Thoma Bravo, Daniel was a technology investor at Silver Lake in New York. Previously, he worked in the Media and Communications Investment Banking Group at Citigroup. Daniel graduated magna cum laude from The Wharton School of the University of Pennsylvania, where he received a BS degree in Economics with a concentration in Finance.
Daniel Savage is an Accounting Manager at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, he worked for H.I.G. Capital and Lindsay Goldberg in a mix of fund accounting roles. Daniel began his career at PricewaterhouseCoopers in New York, and he is a Certified Public Accountant. Daniel is an Alumnus of the Verrazano Honors School at the College of Staten Island, where he graduated cum laude with a BS in Accounting & Finance.
Danielle ("Dani") W. Dixon is a Counsel at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Before joining Thoma Bravo, Dani served as a Senior Associate at Croke Fairchild Morgan & Beres, where she focused on the formation, structuring and operation of various funds and their management companies. Prior to that, Dani was an Associate in the Kirkland & Ellis Investment Funds Group, representing sponsors across different private investment vehicles. Earlier she worked as an Associate in the Corporate Group of Greenberg Traurig. Dani is a graduate of the University of Michigan Law School, and she holds a BA with distinction in Biopsychology Cognition and Neuroscience (BCN) and Political Science from the University of Michigan.
Job Titles:
- Vice President, Tax and Accounting
Dariusz Dziurdzik is Vice President, Tax and Accounting at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Dariusz is responsible for the firm's tax and financial reporting as it relates to funds and GP entities. Previously he worked for PwC, most recently as Senior Tax Manager. Before that, he was the Senior Tax Associate - Financial Services at Ernst & Young. Dariusz is a Certified Public Accountant, and he holds a Masters of Accountancy from the University of Notre Dame Mendoza College of Business and a BBA in Accounting and Finance from Loyola University Chicago.
David Tse is a Senior Vice President at Thoma Bravo. Based in London, he joined the firm in 2017. Previously he worked in investment banking at Goldman Sachs. David earned his BA degree with Honors in Economics and Accounting at Claremont McKenna College.
David Weiss is an Operating Partner at Thoma Bravo. David is a seasoned executive with over 25 years in the software business. From 2002 until 2011, he served as President and CEO of Numara Software, Inc. (formerly Blue Ocean Software), where he led the company to significant growth through product and market expansion. Prior to Numara, David served as vice president of worldwide marketing for Citrix Systems, Inc. during its rapid expansion from a small, private company to a global leader in remote access software solutions. He also was part of the founding team of a VC-funded software company in the late 1990s, and he spent seven years at Lotus and five years at IBM in various sales, marketing and technical positions. Dave has BS degrees in Computer Science and Economics from Duke University.
Deven Bhatt is an Associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Previously, he was an Investment Banking Analyst at Morgan Stanley. Deven earned his BBA from the University of Michigan.
Job Titles:
- Travel & Expense Associate
Diane Sahagun is a Travel & Expense Associate for Thoma Bravo. Based in Chicago, she joined the firm in 2023. Before Thome Bravo, Diane spent eight years at BPOC, where she was an Accounting Assistant and assisted with website management. Previously, she worked as a small claims examiner on the Chicago Council's Committee on Finance and was later promoted to Legislative Aide with the Office of the Alderman in the 14th ward. Diane holds a BA in Communication from the University of Illinois at Springfield.
Job Titles:
- Senior Associate
- Senior Associate on the Growth Team
Dillon Biddiscombe is a Senior Associate on the Growth team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, Dillon was an Associate at Oak Hill Capital and an investment banker at Bank of America Merrill Lynch. Dillon graduated cum laude with a BS in Financial Engineering from Columbia University.
Don Siegel is an Operating Advisor for Thoma Bravo, where he provides financial management, operations and reporting guidance to the firm's portfolio companies. Based in Chicago, he joined the firm in 2015 and most recently served as the Vice President of Portfolio Analysis. Don joined Thoma Bravo from City Capital Advisors, where he was an Investment Banking Analyst, working on mergers, acquisitions and valuation analysis. Before City Capital, he was a Transactions and Restructuring Associate at KPMG, performing financial due diligence and quality of earnings analysis for both Private Equity and Strategic buyers. Don graduated from the Kelley School of Business at Indiana University with an MBA in Financial Analysis and dual bachelor degrees in Accounting and Finance.
Donna Riley Bebb is Head of ESG at Thoma Bravo. Based in San Francisco, she joined the firm in 2022 to lead Thoma Bravo's enterprise-wide ESG strategy and build upon the firm's long-standing commitment to environmental, social and governance efforts. Before Thoma Bravo, Donna was Head of Global Credit and ESG at Google for nearly five years. In that role, she oversaw $56 billion of corporate cash and designed an investment-grade ESG portfolio strategy to lower risks and enhance returns in alignment with Google's mission and values. Before Google, Donna spent three years as a Research Fellow focused on ESG innovation for the Steyer-Taylor Center for Energy Policy and Finance at Stanford University. She spent the beginning of her career at various corporate and investment firms in credit and financial roles. Donna earned an MBA from the Kellogg School of Management at Northwestern University, and she graduated summa cum laude from Temple University with a BBA degree in Risk Management.
Dylan Despot is a Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2017. Previously he worked in investment banking at Credit Suisse. He holds a BSBA degree in Finance and a BA in Mathematics from Indiana University.
Job Titles:
- Investor Relations Senior Associate
Dylan Eisner is an Investor Relations Senior Associate at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, Dylan was an Investor Relations Associate with Bain Capital Credit, where he focused on institutional capital raising and investor coverage across Bain Capital's public and private market investment platforms. Previously Dylan worked as a Corporate Credit Analyst at BNP Paribas, where he conducted extensive credit reviews and focused on developing and managing long-term relationships and presenting customized solutions to clients alongside expert product partners. Dylan holds a BBA degree with concentrations in Finance and Strategy Consulting from the Goizueta Business School at Emory University.
Job Titles:
- Senior Associate
- Senior Associate, People Analytics
Ele O'Brien is Senior Associate, People Analytics at Thoma Bravo. Based in Chicago, she joined the firm in 2023 and focuses on compensation analysis, workforce planning and forecasting, DE&I reporting, and other employee data-driven programs. Before Thoma Bravo, Ele was the People Operations Manager for Green Thumb Industries, the second largest U.S. cannabis consumer packaged goods company with over 4,000 employees. Previously she was a Senior Consulting Analyst with Accenture and a Consultant with Interior Define. Ele has a BS degree in Communication, Economics and Theatre from Northwestern University.
Job Titles:
- Vice President, Communications and Marketing
Eliza Young is Vice President, Communications and Marketing at Thoma Bravo. She joined the firm in 2022 to focus on marketing, internal communications, and Thoma Bravo's diversity and inclusion strategy. Eliza has more than a decade of demonstrated success across various sectors, including financial services, tech and international NGOs. Most recently, she was an Internal Communications Manager at Meta. Before that, Eliza held internal and corporate communications roles at Macquarie Investment Management, Allianz Global Investors and JPMorgan Chase. Previously, she served as a writer, editor and researcher for several international human rights and humanitarian aid organizations. Eliza earned an MA in International Relations from King's College London and a BA in European History from Barnard College at Columbia University.
Job Titles:
- Senior Director, Investor Relations and Head of Americas
Elizabeth Yates is Senior Director, Investor Relations and Head of Americas at Thoma Bravo. Based in San Francisco, she joined the firm in 2016. Previously, Elizabeth was part of the private equity project management and origination team at Park Hill Group (Blackstone) in New York. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Liz holds a BS degree in Economics from The Wharton School of University of Pennsylvania.
Job Titles:
- Senior Vice President, Investor Relations
- Senior Vice President of Investor Relations
Emma Kirkland is a Senior Vice President of Investor Relations at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, Emma worked for Probitas Partners as a Vice President responsible for fund placement project management, and she spent over three years with Denning & Company responsible for fund placement coordination. Emma earned a BS in Environmental Policy Analysis and Planning from the University of California, Davis.
Job Titles:
- Administrative Assistant
- Administrative Assistant for Carl Thoma
Emma Manis is an Administrative Assistant for Carl Thoma at Thoma Bravo. Based in Chicago, she joined the firm in 2023. Before Thoma Bravo, she was a Diverse Learners Teacher with KIPP Chicago. Emma holds a Master's in Teaching from Relay Graduate School of Education, and she graduated with honors with a BA in Political Science from the University of California, Berkeley.
Emma Parker is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Banking Analyst in the Technology, Media, and Telecommunications group at Goldman Sachs. Emma has a BS degree in Economics from Duke University.
Eric Doolittle is a Principal on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm as an Associate in 2013. Previously he was an Analyst with Credit Suisse. Eric earned his BBA from the University of Michigan.
Eric Hu is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, he worked in investment banking at Evercore, focused on Mergers & Acquisitions as part of the Communications and Digital Infrastructure team. Eric graduated from Cornell University, where he founded the Cornell Blockchain organization, and holds BA degrees in Economics and Biology.
Job Titles:
- Operating Partner / Relations & Marketing
Erik Akopiantz is an Operating Partner at Thoma Bravo. He brings a combination of entrepreneurial, operational, strategic and transaction expertise across a variety of industries spanning start-ups to Fortune 500 organizations. Erik's prior experience includes serving as a Board member for Bomgar, Operating Advisor for GHX, SailPoint and DigiCert, Chief Financial Officer for Roadnet Technologies, Inc., Chief Operating Officer for Paranet Solutions, LLC, CEO for Digital Reach, and various finance positions for The SABRE Group. He earned an MBA from Rice University and a BS degree in Finance from the University of Vermont.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Job Titles:
- Managing Director and Head of Capital Markets
Erwin Mock is a Managing Director and Head of Capital Markets at Thoma Bravo. Based in San Francisco, he joined the firm in 2015 and oversees Thoma Bravo's capital markets activities related to new investments and existing portfolio companies. Additionally, Erwin is responsible for managing and helping grow the firm's relationships with investment banks, direct lenders and debt / equity investors. Prior to Thoma Bravo, he served as a Managing Director at UBS Investment Bank in the leveraged finance group. Prior to that role, he had several leveraged finance and restructuring advisory roles at RBC, UBS and Credit Suisse / DLJ. Erwin graduated from Stanford University with a BA degree in Economics.
Job Titles:
- Vice President
- Vice President on the Growth Team
Etham Frenkel is a Vice President on the Growth team at Thoma Bravo. Based in Miami, he joined the firm in 2022 and focuses on crypto/web3 and software investments. Before joining Thoma Bravo, Etham worked as an Associate at General Atlantic, where he invested in and partnered with growth-stage technology companies. Prior to General Atlantic, he worked as an Investment Banking Analyst at Goldman Sachs. Additionally, he has served in startup roles at Modern Treasury and FalconX. Etham holds an MBA from Harvard University and a BSE in Chemical & Biomolecular Engineering from Tulane University, where he graduated summa cum laude, Phi Beta Kappa and competed on the Men's Tennis team.
Job Titles:
- Vice President, Service Desk
Faizan Khan is Vice President, Service Desk at Thoma Bravo. Based in San Francisco, he joined the firm in 2021. Faizan has more than eight years of experience resolving technical issues across various IT areas and currently manages the IT service desk for Thoma Bravo. Before Thoma Bravo, Faizan served as an IT Support Engineer at Ascend Technologies and at West Monroe Partners, where he managed internal IT troubleshooting and resolution. Previously he worked as an Associate System Administrator for the Association for Talent Development and Junior System Administrator for Interstate Moving. Faizan holds a Master's degree from George Mason University and a BS degree from Air University.
G. William (Bill) McKinzie is an Operating Partner at Thoma Bravo. Bill is the former President & CEO of Manatron Inc., which was a Thoma Bravo portfolio company during his tenure in that position and subsequently was sold to Thomson Reuters (NYSE: TRI), a global information services company. He joined Manatron Inc. in 2002 and focused on improvements in product management, including marketing, support, pricing and strategy, which played an important role in Manatron becoming a leading provider of integrated, enterprise-level property tax solutions for state and local governments. Prior to joining Manatron, Bill was Vice President of Information Services for Kellogg Company's International operations, based in Battle Creek, Michigan, and, before that, Vice President and Chief Information Officer of Kellogg's European operations based in the United Kingdom and its Latin American operations based in Mexico. Bill has a MBA degree in Finance from Loyola University of Chicago and a BS degree in Computer Science and Mathematics from Bowling Green State University.
Job Titles:
- Executive Assistant
- Executive Assistant With
Gabriela Collins is an Executive Assistant with Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, she was an Executive Assistant to the Founder and Co-Founder at Bling Capital. Before Bling, she was an Executive Assistant to the CEO at Mariposa Capital. Gabriela earned her BS in Sociology from Florida State University.
Gary Fry brings more than 20 years of experience in enterprise software and go-to-market leadership. He is a three-time software CEO with extensive European market knowledge and expertise helping companies transition to a subscription-based business model. Most recently, Gary served as CEO of iText, where he spearheaded company growth to more than double the size of the company, pivoted to a fully recurring business model, and successfully sold the business to Thoma Bravo. Previously, he served as Interim CEO of Aleyant and CEO of Global Graphics. Earlier in his career, he held sales leadership roles at Adobe, Oracle and IBM. Gary has an MBA from the University of Reading.
Gene Austin is an Operating Partner at Thoma Bravo. He has over 30 years of experience leading private and public software companies, including 19 years as CEO. Most recently, Gene was the CEO of Quorum Software, where he led the company through a significant transformation from a provider of accounting and operational software in North America to a global provider of software and services throughout the energy value chain. During his four years, the company made six acquisitions and a merger to produce the largest software company dedicated to the oil and gas energy market. Before Quorum, he was CEO at Bazaarvoice, the leading provider of user-generated content for retailers and brands. Bazaarvoice was in transition, and Gene led the company to profitability and growth and on to a successful sale in 2018. Before Bazaarvoice, he led venture-backed Convio, a leading provider of fundraising and marketing solutions for nonprofits, through significant growth and expansion culminating in a 2010 IPO and a 2012 sale to Blackbaud. Gene holds an MBA from Washington University, where he received the 2019 Olin Business School Distinguished Alumni Award, and he has a BS degree in Engineering Management from Southern Methodist University.
George Jaber is a Principal on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Previously he worked in investment banking for DBO Partners. George earned his BS in Business Administration from the Haas School of Business at UC Berkeley.
Job Titles:
- Chief
- Managing Director
- Managing Director, Chief Administrative and Legal Officer
Gerald T. "Jerry" Nowak is Managing Director, Chief Administrative and Legal Officer at Thoma Bravo. Based in Chicago, he joined the firm in 2021 and is responsible for Thoma Bravo's Legal & Compliance, IT and other administrative functions. Previously, Jerry served as a Partner in Kirkland & Ellis LLP's Chicago office, where he was a leader in the firm's Private Equity, M&A and Capital Markets practices, working closely with Thoma Bravo for almost 20 years on a variety of transactions and mandates. Jerry has been the principal attorney on hundreds of private equity, M&A and capital markets over the years. He has been named as a top practitioner in the The International Who's Who of Mergers & Acquisition Lawyers, as a "Super lawyer" in Law & Politics Magazine's annual review, and as a top high yield debt practitioner in The Legal 500's yearly review of Corporate & Finance attorneys. Earlier in his career, Jerry served as a Military Officer and Computer Systems Cost Analyst with the United States Air Force. He earned a JD from the University of Michigan Law School, an MBA from Auburn University, and a BA degree in Economic Policy Analysis from Michigan State University.
Job Titles:
- Associate
- Associate on the Credit Team
Grant Elgarten is an Associate on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2021 and focuses on investing in leveraged loans for sponsor-backed companies. Before Thoma Bravo, he was an Investment Banking Analyst at UBS in the Financial Sponsors & Leveraged Finance Group. Grant holds a BA in Economics from Middlebury College.
Job Titles:
- Associate
- Valuation Associate
Grant Nelson is a Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Grant helps manage quarterly valuations across the firm's buyout, growth equity and credit investments. Before Thoma Bravo, he worked as a Business Valuation Analyst for Stout. Grant holds a BS in Finance from the Gies College of Business at the University of Illinois Urbana-Champaign.
Greg Doran is an Operating Partner at Thoma Bravo. He has more than 20 years of experience helping organizations grow through his finance and operational leadership with companies such as Frontline Education, Pepperjam and IBM. Greg is the former CFO of Frontline Education, which was a Thoma Bravo portfolio company and subsequently was sold to Roper Technologies. During his time at Frontline Education, Greg was instrumental in leading the company's financial, M&A and operational activities. Prior to Frontline Education, he was the COO and CFO of Pepperjam, a carve-out from Ebay enterprise. Previously, he was a financial leader at IBM through the sale of Fiberlink, a leading provider of mobile device management software. He also held progressive financial leadership positions at CIGNA and State Farm Insurance. Greg has a BSBA in Accounting from Kutztown University.
Haley Bornstein is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2022. Previously she was a Coordinator at Susa Ventures and an Executive Assistant at Endeavor (formerly known as WME | IMG) and Creative Artist Agency. Haley holds a BS in Telecommunication from University of Florida.
Hannah O'Sullivan is an Associate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Banking Analyst in the Technology, Media, and Telecommunications group at Goldman Sachs. Hannah was inducted into Phi Beta Kappa and graduated magna cum laude with a BS degree in Economics from Duke University.
Harrison Thomas is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Before Thoma Bravo, he worked in investment banking in the Technology Group at Evercore. Harrison is an Ivey Scholar and holds a BA in Honors Business Administration from the Richard Ivey School of Business at Western University.
Holden Spaht is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2005. Holden is responsible for finding and executing new deals, monitoring and growing the portfolio as an active board member, and helping to manage the firm. Previously, he was with Morgan Stanley Capital Partners in London, Thomas H. Lee Partners in Boston, and Morgan Stanley in New York. Additionally, he is a member of the Trustee of Schools of the Sacred Heart San Francisco and is the President and Chair of the Spaht Family Foundation, founded in 2019. Holden was a Fulbright Scholar and earned his BA in Economics at Dartmouth and his MBA at Harvard Business School.
Hudson Smith is a Partner on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2016, and is responsible for co-leading the firm's Discover platform, which focuses on investing in mid-sized and smaller software and technology companies. Prior to joining Thoma Bravo, he served as Managing Director of HGGC, where he led software and technology investments. Previously, he worked at Bain & Company in Dallas and Sydney and Lincoln International in Chicago. Hudson earned an MBA from the Kellogg School of Management at Northwestern University, and he graduated magna cum laude with a BS degree in Business Administration from Washington and Lee University.
Inès Yefsah is a Senior Associate at Thoma Bravo. Based in London, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Associate at Hg and an Investment Banking Analyst at Credit Suisse. Inès graduated from ESCP Europe, and she is fluent in both English and French.
Irina Hemmers is a Partner at Thoma Bravo. She joined the firm in 2023 to lead and grow the London office and help deepen Thoma Bravo's presence across Europe. Before Thoma Bravo, Irina was a Partner and Head of Technology at Inflexion Private Equity. Previously, she was a Partner on the TMT team at Apax Partners. Irina started her career as a consultant with McKinsey & Company. She holds an MPA from the Harvard Kennedy School and an MA in International Economics and Business Studies from Leopold Franzens University in Innsbruck, Austria.
Job Titles:
- Investor Relations Analyst
Isabelle Maestas is an Investor Relations Analyst at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Banking Analyst in the technology group at William Blair. Isabelle graduated magna cum laude with a BBA in Finance from University of Georgia.
Ivo G. Bojanov is an Accounting Manager at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Ivo was a Client Director at Alter Domus, responsible for advanced client relationships and Fund accounting deliverables. Previously he was a Business Analyst/Team Lead at Custom House Global Fund Services. Ivo holds an MBA in Accounting and Finance and a BS in Economics and Finance from the University of Illinois at Chicago.
Job Titles:
- Vice President, Human Resources
Jade Bellcourt is Vice President, Human Resources at Thoma Bravo. Based in Chicago, she joined the firm in 2019. Previously she worked for Resolution Media, a global digital marketing company backed by Omnicom Media Group. Jade held several titles during her tenure there, her final being Manager, Human Resources. Jade has her BA in Communications from the University of Illinois at Urbana-Champaign, and she is a certified Professional in Human Resources (PHR).
Job Titles:
- Senior Support Specialist
Jake Fuller is a Senior Support Specialist at Thoma Bravo. Based in Dallas, he rejoined the firm in 2023 to support various IT-related projects for the Dallas office and the Thoma Foundation. Jake originally joined Thoma Bravo in 2019 to administer the firm's cybersecurity awareness training and onboard new employees. Previously he served as IT Manager at Wico Metal Products and as Equipment Manager for Louisiana Tech University Football. Jake holds a Master of Education in Clinical Mental Health Counseling from DePaul University, a Bachelor of Applied Science from Louisiana Tech University, and a BBA degree in Business and Management from Baker College.
James (Jim) Hagan is an Operating Partner at Thoma Bravo. Jim brings more than 20 years of experience in helping public and private equity-backed software companies grow and scale. Most recently, he spent four years as CFO at MedeAnalytics, a Thoma Bravo portfolio company. Previously, Jim held various management roles, including COO, CFO and interim-CEO at Forcepoint, a global cybersecurity company where he oversaw revenue growth from $365 million to $580 million. Before Forcepoint, he served in various finance roles at Websense and Fair Isaac (FICO), and he worked in both the Industrial and Global Financial Sponsors groups at Lehman Brothers. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
James (Jim) K. Lines is a Senior Operating Partner at Thoma Bravo. Jim is Chief Executive Officer of Lines Consulting Group and has provided advisory services to Thoma Bravo and its predecessor firms for more than 10 years. He previously was Executive Vice President and Chief Financial Officer of United Surgical Partners International, Inc., a private equity sponsored operator of surgery centers and hospitals, and Senior Vice President and Chief Financial Officer of ITI Marketing Services, a tele-services firm backed by GTCR. Jim's background also includes 12 years in various financial management capacities at affiliates of AMR Corporation (American Airlines), during which he served as Director-Corporate Finance, Managing Director-Corporate Development, and Chief Financial Officer of The SABRE Group, a global electronic travel distributor with $1.5 billion in revenue. Jim has served as a director and/or acting CFO of a number of Thoma Bravo portfolio companies.
Jamie Hutter is a Principal on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2014. In this role, Jamie focuses primarily on application software investments. Prior to Thoma Bravo, he worked in investment banking at Morgan Stanley. Jamie earned his BA with Honors in Science, Technology & Society at Stanford University. Additionally, he is a member of the NextGen Leadership Council for the Boys & Girls Clubs of San Francisco.
Job Titles:
- Vice President, Communications and Marketing
Jared Barchus is Vice President, Communications and Marketing at Thoma Bravo. Based in New York, he joined the firm in 2022 to lead its digital marketing strategy. Before Thoma Bravo, he was global head of content marketing at The Carlyle Group. Prior to Carlyle, Jared held marketing leadership positions at Barclays and Morgan Stanley. He began his career as a Fixed Income Sales & Trading Analyst at Morgan Stanley. Jared received his BA degree from the Annenberg School for Communication at the University of Pennsylvania.
Job Titles:
- Associate
- Associate on the Growth Team
Jasmine Yang is an Associate on the Growth team at Thoma Bravo. Based in San Francisco, she joined the firm in 2022. Before Thoma Bravo, she worked in investment banking in the Technology Group at Evercore. Jasmine earned a BA degree in Honors Business Administration from the Richard Ivey School of Business at Western University.
Jay Larson is an Operating Partner at Thoma Bravo. Jay has an impressive track record as a successful CEO, transformation driver, and value-creating leader of world-class enterprise organizations. He served as CEO at Optimizely, a venture-backed software company that he and his team grew and ultimately sold to a PE-owned software company. Before Optimizely, Jay was the CEO at Birst Software, another venture-backed firm that was sold to a large application software company. Jay also has an outstanding record as a leader of sales organizations. At Mercury Interactive, he spent seven years building the go-to-market team that drove Mercury's revenue from $300 million to over $1 billion. During his five-year tenure at SuccessFactors, he built a global sales team that drove revenue from $80 million to over $360 million when SuccessFactors was acquired by SAP. Jay also held sales leadership positions at Oracle, Siebel Systems, and Jive Software. He is passionate about helping companies sell more and sell more efficiently. Jay has a BA degree in Economics from Harvard University and an MBA from the Anderson School of Management at UCLA.
Jennifer (Jenny) Joseph is an Executive Assistant at Thoma Bravo. In this role, she manages the San Francisco office, oversees the administrative staff, and works on special projects. Based in San Francisco, she joined the firm in 2000 as Orlando Bravo's Executive Assistant. Previously she worked at Shepardson, Stern & Kaminsky, Professional Examination Service, and Stephen Gaynor School. Jenny holds an MS degree in Special Education from New York Hunter College and a BA in Psychology & Employee Relations from Michigan State University.
Job Titles:
- Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing
Jennifer James is Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2015 with 20 years of experience in private equity/venture capital investor relations, fundraising, and marketing. Today she leads Thoma Bravo's business operations strategy, efforts to serve the needs of new and existing investors, and the firm's industry communications programs. Wall Street Journal and WSJ PRO Private Equity named Jennifer one of the Women to Watch in fundraising, and San Francisco Business Times honored her as one of the Most Influential Women in the Bay Area. Before Thoma Bravo, she served as Partner, Investor Relations & Marketing, for Sofinnova Ventures. Previously, she served as Director of Marketing & Communications for Alta Partners, and she held several marketing and financial services leadership roles. Jennifer earned her MBA from Northwestern University and her AB degree in History from Bowdoin College.
Job Titles:
- Senior Vice President, Communications and Marketing
Jennifer Wade is Senior Vice President, Communications and Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. In this role, Jennifer manages the firm's content marketing, PR, and social strategy to elevate the Thoma Bravo brand and the firm's portfolio companies. Before Thoma Bravo, she was head of marketing communications at Comcast Ventures, where she managed content production and editorial strategy. While there, Jennifer worked with the company's executives and portfolio companies to build brand awareness and generate deal flow. Previously Jennifer worked as a field reporter and producer for several NBC stations in California and Oregon. Before that, she served as a brand spokesperson and managed digital content and various social initiatives for Sony Pictures Entertainment. Jennifer graduated cum laude with a BBA degree in Marketing from Loyola Marymount University.
Jenny Chong is an Accounting Manager at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Before Thoma Bravo, Jenny was an Officer for Northern Trust Company in the Private Capital Administration and Alternative Fund Services group. Previously she worked in HR shared services for McDonald's Corporation. Jenny holds a BS in Business Management from DePaul University.
Jessica Aguilar is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2022. Before Thoma Bravo, Jessica was an Operations & Executive Assistant at Base10 Partners, supporting an investing partner and operating partner. Before that, she was an Executive Assistant at Initialized Capital, where she managed administrative work, helped onboard new employees, and supported the company culture by organizing team and firm-wide celebrations. Previously Jessica held various administrative and office manager roles, including Executive Assistant to the CEO & Office Manager for TravelBank.
Joe Grady is a Vice President on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2020. Prior to Thoma Bravo, he worked in Chicago as an Investment Banking Analyst in the Global Industrials group at Credit Suisse. Joe earned his BBA in Finance from the University of Notre Dame, Mendoza College of Business.
Joe Rzeszutko is an Operations Engineer at Thoma Bravo. Based in Chicago, he joined the firm in 2023 to help enhance, operate and support the firm's IT infrastructure. Before Thoma Bravo, Joe was a Technical Specialist with PSM Partners. Previously he held several engineering and IT management roles with Ntiva and Novitas. Joe graduated with Honors from Robert Morris University with a BASc in Computer Studies, and he holds an Associate degree in Computer & LAN tech from Moraine Valley Community College.
Joel Martins is an Operating Advisor at Thoma Bravo. He has more than 20 years of experience driving innovation, growth and operational excellence in software companies. Joel led global enterprise teams for 14 years at Symantec. At Symantec, he led teams in the enterprise data protection suite, growing the NetBackup product line to over $1B. Joel also served as CTO at MicroEdge, which was sold to publicly traded Blackbuad (Nasdaq: BLKB in 2014). Before joining Thoma Bravo, Joel served as CTO at Social Solutions, completing a transaction from Vista Equity Partners to Apax Partners. During his time at Social Solutions, Joel oversaw the creation and launch of a new product line and dramatic growth. He also recruited the Ballmer Group, which included a $59M investment in Social Solutions from former Microsoft CEO Steve Ballmer, who joined the company's Board of Directors. Joel graduated from the University of Minnesota with a BS degree in Computer Science and attended Luther Seminary in St. Paul post-graduate.
John Kim is an Operating Advisor at Thoma Bravo, where he provides financial planning, analysis and reporting support to the portfolio companies and financial due diligence guidance to the companies' board of directors. He is a seasoned finance and treasury professional, with more than 25 years of experience in various financial and engineering leadership capacities. John spent the first six years of his career as an engineer at Honeywell, where he transitioned into finance. He worked at global technology companies such as Autodesk, UTStarcom, Keynote Systems and Embarcadero Technologies in a finance capacity and most recently as vice president of finance and treasurer for Digital Insight Corporation, which was acquired from Intuit and subsequently sold to NCR by Thoma Bravo. John has an MBA degree from the University of Southern California and BS and MS degrees in Mechanical Engineering from the University of California, Los Angeles.
Jon Heidenberg is a Senior Associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Jon was a Private Equity Associate at Audax Group. Previously, he was an Investment Banking Analyst at PJT Partners. Jon holds a BA in Economics from Amherst College.
Jordan Polk is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2023 and focuses on application software investments. Before Thoma Bravo, she worked for Barclays as an Investment Banking Analyst. Jordan graduated with honors from Michigan State University with a BS degree in Economics.
Julia Mahterian is a Senior Associate on the Discover team at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Before Thoma Bravo, she worked as an Investment Banking Analyst in the Restructuring Group at Lazard. Julia holds a BS in Finance from Brigham Young University.
Job Titles:
- Assistant Vice President, Accounting
Julie Burns is Assistant Vice President, Accounting at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Previously she worked in accounting and finance for Frontenac Company and Stern Cassello & Associates. Julie holds a BBA in Accounting from Saint Xavier University.
Job Titles:
- Associate
- Associate, Strategy
Justin Cueto is an Associate at Thoma Bravo. He joined the firm in 2023 to work directly with Founder and Managing Partner Carl Thoma on family office investments, strategic growth initiatives, and other special projects. Before Thoma Bravo, Justin was a Senior Associate at Ancor Capital Partners, evaluating new investment opportunities, executing transactions, and supporting portfolio company operations. Previously, he was an Investment Analyst at Bonanza Capital and an Investment Banking Analyst at Stephens Inc. Justin holds an MS degree in Accounting from the University of Virginia, and he graduated with honors from Centenary College of Louisiana with a BS degree in Accounting and Finance.
Job Titles:
- Investor Relations Senior Associate
Kaleigh Wilson is an Investor Relations Senior Associate at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Before Thoma Bravo, Kaleigh held several roles at Morgan Stanley, including an analyst on the leveraged finance desk covering healthcare and an associate in the institutional equities division on the prime brokerage desk. While at Morgan Stanley, she was selected to be the ambassador to Morgan Stanley Children's Hospital, where she worked with New York Presbyterian to improve efficiencies and reduce costs. Kaleigh graduated magna cum laude with a BS degree in Finance from Northeastern University.
Job Titles:
- Assistant Vice President
- Assistant Vice President, Valuation
Kathy Nalepka is Assistant Vice President, Valuation at Thoma Bravo. Based in Chicago, she joined the firm in 2021. As part of the valuation team, she helps manage quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, Kathy spent six years at global accounting consultancy Crowe LLP, most recently as a Valuation Manager. She also volunteers for various nonprofits focusing on teaching financial literacy to under-resourced communities. Kathy graduated summa cum laude with a BS in Finance Honors and Economics from DePaul University, and she studied International Economics at Budapest Corvinus University.
Job Titles:
- Controller
- Senior Vice President
- Senior Vice President, Controller - Firm
Katie Brennan is Senior Vice President, Controller - Firm at Thoma Bravo. Based in Chicago, she joined the firm in 2005. Previously she worked in accounting and finance for Cargill Investor Services, GNI, Inc. and National Futures Association. Katie holds a BS in Accounting from University of Illinois and she is a Certified Public Accountant.
Keaton Hart is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022 and focuses on infrastructure software investments. Before Thoma Bravo, he worked in investment banking as an M&A Analyst in the Consumer & Retail Group at Lazard. Keaton graduated cum laude from Brigham Young University with a BBA in Accounting.
Keerthi Puvvada is an Associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America Merrill Lynch. Keerthi graduated summa cum laude with a BS in Finance and minors in Biology and Informatics from Indiana University.
Job Titles:
- Investor Relations Coordinator
Kellie Hoverter is an Investor Relations Coordinator at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Kellie brings more than 12 years of administrative experience with various technology and financial companies. Most recently, she was Senior Executive Assistant to the CFO of Okta, Inc. (NASDAQ: OKTA). Previously she held executive assistant roles at TPG Growth, Cambridge Associates, e.l.f. Beauty, and Weil, Gotshal & Manges. Kellie is a member of the San Francisco Admin Awards Advisory Board. She holds a BS degree in Communication, Management & Design from Ithaca College.
Job Titles:
- Senior Valuation Associate
Kevin Feng is a Senior Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2022. Kevin helps manage the firm's valuation needs, including quarterly valuations of its investments. Previously he was a Financial Analyst with Hilco Valuation Services. Kevin is a Chartered Financial Analyst (CFA®) charterholder, and he has an MS degree in Finance from Purdue University and a BS in Finance from Southeast Missouri State University.
Job Titles:
- Manager
- Valuation Manager
Kevin Kim is a Valuation Manager at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Duff & Phelps as a Portfolio Valuation Analyst and most recently a Senior Associate. Kevin has his BS in Accountancy and Finance from the University of Illinois at Urbana-Champaign.
Job Titles:
- Senior Infrastructure Engineer
Kevin Stark is a Senior Infrastructure Engineer at Thoma Bravo. Based in Chicago, he joined the firm in 2022 to focus on supporting, improving, and automating the IT infrastructure. Before Thoma Bravo, Kevin was a Cloud/Infrastructure Professional Services Engineer at Ascend Technologies. While at Ascend, he served as the onsite engineer for Thoma Bravo. Previously he spent five years in the United States Marine Corps, working in various IT roles focused on quality assurance, disaster recovery, and aviation IT logistics. Kevin has a BSBA degree in Management Information Systems and New Venture Development from the University of Arizona. Additionally, he completed military occupation specialty (MOS) training at the Aviation Logistics Tactical Information Systems (ALTIS) School for the U.S. Marine Corps.
Kiely George is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting, and operations support to the firm's portfolio companies. She has 15 years of finance experience focused on optimizing performance, profitability, and operational effectiveness in private companies. Kiely most recently served as VP of Financial Operations at Elemica. While at Elemica, she was a key member of the M&A team, providing financial due diligence and successfully integrating four acquisitions over three years. Kiely earned her MBA from St. Joseph's University and BA degree in Finance from the University of Pittsburgh.
Kimberly Crittenden is Senior Payroll Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, she was the Payroll Coordinator at East Bank Club. Kimberly holds a BA in Psychology from the University of Illinois in Chicago.
Job Titles:
- Administrative Assistant
- Office and Administrative Assistant
Kimia Mokri is an Office and Administrative Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, Kimia was a Recruiting Coordinator with Palantir Technologies in Washington, DC and London. Previously she was a Recruiting Coordinator for Deloitte. Earlier in her career, she held several roles with SoulCycle, including Retail Manager and Operations Manager. Kimia has a BA in Criminology & Criminal Justice from the University of Maryland.
Kippy Ball is a Senior Associate on the Explore team at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions Group at Goldman Sachs in New York. Kippy holds a BA in Mathematics from Vanderbilt University.
Job Titles:
- Senior Accounting Associate
Kristel Ramos is a Senior Accounting Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Kristel works on the Finance team focusing on the firm's equity funds. Before Thoma Bravo, she spent several years at Northern Trust, most recently as a Senior Accountant on the Private Capital Administration team. Kristel holds a Master of Science in Accountancy from DePaul University and a BA in Economics from the University of Illinois at Chicago.
Job Titles:
- Lead Executive Assistant in Thoma Bravo 's San Francisco
- Lead Executive Assistant, San Francisco
Kristi Cassidy is Lead Executive Assistant in Thoma Bravo's San Francisco office. Based in San Francisco, she joined the firm in 2019. Previously she worked for Gigster and Charles Schwab Investment Management. Kristi earned her BA in Marketing and Finance from the University of Massachusetts-Boston.
Kristin Nimsger Weston is an Operating Partner at Thoma Bravo. She has more than 20 years of experience driving outsized growth in software and technology companies. Kristin was President of Kroll Ontrack, where she ran the legal tech business from start-up to more than $200M in seven years. Kroll Ontrack operated in 23 countries with 1500+ employees when it was sold to Providence Equity Partners in 2010 for over $1.1B. She then was the General Manager of the litigation software division of Thomson Reuters. Kristin then served as CEO of two Vista Equity Partners portfolio companies: MicroEdge, which was sold to publicly traded Blackbaud (Nasdaq: BLKB) for more than 7x MOIC in 2014, and Social Solutions Global which was sold to Apax Partners in 2021 for 5x MOIC. During her time with Social Solutions, Kristin led the negotiation of the partnership and investment from Ballmer Group, which included a $59M investment from former Microsoft CEO Steve Ballmer, who joined the company's Board of Directors. Before joining Thoma Bravo, she served as a Senior Advisor, Private Equity to Vista Equity Partners. Kristin has a BA from the University of Minnesota, a Juris Doctorate from William Mitchell College of Law, and a Certificate in Management and Leadership from MIT Sloan School of Management.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Job Titles:
- Senior Vice President, Controller - Buyout Funds
Kristy Pike is Senior Vice President, Controller - Buyout Funds at Thoma Bravo. Based in Chicago, she joined the firm in 2016. She joined Thoma Bravo from JPMorgan Chase's Private Equity and Real Estate Services group, where she was an Assistant Vice President providing fund administration services to private equity clients. Prior to JPMorgan, Kristy was an Audit Senior at Deloitte & Touche working on hedge fund, private equity fund, and mutual fund audits. Kristy holds a BS in Accounting and Finance from DePaul University and is a Certified Public Accountant.
Kyle Warren is a Senior Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2015. Previously he worked in mergers and acquisitions and in capital market finance at Bank of America Merrill Lynch. Kyle holds a BS degree in Management Science and Engineering from Stanford University.
Job Titles:
- Office Assistant for Thoma Bravo 's Chicago
- Office Assistant, Chicago
Lauren Benn is an Office Assistant for Thoma Bravo's Chicago office. She joined the firm in 2022. Lauren has more than a decade of C-level administrative experience, most recently serving as Executive Assistant to the Global Chief Financial Officer at JLL. Before JLL, she was the Senior Executive Assistant to the COO and the CCO at United Airlines. Previously she held executive assistant roles at Harrison Street Capital, Enlivant, Ogilvy & Mather, and Healthcor Management. Lauren has a BFA in Theatre Studies from the University of Illinois Urbana-Champaign.
Job Titles:
- Vice President, Finance Solutions
Lauren Burley is Vice President, Finance Solutions at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Lauren was a Vice President at Northern Trust. While there, she led data strategy for the firm's institutional investment management platform. Previously, Lauren was VP, IT Product & Strategy for Grosvenor Capital Management. Earlier in her career, she held strategy and product management roles at Outerwall and Morningstar. Lauren has an MBA from The University of Chicago Booth School of Business, and she graduated summa cum laude with a BA degree in Economics from Kenyon College.
Job Titles:
- People Operations Manager for Thoma Bravo 's Chicago
- People Operations Manager, Chicago
Lauren McLaughlin is the People Operations Manager for Thoma Bravo's Chicago office. She joined the firm in 2019. Lauren is responsible for Thoma Bravo's Chicago office project management and supports the firm's Human Resources and Compliance teams. Previously she served as the Institutional Sales Support Coordinator for Capital Group Institutional Investment Services, where she helped manage relationships across 200 clients representing more than $1 billion in new and existing client flows. Prior to Capital Group, Lauren was the Managing Co-Chair for Gala 4 Good, the largest fundraiser for the Hinsdale Junior Woman's Club. Before that, she held various project management, marketing, and executive assistant roles at Global Electronic Trading Company, Contego Capital Partners LLC, and Merrill Lynch. Lauren holds a BA degree in Communications Management and Marketing from the University of Dayton.
Job Titles:
- Chief of Staff
- Executive Assistant
- Executive Assistant and Chief of Staff to Carl Thoma
Lea Bishko is Executive Assistant and Chief of Staff to Carl Thoma. Based in Chicago, she joined the firm in 2008. Previously she was the Executive Assistant to the CEO of Smith Rothchild Financial and held a market research role at Smith-Dahmer Associates. Lea holds a BA in Marketing and Human Resource Management from Loyola University Chicago.
Lee Mitchell is a Managing Partner at Thoma Bravo. Based in Chicago, he participated in forming the firm in 1998. Mitchell previously was a Partner in Golder, Thoma, Cressey, Rauner (GTCR) and, before that, the president and CEO of The Field Corporation and its predecessor, Field Enterprises, Inc., which owned and operated businesses in newspaper and educational publishing (including the Chicago Sun-Times and My Weekly Reader), direct marketing, television (including stations in Chicago and San Francisco), cable television and commercial real estate. He also has been a practicing attorney specializing in regulated industries as a Partner with Sidley Austin in Washington, DC and Chicago, and later oversaw that firm's Asian offices. Mitchell is the former Chairman of The Chicago Stock Exchange, which makes an alternative market in NYSE, AMEX and NASDAQ stocks, and Board member and two-time Past Chair of the Metropolitan Planning Council, a group of business and civic leaders committed to the promotion of an equitable and economically competitive Chicago region. He is a trustee of Northwestern University, where he has been Chair of the Investments Committee, and of an affiliate of Northwestern Memorial Hospital, where he is a member of the Investment Committee and Chair of its Alternative Investments Subcommittee. Mitchell also is a past Chair and PAC Chair of the Illinois Venture Capital Association and active on projects of the American Investment Council (AIC). He received a BA degree from Wesleyan University and a JD degree from the University of Chicago Law School.
Managing Partner Lee Mitchell discusses the evolution of the buy-and-build strategy.
Leigh Salzman is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2024. Before Thoma Bravo, Leigh was an Executive Assistant to a Senior Portfolio Manager at Schonfeld. Before Schonfeld, she was an Executive Assistant to the Founder, CEO & COO at Verano. Previously, she spent eight years in the music industry, most recently as a producer at Comma Music. Leigh earned her BA in Communication and Media Studies from the University of Iowa.
Job Titles:
- Senior Valuation Associate
Liam Stewart is a Senior Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2021. As part of the valuation team, Liam helps manage the firm's valuation needs, including quarterly valuations of its credit and equity investments. Previously he worked for Lincoln International's Valuations & Opinions Group, where he performed portfolio valuations and assisted Lincoln in rendering fairness and solvency opinions. Before that, he was an analyst in Stout's Corporate Valuation Advisory practice. Liam is a graduate of the University of Notre Dame, where he graduated cum laude with a BBA in Finance.
Lindsay Batlowski is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Previously she held Executive Assistant roles at Social Finance, Okta, Inc., Spectrum Equity, and RS Investments. Lindsay graduated with a BS in Advertising & Marketing Communications from the Fashion Institute of Technology in New York.
Job Titles:
- Senior Accounting Associate
Liz Munoz is a Senior Accounting Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Liz spent over four years at SAC Wireless, most recently as a Financial Accountant. Previously she worked in event planning for Mikva Challenge and The Executives' Club of Chicago. Liz holds a BBA from Saint Xavier University.
Logan Gregoire is a Vice President on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Previously, Logan worked at Marlin Equity Partners, where he focused on software investing, and at William Blair & Company as a member of the technology investment banking group. He holds a BA in Economics from Yale University.
Madeline (Maddie) Prister is an Associate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2022 and focuses on the cybersecurity space. Before Thoma Bravo, she was an Investment Banking Analyst at Morgan Stanley. Maddie holds a BBA degree in Finance from the Mendoza College of Business at the University of Notre Dame.
Marcel Bernard is a Senior Operating Partner at Thoma Bravo. He has more than 40 years of business operating experience, primarily with companies in the technology industry. Most recently, he was Corporate Vice President, Operations of Geac Computer Corporation, a performance management software company, where he was responsible for the management and overall performance of several business units located in North America, Europe and the United Kingdom, representing $250 million in revenues. Previously, Marcel was Senior Vice President, Ontario Division, of St. Lawrence Cement, where he was responsible for the management of all Ontario business units, representing over $400 million in revenues. Marcel was also President and CEO of SaskTel, Saskatchewan's largest phone company with $600 million in revenues and over 4,200 employees. He also held various positions with Motorola Corporation, most notably as President of Motorola Canada. He has been on the board of directors, in some cases serving as Chairman, of many of Thoma Bravo's Software portfolio companies.
Job Titles:
- Vice President, Tax and Accounting
Marcin Spik is Vice President, Tax and Accounting at Thoma Bravo. Based in Chicago, he joined the firm in 2023 to assist with tax compliance and accounting for the general partner entities. Before Thoma Bravo, Marcin was a Senior Tax Manager for the Investment Funds group at Plante Moran. Previously, he held several tax management roles for global accounting and professional services firms, including PwC and Crowe LLP. Marcin is a Certified Public Accountant. He has a Master of Accounting Science degree and graduated with highest honors with a BS in Accountancy and a BS in Finance from the University of Illinois at Urbana-Champaign.
Job Titles:
- Associate
- Service Desk Associate
Marco Garcia is a Service Desk Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2022. Marco is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he held several software support roles, including Help Desk Technician II at General Dynamics, Level II Technician at Northern Trust, and Network Technician at Proven IT. Marco holds a BS degree in Network Technologies and Administration from Western Illinois University and an AS degree in Network and System Administration from Kankakee Community College.
Maria Kendrick is an Executive Assistant for Thoma Bravo. Based in Chicago, she joined the firm in 2023 after working on a consulting basis with the HR team. Before Thoma Bravo, Maria was an Office Manager for HK Facility Services. Previously she held various talent acquisition and HR roles for companies around the Chicago area, including Assertio Therapeutics, TAKEDA Pharmaceuticals, ABBVIE, and Abbott Laboratories. Maria studied Communication Studies at the College of Lake County.
Marisol Rios is an Accounting Analyst at Thoma Bravo. Based in Chicago, she joined the firm in 2021 to assist with investor onboarding and operations. Previously, Marisol was an Accountant at Stern Cassello and Associates, LLP focusing on the firm's private equity and venture capital clients. Marisol graduated from Fox College with an Associate of Applied Science degree in Business Administration.
Job Titles:
- Chief Technology Officer
- Director
Mark Maier is Director, Chief Technology Officer at Thoma Bravo. Based in Chicago, he joined the firm in 2021 to focus on user experience and productivity. Before Thoma Bravo, Mark held several roles at Donnelley Financial Solutions, most recently as a Director responsible for the management and operations of user productivity platforms. Previously he spent 12 years at Mesirow Financial, most recently as a Vice President responsible for the IT operations of Mesirow Advanced Strategies. He began his career in IT consulting with Deloitte and Catavo. Mark holds a BS degree in General Engineering from the University of Illinois at Urbana-Champaign.
Job Titles:
- Assistant Vice President, Accounting
Mary Schanowski is Assistant Vice President, Accounting at Thoma Bravo. Based in Chicago, she joined the firm in 2020. Prior to Thoma Bravo, she worked for Deloitte & Touche LLP in both Chicago and Sydney, Australia. While there, she held several positions, most recently she served as Audit Manager. Mary holds a BS in Accounting and Finance from Marquette University.
Job Titles:
- Accounting Associate
- Associate
Matt Bonistalli is an Accounting Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, he spent three years at PwC, including a year as a Senior Assurance Associate following his promotion at the two-year mark. Matt is a Certified Public Accountant and holds a BA in Accounting from The University of Texas at Austin.
Matt Galloway is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Before Thoma Bravo, he was an Investment Banking Analyst at DBO Partners (acquired by Piper Sandler), focused on M&A in enterprise software. Matt has an MA in Public Policy and a BA in Economics from Stanford University.
Job Titles:
- Managing Director, Capital Markets
Matt Gilbert is Managing Director, Capital Markets at Thoma Bravo. Based in Miami, he joined the firm in 2016. Previously, Matt was an investor focused on software and technology companies with the private equity firm Summit Partners. To start his career, he worked as an Investment Banking Analyst in the Leveraged Finance Group at UBS in New York. Matt graduated cum laude with a BS degree in Business Administration and Finance from the University of Southern California.
Matt Jacobs is an Associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America. Matt holds a BS in Finance from Penn State University.
Matt LoSardo is a Principal on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2016. Previously he worked in private equity at Harvest Partners and investment banking at Morgan Stanley. Matt holds a BS in Economics from Duke University.
Job Titles:
- Vice President of Investor Relations
Matthew Negron is a Vice President of Investor Relations at Thoma Bravo. Based in Miami, he joined the firm in 2023. Prior to Thoma Bravo, Matt was a member of the Private Markets team within the Institutional Client Group at Apollo Global Management, where he was responsible for fundraising and investor relations for the firm's flagship Private Equity and Infrastructure products. Earlier in his career, he was a member of the fundraising and investor relations team within the Goldman Sachs Asset Management (GSAM) division at Goldman Sachs and the private capital advisory team of Stanwich Advisors LLC. Matt holds BA degrees in Economics and Hispanic Studies from Boston College.
Max Werner is an Accounting Manager at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, Max spent almost five years with Citadel, most recently as a Senior Corporate Accountant. Previously, he was a Senior Accountant with EY. Max holds a Master of Accountancy and a BBA in Accounting from University of Wisconsin-Madison.
Job Titles:
- Senior Investor Relations Coordinator
McKenzie Rose is a Senior Investor Relations Coordinator at Thoma Bravo, where she helps coordinate and execute on various investor relations and marketing programs. She joined the firm in 2015. Previously she worked with Arista Networks. McKenzie holds a BA degree in Communications from University of California, Santa Barbara.
Job Titles:
- Managing Director, Head of Communications and Marketing
Megan Frank is Managing Director, Head of Communications and Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2019 and is responsible for defining and driving the firm's communications strategy across audiences to protect, promote and enhance the Thoma Bravo brand. Megan has more than 20 years of experience in communications, most recently serving as the Head of Communications for Allianz Global Investors in the US. Prior to that, she held communications and media relations roles at Merrill Lynch, Morgan Stanley and Paine Webber (now UBS), as well as PR agencies including Burson-Marsteller. Megan earned a BA degree in Political Science from Colgate University.
Job Titles:
- Operations Coordinator
- Event Operations Coordinator
Megan Rychlowski is an Event Operations Coordinator at Thoma Bravo. Based in Miami, she joined the firm in 2021. Prior to Thoma Bravo, Megan was a Recruiting Coordinator with Silicon Valley Bank. Before that, she spent six years at Founders Circle Capital, most recently as Head of Events. Previously Megan worked in facilities management and operations for the William and Flora Hewlett Foundation and Bonnie Gallup & Associates. Earlier in her career, she was heavily involved in performing arts and performed nationally and internationally as a featured singer and Disney Princess. Megan holds a BA in Communications from San Jose State University.
Job Titles:
- Senior Accounting Associate
Meghan Creed is a Senior Accounting Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2016. Previously she worked in accounting at Weltman Bernfield. Meghan earned a BS in Accounting from Elmhurst College.
Job Titles:
- Senior Tax and Accounting Associate
Michael Chang is a Senior Tax and Accounting Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2021 to assist with general partner accounting and tax compliance. Before Thoma Bravo, he served as Senior Associate at BDO USA and as Global Compliance Tax Senior Associate at Ernst & Young Financial Services Office. Michael holds a Master of Accountancy from DePaul University and a BBA in Finance from Emory University.
Michael Forrest is a Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked in investment banking at Greenhill & Co. focusing on mergers and acquisitions. Michael graduated magna cum laude with a BS in Industrial Engineering and Economics from Northwestern University.
Mike Hoffmann is a Partner on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2014 as a Vice President. Today, he focuses on growing and building the firm's infrastructure software practice. Previously Mike was an Investor with Providence Equity Partners. Before Providence, he was an investment banker with Citigroup Global Markets Inc. Mike holds an MBA from Stanford Graduate School of Business and an AB degree in Economics from Harvard University.
Mike Lipps is an Operating Partner at Thoma Bravo. Mike has over 30 years of experience in both public company and private equity software investments, having held numerous executive leadership and board positions in world-class technology companies for investors, including Thoma Bravo, Hg Capital, TA Associates, K1 Capital, and Genstar Capital. He has an established track record of building and leading multiple rule of 50+ PE-backed companies that have generated a combined $5B+ in investor value. He specializes in strategically accretive M&A, having completed over 25 successful transactions in his career, in addition to human capital /workforce transformation and business process management. Most recently, Mike was CEO of Intelerad Medical Systems. During his tenure, he tripled company revenue and EBITDA, acquiring and integrating seven businesses to build the leading global radiology practice imaging platform. Before Intelerad, he led the rapid growth and market success of insightsoftware. As CEO, he grew revenues 7x and EBITDA 10x while acquiring 15 businesses and building a global leader in financial budgeting and reporting software. Previously, Mike was the Division CEO at LexisNexis, responsible for a portfolio of award-winning software products serving global law firms and corporations. There, he led the creation and management of the LexisNexis Technology Center, which was named North Carolina Technology Workplace of the Year in 2012 by the North Carolina Technology Association. The North Carolina Triangle Business Journal awarded Mike CIO of the Year in 2014. Mike spent the first 14 years of his career at Intuit Inc., where he led several software businesses, including QuickBooks, the #1 rated US small business financial software application. He has a background in software product management, marketing, and operations.
Mohnish Gandhi is a Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked in investment banking and technology M&A for Evercore. He holds a BBA degree in Finance and Business Honors from the McCombs School of Business and a BA, Plan II Honors from The University of Texas.
Job Titles:
- Executive Assistant, Communications and Marketing
Molly Herrenbruck is Executive Assistant, Communications and Marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2022. Before Thoma Bravo, Molly was a Senior Workplace Coordinator with Thumbtack. Previously she held Office Manager/Executive Assistant roles with Foundation Capital, Laney College, and Remedy Interactive. Molly graduated with a BS in Hospitality Management from California State University - East Bay and an AS in Culinary Arts from Laney College.
Monica McAtee is an Administrative Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Previously, she was a Program Coordinator and Childwatch Center Supervisor at the Irvin-Deutcher Family YMCA, and she worked as a private nanny for several Bay Area families. Monica currently is working on her AA degrees in Health Education and Psychology at Diablo Valley College.
Job Titles:
- Office Administrative Assistant
Morgan Davidson is an Office Administrative Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she held several administrative roles, including Senior Administrative Assistant at First Republic Bank and Executive Assistant to the Founder & CEO of Just Add Salt. Morgan has a BA in Global Studies from University of California, Santa Barbara.
Nabil Hamade is a Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Morgan Stanley as an Investment Banking Analyst - Healthcare Group. Nabil has his BS in Business Administration from the University of California, Berkeley.
Natalie Doak is Treasury Manager at Thoma Bravo. Based in Chicago, she rejoined the firm in 2021. Natalie worked as a consultant on the Thoma Bravo finance team before joining full-time to assist with treasury operations and onboarding new investors and new funds. Earlier, she worked as an Accounting Admin on the Finance team at Thoma Bravo. Before Thoma Bravo, Natalie was a Customer Service Representative with Ecologic, LLC. She began her career in sports marketing and sales as an Account Executive for the Chicago Fire soccer team and with the University of Oregon student government, where she helped manage a $10 million budget and negotiated relationships between students and the athletic department. Natalie holds a BS in Business Administration from the University of Oregon.
Job Titles:
- Senior Valuation Associate
Nate D'Amato is a Senior Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2022 and assists in managing quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, he was an Associate on the Economic & Valuation Services team at KPMG and a Valuation Associate at PwC. Nate earned a BS in Accounting and Finance from Marquette University.
Job Titles:
- Associate on the Capital Markets Team
- Associate, Capital Markets
Ned Sullivan is an Associate on the Capital Markets team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Prior to Thoma Bravo, he was an Investment Banking Analyst in the Financial Sponsors and Leveraged Finance groups at RBC Capital Markets in New York. Ned graduated magna cum laude from Duke University, where he earned a BA degree with Distinction in Public Policy.
Nicolaas Vlok is an Operating Partner at Thoma Bravo. He is an experienced software CEO and Board Member. Nicolaas holds a degree in Computer Engineering from the University of Pretoria.
Job Titles:
- Senior Executive Assistant, Investor Relations
Nicole MacDougall is Senior Executive Assistant, Investor Relations at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, Nicole was a Chief of Staff at Ribbit Capital. Previously, she was a Communications & External Affairs Associate at Gates Ventures. Prior to Gates Ventures, she worked in the U.S. House of Representatives, most recently as a Legislative Aide to former Speaker Nancy Pelosi. Nicole studied History and International Relations at California State University at Chico.
Job Titles:
- Senior Associate on the Technology Solutions Team
- Senior Associate, Technology Solutions
Niveen Hennein is a Senior Associate on the Technology Solutions team at Thoma Bravo. Based in Chicago, she joined the firm in 2023 to own the DealCloud platform supporting the Deal and IR teams. Previously she spent five years at JPMorgan, most recently owning the CRM product and strategic vision of the hedge fund platform. Niveen holds a BA degree in Public Policy Analysis and Global Health from Duke University.
Noah Henderson is a Senior Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, he was an Associate with Pamlico Capital and an Analyst at Harris Williams. Noah received a BS in Business Administration and Mandarin Chinese from Washington and Lee University.
Oliver Thym is a Partner on the Credit team at Thoma Bravo. Based in New York, he joined the firm in 2020 to lead the Thoma Bravo Credit platform and oversee the firm's credit funds and strategic debt investments. Previously, Oliver spent his entire career at Goldman Sachs, where he was a Partner and Head of Private Credit in the Americas for the Merchant Banking Division. Oliver served on various divisional and firmwide committees, including the Merchant Banking Credit and Corporate Investment Committees and Firmwide New Activity and Credit Policy Committees. He earned an MBA from the Stanford Graduate School of Business after receiving a BS in Operations Research and Industrial Engineering and a BA in Economics from Cornell University, where he graduated Phi Beta Kappa.
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 in accordance with its principles of partnership, innovation, and performance. Orlando has overseen over 455 software acquisitions conducted by the firm, representing more than $255 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.
Orlando was born in Mayaguez, Puerto Rico. He graduated Phi Beta Kappa with a bachelor's degree in economics and political science from Brown University in 1992 and earned a JD from Stanford Law School and an MBA from the Stanford Graduate School of Business in 1998.
He is the Founder and Chairman of the Bravo Family Foundation, the mission of which is to provide access and opportunities to young adults in Puerto Rico. Orlando directs the organization's various programs and initiatives to promote entrepreneurship, community-based leadership and economic development in Puerto Rico. After Hurricane Maria hit Puerto Rico in 2017, he spearheaded a humanitarian mission to remote communities on the island. In 2019, Orlando committed $100 million to the Foundation's Rising Entrepreneurs Program (REP) with the goal of fostering entrepreneurship in Puerto Rico.
The Orlando Bravo Center for Economics Research at Brown University supports innovative research, training and collaborative projects for faculty and students in the Department of Economics. At Stanford Law School, Orlando created the Bravo Family Public Interest Post-Graduate Fellowship Fund to support students seeking full-time employment in public interest.
Orlando's philanthropic interests also include causes in healthcare. He endowed faculty scholar and fellow positions at Stanford University's Sean N. Parker Center for Allergy Research. He supports a wide range of medical research conducted at Stanford University, at the University of California San Francisco (UCSF) and at the College of Physicians and Surgeons at Columbia University. He is also a member of the Board of Trustees at Memorial Sloan Kettering Cancer Center.
Paige Shiring is an Associate on the Discover team at Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, she was an Investment Banking Analyst in the Technology group at Credit Suisse. Paige graduated an Honor's Laureate and magna cum laude with a BBA degree in Finance from Texas Christian University.
Job Titles:
- Vice President, Assistant Controller - Buyout Funds
Paul Li is Vice President, Assistant Controller - Buyout Funds at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Deloitte & Touche LLP, where he held several titles with his final being Audit Manager. Paul earned both his BS in Accountancy and his Masters in Accounting Science from the University of Illinois at Urbana- Champaign.
Paul Statham is an Operating Advisor at Thoma Bravo. Paul has over 30 years' experience of founding and operating successful technology businesses, with a focus on rapid growth through innovation. Most recently he was CEO of Condeco, a global leader in workspace scheduling, that was acquired by Thoma Bravo in 2021. At Condeco, Paul's visionary views on the world of work and the management of the workplace helped shape the technology within the sector. As CEO, he oversaw the opening of nine offices around the world and was instrumental in developing new global markets across four continents, led three acquisitions to expand the solution portfolio, and grew revenues from zero to $100m. Previously Paul co-founded RNM Systems, a consultancy company delivering outsourced software development to some of the world's leading corporations. Paul also co-founded FX Player, an online fantasy trading game which was sold in 2005 to IFX Markets in 2005. Paul spent the first 16 years of his life in the electronic security industry, where he was co-founder of Masco Security, one of the UK leading providers. He is also a Trustee of Charlton Athletic Community Trust, a charity dedicated to empowering young individuals to improve their lives and their environment.
Job Titles:
- Senior Valuation Associate
Payton Donnan is a Senior Valuation Associate at Thoma Bravo. Based in Chicago, she joined the firm in 2023 and assists in managing quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, she was a Valuation Advisory Associate at Stout. Payton graduated cum laude from The Ohio State University Fisher College of Business with a BS in Finance.
Pete Boyes is an Operating Partner at Thoma Bravo. Pete has more than 20 years of experience in driving operational excellence and value creation at companies such as Zego (acquired by Global Payments), Soasta (acquired by Akamai Technologies), and ID Analytics (acquired by Symantec/LifeLock). Before his CFO and GM roles, he was a technology Investment Banker completing numerous M&A and Corporate Finance transactions across the technology landscape. Most recently, as the former CFO and GM of Zego (a Vista Equity-backed investment), Pete was instrumental in helping drive strategy and revenue growth both organically and through acquisitions, leading to a successful exit to Global Payments. He assumed the GM role after the acquisition and led the integration efforts of Zego into the Integrated Software division at Global Payments. Pete has BA and MBA degrees from the University of Southern California.
Job Titles:
- Vice President on the Capital Markets Team
- Vice President, Capital Markets
Peter Feldstein is a Vice President on the Capital Markets team at Thoma Bravo. Based in San Francisco, he joined the firm in 2020. Previously he worked in the Leveraged Finance Origination group at Bank of America. Peter graduated cum laude with a BA degree in Economics from Washington and Lee University.
Peter Hernandez is a Vice President on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2018. Previously Peter worked in investment banking at Deutsche Bank and SunTrust Robinson Humphrey. He holds a BA in Mathematics and Economics from Vanderbilt University.
Peter Stefanski is a Partner on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2011. Previously he worked in mergers and acquisitions at Barclays Capital. Peter holds a BSBA degree in Finance and Accounting from Georgetown University.
Job Titles:
- Senior Vice President, Investor Relations
- Senior Vice President of Investor Relations
Rahel Ayalew is a Senior Vice President of Investor Relations at Thoma Bravo. Based in New York, she joined the firm in 2023 to focus on fundraising and investor relations initiatives. Rahel leads investor relations efforts for the firm's credit business. Before Thoma Bravo, she was a Client Advisor in the Institutional Client Group at Neuberger Berman where she focused on business development for institutional investors across public and private market strategies. She also worked with a number of the firm's strategic partnership relationships. Rahel holds a BA in Economics from Bryn Mawr College.
Richard Northing is an Operating Advisor at Thoma Bravo. He has more than 21 years of experience in the technology industry, with a focus on the delivery of software and services to Fortune 1000 companies. Previously he served as SVP of Products & Services for Flexera Software, where he had worldwide responsibility for all product development, professional services delivery, and technical account management. He previously led Global Services at Macrovision. Before joining Macrovision, he spent eight years at Intraware where he established a world-class customer engagement model in a SaaS environment while serving as VP of Technology Operations and Chief Operating Officer. Richard spent the first 10 years of his career in various engineering, engineering management, and consulting positions at EDS and Accenture. Richard has a Bachelor of Sciences (First Class, with honors) degree from the University of Liverpool and a PhD from the University of Oxford in the UK.
RJ Perciavalle is an Associate on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he was an Investment Banking Associate at Bank of America Merrill Lynch in the Leveraged Finance and Equity Capital Markets groups. RJ holds a BS degree in Accounting and Business Administration from Washington & Lee University.
Robbie Williams is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, he worked for Goldman Sachs as an Investment Banking Analyst in the Healthcare group. Robbie graduated Phi Beta Kappa and summa cum laude with a BS degree in Mathematics and Economics from Duke University.
Robert (Bob) Hausmann is an Operating Partner at Thoma Bravo, which he joined in 2016. Since April 2018, Bob has served as a member of the board of directors and a member of the audit and compensation committees of Nintex,Global Ltd., a developer of workflow automation software. Since January 2018, he has served as a member of the board of directors and a member of the audit committee of Motus, LLC, a developer of a cloud-based platform for the automation of mobile workforce activities. Since June 2017, Bob has served as a member of the board of directors and a member of the audit committee of Riskonnect, Inc., a global provider of integrated risk management technology solutions. Since September 2016, he has served as a member of the board of directors and member of the audit committee of T2 Systems, Inc., a technology-focused parking management systems provider. Bob also currently serves as Chairman of the Board at Zix Corp, where he has been an active board member since 2005.
Bob was co-founder, a director and Chief Financial Officer of TetraSun, Inc., a solar cell R&D and Manufacturing company that was sold to First Solar, Inc. in 2013. Prior to co-founding TetraSun, he was a consultant to public and private companies with respect to operational and financial management matters, including Sarbanes-Oxley and systems and process re-engineering. He also served as Vice President and Chief Financial Officer of Securify, Inc. from September 2002 through June 2005. From September 1999 through September 2002, he served as Vice President and Chief Financial Officer of Resonate, Inc. and managed the company's initial public offering. Prior to these positions, he served as Operations Partner and Chief Financial Officer of Mohr, Davidow Ventures, a Silicon Valley-based venture capital partnership, and as the Chief Financial Officer of Red Brick Systems, Inc., where he managed the company's initial public offering.
Bob earned an MBA from Santa Clara University and an undergraduate degree in Finance and Accounting from Bethel University in St. Paul, Minnesota.
Robert (Tre) Sayle is a Partner on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2005 as an Associate. Today, Tre is responsible for leading the firm's Growth platform, which focuses on minority investments in software and technology companies. Previously he worked with JPMorgan's Investment Banking Division and was a Member of the Technology, Media and Telecom Industry Group, where he was involved in mergers and acquisitions, divestitures, restructurings, and capital markets financings. He graduated from Harvard University with a BA in Economics with a concentration in Psychology.
Job Titles:
- Vice President of Performance Reporting and Analytics
Roberto Nazario is Vice President of Performance Reporting and Analytics at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Roberto was the Manager on the Performance Reporting team at H.I.G. Capital, where he led a team focused on special situations, opportunistic lending, and performing credit. Previously, he held Analyst roles with Drake Capital and Dimension Capital Management.Roberto is a CFA® charterholder and has a BS in Business Administration, with concentrations in Finance and Accounting, from Villanova University.
Job Titles:
- Partner
- Partner on the Growth Team
Ross Devor is a Partner on the Growth team at Thoma Bravo. Based in Miami, he rejoined the firm in 2022. Today, Ross is responsible for co-leading the firm's Growth platform, which focuses on minority investments in software and technology companies. Prior to joining Thoma Bravo, he spent nearly 10 years at Insight Partners, where he was a Managing Director focused on enterprise software investments. Previously, Ross held positions on Thoma Bravo's investment team and in Morgan Stanley's Investment Banking division. He earned his BA in Economics from Northwestern University.
Job Titles:
- Associate
- Associate on the Credit Team
Ryan Boyce is an Associate on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2023. Before Thoma Bravo, he was an Investment Banking Analyst in the Technology, Media, and Telecommunications group at Goldman Sachs. Ryan holds a BS in Finance from Penn State University.
Ryan Saavedra is an Associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America. Ryan holds a BS degree in Economics with concentrations in Finance and Entrepreneurship from The Wharton School at the University of Pennsylvania.
Ryan Scheffler is a Vice President on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Ryan was a Senior Associate at Accel-KKR where he focused on software investments. Previously he worked in investment banking at Credit Suisse. Ryan graduated from the University of Notre Dame with a BBA degree in Finance.
Sacha May is a Vice President on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2021 and focuses on the cybersecurity space. Before Thoma Bravo, Sacha was a Senior Associate at TA Associates, where he focused on software investments. Previously he worked in investment banking at Moelis & Company. Sacha graduated from the NYU Stern School of Business, where he earned a BS degree in Finance and Management.
Job Titles:
- Associate
- Associate on the Growth Team
Sajal Karki is an Associate on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, Sajal was an Analyst at Battery Ventures, focusing on growth and buyout software investments. Prior to that, he was an Analyst at Pegasystems's corporate venture arm, investing in channel partners. Sajal graduated with a BS in Business Administration with a concentration in Finance from Boston University.
Sam Yules is a Vice President on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked in investment banking for Morgan Stanley. Sam earned his BS degree with distinction in Management Science and Engineering at Stanford University.
Sameer Kumar is a Senior Associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, he worked as an Investment Banking Analyst in the M&A Group at Bank of America Merrill Lynch. Sameer holds a BA in Economics from Stanford University.
Job Titles:
- Investor Relations Associate
Sami Blum is an Investor Relations Associate at Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, Sami worked for White Wolf Capital as an Investment Analyst for the firm's Private Funds strategy, where she invested in private fund managers as a limited partner after her role as an Associate on the firm's Portfolio Management team supporting the firm's private equity and private credit strategies. Previously, she worked as an associate at EY providing advisory and assurance services to public and private clients in various industries. Sami graduated summa cum laude with a BSBA in Accounting from the University of Pittsburgh.
Job Titles:
- Vice President, Credit Operations
Sandra Popovic is Vice President, Credit Operations at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Previously she was an Assurance Manager at Plante Moran. Sandra is a Certified Public Accountant, and she has a BS in Accounting and a Master of Accounting Science from the University of Illinois at Urbana-Champaign.
Job Titles:
- Vice President, Tax and Accounting
Saneshia Foster is Vice President, Tax and Accounting at Thoma Bravo. Based in Chicago, she joined the firm in 2017. She joined Thoma Bravo from the Financial Services Office group at Ernst & Young LLP, where she was a Tax Manager working with private equity and other asset management clients. Previously, Saneshia worked as a Tax Senior Manager at Morgan Stanley and Tax Manager at PricewaterhouseCoopers LLP, where she focused on financial services clients. She holds a BS in Accounting from University of Illinois at Chicago and is a Certified Public Accountant.
Job Titles:
- Senior Director, Investor Relations and Head of EMEA
Saniya Jamil is Senior Director, Investor Relations and Head of EMEA at Thoma Bravo. Based in Dubai, she joined the firm in 2019. She spent 12 years in Capital Markets at BNP Paribas, in London covering Institutional Clients and latterly in the Middle East as a Senior Banker. Prior to joining Thoma Bravo, Saniya advised Maris Africa on the company's global fundraising strategy. Saniya earned a Masters degree in European Business from ESCP-EAP in Paris and a BSc in Economics from UCL in London.
Job Titles:
- Accounting Manager
- Tax and Accounting Manager
Sara Lui is a Tax and Accounting Manager at Thoma Bravo. Based in Chicago, she joined the firm in 2021 to assist with fund and general partner entities' financial reporting and tax compliance. Previously Sara spent several years at PwC, most recently as a Tax Manager in the Asset Wealth Management group. Sara is a Certified Public Accountant, and she holds a Master in Professional Accounting, a BBA in Accounting, and a BA in Psychology from The University of Texas at Austin.
Job Titles:
- Associate on the Capital Markets Team
- Associate, Capital Markets
Sarah Eizner is an Associate on the Capital Markets team at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she was a Leveraged Finance Analyst at Morgan Stanley in New York. Sarah graduated with honors with a BA in Economics and a minor in Statistical Science from UC Santa Barbara.
Job Titles:
- Senior Associate, Data and Analytics
Sarah Monroe is Senior Associate, Data and Analytics at Thoma Bravo. Based in Chicago, she joined the firm in 2022 to focus on data management, analytics, and business intelligence reporting. Before Thoma Bravo, Sarah was a Business Analyst on the Customer Experience team at Groupon. Previously she spent seven years at Grosvenor Capital Management, most recently as Assistant Vice President of IT Products & Strategy. Sarah attended the Rochester Institute of Technology.
Sarah Zhao is an Associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2024. Prior to Thoma Bravo, she worked in investment banking at Lazard in the Consumer & Retail Group. Sarah graduated from Duke University with BS degrees in Mathematics and Economics with a Finance Concentration.
Job Titles:
- Senior Vice President, Controller - Credit and Growth Funds
Scott Conquest is Senior Vice President, Controller - Credit and Growth Funds at Thoma Bravo. Based in Miami, he joined the firm in 2017. Previously he worked in accounting and finance for Victory Park Capital Advisors, J.P. Morgan and Bank of America Merrill Lynch. He holds an MS degree in Accounting from University of Illinois at Chicago and a BS in Finance from Michigan State University.
Scott Crabill is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. Scott is responsible for identifying and executing new deals, working closely with portfolio companies as an active board member, and helping to manage the firm. He was previously part of the investment team at Summit Partners, where he was involved in private equity investments in software and other technology businesses. Scott also worked as an investment professional at private equity firm J.H. Whitney and in corporate finance at Alex. Brown & Sons. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. Scott earned a BS degree in Industrial Engineering from Stanford University and an MBA degree from the Stanford Graduate School of Business.
Job Titles:
- Investor Relations Associate
Sean O'Keefe is an Investor Relations Associate at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, he was an Investment Banking Analyst at Bank of America Merrill Lynch. Sean graduated with a BS degree in Finance from Georgetown University.
Seth Boro is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2005, then became a Partner in 2010 and a Managing Partner in 2013. Seth leads the firm's infrastructure software and cybersecurity strategy, and he is responsible for finding and executing new deals, growing portfolio companies as an active board member, and helping to manage the firm. He previously was part of the investment team at Summit Partners, where he was involved in private equity investments in the technology and business services sectors. Seth also worked as an analyst with investment bank Credit Suisse in Toronto. He has been featured in Mergers & Acquisitions Magazine as one of the "Rising Stars" of private equity and was named by the San Francisco Business Times as one of the region's "40 Under 40" for his business leadership contributions in building the Bay Area's future. Additionally, Seth is a co-founder and on the board of the Room to Breathe Project, which is committed to supporting youth and mental health in under-resourced communities by developing the social and emotional well-being of young people and the adults who support them. Seth is also on the board of the NHL's Ottawa Senators. Seth earned his MBA from Stanford University and his Bachelor of Commerce degree from Queen's University School of Business in Canada.
Job Titles:
- Chief Accounting Officer
- Senior Director
Shari Huisman is Senior Director, Chief Accounting Officer at Thoma Bravo. Based in Chicago, she joined the firm in 2012 from JPMorgan's Private Equity and Real Estate Services group, where she was an Assistant Vice President providing fund administration services to private equity clients. Prior to JPMorgan, she was an Audit Manager at Ernst & Young working on private equity and other asset management clients. Shari is a Certified Public Accountant and has a BS in Accounting and a Masters of Professional Accountancy degree from the University of Nebraska-Lincoln.
Job Titles:
- School of Business Advisory Council
Steph Madaus is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, she joined the firm in 2022. Before Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions group at Credit Suisse. Steph graduated summa cum laude from Amherst College with a BA degree in Political Science.
Job Titles:
- Administrative Assistant
- Administrative Assistant With
Stephanie Barrios is an Administrative Assistant with Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, Stephanie was Marketing Coordinator at ORA Acupuncture in New York, leading comprehensive marketing campaigns and events to establish and increase brand awareness. Before ORA Acupuncture, she worked as an Executive Assistant at Miami Dolphins, supporting the Chief Financial Officer, General Counsel, and Senior Vice President of Human Resources. During that time, Stephanie also managed expense and budget reports for multiple departments, monitored expenditures for major events like the Miami Open, and acted as a White Glove liaison for ownership during Super Bowl LIV. Previously, she was a Sales Associate for Michael Kors and an Executive Assistant for the Law Office of Georgette Sosa Douglass. Stephanie holds a BS in Communication and Media Studies from Nova Southeastern University.
Steve Cochran is a Technology Partner at Thoma Bravo. He has more than 30 years of experience leading technology transformation and operational excellence at companies such as Global Healthcare Exchange (GHX), OpenText/GXS, Inovis, Adaptec, Real3D, Lockheed Martin and General Electric. Steve most recently was the Chief Technology Officer (CTO) at GHX, a former Thoma Bravo portfolio company subsequently sold to Temasek. During his tenure at GHX, he created the strategy, architected, led development and migrated the company's core asset and customers to the AWS public cloud profoundly transforming the company. At OpenText/GXS, Steve was the VP of Product Management leading the transformation of their global B2B exchange for retail and automotive markets. As CTO at Inovis, he led the transformation of their B2B exchange. Steve also led the development of the initial generations of 3D graphic controllers at Real3D and led development of products for the RAID storage industry as a division vice president at Adaptec. Steve started his career with GE/Lockheed Martin designing submarine and shipboard systems. Steve has an MBA from Crummer Graduate School of Business at Rollins College and a BS degree in Electrical Engineering from the University of Kentucky.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Steve Man is an Operating Advisor at Thoma Bravo. Prior to assuming this role in 2019, Steve held leadership positions in two Thoma Bravo portfolio companies and was responsible for implementing best practices and value creation activities guided by the Board of Directors. His roles included Vice President of Finance at MedeAnalytics and Director of Finance at Roadnet Technologies. Outside of his Thoma Bravo tenure, Steve was a technology investment banker at Jefferies and a graduate of Capital One's Finance Rotation Program. Steve earned his MBA from Rice University and BA degree in Economics from the University of Maryland, College Park.
Steve Pace is an Operating Advisor for Thoma Bravo. He has more than four decades of technology experience, starting his career as a digital logic engineer with IBM and, most recently, as the Chief Revenue Officer for Dynatrace. Steve was hired by Dynatrace soon after Thoma Bravo acquired the company in 2016. There, he built and grew the sales organization through the company's IPO in 2019 and retired from Dynatrace in the Fall of 2023. Steve contributed to the company's growth of nearly 500% during his tenure, marking Dynatrace as a highly desirable "Rule of 50" company with a global presence in over 50 countries. Earlier in his career, he held executive management positions with Raytheon, Forcepoint, Netscout, GeoTrust (acquired by VeriSign), NaviSite, and Seagate Software (acquired by Veritas). Steve graduated with Honors with a BSEE in Electrical Engineering from Pennsylvania State University. For nearly two decades, he has served on the Advisory Board at the College of Information Sciences and Technology at Penn State. Steve also serves as an Advisor to the Bravo Family Foundation for Entrepreneurship.
Job Titles:
- Senior Valuation Associate
Steven Howe is a Senior Valuation Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2019. As part of the valuation team, Steven assists in managing quarterly valuations of the firm's portfolio companies. Previously he worked for KPMG's Financial Due Diligence team, where he helped in analyzing financials for private equity clients. Steven is a Certified Public Accountant, and he is a graduate of Indiana University's Kelley School of Business 3/2 MBA program, with a BS in Accounting and Finance.
Steven Schwab - Chief Compliance Officer, Chief Legal Officer
Job Titles:
- Chief Compliance Officer
- General Counsel
- Senior Director
Steven Schwab is Senior Director, General Counsel and Chief Compliance Officer at Thoma Bravo. Based in Chicago, he joined Thoma Bravo in 2015 and is responsible for the firm's legal, compliance and regulatory functions, which includes the design, implementation and operation of the firm's compliance program. Prior to joining Thoma Bravo, Steven held senior legal, compliance and management positions, including General Counsel and Chief Compliance Officer, at international investment firms and broker-dealers. Before moving in-house, he practiced law in the Financial Services Groups at Winston & Strawn and Katten Muchin Rosenman in Chicago, where he advised clients across the spectrum of regulated financial services firms. Steven is a regular speaker at industry conferences on topics affecting the private equity industry. He earned a JD, cum laude, from Loyola University School of Law in Chicago and a BA from Miami University in Oxford, Ohio. Steven also holds a FINRA Series 14 registration and has previously held FINRA series 7 and 24 registrations.
Job Titles:
- Chief of Staff
- Chief of Staff, Office of Orlando Bravo
Sylvia Griego is Chief of Staff, Office of Orlando Bravo at Thoma Bravo. Based in Miami, she joined the firm in 2021. Sylvia has more than 15 years of administrative management and operations experience in both the private and public sectors. In her most recent role, Sylvia worked as Executive Assistant and Manager of Office Administration for the President, COO & CFO at iHeartMedia. Before iHeartMedia, she was Executive Assistant to the CEO and COO at Corbin Capital Partners, and she served as Senior Executive Assistant to the SVP of Investor Relations and Chief Corporate Communications Officer at AECOM. Previously, Sylvia was Executive Assistant and Governmental Affairs Consultant for the Law Office of Harriet O'Neill & Cammack & Strong, and she worked as Chief of Staff for Justice Harriet O'Neill on the Supreme Court of Texas. Sylvia studied Public Relations at The University of Texas at Austin.
Tara Gadgil is a Partner on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2016 as a Vice President, and today focuses on the firm's application software practice. Before joining Thoma Bravo, Tara served as a Vice President at Berkshire Partners. Previously, she served as an Associate at TPG Growth and an Analyst at Goldman Sachs. Tara was named to Wall Street Journal PRO Private Equity's "Women to Watch" list in 2021 and to Buyouts' "Women in PE" list in 2019. She holds an MBA from Stanford University and an AB in Government and Economics from Harvard University.
Tom Clark is an Operating Partner at Thoma Bravo. He has more than 20 years of experience as a financial and operating executive across a variety of industries. Tom is recognized consistently by all levels of the organization as a goal-oriented leader with a proven ability to influence corporate results by instilling accountability and providing strategic, operational and financial insight. Before becoming an Operating Partner at Thoma Bravo, he was CFO of IDaptive, LLC (a Thoma Bravo portfolio company), Ayla Networks Inc., Openwave Messaging, Inc. and CollabNet, Inc. Additionally, Tom was an Operating Director for Marlin Equity Partners, where he provided financial diligence expertise for enterprise software acquisitions and provided financial and operational guidance to Marlin owned companies. Tom has extensive experience with buy-side, sell-side, carve-outs, and distressed situations. He is a Certified Public Accountant in the State of California and earned his BS degree from Saint Mary's College of California.
Tom Davis is a Technology Partner with Thoma Bravo. He brings more than 25 years of experience in technology and enterprise software. During his career, he has served in a variety of positions including quality assurance, software development, engineering management, product management, architecture, CTO and CEO. Notably he orchestrated several engineering turn-arounds and managed both large strategic acquisitions as well as small tech tuck-ins, with a focus on creating enterprise value growth. Tom served as CTO of Ivanti, CEO of mobile startup Celio, Chief Platform Architect at Avocent, EVP of Research and Development at LANDESK, and CTO of the software and services division at Intel. Tom has a BS degree in Electrical Engineering from Brigham Young University and continued his education at Westminster College and Cal Berkley. He served in the United States Air Force and graduated with honors in the top 10% of his class.
Tomas Kopczynski is an Associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Before Thoma Bravo, he was an Investment Banking Analyst at JMP Securities. Tomas graduated from Stanford University with a BS in Symbolic Systems, specializing in Artificial Intelligence.
Job Titles:
- Chief Information Security Officer
Tony Akers is Chief Information Security Officer at Thoma Bravo. Based in Chicago, he joined the firm in 2022 to manage internal cybersecurity initiatives. Before Thoma Bravo, Tony was a Security Architect at Ardagh Group focused on global cybersecurity and cloud applications. Previously he spent 10 years with Rexam PLC in various leadership roles focused on enterprise IT infrastructure. Additionally, Tony was an Exchange Support Engineer II at Microsoft and a Systems Engineer at Wachovia. Before his career in IT, he spent four years with the U.S. Navy based in Yokosuka, Japan. Tony is an author with Practical365.com and holds several Microsoft, cybersecurity, and cloud IT certifications.
Job Titles:
- Senior Associate
- Senior Associate on the Growth Team
Trever Shiffler is a Senior Associate on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, Trever was an Associate at Marlin Equity where he focused on software investing. Prior to Marlin, he was a Technology Investment Banking Analyst at Citigroup. Trever holds both a MAcc and BS in Accounting from Brigham Young University.
Valerie McPhail is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2022. Before Thoma Bravo, Valerie was the Executive Assistant to the CEO and Co-Founder of Rent The Runway. Previously she served as Executive Assistant to the Co-CEO at WeWork and held Office Manager roles at Ancient Holdings and Spring Studios. Valerie graduated cum laude with a BA in English and Theology from Mount St. Mary's University.
Job Titles:
- Executive Assistant, Investor Relations
Veronica Kortmann is Executive Assistant, Investor Relations at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she was an Executive Business Partner at Twilio. Previously she was an HR Advisor and Executive Assistant at DocuSign and held various administrative roles at Russell Reynolds Associates and Kilroy Realty Corporation. Veronica has a BA in Communication Studies from California State University, Northridge.
Job Titles:
- Office Manager for Thoma Bravo 's San Francisco
- Office Manager, San Francisco
Victoria Tite is an Office Manager for Thoma Bravo's San Francisco office. She joined the firm in 2023 and works closely with the support team on scheduling and general office coordination. Previously, she was a Recruitment Consultant with Fuse Recruitment in Australia and worked as a Senior Sales Associate with Scanlan Theodore. Currently, Victoria is working on her Diploma of Human Resources Management at the University of Central Queensland.
Vito Giuliani is an Operating Partner at Thoma Bravo. He has a wide range of experience with both INC and Fortune 250 companies.
Vito's negotiation creativity and operational experiences contributed to past successes in data center consolidation, headquarters office complex construction, multi-national procurement organizations, delivering annual cost reductions, and consistently meeting deadlines and exceeding budget targets. Vito most recently served as Chief Procurement Officer at ADP, where he managed the worldwide Purchasing, Real Estate and Facilities Organizations. Vito also served as a Trustee of the ADP Foundation and sat on the Supplier Diversity Council, the ADP Social Responsibility Council, and Risk Committee. Before ADP, he held similar positions at GE Capital Corporation and PaineWebber, Inc.
Vito holds a BS degree in Accounting from Iona College and has attended Wharton's School of Business for executive education.
Will Downing is a Vice President at Thoma Bravo. Based in London, he joined the firm in 2018. Previously he worked in investment banking with Morgan Stanley's Financial Institutions Group. Will holds an AB degree with Highest Honors in Economics from Princeton University.
Job Titles:
- Accounting Associate
- Associate
Will Slagel is an Accounting Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, he was an Auditor with Ernst & Young. Will holds a Master of Accountancy and a Bachelor of Accounting from University of Kentucky.