Thoma Bravo

Thoma Bravo Insights covers news, trends, and perspectives within Thoma Bravo’s portfolio and across the software and technology industries.

In Buyouts magazine, Thoma Bravo Managing Director Jennifer James discussed the impact of data analytics and AI in private equity decision-making.

The company’s media articles cover internal firm developments, portfolio acquisitions, business transactions, and award-winning investment teams.

Adam Kinalski, Principal at Thoma Bravo.

Adam McIntosh, Vice President, Accounting and Operations at Thoma Bravo.

Adam Solomon is a Partner on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2021.

Thoma Bravo’s active mentorship helps investment team members grow their expertise and contribute quickly to portfolio companies’ goals.

Thoma Bravo partners with great teams to help them build category-defining companies, pursue worthwhile opportunities, and achieve profitable growth.

Thoma Bravo helps companies expand their operations and achieve profitable growth.

Thoma Bravo, the world’s largest software-focused investment firm, manages over $172 billion in assets for approximately 80 global software companies.

Bending Spoons, an Italian holding company, acquires struggling software firms like Airtable and Miro at steep discounts, leveraging Berkshire Hathaway’s $900M+ investment. The company, inspired by Berkshire’s long-term strategy, prioritizes operational efficiency and profitability over resale, unlike traditional private equity. Recent layoffs at acquired firms reflect its cost-cutting approach amid the AI-driven 'SaaSpocalypse,' where legacy software faces declining valuations. Revenue surged to $700M in Q2 2026, driven by acquisitions, though long-term customer retention remains critical as AI reshapes the sector.

Oct 2026 · CNBC TechNews article

Proofpoint agrees to acquire Varonis Systems for about $6.3 billion in cash, offering $49.75 per share, a 52% premium to the stock price before sale reports. Varonis’ data mapping and access controls are expected to join Proofpoint’s email, collaboration and data loss prevention products in a combined platform serving more than 16,000 enterprises. The companies expect the deal to close in the first half of 2027, subject to regulatory and shareholder approval.

Oct 2026 · SiliconANGLENews article

Thoma Bravo-owned cybersecurity company Proofpoint plans to buy data security firm Varonis Systems in an all-cash deal valued at about $6.3 billion. The companies announce the planned transaction on Thursday.

Oct 2026 · ReutersNews article

Thoma Bravo completes its all-cash acquisition of Olo, taking the restaurant technology provider private. The announcement confirms the transaction’s completion and identifies Olo as a restaurant technology provider.

Sep 2025 · Thoma BravoNews article