Investment Thesis

Thoma Bravo is the world's largest software-focused private equity firm, pioneering the "buy-and-build" strategy in enterprise software since 1980. The firm targets mission-critical software companies with strong recurring revenue, pursuing operational improvements through their proprietary "TB Ops" playbook—driving margin expansion via pricing optimization, R&D efficiency, and sales force productivity.

Core competency in software consolidation (150+ add-on acquisitions), with particular strength in cybersecurity, infrastructure software, and vertical SaaS. Known for conservative leverage (avg 4.5x EBITDA) and long-term LP relationships with 78% re-up rate across flagship funds.

Primary Sector
Enterprise Software
Check Size
$500M - $10B
Hold Period
4.2 years avg
Entry Multiple
8.4x EV/Rev
Key Milestones View all activity
Jan 2026
Fund XVI Final Close: $32.4B

Largest software-focused buyout fund ever raised. 28% above target.

Dec 2025
Acquired NextGen Healthcare ($1.8B)

Take-private of healthcare software provider. 6th healthcare deal.

Oct 2025
SailPoint + Ping Identity Merger

Combined entity valued at $8.4B. Created identity security leader.

Jul 2025
Opened London Office

European expansion with 25-person team. Focus on UK software buyouts.

Mar 2022
Fund XV First Close: $22.8B

Record-breaking initial close in 6 weeks. Strong LP demand.