scripod.com
How Orlando Bravo Built One of the Most Successful Firms in Private Equity

Overview

Shownote

Highlights

Transcript

Chapters

Pins

How Orlando Bravo Built One of the Most Successful Firms in Private Equity

All-In with Chamath, Jason, Sacks & Friedberg

Oct 15
All-In with Chamath, Jason, Sacks & Friedberg

All-In with Chamath, Jason, Sacks & Friedberg

Oct 15
OverviewShownoteHighlightsTranscriptChaptersPins

Shownote

(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, pub...

Highlights

Orlando Bravo, the founder of Thoma Bravo, has emerged as a defining figure in private equity, building a firm that manages nearly $180 billion in assets and returned billions to investors. His journey from Puerto Rico to the pinnacle of finance reflects a blend of personal drive, strategic mentorship, and a disciplined investment philosophy.
04:36
Carl Thoma hired me when others saw no future in private equity.
07:11
Thoma Bravo raised $34 billion by starting small and building investor trust step by step.
14:43
Now doing $10 billion deals, they need to sell for $25 billion to profit.
18:01
The avionics business was a gem asset, and now it belongs to Orlando Bravo.
19:27
Immediate cost-cutting and operational changes are critical at the close of a tech acquisition.
26:16
Staying true to our investors matters more than going public.

Chapters

Introducing Orlando Bravo
00:00
Orlando’s history, Puerto Rico origins, how he got into private equity
01:53
How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising
07:10
Role of PE in the American economy, public perception, underwriting AI risks
09:01
Deal pricing philosophy, acquiring Boeing’s avionics business
15:23
Thoma Bravo’s operating playbook after acquiring a company
19:24
Thoughts on taking Thoma Bravo public
26:16

Transcript

Chamath Palihapitiya: With one of the best track records in private equity, Orlando Bravo manages $179 billion in assets. Orlando Bravo: Orlando Bravo has grown at a blistering pace. Chamath Palihapitiya: Last year, the firm returned over $13 billion to ...