Mezzetta, Facebook/Meta, and Autodesk, Inc. Jen studied graphic design at the Academy of Art University. Brittany Montalbo is an Executive Assistant at Thoma Bravo. Diego graduated from The Wharton School of the University of Pennsylvania with a BS degree in Economics. Before Thoma Bravo, Ivo was a Client Director at Alter Domus, responsible for advanced client relationships and Fund accounting deliverables. As CTO at Inovis, he led the transformation of their B2B exchange. Alex holds a BA degree in Economics and History from Columbia University. 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. 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. Megan earned a BA degree in Political Science from Colgate University. JD Ardell is a Senior Vice President on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Carl D. Thoma is a Founder and Managing Partner at Thoma Bravo. Capital, where he led a team focused on special situations, opportunistic lending, and performing credit. Steve Man is an Operating Advisor at Thoma Bravo. Based in Miami, he joined the firm in 2020. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America. In 2019, Cynthia founded Citrine Strategy, a strategic consulting firm focused on the development and execution of digital strategy, data strategy, and Agile transformation. Previously she held executive assistant roles at TPG Growth, Cambridge Associates, e.l.f. Previously Sara spent several years at PwC, most recently as a Tax Manager in the Asset Wealth Management group. Jenny holds an MS degree in Special Education from New York Hunter College and a BA degree in Psychology & Employee Relations from Michigan State University. Based in San Francisco, he joined the firm in 2022 and focuses on infrastructure software investments. Previously she was a Tax Manager at Deloitte and a Senior Tax Associate at HLB Gravier. Keaton Hart is an Associate on the Flagship team 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. 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. Coupa Software (NASDAQ: COUP), a leader in Business Spend Management (BSM), today announced that it has entered into a definitive agreement to be acquired by Thoma Bravo , a leading software investment firm. Brian holds an MBA from University of Notre Dame and a BA degree in History and Education from Colgate University. Daniel Diaz is an Accounting Manager at Thoma Bravo. Based in Miami, she joined the firm in 2022. Prior to Thoma Bravo, he worked for Golden Gate Capital and as an investment banker in the New York office of Barclays. Andrew Bae is an Investor Relations Associate at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Based in San Francisco, he joined the firm in 2022. Haley Bornstein is an Executive Assistant 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. Prior to Thoma Bravo, Dillon was an Associate at Oak Hill Capital and an investment banker at Bank of America Merrill Lynch. 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. Nanette Park is an Associate on the Growth team at Thoma Bravo. 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. Based in Chicago, she joined the firm in 2021 to assist with fund and general partner entities financial reporting and tax compliance. Tony is an author with Practical365.com and holds several Microsoft, cybersecurity, and cloud IT certifications. Before Thoma Bravo, he worked as a Consulting Associate at Huron Consulting Group focusing on financial technology. Marcel Bernard is a Senior Operating Partner at Thoma Bravo. Previously, Matt was an investor focused on software and technology companies with the private equity firm Summit Partners. 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 Whartons School of Business for executive education. Wallace Sterling Award for Scholastic Achievement. Vito most recently served as Chief Procurement Officer at ADP, where he managed the worldwide Purchasing, Real Estate and Facilities Organizations. Prior to Thoma Bravo, she worked in New York as an Investment Banking Analyst and Associate at Morgan Stanley. Previously he worked in investment banking at Credit Suisse. Based in San Francisco, he joined the firm in 2021. Joe earned his BBA degree in Finance from the University of Notre Dame, Mendoza College of Business. 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. Nanette earned a BS degree in Business Administration from the University of California, Berkeley, where she was a Regents' and Chancellor's Scholar. Discover funds, which focus on investing in mid-sized and smaller software and technology companies. Previously he worked in investment banking at Credit Suisse. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. Before Thoma Bravo, she spent several years at Northern Trust, most recently as a Senior Accountant on the Private Capital Administration team. Previously, she served as Director of Marketing & Communications for Alta Partners, and she held several marketing and financial services leadership roles. Etham holds an MBA from Harvard University and a BSE degree in Chemical & Biomolecular Engineering from Tulane University, where he graduated summa cum laude, Phi Beta Kappa and competed on the Mens Tennis team. Before Thoma Bravo, Diego was an Associate at Battery Ventures, focusing on SaaS and Internet companies. Caitlin Howard is Vice President, Tax and Accounting at Thoma Bravo. Arush Jain is an Associate on the Discover team at Thoma Bravo. 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. This is an all-cash transaction with an enterprise value of $8.0 billion. Previously she worked in accounting and finance for Frontenac Company and Stern Cassello & Associates. Ross Devor is a Partner on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked in investment banking for Morgan Stanley. Charlie works on the Finance team focusing on the firm's credit funds. Andrew Almeida is a Partner on the Flagship team at Thoma Bravo. Marcel was also President and CEO of SaskTel, Saskatchewans largest phone company with $600 million in revenues and over 4,200 employees. Catherine has her BS degree in Commerce with a concentration in Finance, Management and Global Commerce from the University of Virginia. Before Thoma Bravo, he was global head of content marketing at The Carlyle Group. Before Thoma Bravo, she worked in investment banking in the Technology Group at Evercore. Before Thoma Bravo, Sacha was a Senior Associate at TA Associates, where he focused on software investments. Previously he worked for KPMG's Financial Due Diligence team, where he helped in analyzing financials for private equity clients. He is a Certified Public Accountant in the State of California and earned his BS degree from Saint Mary's College of California. He is a former board member of Telestream, Keynote, PowerPlan, Mediware, Landesk/Ivanti, Embarcadero, GHX, and SRS Software LLC.Prior to Thoma Bravo, Paul was the founding CEO of Dilithium Networks, a global leader in mobile video infrastructure solutions. Before Thoma Bravo, she worked for Goldman Sachs as an Investment Banking Analyst in the Technology group. Before Thoma Bravo, Molly was a Senior Workplace Coordinator with Thumbtack. 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. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. Ali Bennett is a Senior Legal Associate at Thoma Bravo. He is passionate about helping companies sell more and sell more efficiently. Michael Chang is a Senior Tax and Accounting Associate at Thoma Bravo. 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. David is a seasoned executive with over 25 years in the software business. Thoma Bravo L.P., a leading private equity firm focused on the software and technology-enabled services sectors, has worked for 40+ years to deliver superior value to our investors and the companies in which we have invested. Previously she worked in event planning for Mikva Challenge and The Executives' Club of Chicago. Before Thoma Bravo, Daniel was a technology investor at Silver Lake in New York. Burton Paulsen is a Senior Associate on the Explore team at Thoma Bravo. Ben graduated summa cum laude from the Kelley School of Business at Indiana University, where he earned a BS degree in Finance and Accounting. Based in Chicago, she joined the firm in 2008. Jay has an impressive track record as a successful CEO, transformation driver, and value-creating leader of world-class enterprise organizations. Based in Chicago, she joined the firm in 2017. Based in Miami, he joined the firm in 2021 and focuses on investing in leveraged loans for sponsor-backed companies. Ryan Saavedra is an Associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Liam is a graduate of the University of Notre Dame, where he graduated cum laude with a BBA degree in Finance. Carl holds an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar, and a BS degree in Electrical Engineering, with Honors, from the University of Illinois at Urbana-Champaign. Ned graduated magna cum laude from Duke University, where he earned a BA degree with Distinction in Public Policy. Before Thoma Bravo, Jarred was a Senior Analyst at H.I.G. In her most recent role, Sylvia worked as Executive Assistant and Manager of Office Administration for the President, COO & CFO at iHeartMedia. Based in San Francisco, she joined the firm in 2000 as Orlando Bravo's Executive Assistant. As a strategic Operating Advisor at Thoma Bravo, Dan helps portfolio companies achieve operational execution in sales, partner ecosystems and customer success with simplicity and focus. Based in Chicago, she joined the firm in 2010. Previously he was a Financial Analyst with Hilco Valuation Services. Trever Shiffler is an Associate on the Growth team at Thoma Bravo. 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. Before Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions group at Credit Suisse. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. 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. Catherine Beall is a Senior Associate on the Flagship team at Thoma Bravo. Megan Rychlowski is an Event Operations Coordinator at Thoma Bravo. Scott Crabill is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Previously she served as Executive Assistant to the Co-CEO at WeWork and held Office Manager roles at Ancient Holdings and Spring Studios. JD earned his BA degree in Business Economics, Commerce, Organizations and Entrepreneurship at Brown University. Based in San Francisco, he joined the firm in 2022. He holds an MS degree in Accounting from University of Illinois at Chicago and a BS degree in Finance from Michigan State University. He began his career at Greenhill in the M&A and restructuring group in New York. Shari Huisman is a Senior Director, Chief Accounting Officer at Thoma Bravo. Before Thoma Bravo, he worked as an Investment Banking Analyst in the M&A Group at Bank of America Merrill Lynch. Before Thoma Bravo, Andrew spent several years with Albourne Partners, most recently as a Portfolio Associate and Venture Capital Investment Due Diligence Associate. Based in San Francisco, he joined the firm in 2019. Meghan earned a BS degree in Accounting from Elmhurst College. Kimberly holds a BA degree in Psychology from the University of Illinois in Chicago. 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. Kathy graduated summa cum laude with a BS degree in Finance Honors and Economics from DePaul University, and she studied International Economics at Budapest Corvinus University. Matt Jacobs is an Associate on the Discover team at Thoma Bravo. Natalie holds a BS degree in Business Administration from the University of Oregon. Brown & Sons. Ned Sullivan is an Associate on the Capital Markets team at Thoma Bravo. Caitlin is responsible for the firm's tax and financial reporting. 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. She joined the firm in 2019. Before Thoma Bravo, Jon was a Private Equity Associate at Audax Group. Orlando Bravo and the Bravo Family Foundation donated $250,000 to the Support Surfside fund to provide victims and their . Omar holds a BA degree in Economics with a minor in Entrepreneurship and Technology from the University of Maryland, College Park. Sandra is a Certified Public Accountant, and she has a BS degree in Accounting and a Master of Accounting Science degree from the University of Illinois at Urbana-Champaign. He began his career at Credit Suisse on the technology investment banking team. Based in Miami, he joined the firm in 2016. Noah Henderson is a Senior Associate on the Discover team at Thoma Bravo. Earlier, she was a Coordinating Producer and an Executive Personal Assistant to David Blaine, the Magician. Jon holds a BA degree in Economics from Amherst College. Based in Miami, he joined the firm in 2016. Based in Miami, he joined the firm in 2018. We're proud to share that Thoma Bravo ended 2021 with an exciting milestone - our firm surpassed $100B in AUM. Previously she worked at Shepardson, Stern & Kaminsky, Professional Examination Service, and Stephen Gaynor School. While at Ascend, he served as the onsite engineer for Thoma Bravo. Peter graduated cum laude with a BA degree in Economics from Washington and Lee University. Previously she held various Executive Assistant roles at G.L. 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. Andreas graduated magna cum laude from the University of Pennsylvania with a BA in Philosophy, Politics and Economics. Based in Chicago, she joined the firm in 2021. At Mercury Interactive, he spent seven years building the go-to-market team that drove Mercurys revenue from $300 million to over $1 billion. Wall Street JournalandWSJ PRO Private Equitynamed Jennifer one of the Women to Watch in fundraising, andSan Francisco Business Timeshonored her as one of the Most Influential Women in the Bay Area. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, Roberto was the Manager on the Performance Reporting team at H.I.G. Josh studied Computer Science at Mount Union College. Kristel holds a Master of Science in Accountancy from DePaul University and a BA degree in Economics from the University of Illinois at Chicago. Alex is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. 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. Based in Miami, she joined the firm in 2022. He also served as Vice President and Chief Financial Officer of Securify, Inc. from September 2002 through June 2005. Previously, Annie spent two years at The Carlyle Group, where she focused on leveraged buy-out investments in the aerospace and defense sector. 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. She is responsible for all finance/accounting, tax, portfolio valuation and financial reporting for the firm. Most recently, she was Human Resources Director at Waud Capital Partners, a growth-focused mid-market private equity firm. Based in San Francisco, he joined the firm 2010, and is responsible for managing the firm's. Nick holds an AS degree in Computer Science from Florida Career College. Prior to Thoma Bravo, he worked in investment banking at Morgan Stanley. Sam earned his BS degree with distinction in Management Science and Engineering at Stanford University. Matt graduated cum laude with a BS degree in Business Administration and Finance from the University of Southern California.
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