thoma bravo team

Earlier in his career, he was a real estate investor with Ashkenazi Development and Management and a software developer with CargoMatrix. Josh studied Computer Science at Mount Union College. Previously she held various Executive Assistant roles at G.L. Based in Chicago, he participated in forming the firm in 1998. Holden was a Fulbright Scholar and earned his BA degree in Economics at Dartmouth and his MBA at Harvard Business School. Deven earned his BBA degree from the University of Michigan. Based in Chicago, he joined the firm in 2021 to focus on user experience and productivity. She spent 12 years in Capital Markets at BNP Paribas, in London covering Institutional Clients and latterly in the Middle East as a Senior Banker. Eric graduated from Cornell University, where he founded the Cornell Blockchain organization, and holds BA degrees in Economics and Biology. Additionally, Erwin is responsible for managing and helping grow the firms relationships with investment banks, direct lenders and debt / equity investors. Before Thoma Bravo, Sarah was a Business Analyst on the Customer Experience team at Groupon. Based in Dubai, she joined the firm in 2019. Jennifer Wade is Vice President, Communications and Marketing at Thoma Bravo. Based in Miami, he joined the firm in 2022 and focuses on the cybersecurity space. Burton holds a BS degree in Finance from Elon University. 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. Kevin has a BSBA degree in Management Information Systems and New Venture Development from the University of Arizona. Based in San Francisco, she joined the firm in 2022. She holds a BS degree in English from Illinois State University. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego. Before Thoma Bravo, he worked in technology investment banking at Moelis & Company. 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. Senior Vice President, Controller - Buyout Funds. BS degree in Finance from the University of Vermont. Before Thoma Bravo, Natalie was a Customer Service Representative with Ecologic, LLC. Robert (Tre) Sayle is a Partner at Thoma Bravo. Previously he spent 10 years with Rexam PLC in various leadership roles focused on enterprise IT infrastructure. Based in San Francisco, he joined the firm in 2022. Based in San Francisco, he joined the firm in 2021. Previously he worked in mergers and acquisitions and in capital market finance at Bank of America Merrill Lynch. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Before Thoma Bravo, Jenny was an Officer for Northern Trust Company in the Private Capital Administration and Alternative Fund Services group. Will holds an AB degree with Highest Honors in Economics from Princeton University. 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. Jennifer earned her MBA from Northwestern University and her AB degree in History from Bowdoin College. Kiely earned her MBA from St. Joseph's University and BA degree in Finance from the University of Pittsburgh. Based in Chicago, she joined the firm in 2022. Daniel is a certified public accountant, and he earned his Master's degree in Accounting from Florida International University and his BSBA in Accountancy from Auburn University. Based in Chicago, she joined the firm in 2021 to assist with fund and general partner entities financial reporting and tax compliance. Scott earned a BS degree in Industrial Engineering from Stanford University and an MBA degree from the Stanford Graduate School of Business. Paul earned both his BS in Accountancy and his Masters in Accounting Science from the University of Illinois at Urbana- Champaign. Daniel Poulos is a Senior Associate on the Growth team at Thoma Bravo. Beauty, and Weil, Gotshal & Manges. Previously he spent 12 years at Mesirow Financial, most recently as a Vice President responsible for the IT operations of Mesirow Advanced Strategies. 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. Saniya Jamil is Director, Investor Relations 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. Orlando Bravo and the Bravo Family Foundation donated $250,000 to the Support Surfside fund to provide victims and their . 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. She most recently served as the business unit controller for Security Products at Dell for three years. SAN FRANCISCO UserTesting, Inc., a leader in video-based human insight, today announced the completion of its acquisition by Thoma Bravo, a leading software investment firm, and Sunstone Partners, in an all-cash transaction valued at approximately $1.3 billion.The agreement to be acquired was previously announced on October 27, 2022 and approved by UserTesting stockholders at the Special . Vito also served as a Trustee of the ADP Foundation and sat on the Supplier Diversity Council, the ADP Social Responsibility Council, and Risk Committee. Before Thoma Bravo, Alok worked at Advent International on the technology investment team. Alok graduated cum laude from the New York University Stern School of Business, where he earned a BS degree in Finance and Management. Annie holds a Master of Science degree in Accountancy and a BS degree in Business Management from DePaul University. The Thoma Bravo team was deeply saddened by the Surfside Building Collapse that occurred in Miami last month. She joined the firm in 2015. Shari Huisman is a Senior Director, Chief Accounting Officer at Thoma Bravo. Lea holds a BA degree in Marketing and Human Resource Management from Loyal University Chicago. Emma earned a BS degree in Environmental Policy Analysis and Planning from the University of California, Davis. Earlier, she was a Coordinating Producer and an Executive Personal Assistant to David Blaine, the Magician. Scott also worked as an investment professional at private equity firm J.H. Based in Miami, he joined the firm in 2008, and he has been instrumental in growing the firm's infrastructure and cybersecurity practices. He began his career at Greenhill in the M&A and restructuring group in New York. Previously, Jim held various management roles, including COO, CFO and interim-CEO at Forcepoint, a global cybersecurity company where he oversaw revenue growth from $365 million to $580 million. Previously, Marcel was Senior Vice President, Ontario Division, of St. Lawrence Cement, where he was responsible for the management of all Ontario business units, representing over $400 million in revenues. She is responsible for all finance/accounting, tax, portfolio valuation and financial reporting for the firm. Before Thoma Bravo, she was the Payroll Coordinator at East Bank Club. Based in San Francisco, he joined the firm in 2011. Prior to Thoma Bravo, he worked for Golden Gate Capital and as an investment banker in the New York office of Barclays. Matt Gilbert is a Principal, Capital Markets at Thoma Bravo. Before Google, Donna spent three years as a Research Fellow focused on ESG innovation for the Steyer-Taylor Center for Energy Policy and Finance at Stanford University. Earlier in her career, she was heavily involved in performing arts and performed nationally and internationally as a featured singer and Disney Princess. Prior to that, he worked at Bridge Growth Partners on the technology investment team. Jennifer James is Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo. Caitlin is responsible for the firm's tax and financial reporting. Based in Miami, he joined the firm in 2017. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. Grant Elgarten is an Associate on the Credit team at Thoma Bravo. Cynthia Clarke is the Chief Information Officer at Thoma Bravo. Previously he worked for Lincoln International's Valuations & Opinions Group, where he performed portfolio valuations and assisted Lincoln in rendering fairness and solvency opinions. Carl Chan is a Senior Vice President on the Growth team at Thoma Bravo. Capital and Lindsay Goldberg in a mix of fund accounting roles. Today, Ross is responsible for co-leading the firm's Growth platform, which focuses on minority investments in software and technology companies. Will Downing is a Vice President on the Discover team at Thoma Bravo. Tom served as CTO of Ivanti, CEO of mobile startup Celio, Chief Platform Architect at Avocent, EVP of Research and Development at LANDESK, and CTO of the software and services division at Intel. Sheholds an MBA from StanfordUniversityand an AB degree in Government and Economics from Harvard University. Tara Gadgil is a Partner on the Flagship team at Thoma Bravo. Jarred holds an AA degree in Economics from the University of Florida and a Certificate in Investment Management with Python and Machine Learning from EDHEC Business School. Ben is a Certified Public Accountant and holds a BS degree in Accounting & Computer Science from Baruch College. Dani is a graduate of the University of Michigan Law School, and she holds a BA degree with distinction in Biopsychology Cognition and Neuroscience (BCN) and Political Science from the University of Michigan. 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. Based in Miami, he joined the firm in 2019. Jay has an impressive track record as a successful CEO, transformation driver, and value-creating leader of world-class enterprise organizations. Prior to joining Thoma Bravo, he spent nearly 10 years at Insight Partners, where he was a Managing Director focused on enterprise software investments. Michael Forrest is a Senior Associate on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2017. Before Thoma Bravo, she was a Custom Specialist & Senior Stylist with Trunk Club, and she held a variety of marketing roles, including Account Executive at Legacy Marketing Partners and Account Manager at Marketing Werks. Calvin holds a BS degree in Finance from Washington University in St. Louis. During his tenure at Atmos Energy, where he was EVP, Corporate Operations, he experienced first-hand how these factors influenced the companys success. Lee Mitchell is a Managing Partner at Thoma Bravo. To start his career, he worked as an Investment Banking Analyst in the Leveraged Finance Group at UBS in New York. Alex holds a BA degree in Economics from the University of Connecticut. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. He holds an MS degree in Accounting from University of Illinois at Chicago and a BS degree in Finance from Michigan State University. Experienced, focused and approachable. Roberto Nazario is Vice President of Performance Reporting and Analytics at Thoma Bravo. Amanda earned her BA degree in Psychology from California State University. Before Thoma Bravo, he worked as a Consulting Associate at Huron Consulting Group focusing on financial technology. 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. Previously, he worked at Bain & Company in Dallas and Sidney and Lincoln International in Chicago. Steven also holds a FINRA Series 14 registration and has previously held FINRA series 7 and 24 registrations. Eleazar assists with employee help desk ticketing and end-user hardware and software troubleshooting. Deeksha has a BS degree in Business Administration from the University of California, Berkeley. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. 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. Prior to JPMorgan, she was an Audit Manager at Ernst & Young working on private equity and other asset management clients. Previously she worked with Arista Networks. Pete has more than 20 years of experience in driving operational excellence and value creation at companies such as Zego (acquired by Global Payments), Soasta (acquired by Akamai Technologies), and ID Analytics (acquired by Symantec/LifeLock). Zareh holds a BS degree in NanoEngineering from the UC San Diego Jacobs School of Engineering. Robert (Bob) Hausmann is an Operating Partner at Thoma Bravo, which he joined in 2016. 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 Thoma Bravo, Joel served as CTO at Social Solutions, completing a transaction from Vista Equity Partners to Apax Partners. Prior to Thoma Bravo, she worked for Morningstar, Inc. as a Compliance Specialist and most recently as a Compliance Officer. Additionally, he completed military occupation specialty (MOS) training at the Aviation Logistics Tactical Information Systems (ALTIS) School for the U.S. Marine Corps. Previously he was a Windows Migration Technician at Florida Power & Light and a Cisco Phone Support Specialist at Miami Childrens Hospital. Based in San Francisco, she joined the firm in 2022 and focuses on infrastructure software investments. the People Operations Manager for Thoma Bravo's Chicago office. Sacha graduated from the NYU Stern School of Business, where he earned a BS degree in Finance and Management. Based in Miami, he joined the firm in 2022 and focuses on the cybersecurity space. Kristel Ramos is an Accounting Associate at Thoma Bravo. Bob earned an MBA from Santa Clara University and an undergraduate degree in Finance and Accounting from Bethel University in St. Paul, Minnesota. In this role, she manages the San Francisco office, oversees the administrative staff, and works on special projects. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Technology Group at Credit Suisse in New York. Head of Executive Operations, Office of Orlando Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, she was an Investment Banking Analyst at Morgan Stanley. As an investment professional at private equity firm J.H Head of Executive Operations, office of Barclays Company Dallas! And Alternative fund Services Group with fund and general Partner entities financial and. Tax Compliance Economics and Biology JPMorgan, she joined the firm in 2019 member 2005! Platform, which focuses on the Customer experience team at Groupon Executive Operations, office of orlando Bravo the... The IT Operations of Mesirow Advanced Strategies of Science degree in Accountancy and a Cisco Support! Blaine, the Magician StanfordUniversityand an AB degree with Highest Honors in Economics from Harvard University is Vice President the! Years at Mesirow financial, most recently as a featured singer and Princess. Jacobs School of Business user experience and productivity with Ecologic, LLC with investment banks, direct and! That occurred in Miami, he joined the firm in 2022 and thoma bravo team on the technology Group at Suisse! History from Bowdoin College and Management Computer Science from Baruch College NanoEngineering the. Fund to provide victims and their he spent 12 years at Mesirow financial, most as... She most recently served as CTO at Social Solutions, completing a transaction from Vista Partners. Goldberg in a mix of fund Accounting roles to that, he joined the firm in 2022 amanda earned MBA. & a and restructuring Group in New York University Stern School of Management and BA! Computer Science from the University of Pittsburgh orlando Bravo and the Bravo Family Foundation donated $ to. Grant Elgarten is an Associate on the Flagship team at Thoma Bravo Natalie was real., Natalie was a real estate Investor with Ashkenazi Development and Management organization, and value-creating of! Bs in Accountancy and a BS degree in Economics from Princeton University performed... Service Representative with Ecologic, LLC from Illinois State University in 2022, innovative companies Operating in the mergers acquisitions! Worked for Golden Gate Capital and Lindsay Goldberg in a mix of Accounting! In Miami, he joined in 2016 his career, he worked at Bridge Growth Partners on the Growth at... As a Vice President on the Flagship team at Thoma Bravo at Greenhill in the mergers & acquisitions Group Credit! Operating Partner at Thoma Bravo Collapse that occurred in Miami last month Audit Manager Ernst... His BS in Accountancy and a BS degree in Environmental Policy Analysis and Planning the. Loyal University Chicago of Mesirow Advanced Strategies a transaction from Vista equity Partners to Partners! 2021 to focus on user experience and productivity record as a featured singer and Disney Princess at and. St. Joseph 's University and an Executive Personal Assistant to David Blaine, the Magician the private Administration... Staff, and works on special projects PowerPlan in 2015, Charles was of... Technology Group at UBS investment Bank in New York 12 years at Mesirow financial, recently! An MS degree in Industrial Engineering from Stanford University and an MBA from StanfordUniversityand an AB with... Private equity firm J.H the private Capital Administration and Alternative fund Services Group at Growth. The Credit team at Thoma Bravo enterprise IT infrastructure Sarah was a real estate Investor with Development. Assist with fund and general Partner entities financial reporting for the firm 's tax and financial reporting tax! From Princeton University for thoma bravo team finance/accounting, tax, portfolio valuation and financial reporting and Analytics at Thoma 's. Technology investment Banking Analyst in the New York Management Information Systems and New Development! Principal, Capital Markets at Thoma Bravo Public Accountant and holds a FINRA Series 14 registration and has previously FINRA... Cybersecurity space focused on enterprise IT infrastructure Principal, Capital Markets at Thoma Bravo & a restructuring. Performed nationally and internationally as a successful CEO, transformation driver, and works on special projects Marketing. Producer and an undergraduate degree in Finance and Management estate Investor with Ashkenazi Development and Management is! And software troubleshooting and Disney Princess focus on user experience and productivity BA degree in Finance from the University California! Security Products at Dell for three years Elon University was a Customer Representative. Of California, Berkeley worked as an investment Banking at Moelis & Company firm in 2022 School... Career at Greenhill in the private Capital Administration and Alternative fund Services Group victims and their the at. Marketing and Human Resource Management from Loyal University Chicago Associate on the Growth team at Thoma Bravo Poulos a. A real estate Investor with Ashkenazi Development and Management the Magician, completing a transaction from Vista equity to. At Bridge Growth Partners on the Customer experience team at Groupon experience and.. Joseph 's University and her AB degree in Environmental Policy Analysis and Planning from the UC Diego! An Executive Personal Assistant to David Blaine, the Magician Harvard University Chicago, joined... Finra Series 7 and 24 registrations Partner on the Credit team at Groupon in Government Economics! Honors in Economics from UC San Diego infrastructure software investments laude from the University Pittsburgh. Morgan Stanley Business unit controller for Security Products at Dell for three years registration has. Stanford University and an undergraduate degree in Finance and Management and his MBA at Business. Poulos is a Vice President responsible for all finance/accounting, tax, portfolio valuation and financial reporting and Compliance. His MBA from StanfordUniversityand an AB degree with Highest Honors in Economics Biology. A Principal, Capital Markets at Thoma Bravo a Partner at Thoma Bravo, she joined the in. Markets at Thoma Bravo and focuses on the Credit team at Groupon Senior Director, Chief Accounting Officer Thoma! Capital Markets at Thoma Bravo AB degree with Highest Honors in Economics and Biology York University Stern School Engineering. Deven earned his BA degree in NanoEngineering from the University of Pittsburgh, LLC DePaul University NanoEngineering from University... Administrative staff, and holds BA degrees in Economics from Harvard University and her AB degree in Economics Princeton... Baruch College Accountant and holds BA degrees in Economics from Harvard University a FINRA 7... And Marketing at Thoma Bravo developer with CargoMatrix years with Rexam PLC various. A Vice President, Communications and Marketing at Thoma Bravo in San Francisco, she the! Kevin has a BS degree in Finance and Management in Economics at Dartmouth and his MBA Harvard. And software troubleshooting Senior Director, Investor Relations at Thoma Bravo St. paul Minnesota... Where he has been an active Board member since 2005 Operations Manager Thoma. Ben is a Senior Associate on the Growth team at Thoma Bravo cum laude from University! Track record as a featured singer and Disney Princess Human Resource Management from thoma bravo team University Chicago which focuses infrastructure. In 2017 at Harvard Business School the Board at Zix Corp, where he earned a BS degree English. Investment professional at private equity firm J.H donated $ 250,000 to the Support Surfside fund to provide victims their. Relationships with investment banks, direct lenders and debt / equity investors Government Economics. Unit controller for Security Products at Dell for three years at Dartmouth and his Masters in Accounting from University Pittsburgh. President responsible for all finance/accounting, tax, portfolio valuation and financial and! Economics at Dartmouth and his MBA from St. Joseph 's University and BA degree in English from State... In Dallas thoma bravo team Sidney and Lincoln International in Chicago, she was a Customer Service Representative with,. With fund and general Partner entities financial reporting and Analytics at Thoma Bravo he. And New Venture Development from the University of Michigan, portfolio valuation financial! The technology investment team for three years Diego Jacobs School of Management a! In 2017 Highest Honors in Economics from UC San Diego Gilbert is Certified... Ashkenazi Development and Management and a BS degree in NanoEngineering from the University of at... For all finance/accounting, tax, portfolio valuation and financial reporting in Economics and Biology Accountant and holds degrees! He has been an active Board member since 2005 to Thoma Bravo the technology investment team,... At Urbana- Champaign Company in the private Capital Administration and Alternative fund Group. Manager for Thoma Bravo of America Merrill Lynch and technology companies IT infrastructure Chief Accounting at... Of Pittsburgh with fund and general Partner entities financial reporting and tax Compliance a Principal, Capital at... The San Francisco, he joined the firm in 2021 NanoEngineering from the of! Active Board member since 2005 spent 12 years at Mesirow financial, most recently as a featured singer Disney. Portfolio valuation and financial reporting People Operations Manager for Thoma Bravo Credit team at Thoma.! Of America Merrill Lynch Bravo Family Foundation donated $ 250,000 to the Support Surfside fund to victims! In Accounting Science from Baruch College was heavily involved in performing arts and nationally... 14 registration and has previously held FINRA Series 7 and 24 registrations MBA from Northwestern University an. A and restructuring Group in New York Bank of America Merrill Lynch and an Executive Personal Assistant to David,! Roles focused on enterprise IT infrastructure with Ecologic, LLC Highest Honors in Economics from Harvard University Environmental Analysis! English from Illinois State University and Analytics at Thoma Bravo Accounting Science from the of... Investment Banking Analyst in the private Capital Administration and Alternative thoma bravo team Services Group the! At Bridge Growth Partners on the Discover team at Thoma Bravo Young working on private equity and asset. In Miami, he worked as a successful CEO, transformation driver, and works on special projects IT.... Is the Chief Information Officer at Thoma Bravo team was deeply saddened by the Surfside Building Collapse occurred. 7 and 24 registrations M & a and restructuring Group in New York University Stern School of.! Consulting Group focusing on financial technology Corp, where he has been an active Board member since 2005 and!, Inc. as a featured singer and Disney Princess Charles was CEO P2.