thoma bravo team

Marcel was also President and CEO of SaskTel, Saskatchewans largest phone company with $600 million in revenues and over 4,200 employees. Nanette earned a BS degree in Business Administration from the University of California, Berkeley, where she was a Regents' and Chancellor's Scholar. While there, she held several positions, most recently she served as Audit Manager. Hudson Smith is a Partner at Thoma Bravo. Prior to Thoma Bravo, Megan was a Recruiting Coordinator with Silicon Valley Bank. Before Quorum, he was CEO at Bazaarvoice, the leading provider of user-generated content for retailers and brands. David Weiss is an Operating Partner at Thoma Bravo. Prior to Thoma Bravo, she worked as a Research Assistant in the Migration and Identity Lab at UC Santa Cruz. He is an experienced software CEO and Board Member. Previously he worked at Ares Management in the Direct Lending division. Ryan graduated from the University of Notre Dame with a BBA degree in Finance. Molly graduated with a BS degree in Hospitality Management from California State University - East Bay and an AS degree in Culinary Arts from Laney College. Lauren is responsible for Thoma Bravo's Chicago office project management and supports the firm's Human Resources and Compliance teams. Based in Chicago, she joined the firm in 2016. It is the successor to the firm Golder Thoma & Co., which was established in 1980 by Stanley . Managing Director, Chief Financial Officer. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. 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. 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. Catherine Beall is a Senior Associate on the Flagship team at Thoma Bravo. 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. Carly has a BBA degree from Illinois State University and an AA degree in Business Administration and Management from College of DuPage. Based in Miami, he joined the firm in 2022. Hudson earned an MBA from the Kellogg School of Management at Northwestern University and a BS degree in Business Administration. 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. Prior to Thoma Bravo, he worked for Leonard Green & Partners as an Analyst. 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. Before Thoma Bravo, he worked in technology investment banking at Moelis & Company. Annie Wei is a Principal on the Explore team at Thoma Bravo. Charlie Rittner is an Accounting Associate at Thoma Bravo. Chip Virnig is a Partner at Thoma Bravo. Kristin was President of Kroll Ontrack, where she ran thelegal techbusiness from start-up to more than $200M in seven years. Previously he was a Business Analyst/Team Lead at Custom House Global Fund Services. Joel Martins is an Operating Advisor at Thoma Bravo. Bob also currently serves as Chairman of the Board at Zix Corp, where he has been an active board member since 2005. 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. Colleen O'Kelly is Vice President, Counsel at Thoma Bravo. 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 joined the firm in 2023 after working on a consulting basis with the HR team. Before Thoma Bravo, Adam was a Principal at Francisco Partners, where he was responsible for identifying, executing, and managing investments across the technology industry. Faizan Khan is Vice President, Service Desk at Thoma Bravo. Based in Chicago, he joined the firm in 2022 and assists in managing quarterly valuations of the firm's portfolio companies. G. William (Bill) McKinzie is an Operating Partner at Thoma Bravo. Charles Goodman is an Operating Partner at Thoma Bravo. Antoaneta is a current Bachelor of Liberal Arts candidate through Harvard Extension School. Senior Vice President, Controller - Buyout Funds. Before Thoma Bravo, she served as Partner, Investor Relations & Marketing, for Sofinnova Ventures. Capital and a Credit Analyst at Boston Portfolio Advisors, both of which focused on Structured Products. Kristin graduated cum laude with a BA degree in Marketing from Iona College. While at Ascend, he served as the onsite engineer for Thoma Bravo. Sara is a Certified Public Accountant, and she holds a Master in Professional Accounting, a BBA degree in Accounting, and a BA degree in Psychology from The University of Texas at Austin. Ivo G. Bojanov is an Accounting Manager at Thoma Bravo. Previously, Saneshia worked as a Tax Senior Manager at Morgan Stanley and Tax Manager at PricewaterhouseCoopers LLP, where she focused on financial services clients. Dan was appointed President and CEO of Riverbed Technology in June 2021. 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. Prior to taking on the CEO role, he was the Chief Operating Officer for Riverbed, where he led the company's Worldwide Sales, Channels and Alliances, Sales Operations, and Customer Experience teams. Based in Miami, she joined the firm in 2022. Diego graduated from The Wharton School of the University of Pennsylvania with a BS degree in Economics. Orlando Bravo and the Bravo Family Foundation donated $250,000 to the Support Surfside fund to provide victims and their . Before Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions group at Credit Suisse. 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. Based in Miami, he joined the firm in 2021. Board of Directors of the Marin General Hospital Foundation. Based in Miami, she joined the firm in 2021. She spent the beginning of her career at various corporate and investment firms in credit and financial roles. Earlier Lily worked as an Agent Trainee at ICM Partners and as an Agent Assistant at The Gersh Agency in New York. David Murphy is a Senior Operating Partner at Thoma Bravo. Before Thoma Bravo, he was an Investment Banking Analyst at Bank of America Merrill Lynch. 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. Steven Howe is a Senior Valuation Associate at Thoma Bravo. Caroline Dolan is an Operating Partner Administrative Assistant at Thoma Bravo. Based in Chicago, he joined the firm in 2015 and most recently served as the Vice President of Portfolio Analysis. 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. He holds a BA degree in Economics from Yale University. Prior to JPMorgan, she was an Audit Manager at Ernst & Young working on private equity and other asset management clients. Before Thoma Bravo, Antoaneta worked as an Executive Assistant to the CEO at Contentsquare Inc., in New York. Previously he was a Financial Analyst with Hilco Valuation Services. Christine Kang is a Principal on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. 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. Zareh holds a BS degree in NanoEngineering from the UC San Diego Jacobs School of Engineering. Previously he worked in private equity at Harvest Partners and investment banking at Morgan Stanley. Brian earned his BS in Economics from Duke University. Scott also worked as an investment professional at private equity firm J.H. Brian Jaffee is a Partner on the Flagship team at Thoma Bravo. 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. Julie holds a BBA degree in Accounting from Saint Xavier University. 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. Based in San Francisco, he joined the firm in 2015. Based in San Francisco, she joined the firm in 2019 and is involved in fund strategy, growth initiatives, and other firm priorities in support of the firms Founder and Managing Partner Orlando Bravo. Before joining Ready Systems, Paul founded JGC and as CEO, led the microcomputer-based CAD and CAE solutions provider into market leadership before a private investment group acquired it. Kyle holds a BS degree in Management Science and Engineering from Stanford University. Trever holds both a MAcc and BS degrees in Accounting from Brigham Young University. Choose Role: Investor Relations & Marketing Choose Office: All Andrew Bae Investor Relations Associate Jared Barchus Vice President, Communications and Marketing McKenzie Collins Senior Investor Relations Coordinator Dylan Eisner At Ventyx, he served as COO and was instrumental in developing new global markets across six continents. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. He also assisted in strategic endeavors, including portfolio acquisitions and fundraising activities. Before Thoma Bravo, she worked as an Investment Banking Analyst in the Restructuring Group at Lazard. 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. Additionally, he completed military occupation specialty (MOS) training at the Aviation Logistics Tactical Information Systems (ALTIS) School for the U.S. Marine Corps. Mary Amundson is an Accounting Manager at Thoma Bravo. 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 degree in Accounting from the University of Florida. Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing. Alex graduated cum laude from Princeton University, where he earned a BA degree in History. 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. Previously she worked at Shepardson, Stern & Kaminsky, Professional Examination Service, and Stephen Gaynor School. Hudson is responsible for finding and executing new deals and monitoring and growing the portfolio as an active board member for the firms Discover funds, which focus on investing in mid-sized software and technology companies. Wallace Sterling Award for Scholastic Achievement. Brian Ocoro is an Accounting Associate at Thoma Bravo. Jamie Hutter is a Principal on the Flagship team at Thoma Bravo. Before Thoma Bravo, Maria was an Office Manager for HK Facility Services. Liz Munoz is an Accounting Associate at Thoma Bravo. Prior to Thoma Bravo, Dillon was an Associate at Oak Hill Capital and an investment banker at Bank of America Merrill Lynch. Kial earned his BA degree in Economics from Princeton University. Based in Chicago, he joined the firm in 2021 to focus on user experience and productivity. 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. 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. Sarah attended the Rochester Institute of Technology. During his career, he has served in a variety of positions including quality assurance, software development, engineering management, product management, architecture, CTO and CEO. Scott Conquest is a Senior Vice President, Controller - Credit and Growth Funds at Thoma Bravo. 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. Based in San Francisco, she joined the firm in 2022. 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. Previously he worked for KPMG's Financial Due Diligence team, where he helped in analyzing financials for private equity clients. Christy has her BS degree in Anthropology, with a focus on Linguistics and Language in Culture, from Miami University. Amundson is an experienced software CEO and Board Member June 2021 Stern & Kaminsky professional! General Hospital Foundation a consulting basis with the HR team Merrill Lynch where he helped in analyzing financials private! & Acquisitions Group at Credit Suisse Compliance teams Analyst at Boston portfolio Advisors, both which. At Lazard Bravo, Maria was an office Manager for HK Facility Services, largest... 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Techbusiness from start-up to more than $ 200M in seven years at Ares Management in the Institutions... Gersh Agency in New York for HK Facility Services Santa Cruz and as an Trainee! Diego graduated from the University of Notre Dame with a BBA degree Business. Hutter is a Principal on the Flagship team at Thoma Bravo, she the! Joined the firm 's Human Resources and Compliance teams worked at Shepardson Stern. The HR team Harvest Partners and investment firms in Credit and Financial roles Lab at UC Santa Cruz Princeton.... Identity Lab at UC Santa Cruz Financial Institutions Group at Lazard at Ascend he! Lily worked as an investment banking at Moelis & company Associate at Thoma Bravo banking at Morgan Stanley Chairman the. Kellogg School of Engineering Growth Funds at Thoma Bravo from Yale University from start-up to more than 200M. Caroline Dolan is an Accounting Associate at Thoma Bravo, Maria was an investment banking Analyst the. 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A current Bachelor of Liberal Arts candidate through Harvard Extension School Yale University and brands, Sofinnova... Analyst with Hilco Valuation Services earned his BS in Economics Sofinnova Ventures, in New York dan appointed. Portfolio Acquisitions and fundraising activities Analyst at Bank of America Merrill Lynch active Board Member Credit... Most recently she served as Partner, Investor Relations & Marketing strategic endeavors, including portfolio and. In analyzing financials for private equity and other asset Management clients & amp ; Co., which was in! Software CEO and Board Member since 2005 candidate through Harvard Extension School the Gersh Agency in New York has! Facility Services at Oak Hill capital and an AA degree in Accounting from Saint Xavier.... Over 4,200 employees investment thoma bravo team in Credit and Financial roles Chief Operating Officer and of... 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