Inside Orlando Bravo’s Private Equity Playbook: How to Build a Top Firm

(0:00) Introducing Orlando Bravo (1:53) Orlando’s history, Puerto Rico origins, how he got into private equity (7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising (9:01) Role of PE in the American economy, public perception, underwriting AI risks (15:23) Deal pricing philosophy, acquiring Boeing’s avionics business (19:24) Thoma Bravo’s operating playbook after acquiring a company (26:16) Thoughts on taking Thoma Bravo public

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