Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
Capital Allocators – Inside the Institutional Investment Industry
Ted Seides – Allocator and Asset Management Expert
4.8 • 806 Ratings
🗓️ 13 April 2023
⏱️ 31 minutes
🧾️ Download transcript
Summary
If you liked the episode with Orlando Bravo on Capital Allocators or Scott Crabill’s discussion of RealPage on Private Equity Deals, Season 1, you’re going to love this.
Thoma Bravo has launched a new podcast called Behind the Deal, which takes you behind the scenes of one of the largest software investors in the world. It’s an insider’s view of Private Equity Deals – offering a first-person account from the deal leads and CEOs about the firm’s deals, innovation, and growth of its portfolio companies.
This episode discusses SailPoint, an identity management company that led to Thoma Bravo’s first IPO. The business thrived in the public markets, and then Thoma Bravo took it private for a second turn of ownership.
If you invest with Thoma Bravo, are looking to invest, or have any inkling to learn about what’s inside their activity, Behind the Deal is a must listen.
Head to www.thomabravo.com/behindthedeal for information on the podcast, show notes, and more.
You can follow Thoma Bravo at:
https://www.linkedin.com/company/thoma-bravo
https://twitter.com/thomabravo
Learn More
Transcript
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| 0:00.0 | We're dropping a special episode that gives you an inside perspective on how deals are made at the world's largest tech-focused buyout firm, Toma Bravo. |
| 0:14.8 | Toma Bravo has launched a new podcast called Behind the Deal, where listeners are introduced to top Toma Bravo investment partners |
| 0:22.3 | and CEOs to hear their firsthand account of the challenges and wins of their partnership. |
| 0:28.1 | In this episode, Toma Bravo managing partner Seth Borough speaks with SailPoint co-founder |
| 0:33.7 | and CEO Mark McLean about how they forged a relationship that led to Toma |
| 0:38.5 | Bravo's first IPO and eventually led to acquiring sale point twice over the course of a decade. |
| 0:45.7 | If you enjoy this episode, check out Toma Bravo's Behind the Deal podcast on their feed. |
| 0:51.8 | Episodes drop every other Thursday and are presented by founder and managing partner |
| 0:55.9 | Orlando Bravo, also dubbed Wall Street's Best Dealmaker by Forbes. |
| 1:01.2 | Please enjoy this episode of Toma Bravo's Behind the Deal. |
| 1:05.4 | This podcast is for informational purposes only. |
| 1:09.0 | Views expressed are those of the individuals |
| 1:10.9 | and not necessarily the views of Toma Bravo or its affiliates. |
| 1:15.6 | Toma Bravo funds generally hold interests |
| 1:17.8 | in the companies discussed. |
| 1:19.5 | This podcast should not be construed as an offer |
| 1:21.8 | to solicit the purchase of any interest in any Toma Bravo fund. |
| 1:28.3 | I think if we had tried to conform sale point at that early stage of its life to a more |
| 1:33.2 | EBITA heavy model, we wouldn't have had the outcome we had. |
| 1:36.8 | Mark, I think we should tell everybody what EBIT does. |
| 1:39.2 | Earnings before income, taxes, depreciation, and amortization. Is that right, Seth? |
| 1:43.2 | It's pretty close, yes. Earnings before interest taxes. Interest, I said incomeization. Is that right, Seth? It's pretty close. Yes, |
... |
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