Managing Partner
Managing Partner
Seth Boro is a Managing Partner at Thoma Bravo. Since joining in 2005, he has been instrumental in managing the firm and supporting its growth and success across the software and technology space. Based in San Francisco, Seth leads Thoma Bravo’s infrastructure software and cybersecurity strategy. He currently sits on the boards of Calabrio, ConnectWise, Darktrace, Flexera, Hyland, LogRhythm, Ping Identity, Proofpoint, Qlik, SailPoint and Sophos.
During his time at Thoma Bravo, Seth has held more than 30 board seats, led over 15 exits, and helped Thoma Bravo establish one of the largest cybersecurity portfolios in private equity, representing approximately $60 billion in total enterprise value.[1] Seth has also received industry recognition for the deals he has led, including the 2023 sale of Imperva to Thales (Private Equity Deal of the Year at the 2024 International M&A Awards[2]) and the 2019 sale of DigiCert (Private Equity Deal of the Year by The Deal[3]).
In addition to his contributions to the private equity sector, Seth, alongside his wife, Jen Hamilton, founded the Room to Breathe Project, which is committed to supporting and improving young people’s mental health and well-being, with a specific focus on under-resourced communities. Seth is also a Board Observer at Bay FC and the Northern Super League and serves on the boards of the NHL’s Ottawa Senators, the Ottawa Rapid FC and the Canada Soccer Foundation.
Originally from Canada, Seth received his Bachelor of Commerce degree from Queen’s University School of Business, and later earned his MBA from the Stanford University Graduate School of Business. Seth began his career as an analyst at First Marathon Securities (now National Bank Financial) before joining the investment bank Credit Suisse in Toronto. Prior to Thoma Bravo, Seth was part of the investment team at Summit Partners, where he focused on private equity investments in the technology and business services sectors. Given Seth’s deep expertise in the fields of technology and cybersecurity, he regularly provides insights on sector trends, opportunities and risks through media interviews and at global industry events, including the Milken Institute Global Conference.
1Includes control and non-control investments as of December 31, 2024.
2This award is the opinion of the party conferring the award and not of Thoma Bravo. The International M&A Awards, issued by M&A Advisor on 7/25/24, were based on the time period of 1/1/23 to 3/31/24. Thoma Bravo paid a processing fee in relation to the award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this award or reach the same conclusion.
3This award is the opinion of the party conferring the award and not of Thoma Bravo. The Deal Awards, issued by the Deal on 9/25/2020, were based on the time period of 1/1/2019 to 12/31/2019. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this award or reach the same conclusion.
Founder and Managing Partner
Founder and Managing Partner
Managing Partner
Managing Partner
Scott Crabill is a Managing Partner at Thoma Bravo. Since joining in 2002, he has played a critical role in the firm’s growth and evolution into one of the world’s largest software investors. Scott is responsible for co-leading Thoma Bravo’s application software investing efforts. He currently sits on the boards of ABC Fitness Solutions, Imprivata, J.D. Power, Medallia, QAD and RealPage. In his 20+ years at Thoma Bravo, Scott has served on the boards of 25 portfolio companies and has led 15 exits.
In addition to his work in private equity, Scott is engaged in several local philanthropic initiatives. In 2018, he and his wife, Angela, co founded the Crabill Family Foundation, which seeks to ensure more equitable access to healthcare, education, housing and enriching arts opportunities in their hometowns of San Francisco, CA, and Springfield, Ohio. Scott also serves on the board of the California Pacific Medical Center Foundation, the capital-raising arm of Sutter Health hospital in San Francisco.
Scott received his BS in Industrial Engineering from Stanford University and his MBA from the Stanford Graduate School of Business. He began his career in corporate finance at Alex. Brown & Sons., followed by an investment role at the private equity firm J.H. Whitney. Directly prior to Thoma Bravo, Scott was part of the investment team at Summit Partners, where he was involved in private equity investments in software and other technology businesses.
A recognized leader in software private equity, Scott has been featured in prominent news outlets and podcasts, including Capital Allocators, and regularly hosts software CEOs and founders on Thoma Bravo’s award-winning Behind the Deal podcast.
Managing Partner
Managing Partner
Lee Mitchell is a Managing Partner at Thoma Bravo. Based in Chicago, he participated in forming the firm in 1998 and has played a pivotal role in guiding its investment strategy over the last 25+ years.
Lee previously was a Partner in Thoma Bravo’s predecessor firm, Golder, Thoma, Cressey, Rauner (GTCR). Before that, he was President and CEO of The Field Corporation and its predecessor, Field Enterprises, Inc., which owned and operated businesses in newspaper and educational publishing (including the Chicago Sun-Times and My Weekly Reader), direct marketing, television (including stations in Chicago and San Francisco), cable television and commercial real estate. He also has been a practicing attorney specializing in regulated industries as a Partner with Sidley Austin in Washington, D.C., and Chicago, and later oversaw that firm’s Asian offices.
Outside of Thoma Bravo, Lee is committed to sharing his deep expertise by participating on the boards of several civic and cultural institutions. He is a Life-Trustee of Northwestern University, where he has been Chair of the Investments Committee, and of affiliates of Northwestern Memorial Hospital, where he has been a member of the Investment Committee and Chair of the Alternative Investments Subcommittee. He also is a member of the Board of the American Investment Council in Washington, D.C., and of the Illinois Venture Capital Association, where he has been the Chair and PAC Chair. He is the former Chairman of The Chicago Stock Exchange, which makes an alternative market in NYSE, AMEX and NASDAQ stocks, and two-time Past Chair of the Metropolitan Planning Council, a civic organization focused on maintaining an equitable and economically competitive Chicago region.
Lee received his BA from Wesleyan University and JD from the University of Chicago Law School.
Partner, Golder, Thoma, Cressey, Rauner, Inc., Chicago, IL
President & CEO, The Field Corporation, Chicago, IL
President & CEO, Field Enterprises, Inc., Chicago, IL
Partner, Sidley Austin, LLP, Washington, DC and Chicago, IL
OTHER ACTIVITIES
Former Chair, The Chicago Stock Exchange, Inc.
Former Chair, Metropolitan Planning Council, Chicago, IL
Trustee (and Former Chair, Investment Committee), Northwestern University
Trustee (and Former Vice Chair, Investment Committee), Northwestern Memorial Hospital Corp.
Board Member, American Investment Capital (AIC), Washington, DC
Board Member (and Former Chair), Illinois Venture Capital Association
Commercial Club of Chicago
Economic Club of Chicago
Managing Partner
Managing Partner
Holden Spaht is a Managing Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2005 and has played a key role in the firm's growth and success in software private equity. Holden is responsible for leading the firm’s application software strategy, with a specific focus on the financial technology, e-commerce, education, and office of the CFO spaces, among other sectors. He currently sits on the boards of Anaplan, Auctane, Bottomline Technologies, Conga, Coupa Software and Nasdaq.
Over his career at Thoma Bravo, Holden has held nearly two dozen board seats, led over 15 exits, and been at the forefront of digital transformation in enterprise software. He has been recognized many times over for the deals he has led, including the 2023 sale of Adenza to Nasdaq (Tech Deal of the Year at the 2024 Americas M&A Atlas awards[1]; M&A Deal of the Year at the 2024 International M&A Awards[2]; and Information Technology Deal of the Year [over $1B] at the 2024 M&A Advisor Awards[3]), the 2023 acquisition of Coupa (Deal of the Year in North America by PEI Awards 2023[4]), as well as the 2020 sale of Ellie Mae to Intercontinental Exchange (Buyouts' Deal of the Year[5]).
Beyond his work in private equity, Holden is deeply committed to philanthropic causes. He is the President and Chair of the Spaht Family Foundation, which Holden founded with his wife, Claire, in 2019. The foundation, which focuses on mental health, the arts, environmental conservation, and humanitarian assistance, is also the lead donor to the Lindley Center, Washington & Lee University’s student health and wellness clinic that bears the name of his late sister.
In addition, Holden and his foundation have been active in community development, education, and athletic initiatives. His foundation has also been a strategic investor in programming targeted at the intersection of athletics and mental health, including support for his alma mater’s Peak Performance Training program (driven in part by his own days as the captain of Dartmouth’s tennis team). Among other activities, Holden has also served as the Chair of the Board of Trustees for Schools of the Sacred Heart San Francisco, where he helped guide the institution's strategic direction and growth.
The son of educators, Holden was born and raised in Baton Rouge, Louisiana (and he remains a rabid LSU football fan to this day). He attended Dartmouth College, earning a BA in Economics, and went on to study International Politics at the University of Cologne on a Fulbright Scholarship. He later earned an MBA from Harvard Business School. Holden began his career as an Analyst at Morgan Stanley in New York and subsequently held Analyst and Associate roles at Thomas H. Lee Partners in Boston and Morgan Stanley in London and San Francisco.
A thought leader on the intersection of finance and technology, Holden provides data-driven analyses and commentary on a range of topics on LinkedIn. He also frequently appears in the media and is a regular contributor to various publications, including The Financial Times, The Information, and Institutional Investor.
[1] These awards are the opinion of the third party conferring the awards and should not be considered an endorsement of Thoma Bravo. Issued by Global M&A Network on February 6, 2025, the 16th Annual Americas M&A Atlas Awards are based on the timeframe between January 1, 2024, and December 31, 2024. Thoma Bravo paid an award reception fee in relation to these awards. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award or ranking. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this ranking or reach the same conclusion.
[2] This award is the opinion of the party conferring the award and not of Thoma Bravo. The International M&A Awards, issued by M&A Advisor on 7/25/24, were based on the time period of 1/1/23 to 3/31/24. Thoma Bravo paid a processing fee in relation to the award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award. There can be no assurance that other providers or surveys would reach the same conclusion as the foregoing.
[3] This list is the opinion of the third party conferring the list and should not be considered an endorsement of Thoma Bravo. The 23rd Annual M&A Advisor Awards, issued by M&A Advisor on November 20, 2024, were based on the time period between July 1, 2023, and June 30, 2024. Thoma Bravo paid a nomination processing fee. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award. There can be no assurance that other providers or surveys would utilize the same criteria used to determine these awards or reach the same conclusion.
[4] This award is the opinion of the party conferring the award and not of Thoma Bravo. The PEI Awards 2023: Americas winners, issued by Private Equity International on 3/1/24, was based on the time period of 11/1/22– 10/31/23. There can be no assurance that other providers or surveys would reach the same conclusion as the foregoing.
[5] This award is the opinion of the third party conferring the award and should not be considered an endorsement of Thoma Bravo. Issued by Buyouts Insider on April 1, 2021, the Deal of the Year awards are based on the time period between 1/1/2020 through 12/31/2020. Thoma Bravo paid a reprint fee in relation to this award. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted award or ranking. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this award or reach the same conclusion.
Founder and Managing Partner
Founder and Managing Partner
Carl D. Thoma is a Founder and Managing Partner at Thoma Bravo. Previously, he was a Co-Founder and Managing Director at Golder, Thoma, Cressey, Rauner and its predecessor funds since 1980. Carl began his career at First Chicago Equity Group, where he helped build a leading private equity firm. He is a recognized pioneer of the buy-and-build strategy that is the foundation of Thoma Bravo's strategy today.
Carl and his wife Marilynn are passionate about philanthropy and art collecting which led them to form the Carl and Marilynn Thoma Foundation to support arts and education initiatives through art grants, scholarships, fellowships, and endowments. In 2024, they launched the Thoma Scholars program which offers full-ride scholarships to under supported students from Northwest Oklahoma, the Texas Panhandle and Eastern New Mexico.
Carl currently serves on the boards of the McKnight Center for the Performing Arts and New Mexico School for the Arts. He received an MBA from the Stanford Graduate School of Business and a BS in Accounting and Agriculture Economics from Oklahoma State University.
Senior Partner
Senior Partner
A.J. Rohde is a Senior Partner at Thoma Bravo. Since joining in 2010, he has been instrumental in expanding the firm's investment platforms and global reach. A.J. played a pivotal role in founding and currently leads Thoma Bravo's Discover platform, which focuses on middle-market software and technology companies. He was also instrumental in founding and currently oversees the firm's Europe platform. He currently sits on the boards of Command Alkon, CompTIA, Delinea, Eptura, HCSS, Majesco, Mercell, MeridianLink, Motus, Nearmap, NextGen Healthcare and UserTesting. Prior Flagship and Discover investments for which he served as the deal lead and/or had an active role include Bomgar, Centrify, Continuum, Deltek, Digital Insight, Elemica, Idaptive, iPipeline, PowerPlan, Roadnet, Solifi, Syntellis, Telestream, TravelClick and T2 Systems.
Beyond his professional endeavors, A.J. is passionate about community building through philanthropy. A.J. and his wife, Melissa, created the Rohde Family Foundation, which seeks to create opportunities for children and families in need. He also serves on the Board of Directors, was formerly Treasurer, and is currently Capital Campaign Co-Chair of the MarinHealth Foundation. In addition, A.J. is a member of the Booth Polsky Private Equity Council at the University of Chicago Booth School of Business, and is on the Advisory Committee for Moonlight Basin in Big Sky, Montana. He also currently sits on the Campaign Committee for Villanova Athletics and the Finance & Governance Committee for the United States Padel Association, and is on the board of Park Padel and an advisor to Taktika Padel.
A.J. holds a BA in Economics from Villanova University, where he was captain of the Division I tennis team, and earned his MBA from the University of Chicago Booth School of Business. He began his career at Ford Motor Company in Irvine, California. Prior to joining Thoma Bravo, he worked at Saban Capital Group and Jefferies & Company, focusing on investment banking in the media and technology sectors.
A.J. is a recognized voice in private equity and enterprise software investing. He has been featured in various media outlets and provides expertise and insights at global industry events, including the Milken Institute Global Conference, as well as on Thoma Bravo's award-winning Behind the Deal podcast.
Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing
Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing
Jennifer James is managing director, chief operating officer, and head of investor relations & marketing at Thoma Bravo. Based in San Francisco, she is responsible for leading Thoma Bravo’s business operations strategy, supporting the needs of current and prospective investors, and directing the firm’s industry communications programs.
Since joining the firm in 2015, Jennifer has played a pivotal role in not only scaling Thoma Bravo from approximately $8 billion to over $180 billion in assets under management,[1] but also in shaping the investor experience behind one of private equity’s most successful growth stories. Significantly, she spearheaded the firm’s fundraise of $34.4 billion in fund commitments that closed in 2025, as well as the 2022 close of Thoma Bravo Fund XV at $24.3 billion in fund commitments, representing the largest tech-focused buyout fund ever raised.
Outside of Thoma Bravo, Jennifer serves on the board of PEWIN (Private Equity Women Investor Network) and the Bravo Family Foundation, a nonprofit focused on building a more inclusive and prosperous society and economy in Puerto Rico. She is also on the advisory board of SEO Scholars San Francisco, which helps underserved students gain access to top-tier educational opportunities.
Jennifer holds an MBA from Northwestern University's Kellogg School of Management and an A.B. in history from Bowdoin College. Earlier in her career, she held several marketing and financial services leadership roles, including director of marketing and communications for Alta Partners. Directly prior to Thoma Bravo, she was a partner of investor relations and marketing at Sofinnova Ventures.
Jennifer is a recognized leader in private equity and investor relations, specifically. She has been named to PEI Group’s list of Women of Influence in Private Markets,[2] recognized as one of the Women to Watch in Fundraising by The Wall Street Journal and WSJ Pro Private Equity,[3] and honored as one of the Most Influential Women in the Bay Area by the San Francisco Business Times.[4]
[1] As of June 30, 2025
[2] This award is the opinion of the party conferring the award and should not be considered an endorsement of Thoma Bravo. Issued by PEI Group on October 1, 2025, Women of Influence in Private Markets is based on the course of the nominees’ careers. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this award or reach the same conclusion. Thoma Bravo had over $181 billion in assets under management as of June 30, 2025.
[3] This list is the opinion of the party conferring the list and should not be considered an endorsement of Thoma Bravo. Issued by WSJ Pro Private Equity on November 15, 2020, Women to Watch is based on the course of the nominees’ careers. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this list or reach the same conclusion.
[4] This list is the opinion of the party conferring the list and should not be considered an endorsement of Thoma Bravo. Issued by San Francisco Business Times on October 8, 2021, Most Influential Women in the Bay Area is based on the course of the nominees’ careers. Thoma Bravo paid a reprint fee in connection with the list. In general, the receipt of compensation influences, and is likely to present a potential material conflict of interest, relating to any granted list. There can be no assurance that other providers or surveys would utilize the same criteria used to determine this list or reach the same conclusion.
Managing Director, Chief Administrative and Legal Officer
Managing Director, Chief Administrative and Legal Officer
Gerald T. "Jerry" Nowak is managing director, chief administrative and legal officer at Thoma Bravo. He joined the firm in January 2021, bringing more than two decades of private equity, M&A and capital markets legal experience to the role.
Based in Chicago, Jerry oversees Thoma Bravo’s Legal & Compliance, IT and administrative functions. He works closely with the firm’s Investment Committee, frequently serving as the firm’s lead legal advisor on major transactions.
Jerry has served as lead counsel on hundreds of private equity, M&A and capital markets transactions. He previously was a partner at Kirkland & Ellis in Chicago, where he advised Thoma Bravo as outside counsel on a variety of transactions and mandates for nearly 20 years prior to joining the firm.
Jerry has been widely recognized as a leading practitioner in the industry—named in The International Who’s Who of M&A Lawyers, a “Super Lawyer” by Law & Politics Magazine and a top high-yield debt practitioner in The Legal 500 U.S. He was also honored as a “Leading Lawyer” for Corporate Finance Law, Mergers & Acquisitions Law and Securities & Venture Finance Law by Leading Lawyers Network.
A former Air Force officer and computer systems cost analyst, Jerry began his career in the U.S. Air Force before transitioning into private practice. He holds a J.D. from the University of Michigan Law School, an MBA from Auburn University, an M.F.A. in Creative Writing from Northwestern University and a B.A. in economic policy analysis from Michigan State University.
Managing Director, Chief Financial Officer
Managing Director, Chief Financial Officer
Amy Coleman Redenbaugh is a managing director and chief financial officer at Thoma Bravo. Based in Chicago, she is responsible for overseeing all of the firm’s finance/accounting, tax, portfolio valuation and financial reporting. Since joining Thoma Bravo in 2008, Amy has been integral to developing and leading the firm's financial strategy across its global investment platform. She is also a member of the firm’s leadership team.
Amy holds a B.S. in business administration and accounting from Indiana University of Pennsylvania. She began her career as a tax manager in the private client services group at Arthur Andersen. Before joining Thoma Bravo, she served as CFO of Alpha Capital Partners, a family office and small private equity investor, and subsequently CFO of Quinten Road Management, an asset manager formed by GE Antares and Northwestern Mutual to provide junior capital for middle‑market leveraged buyouts.
A respected leader among CFOs and the broader private equity community, Amy is frequently quoted in industry outlets, including Private Funds CFO, and regularly shares her expertise at industry events, such as SuperReturn’s CFO/COO summit in Amsterdam and Markets Group Private Equity Chicago Forum. Private Funds CFO also recognized Amy in its “Changemakers” list, which celebrated CFOs who helped shape the role within private equity.
Executive Assistant
Executive Assistant
Jessica Aguilar is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2022. Before Thoma Bravo, Jessica was an Operations & Executive Assistant at Base10 Partners, supporting an investing partner and operating partner. Before that, she was an Executive Assistant at Initialized Capital, where she managed administrative work, helped onboard new employees, and supported the company culture by organizing team and firm-wide celebrations. Previously Jessica held various administrative and office manager roles, including Executive Assistant to the CEO & Office Manager for TravelBank.
Senior Vice President, Chief Information Security Officer and Technology Operations
Senior Vice President, Chief Information Security Officer and Technology Operations
Tony Akers is senior vice president, chief information security officer and technology operations at Thoma Bravo. Based in Chicago, he joined the firm in 2022 to manage internal cybersecurity initiatives. Before Thoma Bravo, Tony was a security architect at Ardagh Group focused on global cybersecurity and cloud applications. Previously, he spent 10 years with Rexam PLC in various leadership roles focused on enterprise IT infrastructure. Additionally, Tony was an Exchange support engineer II at Microsoft and a systems engineer at Wachovia. Before entering the IT field, he spent four years with the U.S. Navy based in Yokosuka, Japan. Tony is an author with Practical365.com and holds several Microsoft, cybersecurity and cloud IT certifications.
Partner
Partner
Andrew Almeida is a Partner on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2012 as an Associate, and today focuses on supporting and growing the firm's leading cybersecurity practice. Prior to joining Thoma Bravo, he worked in investment banking at Bank of America Merrill Lynch. Andrew graduated from The University of Wisconsin with degrees in Finance and Economics and holds an MS degree from Vanderbilt University.
Manager, Summit Event Operations
Manager, Summit Event Operations
Cristina Amalia is manager, summit event operations at Thoma Bravo. Based in Miami, she joined the firm in 2021. Before Thoma Bravo, Cristina was the Senior Executive Assistant for the Americas at S4M, a Parisian-based tech company. 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 began her career as an Assistant Marketing Manager for Droguería Betances, a locally owned Pharmaceutical Wholesaler in Puerto Rico. Cristina holds a B.B.A. in marketing from the University of Puerto Rico, Rio Piedras Campus.
Associate
Associate
Pranav Anand is an associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2025. Prior to Thoma Bravo, he was an investment banking analyst focused on technology mergers and acquisitions at Barclays. Pranav holds a B.A. in economics from the University of Pennsylvania.
Associate, Service Desk
Associate, Service Desk
Gage Anderson is an associate on the Service Desk team at Thoma Bravo. Based in San Francisco, he joined the firm in 2024. Gage is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he held several desktop and software support roles with organizations such as Purcell Murray Company, Astreya, Sutter Health and University of California, Berkeley. Gage completed the Year Up Cybersecurity Training, an intensive, competitive technical training and career development program.
Director, Investor Relations
Director, Investor Relations
Rahel Ayalew is a director of investor relations at Thoma Bravo. Based in New York, she joined the firm in 2023 and focuses on fundraising and investor relations initiatives. Prior to Thoma Bravo, she was a client advisor in the institutional client group at Neuberger Berman, where she focused on business development for institutional investors across public and private market strategies. She also worked with several of the firm’s strategic partnership relationships. Rahel holds a B.A. in economics from Bryn Mawr College.
Associate, Valuation
Associate, Valuation
Noah Baer is an associate on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2024. Noah helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity and credit investments. Before Thoma Bravo, he was an associate on the finance and portfolio valuation team with Monroe Capital, where he was responsible for software, media and healthcare valuations. Noah holds a B.A. in finance from the Eli Broad College of Business at Michigan State University.
Executive Assistant
Executive Assistant
Danay Barden is an executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2025. Before Thoma Bravo, she held executive assistant and program coordinator roles at Tucker & Marks and Blueprint Studios. Danay holds a B.S. in experience industry management from California Polytechnic State University, San Luis Obispo.
Executive Assistant
Executive Assistant
Lindsay Batlowski is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Previously she held Executive Assistant roles at Social Finance, Okta, Inc., Spectrum Equity, and RS Investments. Lindsay graduated with a BS in Advertising & Marketing Communications from the Fashion Institute of Technology in New York.
Vice President
Vice President
Catherine Beall is a vice president on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, she worked for J.P. Morgan in New York as an investment banking analyst. Catherine holds a B.S. in commerce with a concentration in finance, management and global commerce from the University of Virginia.
Senior Director, Head of Responsible Growth and Governance
Senior Director, Head of Responsible Growth and Governance
Donna Riley Bebb is a senior director and head of responsible growth and governance (RGo) at Thoma Bravo. Based in San Francisco, she joined the firm in 2022 to lead Thoma Bravo's enterprise-wide RGo strategy and build upon the firm's longstanding commitment to responsible business practices and strong governance. Before Thoma Bravo, Donna was head of global credit and ESG at Google for nearly five years. In that role, she oversaw $56 billion of corporate cash and designed an investment-grade ESG portfolio strategy to lower risks and enhance returns in alignment with the company’s mission and values. Before Google, she 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 held several credit and financial roles at various corporate and investment firms. Donna earned an MBA from the Kellogg School of Management at Northwestern University and graduated summa cum laude from Temple University with a B.B.A. in risk management.
Associate
Associate
Dylan Becker is an associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2025. Prior to Thoma Bravo, he was an investment banking analyst at Evercore. Dylan graduated summa cum laude with a B.S.B.A. in finance from the Eller College of Management at the University of Arizona.
Associate
Associate
Francis Bekx is an associate at Thoma Bravo. Based in London, he joined the firm in 2025. Previously, he worked in investment banking and later in private equity at Goldman Sachs. Francis holds an M.M.S. in global business and society from Yale University and an M.Sc. from HEC Paris. He is fluent in Dutch, English and French.
Vice President, Human Resources
Vice President, Human Resources
Jade Bellcourt is vice president of human resources at Thoma Bravo. Based in Chicago, she joined the firm in 2019. Before Thoma Bravo, she worked for Resolution, a global digital marketing agency backed by Omnicom Media Group. Jade held several titles during her tenure there, her final being manager, human resources. Previously, she was a human resources consultant at Tandem HR, a full-service professional employer organization (PEO). Jade holds a B.A. in communications from the University of Illinois at Urbana-Champaign.
Office Coordinator, Chicago
Office Coordinator, Chicago
Lauren Benn is an office coordinator for Thoma Bravo's Chicago office. She joined the firm in 2022. Lauren has more than a decade of C-level administrative experience, most recently serving as Executive Assistant to the Global Chief Financial Officer at JLL. Before JLL, she was the Senior Executive Assistant to the COO and the CCO at United Airlines. Previously she held executive assistant roles at Harrison Street Capital, Enlivant, Ogilvy & Mather, and Healthcor Management. Lauren has a B.F.A. in theatre studies from the University of Illinois Urbana-Champaign.
Vice President, Counsel
Vice President, Counsel
Ali Bennett is a vice president and counsel at Thoma Bravo. Based in Chicago, she joined the firm in 2022 and assists with legal, compliance and regulatory functions. Prior to Thoma Bravo, Ali was an associate in the investment funds group at Kirkland & Ellis. Previously, she was an associate at Sidley Austin. Ali is a graduate of Georgetown University Law Center and holds a B.A. from the University of Illinois Urbana-Champaign.
Senior Associate
Senior Associate
Deven Bhatt is a senior associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Prior to Thoma Bravo, he was an investment banking analyst at Morgan Stanley. Deven earned his B.B.A. from the University of Michigan.
Chief of Staff, Office of Carl Thoma
Chief of Staff, Office of Carl Thoma
Associate
Associate
Daniel Blunt is an associate on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2025. Previously, he was a private equity analyst focused on technology and services acquisitions in the mid-market with Alpine Investors. Daniel holds an A.B. in economics from Harvard University.
Executive Assistant, Communications and Marketing
Executive Assistant, Communications and Marketing
Madison Bolich is an executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2024. Before Thoma Bravo, Madison was an administrative assistant with Advent International. Previously, she held various technology and engineering recruitment roles at Apple and Insight Global. Madison has a B.A. in communication and media studies from San Francisco State University.
Executive Assistant
Executive Assistant
Haley Bornstein is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2022. Previously she was a Coordinator at Susa Ventures and an Executive Assistant at Endeavor (formerly known as WME | IMG) and Creative Artist Agency. Haley holds a BS in Telecommunication from University of Florida.
Senior Associate
Senior Associate
Ryan Boyce is a senior associate on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2023. Prior to Thoma Bravo, he was an investment banking analyst in the technology, media and telecommunications group at Goldman Sachs. Ryan holds a B.S. in finance from Penn State University.
Associate
Associate
Eric Brand is an associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2025. Prior to Thoma Bravo, he was an investment banking analyst in the technology M&A group at Evercore. Eric received a B.B.A. in finance from the University of Michigan.
Director, Controller – Management Company
Director, Controller – Management Company
Katie Brennan is director, controller – management company at Thoma Bravo. Based in Chicago, she joined the firm in 2005. Previously, she worked in accounting and finance for Cargill Investor Services, GNI Inc. and National Futures Association. Katie holds a B.S. in accounting from the University of Illinois and is a Certified Public Accountant.
Senior Associate
Senior Associate
Catie Burkhart is a senior associate on the Discover team at Thoma Bravo. Based in Miami, she joined the firm in 2023. Prior to Thoma Bravo, she was an investment banking analyst at Houlihan Lokey. Catie graduated cum laude with a B.A. in mathematics from Amherst College.
Senior Vice President, IT Solutions
Senior Vice President, IT Solutions
Lauren Burley is a senior vice president on the IT Solutions team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Lauren was a vice president at Northern Trust, where she led data strategy for the firm's institutional investment management platform. Previously, Lauren was vice president of IT product and strategy at Grosvenor Capital Management. Earlier in her career, she held strategy and product management roles at Outerwall and Morningstar. Lauren has an MBA from the University of Chicago Booth School of Business and graduated summa cum laude with a B.A. in economics from Kenyon College.
Assistant Vice President, Accounting
Assistant Vice President, Accounting
Julie Burns is an assistant vice president on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Prior to Thoma Bravo, Julie was an accounting consultant for Frontenac Company. Previously, she was an accountant at Stern Cassello & Associates where she provided fund administration services to private equity clients. Julie graduated summa cum laude with a B.B.A. in accounting from Saint Xavier University and is a Certified Public Accountant.
Assistant, Accounting
Assistant, Accounting
Crystal Cabada is an associate on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before Thoma Bravo, she was an office manager with Centerpoint and an office manager and human resources administrator with Plus500. Previously, she spent nine years in operations at Mikva Challenge. Crystal holds a B.B.A. in business administration from Saint Xavier University.
Senior Vice President, Payroll Operations
Senior Vice President, Payroll Operations
Jeanine Calabrese is senior vice president of payroll operations at Thoma Bravo. Based in Chicago, she rejoined the firm in 2025 to manage payroll and the financial/tax impacts of employee benefits. Jeanine was previously at Thoma Bravo for 13 years, from 2010 to 2023, and left to explore the nonprofit sector at Bookminders Inc. Prior to her original Thoma Bravo role, she served as inventory accountant at Enesco LLC and, before that, was a senior accountant at WTAS (Andersen Tax). Jeanine holds a B.S. in accounting and finance from DePaul University and is a Certified Public Accountant.
Senior Associate
Senior Associate
Antonio Canales is a senior associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2023. Prior to Thoma Bravo, he was an investment banking analyst at Evercore in New York. Antonio graduated summa cum laude with a B.A. in mathematics and a B.S. in economics from The Wharton School at the University of Pennsylvania.
Senior Vice President, Tax
Senior Vice President, Tax
Stephanie Carey is a senior vice president on the Tax team at Thoma Bravo. Based in Chicago, she joined the firm in 2025 and leads tax compliance and reporting for the firm’s funds and general partner entities. Before Thoma Bravo, Stephanie was executive director of tax at GCM Grosvenor, where she oversaw tax operations across all investment strategies. Previously, she worked at PwC, most recently as a senior manager focused on private equity and other asset management clients. Stephanie is a Certified Public Accountant and holds a B.B.A. in accounting from the University of Notre Dame.
Senior Executive Assistant
Senior Executive Assistant
Kristi Cassidy is a senior executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Previously, she worked for Gigster and Charles Schwab Investment Management. Kristi holds a B.A. in marketing and finance from the University of Massachusetts Boston.
Vice President, Investor Relations
Vice President, Investor Relations
Kevin Cattoire-Beller is a vice president of investor relations at Thoma Bravo. Based in London, he joined the firm in 2025. Prior to Thoma Bravo, Kevin was an investor relations manager at Lightrock and an associate at Goldman Sachs. He began his career in sales with Natixis Investment Managers. Kevin holds an M.Sc. in management with a major in finance from IÉSEG School of Management.
Assistant Vice President, Tax and Accounting
Assistant Vice President, Tax and Accounting
Alex Chapman is an assistant vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, he joined the firm in 2020 to assist with fund and general partner accounting and tax compliance. Previously, he was a tax senior associate at KPMG. Alex is a Certified Public Accountant and holds a Master of Accounting Science and a B.A.S. in accounting from the University of Illinois at Urbana-Champaign.
Manager, Accounting
Manager, Accounting
Jenny Chong is a manager on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Before Thoma Bravo, Jenny was an officer for Northern Trust in the private capital administration and alternative fund services group. Previously, she worked in human resources shared services for McDonald’s Corporation. Jenny holds a B.S. in business management from DePaul University.
Media Production Assistant
Media Production Assistant
Dave Clarke-McKoy is a media production assistant at Thoma Bravo. Based in San Francisco, he joined the firm in 2025 and focuses on all aspects of media production, including videography, audio and podcast production, live stream production, editing and social media content creation. Dave has more than a decade of experience designing and managing high-end recording studios, leading multi-camera livestreams, and producing video and audio content for top-tier brands, including The New York Times, Apple and the Golden State Warriors.
Executive Assistant
Executive Assistant
Gabriela Collins is an Executive Assistant with Thoma Bravo. Based in Miami, she joined the firm in 2023. Before Thoma Bravo, she was an Executive Assistant to the Founder and Co-Founder at Bling Capital. Before Bling, she was an Executive Assistant to the CEO at Mariposa Capital. Gabriela earned her BS in Sociology from Florida State University.
Director, Finance – Credit
Director, Finance – Credit
Scott Conquest is director, finance – credit at Thoma Bravo. Based in Miami, he joined the firm in 2017. Previously, he worked in accounting and finance for Victory Park Capital Advisors, J.P. Morgan and Bank of America Merrill Lynch. Scott holds an M.S. in accounting from the University of Illinois at Chicago and a B.S. in finance from Michigan State University.
Senior Associate, Accounting
Senior Associate, Accounting
Meghan Creed is a senior associate on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2016. Previously, she worked in accounting at Weltman Bernfield. Meghan earned an MBA and a B.S. in accounting from Elmhurst University.
Assistant Vice President, Communications and Marketing
Assistant Vice President, Communications and Marketing
Clare Cremin is an assistant vice president of communications and marketing at Thoma Bravo. She joined the firm in 2023 and focuses on branding and visual identity, website management and internal communications. Before Thoma Bravo, Clare was a communications consultant with MUFG Union Bank. Previously, she held a variety of marketing and communications roles at State Street in Ireland and Hong Kong and was a marketing executive at the law firm Mason Hayes & Curran. Clare holds an M.Sc. in marketing from UCD Smurfit and an LL.B. in law and European studies from the University of Limerick.
Senior Associate, Payroll
Senior Associate, Payroll
Kimberly Crittenden is a senior associate on the Payroll team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, she was the payroll coordinator at East Bank Club. Kimberly holds a B.A. in psychology from the University of Illinois Chicago.
Director, Human Resources
Director, Human Resources
Alexis Czaja is director of human resources at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Alexis brings 18 years of experience leading human resources departments and programs for multiple organizations across the financial industry. Most recently, she was human resources director at Waud Capital Partners, a growth-focused mid-market private equity firm. There, she was responsible for all facets of human resources, including talent acquisition and retention, co-founding the diversity and inclusion committee, revamping company benefits, streamlining payroll processes and onboarding new employees. Previously, she was a vice president and human resources business partner at Antares Capital, assistant vice president and senior HR business partner at Mesirow Financial, and human resources manager at Aurora Investment Management. Alexis holds a B.B.A. in marketing from Saint Xavier University.
Associate, Compliance
Associate, Compliance
Beth Davis is an associate on the Compliance team at Thoma Bravo. She joined the firm in 2019. Prior to Thoma Bravo, she worked for Morningstar Inc. as a compliance specialist and later as a compliance officer. Beth earned a B.A. in social studies for secondary education from Aquinas College and an MBA from the University of Chicago Booth School of Business.
Executive Assistant
Executive Assistant
Alli Deri is an Executive Assistant at Thoma Bravo. Based in Chicago, she joined the firm in 2025 as part of Carl Thoma's support team. She brings 20 years of administrative management and operations experience to the role. Prior to Thoma Bravo, Alli worked with the Thoma Foundation as Grants & Administrative Manager and Executive Assistant to Marilynn Thoma. Earlier in her career, she was a Personal and Executive Assistant at Jaffe-Schacher.
Principal
Principal
Dylan Despot is a principal on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2017. Previously he worked in investment banking at Credit Suisse. Dylan holds a B.S.B.A. in finance and a B.A. in mathematics from Indiana University.
Senior Associate, Service Desk
Senior Associate, Service Desk
Alexander (Alex) Diaz is a senior associate on the Service Desk team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Alex is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he was an IT service administrator for the County of Humboldt, where he managed ticket resolutions for more than 2,000 PCs. Previously, he was a technical support coordinator for Perez Technology Group and an information technology specialist for East Hartford Public Schools. Alex holds a B.A. in economics from the University of Connecticut.
Assistant Vice President, Accounting
Assistant Vice President, Accounting
Daniel Diaz is an assistant vice president on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, he was an accounting manager with H.I.G. Capital. Previously, he spent six years with Grant Thornton, most recently as an audit manager. Daniel is a Certified Public Accountant and holds an M.A. in accounting from Florida International University and a B.S.B.A. in accountancy from Auburn University.
Senior Associate, Service Desk
Senior Associate, Service Desk
Dan Dimaano is a senior associate on the Service Desk team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Dan is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he served as a combat engineer with the U.S. Army Reserves, conducting mobility, counter-mobility and survivability programs supporting combat forces in Syria, Iraq and Kuwait. During that time, he received several Army achievement medals, including the Inherent Resolve Campaign Medal with star and a Global War on Terrorism Service Medal.
Vice President, Counsel
Vice President, Counsel
Danielle (“Dani”) W. Dixon is a vice president and counsel at Thoma Bravo. Based in Chicago, she joined the firm in 2021. Before Thoma Bravo, Dani was a senior associate at Croke Fairchild Morgan & Beres, where she focused on the formation, structuring and operation of various funds and their management companies. Previously, Dani was an associate in the investment funds group at Kirkland & Ellis, representing sponsors across different private investment vehicles. Earlier, she worked as an associate in the corporate group at Greenberg Traurig. Dani is a graduate of the University of Michigan Law School and holds a B.A. with distinction in biopsychology, cognition and neuroscience (BCN) and political science from the University of Michigan.
Treasury Manager
Treasury Manager
Natalie Doak is treasury manager at Thoma Bravo. Based in Chicago, she rejoined the firm in 2021. Natalie worked as a consultant on the Thoma Bravo finance team before joining full-time to assist with treasury operations and onboarding new investors and new funds. Earlier, she worked as an accounting administrator on the finance team at Thoma Bravo. Natalie holds a B.S. in business administration from the University of Oregon.
Coordinator, Board Event Operations
Coordinator, Board Event Operations
Caroline Dolan is coordinator, board event operations at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Caroline was a project manager for BrightSpace Agency. Previously, she was a business development assistant at Dolan Family Partners, where she assisted with marketing programs and administrative activities for the family investment office. Before that, she was a sales coordinator for Miller Media Sales Inc. Caroline holds a B.A. in American studies and a multi-site business program certificate from Miami University.
Manager, Portfolio Valuation and Reporting
Manager, Portfolio Valuation and Reporting
Payton Donnan is manager, portfolio valuation and reporting at Thoma Bravo. Based in Chicago, she joined the firm in 2023 and assists in managing quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, she was a valuation advisory associate at Stout. Payton graduated cum laude with a B.S. in finance from the Fisher College of Business at The Ohio State University.
Principal
Principal
Eric Doolittle is a principal on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm as an associate in 2013. Previously, he was an analyst with Credit Suisse. Eric earned his B.B.A. from the University of Michigan.
Assistant Vice President, Accounting
Assistant Vice President, Accounting
Tricia Douglas is an assistant vice president on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2024. Prior to Thoma Bravo, she was an assistant controller at Industrial Growth Partners, where she worked on fund accounting, management company operations, tax, audit and valuations. She also held similar accounting roles at Versant Ventures and BlackRock. Tricia has a B.S. in accountancy from the University of Illinois at Urbana-Champaign.
Senior Vice President
Senior Vice President
Will Downing is a senior vice president at Thoma Bravo. Based in London, he joined the firm in 2018. Previously, he worked in investment banking with Morgan Stanley's financial institutions group. Will holds an A.B. degree with highest honors in economics from Princeton University.
Associate, Valuation
Associate, Valuation
Jenna Doyle is an associate on the Valuation team at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Jenna helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity and credit investments. Before Thoma Bravo, she was a senior valuations consultant with Plante Moran. Jenna holds a B.A. in finance from the Eli Broad College of Business at Michigan State University.
Associate, Service Desk
Associate, Service Desk
Brandon Dudley is an associate on the Service Desk team at Thoma Bravo. Based in Chicago, he joined the firm in 2025. Brandon is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he was a project manager with Korn Ferry and a senior information technology analyst at Tower International. Brandon studied network and communications management at DeVry University.
Director, Head of Portfolio Valuation and Reporting
Director, Head of Portfolio Valuation and Reporting
Brian Dunford is a director and head of portfolio valuation and reporting at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Previously, he worked for Ernst & Young. Brian holds an MBA from the University of Notre Dame and a B.A. in history and education from Colgate University.
Associate
Associate
Gracie Durham is an associate on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2025. Prior to Thoma Bravo, she worked in investment banking at AQ Technology Partners and as a consultant with Mastercard Data & Services. Gracie graduated magna cum laude with a B.A. in engineering sciences and a B.E. in mechanical engineering from the Thayer School of Engineering at Dartmouth College.
Senior Associate, Investor Relations
Senior Associate, Investor Relations
Sami Earnheardt is a senior associate on the Investor Relations team at Thoma Bravo. Based in Miami, she joined the firm in 2023. Prior to Thoma Bravo, Sami was an investment professional at a multi-strategy private investment firm, where she focused on the fund-of-funds strategy after beginning her career on the firm’s direct investment portfolio management team. She previously worked as an associate at EY, providing advisory and assurance services to public and private clients across a variety of industries. Sami earned her B.S.B.A. in accounting, graduating summa cum laude from the University of Pittsburgh.
Strategy Associate, Office of Carl Thoma
Strategy Associate, Office of Carl Thoma
Eric Effinger is a Strategy Associate for Carl Thoma. Based in Dallas, he joined the firm in 2025. Eric's professional experience covers software investing, investment banking, and transaction accounting. Before joining Thoma Bravo, he was a Senior Associate with Recurring Capital Partners, investing in growth-stage enterprise software businesses. Previously, he was an Analyst at District Capital Partners, a SaaS-focused buy-side investment bank and advisory firm. He started his career as an Associate in PwC's Deals practice, where he provided capital markets and accounting advisory solutions to clients. Eric holds a Bachelor's degree in Business Administration and a Master's degree in Professional Accounting from the University of Texas at Austin. He is also a licensed CPA.
Assistant Vice President, Tax and Accounting
Assistant Vice President, Tax and Accounting
Amanda Eisenga is an assistant vice president on the Tax and Accounting team at Thoma Bravo. Based in Miami, she joined the firm in 2022. Before Thoma Bravo, Amanda was a tax manager in the Chicago asset management group at KPMG. Previously, she was a tax manager at Deloitte and a senior tax associate at HLB Gravier. Amanda is a Certified Public Accountant, and she holds an MBA and an M.Sc. in accounting and taxation from Florida Gulf Coast University and a B.S. in accounting from the University of Florida.
Senior Associate
Senior Associate
Grant Elgarten is a senior associate on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2021 and focuses on investing in leveraged loans for sponsor-backed companies. Prior to Thoma Bravo, he was an investment banking analyst at UBS in the financial sponsors and leveraged finance group. Grant holds a B.A. in economics from Middlebury College.
Vice President, Capital Markets
Vice President, Capital Markets
Peter Feldstein is a vice president on the Capital Markets team at Thoma Bravo. Based in London, he joined the firm in 2020. Previously, he worked in the leveraged finance origination group at Bank of America. Peter graduated cum laude with a B.A. in economics from Washington and Lee University.
Vice President
Vice President
James Fisher is a vice president on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2024. Prior to Thoma Bravo, he was a vice president with Aquiline Capital Partners, where he focused on fintech investments. Previously, he worked in private equity at Flexpoint Ford and in investment banking at Deutsche Bank. James holds a B.A. in mathematics and economics from Boston College.
Lead Executive Assistant, Finance
Lead Executive Assistant, Finance
Carly Flerlage is lead executive assistant on the Finance team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Carly was an executive assistant to the managing partner and CFO at Flexpoint Ford. Before Flexpoint, she held several senior administrative roles supporting various executives at RSM US and AAR. Carly has a B.B.A. from Illinois State University and an A.A. in business administration and management from College of DuPage.
Vice President
Vice President
Michael Forrest is a vice president on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2019. Prior to Thoma Bravo, he worked in investment banking at Greenhill & Co., focusing on mergers and acquisitions. Michael graduated magna cum laude with a B.S. in industrial engineering and economics from Northwestern University.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Saneshia Foster is a vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2017. Before Thoma Bravo, Saneshia was a tax manager in the financial services office group at Ernst & Young, where she worked with private equity and other asset management clients. Previously, she worked as a tax senior manager at Morgan Stanley and tax manager at PricewaterhouseCoopers LLP. Saneshia holds a B.S. in accounting from the University of Illinois at Chicago and is a Certified Public Accountant.
Principal
Principal
Brendan Fox is a principal on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2018. Previously, he worked at Ares Management in the direct lending division. Prior to Ares, he held roles in investment banking for Rothschild’s debt advisory and restructuring team and Bank of America Merrill Lynch. Brendan holds a B.S. in finance from Wake Forest University.
Managing Director, Head of Communications and Marketing
Managing Director, Head of Communications and Marketing
Megan Frank is managing director and head of communications and marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2019 and is responsible for defining and driving the firm’s communications strategy across audiences to protect, promote and enhance the Thoma Bravo brand. Megan has more than 20 years of experience in communications, most recently serving as the head of communications for Allianz Global Investors in the U.S. Previously, she held communications and media relations roles at Merrill Lynch, Morgan Stanley and PaineWebber (now UBS), as well as positions with PR agencies including Burson-Marsteller. Megan earned a B.A. in political science from Colgate University.
Manager, Accounting and Operations
Manager, Accounting and Operations
Brooke Fraser is manager, accounting and operations at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before Thoma Bravo, she was an assurance manager in PwC’s asset and wealth management group, where she worked on a range of fund audits. Brooke is a Certified Public Accountant and holds a Master of Accounting and a B.S.B.A. in accounting and finance from the Olin Business School at Washington University in St. Louis.
Partner
Partner
Tara Gadgil is a Partner on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2016 as a Vice President, and today focuses on the firm’s application software practice. Before joining Thoma Bravo, Tara served as a Vice President at Berkshire Partners. Previously, she served as an Associate at TPG Growth and an Analyst at Goldman Sachs. She holds an MBA from Stanford University and an AB in Government and Economics from Harvard University.
Principal
Principal
Collin Gallagher is a principal on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2017. Previously, he worked in investment banking for Bank of America Merrill Lynch. He holds a B.S. in business administration from the Haas School of Business at University of California, Berkeley.
Vice President, Talent
Vice President, Talent
Becca Galliano is vice president of talent at Thoma Bravo. Based in Chicago, she joined the firm in 2025 to manage talent acquisition and recruitment. Previously, she oversaw the recruitment function at Strongpoint Partners, a private-equity-backed financial services firm, where she was responsible for identifying, assessing and attracting top talent. Drawing from more than a decade of experience in recruitment leadership, strategy and execution in a variety of industries, she focuses on providing best-in-class talent practices to build high-performing teams. Becca has an M.S. in higher education and a B.S. in speech language pathology, both from Eastern Illinois University. She is also a certified professional through the Society for Human Resource Management (SHRM-CP).
Senior Associate
Senior Associate
Matt Galloway is a senior associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Prior to Thoma Bravo, he was an investment banking analyst at DBO Partners (acquired by Piper Sandler), focusing on M&A in enterprise software. Matt holds an M.A. in public policy and a B.A. in economics from Stanford University.
Senior Vice President
Senior Vice President
Mohnish Gandhi is a senior vice president on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously, he worked in investment banking and technology M&A for Evercore. A graduate of the Business Honors and Plan II Honors programs at the University of Texas, Mohnish holds a B.B.A in business honors and finance from the McCombs School of Business and a B.A. in Plan II from the College of Liberal Arts.
Associate, Capital Markets
Associate, Capital Markets
Nick Garas is an associate on the Capital Markets team at Thoma Bravo. Based in Miami, he joined the firm in 2024. Prior to Thoma Bravo, he was an investment banking analyst in the leveraged finance group at RBC Capital Markets. Nick holds an M.S. in finance from the Hough Graduate School of Business at University of Florida and a B.S.B.A. with honors in finance from the Warrington College of Business at University of Florida.
Senior Associate, Service Desk
Senior Associate, Service Desk
Marco Garcia is a senior associate on the Service Desk team at Thoma Bravo. Based in Chicago, he joined the firm in 2022. Marco is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he held several software support roles, including as a help desk technician II at General Dynamics, Level II technician at Northern Trust, and a network technician at Proven IT. Marco holds a B.S. in network technologies and administration from Western Illinois University and an A.S. in network and system administration from Kankakee Community College.
Senior Vice President
Senior Vice President
Chandler Gay is a senior vice president on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2020. Prior to Thoma Bravo, he worked for Golden Gate Capital and as an investment banker at Barclays in New York. Chandler holds a B.S.E. with honors in operations research and financial engineering from Princeton University.
Executive Assistant
Executive Assistant
Alexa Geider is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2025 as a member of Orlando Bravo’s support team. Before Thoma Bravo, Alexa served as an Executive Assistant at Apollo Global Management, where she supported the Chief Operating Officer of Private Equity and the Chief Financial Officer of Business Management Equity. Earlier in her career, she worked at BGB Group, a pharmaceutical marketing agency, as an Associate Account Executive and Senior Administrative Coordinator. Alexa holds a BA in International Affairs from George Washington University.
Managing Director, Capital Markets
Managing Director, Capital Markets
Matt Gilbert is a managing director on the Capital Markets team at Thoma Bravo. Based in Miami, he joined the firm in 2016. Previously, Matt was an investor focused on software and technology companies with the private equity firm Summit Partners. Earlier in his career, he worked as an investment banking analyst in the leveraged finance group at UBS in New York. Matt graduated cum laude with a B.S. in business administration and finance from the University of Southern California.
Vice President
Vice President
Joe Grady is a vice president on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2020. Prior to Thoma Bravo, he worked as an investment banking analyst in the global industrials group at Credit Suisse in Chicago. Joe earned his B.B.A. in finance from the University of Notre Dame’s Mendoza College of Business.
Chief of Staff, Office of Orlando Bravo
Chief of Staff, Office of Orlando Bravo
Sylvia Griego is Chief of Staff, Office of Orlando Bravo at Thoma Bravo. Based in Miami, she joined the firm in 2021. Sylvia has more than 15 years of administrative management and operations experience in both the private and public sectors. In her most recent role, Sylvia worked as Executive Assistant and Manager of Office Administration for the President, COO & CFO at iHeartMedia. Before iHeartMedia, she was Executive Assistant to the CEO and COO at Corbin Capital Partners, and she served as Senior Executive Assistant to the SVP of Investor Relations and Chief Corporate Communications Officer at AECOM. Previously, Sylvia was Executive Assistant and Governmental Affairs Consultant for the Law Office of Harriet O’Neill & Cammack & Strong, and she worked as Chief of Staff for Justice Harriet O’Neill on the Supreme Court of Texas. Sylvia studied Public Relations at The University of Texas at Austin.
Associate, Investor Relations
Associate, Investor Relations
Shazia Haji is an associate on the Investor Relations team at Thoma Bravo. Based in Dubai, she joined the firm in 2021. Before Thoma Bravo, she worked as an independent investment analyst in Dubai and London for 10 years. Previously, she held various financial and accounting roles with Barclays, Citibank and Deloitte & Touche LLP. Shazia is a qualified Chartered Accountant from Ontario, Canada, and holds a B.Comm. from McGill University.
Vice President
Vice President
Nabil Hamade is a vice president on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2019. Prior to Thoma Bravo, he worked at Morgan Stanley as an investment banking analyst. Nabil holds a B.S. in business administration from the University of California, Berkeley.
Executive Assistant, Office of Orlando Bravo
Executive Assistant, Office of Orlando Bravo
Alyson Hanks is an executive assistant at Thoma Bravo. Based in Miami, she joined the firm in 2024 as part of Orlando Bravo's support team. Before Thoma Bravo, Alyson was an executive assistant at Hough Inc. and an executive assistant to the chief executive officer of FaZe Clan, a professional esports and entertainment organization. Earlier in her career, she held several executive administrative positions with MacAndrews & Forbes, and she worked for R. Couri Hay Public Relations as the executive assistant to CEO and Founder Couri Hay. Alyson holds a B.S. in public relations from the University of Florida.
Associate
Associate
Sebastian Harkness is an associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2025. Prior to Thoma Bravo, he was an investment banking analyst with Tidal Partners. Sebastian holds a B.E. in mechanical engineering and mathematics from Vanderbilt University.
Senior Associate, Human Resources
Senior Associate, Human Resources
Christy Hart is a senior associate on the Human Resources team at Thoma Bravo. Based in Chicago, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Before Thoma Bravo, she was a custom specialist and 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. Christy holds a B.A. in anthropology with a focus on linguistics and language in culture from Miami University.
Senior Associate
Senior Associate
Keaton Hart is a senior associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Prior to Thoma Bravo, he worked in investment banking as an M&A analyst in the consumer and retail group at Lazard. Keaton graduated cum laude with a B.B.A. in accounting from Brigham Young University.
Associate, Investor Relations
Associate, Investor Relations
Crystal Hayes is an associate on the Investor Relations team at Thoma Bravo. She joined the firm in 2015. Previously, she worked for lululemon athletica and Dell Inc. Crystal holds a B.B.A. in finance and international business from the University of Wisconsin.
Senior Paralegal
Senior Paralegal
Hayley Hegwood is a senior paralegal at Thoma Bravo. Based in Chicago, she joined the firm in 2024. Before Thoma Bravo, Hayley spent seven years at Valor Equity Partners in various roles, including executive assistant to the co-president and paralegal to the legal department. Earlier, she held paralegal positions at Stilp Business Law and the Law Firm of Hartweg, Turner, Wood & DeVary. Hayley has a B.S. in legal studies and political science and a paralegal certificate from Illinois State University.
Vice President
Vice President
Jon Heidenberg is a vice president on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, Jon was a private equity associate at Audax Group. Previously, he was an investment banking analyst at PJT Partners. Jon holds a B.A. in economics from Amherst College.
Partner
Partner
Irina Hemmers is a Partner at Thoma Bravo. She joined the firm in 2023 to lead and grow the London office and help deepen Thoma Bravo's presence across Europe. Before Thoma Bravo, Irina was a Partner and Head of Technology at Inflexion Private Equity. Previously, she was a Partner on the TMT team at Apax Partners. Irina started her career as a consultant with McKinsey & Company. She holds an MPA from the Harvard Kennedy School and an MA in International Economics and Business Studies from Leopold Franzens University in Innsbruck, Austria.
Vice President
Vice President
Noah Henderson is a vice president on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Prior to Thoma Bravo, he was an associate with Pamlico Capital and an analyst at Harris Williams. Noah received a B.S. in business administration and Mandarin Chinese from Washington and Lee University.
Assistant Vice President, IT Solutions
Assistant Vice President, IT Solutions
Niveen Hennein is an assistant vice president on the IT Solutions team at Thoma Bravo. Based in Chicago, she joined the firm in 2023 to drive the strategic vision and implementation of software solutions that support the investment and investor relations teams. Previously, she spent five years at JPMorgan, most recently overseeing the CRM product and strategic vision for the hedge fund platform. Niveen holds a B.A. in public policy analysis and global health from Duke University.
Principal
Principal
Peter Hernandez is a principal on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2018. Previously, he worked in investment banking at Deutsche Bank and SunTrust Robinson Humphrey. Peter holds a B.A. in mathematics and economics from Vanderbilt University.
Coordinator, Communications and Marketing
Coordinator, Communications and Marketing
Molly Herrenbruck is a coordinator of communications and marketing at Thoma Bravo. Based in Miami, she joined the firm in 2022. Before Thoma Bravo, Molly was a senior workplace coordinator with Thumbtack. Previously, she held office manager and executive assistant roles with Foundation Capital, Laney College and Remedy Interactive. Molly graduated with a B.S. in hospitality management from California State University, East Bay and an A.S. in culinary arts from Laney College.
Partner
Partner
Senior Coordinator, Investor Relations
Senior Coordinator, Investor Relations
Kellie Hoverter is a senior coordinator on the Investor Relations team at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Kellie brings more than 12 years of administrative experience with various technology and financial companies. Most recently, she was senior executive assistant to the CFO of Okta Inc. (NASDAQ: OKTA). Previously, she held executive assistant roles at TPG Growth, Cambridge Associates, e.l.f. Beauty and Weil, Gotshal & Manges. Kellie holds a B.S. in communication, management and design from Ithaca College.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Caitlin Howard is a vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2020. Caitlin is responsible for the firm's tax and financial reporting. Previously, she worked for Ernst & Young, most recently as a tax manager. Earlier in her career, she was the senior tax accountant at Franklin Monroe Administrative Services and a senior tax associate at PwC. Caitlin is a Certified Public Accountant and holds a B.B.A. in accounting and a B.A. in Asian languages and literature (Japanese) from the Henry B. Tippie College of Business at the University of Iowa.
Managing Director, Deputy Chief Financial Officer
Managing Director, Deputy Chief Financial Officer
Shari Huisman is a managing director and deputy chief financial officer at Thoma Bravo. Based in Chicago, she joined the firm in 2012 from JPMorgan’s private equity and real estate services group, where she was an assistant vice president providing fund administration services to private equity clients. Prior to JPMorgan, she was an audit manager at Ernst & Young, where she worked on private equity and other asset management clients. Shari is a Certified Public Accountant and has a B.S. in accounting and a Master of Professional Accountancy from the University of Nebraska–Lincoln.
Principal
Principal
Jamie Hutter is a principal on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2014. Prior to Thoma Bravo, he worked in investment banking at Morgan Stanley. Jamie earned his B.A. with honors in science, technology and society at Stanford University.
Senior Vice President, Controller - Europe
Senior Vice President, Controller - Europe
Joanna (Jo) Hylton is a senior vice president and controller – Europe at Thoma Bravo. Based in London, she joined the firm in 2025. Prior to Thoma Bravo, she spent nearly eight years at Cairngorm Capital Partners, most recently as a partner and finance director. Previously, she held various accounting and finance roles with H.I.G. Capital, ESPN and BDO. Jo holds a B.Sc. in economics from the University of Bristol.
Principal
Principal
George Jaber is a principal on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Previously, he worked in investment banking for DBO Partners. George earned his B.S. in business administration from the Haas School of Business at the University of California, Berkeley.
Senior Associate
Senior Associate
Matt Jacobs is a senior associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, he was an investment banking analyst in the mergers and acquisitions group at Bank of America. Matt holds a B.S. in finance from Penn State University.
Associate, Compliance
Associate, Compliance
Sammy Jacobs is an associate on the Compliance team at Thoma Bravo. Based in Chicago, he joined the firm in 2025. Before Thoma Bravo, he worked as a consultant in the U.S. regulatory division at ACA Group, following its acquisition of Focus 1 Associates. Sammy holds a B.S. in finance from Oregon State University.
Partner
Partner
Managing Director, Investor Relations and Head of EMEA
Managing Director, Investor Relations and Head of EMEA
Saniya Jamil is a managing director of investor relations and head of EMEA at Thoma Bravo. Based in Dubai, she joined the firm in 2019. She spent 12 years in capital markets at BNP Paribas in London covering institutional clients, and later in the Middle East as a senior banker. Prior to Thoma Bravo, she advised Maris Africa on the company’s global fundraising strategy. Saniya earned a master’s degree in European business from ESCP-EAP in Paris and a B.Sc. in economics from University College London.
Associate, Service Desk
Associate, Service Desk
Clifford (Cliff) Jeanlouis is an associate on the Service Desk team at Thoma Bravo. Based in Miami, he joined the firm in 2024. Cliff is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he held IT and AV hardware and software support roles with Canon Business Process Services and Cravath, Swaine & Moore LLP. Earlier in his career, he spent four years as an electrician with the U.S. Marine Corps. Cliff holds a B.S. in information technology and networking from DeVry University.
Senior Associate, Service Desk
Senior Associate, Service Desk
Christopher (Chris) Jiménez Lopez is a senior associate on the Service Desk team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Chris is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Before Thoma Bravo, he held several IT service desk roles in the Orlando area, including end-user computing analyst at Paylocity, service desk analyst II for Osceola County, and IT service desk analyst for Mitsubishi Hitachi Power Systems Americas. Earlier in his career, Chris was a senior level support specialist for Fidelity Investments and an IT end-user support lead for Great West Life. Chris studied network administration and IT management at McIntosh College and Southern New Hampshire University.
Senior Executive Assistant
Senior Executive Assistant
Jennifer (Jenny) Joseph is a senior executive assistant at Thoma Bravo. Based in San Francisco, she manages the San Francisco office, oversees the administrative staff, and works on special projects. She joined the firm in 2000 as Orlando Bravo's executive assistant. Previously, she worked at Shepardson, Stern & Kaminsky, Professional Examination Service and Stephen Gaynor School. Jenny holds an M.S. in special education from Hunter College in New York and a B.A. in psychology and employee relations from Michigan State University.
Senior Associate
Senior Associate
Sajal Karki is a senior associate on the Growth team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Prior to Thoma Bravo, Sajal was an analyst at Battery Ventures, focusing on growth and buyout software investments. Previously, he was an analyst in the corporate venture arm at Pegasystems. Sajal graduated with a B.S. in business administration with a concentration in finance from Boston University.
Assistant Vice President, Valuation
Assistant Vice President, Valuation
Kevin Kim is an assistant vice president on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked for Duff & Phelps as a portfolio valuation analyst and later a senior associate. Kevin has a B.S. in accountancy and finance from the University of Illinois at Urbana-Champaign.
Principal
Principal
Adam Kinalski is a principal on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2016. Previously, he worked in investment banking for Barclays. Adam earned an A.B. at the Princeton School of Public and International Affairs.
Senior Vice President, Investor Relations
Senior Vice President, Investor Relations
Emma Kirkland is a senior vice president of investor relations at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Prior to Thoma Bravo, Emma worked for Probitas Partners as a vice president responsible for fund placement project management, and she spent more than three years with Denning & Company, responsible for fund placement coordination. Emma holds a B.S. in environmental policy analysis and planning from the University of California, Davis.
Vice President, Service Desk
Vice President, Service Desk
Faizan Khan is a vice president on the Service Desk team at Thoma Bravo. Based in San Francisco, he joined the firm in 2021. Faizan has more than eight years of experience resolving technical issues across various IT areas and currently manages the IT service desk for Thoma Bravo. Before Thoma Bravo, he served as an IT support engineer at Ascend Technologies and at West Monroe Partners, where he managed internal IT troubleshooting and resolution. Previously, he worked as an associate system administrator for the Association for Talent Development and junior system administrator for Interstate Moving. Faizan holds a M.S. from George Mason University and a B.S. from Air University.
Associate
Associate
Uday Khanna is an associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2024. Prior to Thoma Bravo, he worked as an associate at Flexpoint Ford, focusing on financial services and fintech investments. Previously, he was an investment banker at Bank of America. Uday graduated summa cum laude with a B.A. in philosophy, politics and economics from the University of Pennsylvania.
Vice President
Vice President
Caroline Kjorlien is a vice president on the Discover team at Thoma Bravo. Based in Miami, she joined the firm in 2020. Prior to Thoma Bravo, she worked as an investment banking analyst and associate at Morgan Stanley in New York. Caroline graduated with a B.S. in science, technology and international affairs from Georgetown University.
Coordinator, Investor Relations
Coordinator, Investor Relations
Veronica Kortmann is a coordinator on the Investor Relations team at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she was an executive business partner at Twilio. Previously, she was an HR advisor and executive assistant at DocuSign, and she held administrative roles at Russell Reynolds Associates and Kilroy Realty Corporation. Veronica has a B.A. in communication studies from California State University, Northridge.
Vice President
Vice President
Sameer Kumar is a vice president on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Prior to Thoma Bravo, he worked as an investment banking analyst in the M&A group at Bank of America Merrill Lynch. Sameer holds a B.A. in economics from Stanford University.
Senior Associate
Senior Associate
Hunter Ladnier is a senior associate on the Flagship team at Thoma Bravo. Based in San Francisco, he joined the firm in 2025. Prior to Thoma Bravo, he spent almost five years in private equity at Vista Equity Partners. Hunter holds a B.A. in economics and government from Harvard University.
Vice President, Investor Relations - Credit
Vice President, Investor Relations - Credit
Nick Leduc is a vice president of investor relations – credit at Thoma Bravo. Based in New York, he joined the firm in 2025. Before Thoma Bravo, Nick was a principal on Hayfin Capital Management's partner solutions team. Previously, he was an investor relations associate at Palladium Equity Partners and worked in investment banking at Guggenheim Partners. Nick holds a B.S.B.A. in finance from Washington University in St. Louis.
Partner
Partner
Jeff Levin is a Partner and Head of Credit at Thoma Bravo. Based in New York, he joined in 2025 to lead and expand Thoma Bravo’s Credit platform, leveraging nearly 24 years of credit experience. Prior to joining Thoma Bravo, Jeff was a Managing Director, Co-Head of North America Private Credit and Head of U.S. Direct Lending at Morgan Stanley Investment Management. While at Morgan Stanley, he also served as Chair of the Investment Committee of the U.S. Direct Lending funds and was CEO of the Morgan Stanley Direct Lending Fund (NYSE: MSDL). Previously, Jeff was a Partner and Managing Director of The Carlyle Group where he served as President of The Carlyle Group’s BDCs and as a member of the Investment Committee for the Direct Lending platform. Before joining Carlyle, he was a founding member of Morgan Stanley Private Credit. Prior to that role, he was a member of Morgan Stanley’s Leveraged & Acquisition Finance Group. Jeff earned his BA from Emory University.
EDUCATION
BA, Emory University
PRIOR EXPERIENCE
Morgan Stanley, New York, NY
The Carlyle Group, New York, NY
Senior Vice President, Controller - Buyout Funds
Senior Vice President, Controller - Buyout Funds
Paul Li is a senior vice president and controller – buyout funds at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, he worked at Deloitte & Touche LLP, where he advanced through several roles, most recently serving as an audit manager. Paul earned a B.S. in accountancy and a Master of Accounting Science from the University of Illinois at Urbana-Champaign.
Engineer, Infrastructure
Engineer, Infrastructure
Christhopher (Chris) Lind is an engineer on the Infrastructure team at Thoma Bravo. Based in Miami, he joined the firm in 2022 and assists with employee IT help desk ticketing and end-user hardware and software troubleshooting. 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. Previously, he was a Windows migration technician at Florida Power & Light and a Cisco phone support specialist at Miami Children’s Hospital. Chris holds a B.A. in network and systems engineering from Barry University and an A.S. in Cisco networking services and technologies from Miami Dade College.
Associate
Associate
Louisa Liu is an associate on the Credit team at Thoma Bravo. Based in Miami, she joined the firm in 2025. Prior to Thoma Bravo, she was an investment banking analyst in the financial sponsors group at Morgan Stanley. Louisa holds a B.S. in international economics from Georgetown University's Walsh School of Foreign Service.
Principal
Principal
Matt LoSardo is a principal on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2016. Previously, he worked in private equity at Harvest Partners and investment banking at Morgan Stanley. Matt holds a B.S. in economics from Duke University.
Director, Head of Tax and GP Services
Director, Head of Tax and GP Services
Andy Lueke is a director and head of tax and GP services at Thoma Bravo. Based in Chicago, he joined the firm in 2015. Previously, he was a tax senior at PricewaterhouseCoopers, where he worked with private equity and other asset management clients. Andy holds a MAcc. and a B.B.A. in accounting from the University of Wisconsin.
Senior Associate
Senior Associate
Steph Madaus is a senior associate on the Discover team at Thoma Bravo. Based in San Francisco, she joined the firm in 2022. Prior to Thoma Bravo, she was an investment banking analyst in the financial institutions group at Credit Suisse. Steph graduated summa cum laude with a B.A. in political science from Amherst College.
Senior Associate, Portfolio Valuation and Reporting
Senior Associate, Portfolio Valuation and Reporting
Charles (Charlie) Maher is senior associate, portfolio valuation and reporting at Thoma Bravo. Based in Chicago, he joined the firm in 2024. Charlie helps manage the firm's valuation needs, including quarterly valuations across its buyout, growth equity and credit investments. Before Thoma Bravo, he was a valuation associate with Hilco Valuation Services and a quantitative equity research analyst at First Trust. Charlie holds a B.S. in accounting and finance from the Kelley School of Business at Indiana University.
Director, Chief Technology Officer
Director, Chief Technology Officer
Mark Maier is a director and chief technology officer at Thoma Bravo. Based in Chicago, he joined the firm in 2021 and focuses on technology operations, user experience and productivity. Prior to Thoma Bravo, Mark worked at financial technology and services organizations such as Donnelley Financial Solutions and Mesirow Financial, where he was responsible for infrastructure, IT operations and workplace technologies. He began his professional career in IT consulting with Deloitte. Mark earned a B.S. in general engineering from the University of Illinois at Urbana-Champaign.
Office Coordinator, Miami
Office Coordinator, Miami
Kerri Marroquin is an office coordinator for Thoma Bravo's Miami office. She joined the firm in 2024. Before Thoma Bravo, she was the office manager for Alexis Lauren Med Spa. Previously, she was a marketing coordinator for The Miami Beach EDITION and an administrative assistant to Vous Church Founders Rich and DawnCheré Wilkerson. Kerri has an Associate of Ministerial Leadership degree from Southeastern University.
Principal
Principal
Sacha May is a principal on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Prior to Thoma Bravo, Sacha was a senior associate at TA Associates, where he focused on software investments. Previously, he worked in investment banking at Moelis & Company. Sacha graduated with a B.S. in finance and management from the NYU Stern School of Business.
Executive Assistant
Executive Assistant
Monica McAtee is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Monica supports the Discover team in San Francisco and the Capital Markets team. In addition, she works closely with the Support team on scheduling and general office coordination.
Executive Assistant
Executive Assistant
Jen McCormick is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2025. Before Thoma Bravo, she spent nine years with Think Investments as Chief of Staff to the Founder. Previously, she was an Executive Assistant at TPG Growth. She began her career in the media and entertainment industry, working in production for both Pixar Animation Studios and CNN. Jen holds a BS in Science, Technology & International Affairs from Georgetown University.
Vice President, Accounting and Operations
Vice President, Accounting and Operations
Adam McIntosh is a vice president of accounting and operations at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Adam works closely with the finance leadership team on operational responsibilities. Prior to Thoma Bravo, he worked in accounting at Northern Trust. He earned a B.S. in accounting and finance from DePaul University.
Vice President, People Operations
Vice President, People Operations
Lauren McLaughlin is vice president, people operations at Thoma Bravo. Based in Chicago, she joined the firm in 2019. Lauren is responsible for Thoma Bravo's Chicago office project management and supports the firm's Human Resources and Compliance teams. Previously she served as the Institutional Sales Support Coordinator for Capital Group Institutional Investment Services, where she helped manage relationships across 200 clients representing more than $1 billion in new and existing client flows. Prior to Capital Group, Lauren was the Managing Co-Chair for Gala 4 Good, the largest fundraiser for the Hinsdale Junior Woman's Club. Before that, she held various project management, marketing, and executive assistant roles at Global Electronic Trading Company, Contego Capital Partners LLC, and Merrill Lynch. Lauren holds a B.A. in communications management and marketing from the University of Dayton.
Executive Assistant
Executive Assistant
Valerie McPhail is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2022. Before Thoma Bravo, Valerie was the Executive Assistant to the CEO and Co-Founder of Rent The Runway. Previously she served as Executive Assistant to the Co-CEO at WeWork and held Office Manager roles at Ancient Holdings and Spring Studios. Valerie graduated cum laude with a BA in English and Theology from Mount St. Mary’s University.
Managing Director, Head of Capital Markets
Managing Director, Head of Capital Markets
Erwin Mock is a managing director and head of Capital Markets at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Erwin oversees Thoma Bravo’s capital markets activities related to new investments and existing portfolio companies, and is also responsible for managing and helping grow the firm’s relationships with investment banks, direct lenders and debt and equity investors. Prior to Thoma Bravo, he served as a managing director at UBS Investment Bank in the leveraged finance group. Previously, he had several leveraged finance and restructuring advisory roles at RBC, UBS and Credit Suisse /DLJ. Erwin graduated with a B.A. in economics from Stanford University.
Senior Associate, IT Solutions
Senior Associate, IT Solutions
Sarah Monroe is a senior associate on the IT Solutions team at Thoma Bravo. Based in Chicago, she joined the firm in 2022 and focuses on data management, analytics and business intelligence reporting. Before Thoma Bravo, Sarah was a business analyst on the customer experience team at Groupon. Previously, she spent seven years at Grosvenor Capital Management, most recently as assistant vice president of IT products and strategy. Sarah attended Rochester Institute of Technology.
Senior Executive Assistant
Senior Executive Assistant
Brittany Montalbo is a senior executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Before Thoma Bravo, Brittany worked as senior executive assistant at Wing Venture Capital. Previously, she managed a national team as a commercial team manager at Luxury Attaché, a premier concierge management company serving leaders in the real estate, entertainment, corporate, hospitality and fashion industries. Earlier in her career, she spent nearly three years as a wardrobe stylist working with celebrities and editorial teams on television and print projects. Brittany earned a B.S. in apparel design and merchandising from San Francisco State University.
Manager, Accounting
Manager, Accounting
Liz Munoz is a manager on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Before Thoma Bravo, Liz spent more than four years at SAC Wireless, most recently as a financial accountant. Previously, she worked in event planning for Mikva Challenge and The Executives' Club of Chicago. Liz holds a B.B.A. from Saint Xavier University.
Assistant Vice President, Valuation
Assistant Vice President, Valuation
Kathy Nalepka is an assistant vice president on the Valuation team at Thoma Bravo. Based in Chicago, she joined the firm in 2021 and helps manage quarterly valuations of the firm's portfolio companies. Before Thoma Bravo, Kathy spent six years at global accounting consultancy Crowe LLP, most recently as a valuation manager. She also volunteers for various nonprofits focused on teaching financial literacy to under-resourced communities. Kathy graduated summa cum laude with a B.S. in finance honors and economics from DePaul University, and she studied international economics at Budapest Corvinus University.
Vice President, Investor Relations
Vice President, Investor Relations
Roberto Nazario is a vice president of investor relations at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Roberto was the manager on the performance reporting team at H.I.G. Capital, where he led a team focused on special situations, opportunistic lending and performing credit. Previously, he held analyst roles with Drake Capital and Dimension Capital Management. Roberto is a CFA® charterholder and holds a B.S. in business administration, with concentrations in finance and accounting, from Villanova University.
Senior Associate, Portfolio Valuation and Reporting
Senior Associate, Portfolio Valuation and Reporting
Grant Nelson is senior associate, portfolio valuation and reporting at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Grant helps manage quarterly valuations across the firm's buyout, growth equity and credit investments. Before Thoma Bravo, he worked as a business valuation analyst for Stout. Grant holds a B.S. in finance from the Gies College of Business at the University of Illinois Urbana-Champaign.
Office Assistant
Office Assistant
Natalia Neumann is an Office Assistant for Thoma Bravo's San Francisco office. Joining the firm in 2025, she works closely with the support team on general office operations. Before Thoma Bravo, she spent four years with WeWork, most recently as a Community Lead for the Salesforce Tower location. Previously, she worked as an Administrative Assistant at Affordable Document Preparation Services. Natalia holds a BA in Sociology from Sonoma State University.
Associate
Associate
Laura Ng is an associate at Thoma Bravo. Based in London, she joined the firm in 2024. Prior to Thoma Bravo, she was an investment associate at Marlin Equity Partners and a senior analyst in investment banking at Goldman Sachs. Laura holds an M.Sc. in international finance from HEC Paris and a B.A. in international business management from The Berlin School of Economics and Law.
Executive Assistant
Executive Assistant
Morgan Nonweiler is an executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Before Thoma Bravo, she held several administrative roles, including senior administrative assistant at First Republic Bank and executive assistant to the founder and CEO of Just Add Salt. Morgan holds a B.A. in global studies from the University of California, Santa Barbara.
Senior Associate, People Analytics
Senior Associate, People Analytics
Ele O'Brien is a senior associate of people analytics at Thoma Bravo. Based in Chicago, she joined the firm in 2023 and focuses on compensation analysis, workforce planning and forecasting, DEI reporting, and other employee data-driven programs. Before Thoma Bravo, Ele was the people operations manager for Green Thumb Industries, the second largest U.S. cannabis consumer packaged goods company with over 4,000 employees. Previously, she was a senior consulting analyst with Accenture and a consultant with Interior Define. Ele has a B.S. in communication, economics and theatre from Northwestern University.
Senior Associate, Accounting
Senior Associate, Accounting
Brian Ocoro is a senior associate on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2022 and focuses on the firm’s equity funds. Before Thoma Bravo, he spent three years at Grant Thornton LLP, most recently as a senior audit associate. Brian is a Certified Public Accountant and holds a Master of Accountancy from the University of South Florida and a Bachelor of Accounting from Florida International University.
Senior Associate, Investor Relations
Senior Associate, Investor Relations
Sean O'Keefe is a senior associate on the Investor Relations team at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Before Thoma Bravo, he was an investment banking analyst at Bank of America Merrill Lynch. Sean graduated with a B.S. in finance from Georgetown University.
Vice President, Senior Counsel
Vice President, Senior Counsel
Colleen O'Kelly is a vice president and senior counsel at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Before Thoma Bravo, Colleen was a senior consultant in Deloitte & Touche’s regulatory and operations practice, where she focused on regulatory and compliance matters for investment managers and institutional investors. Colleen is a graduate of the University of Maryland School of Law and holds a B.A. in history from the University of Wisconsin–Madison.
Executive Assistant
Executive Assistant
Laura Olliffe is the Executive Assistant for the London office at Thoma Bravo. She joined the firm in 2024. Previously she held Executive Assistant roles at PSG and Sun European Partners. Laura studied Theatre Arts at Thames Valley University (University of West London).
Administrative Assistant, Finance
Administrative Assistant, Finance
Krystal Orel is an administrative assistant on the Finance team at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before Thoma Bravo, Krystal was a project coordinator and executive assistant at Russell Reynolds Associates. Previously, she served in a variety of operational and administrative roles at HabitNu, First Look Appraisals and Eating Recovery Center. Krystal holds a B.S. in healthcare administration from Eastern Illinois University.
Senior Vice President, Communications and Marketing
Senior Vice President, Communications and Marketing
Josh Orth is a senior vice president of communications and marketing at Thoma Bravo. Based in San Francisco, he joined the firm in 2025 to lead its content strategy across all platforms. Josh has more than 25 years of experience in communications and marketing, most recently serving as content manager at Voya Investment Management. In that role, he developed written and visual content that promoted the brand, facilitated sales and raised investment teams’ profiles. Previously, he held similar roles at Allianz Global Investors and The Dreyfus Corporation. Josh holds a B.A. in writing and literature from The New School for Social Research.
Associate, Tax and Accounting
Associate, Tax and Accounting
Colette O'Regan is an associate on the Tax and Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2025 to assist with tax compliance and firm and fund accounting. Before Thoma Bravo, she was a senior tax associate focused on real estate and private equity at Baker Tilly Advisory Group. Colette holds a Master of Accounting Science and a B.S. in accounting from the University of Illinois at Urbana-Champaign, and she is a Certified Public Accountant.
Senior Associate
Senior Associate
Hannah O'Sullivan is a senior associate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2023. Prior to Thoma Bravo, she was an investment banking analyst in the technology, media and telecommunications group at Goldman Sachs. Hannah was inducted into Phi Beta Kappa and graduated magna cum laude with a B.S. in economics from Duke University.
Principal
Principal
Alex Park is a principal on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2019. Previously, Alex was a senior associate in the Credit group at Ares Management in New York. Prior to Ares, he worked on the restructuring team at Rothschild. Alex holds a B.A. in economics and history from Columbia University.
Vice President
Vice President
Brian Paskas is a vice president on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2019. Prior to Thoma Bravo, he worked in technology banking and leveraged finance for Morgan Stanley in New York. Brian earned his B.S. in economics from Duke University.
Office Manager and Senior Executive Assistant
Office Manager and Senior Executive Assistant
Beth Paul is a senior executive assistant and office manager for Thoma Bravo’s London office. She joined the firm in 2005, originally based in Chicago. Previously, she worked at Neal, Gerber & Eisenberg, A.T. Kearney and The Marco Consulting Group. She holds a B.S. in English from Illinois State University.
Senior Associate
Senior Associate
RJ Perciavalle is a senior associate on the Credit team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, he was an investment banking associate in the leveraged finance and equity capital markets groups at Bank of America Merrill Lynch. RJ holds a B.S. in accounting and business administration from Washington and Lee University.
Director, Controller - Buyout Funds
Director, Controller - Buyout Funds
Kristy Pike is director, controller – buyout funds at Thoma Bravo. Based in Chicago, she joined the firm in 2016. Prior to Thoma Bravo, Kristy was an assistant vice president in the private equity and real estate services group at JPMorgan Chase, where she provided fund administration services to private equity clients. Previously, she was an audit senior at Deloitte & Touche, working on hedge fund, private equity fund and mutual fund audits. Kristy holds a B.S. in accounting and finance from DePaul University.
Vice President, Credit Operations
Vice President, Credit Operations
Sandra Popovic is a vice president on the Credit Operations team at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Previously, she was an assurance manager at Plante Moran. Sandra is a Certified Public Accountant, and she holds a B.S. in accounting and a Master of Accounting Science from the University of Illinois at Urbana-Champaign.
Partner
Partner
Carl Press is a Partner on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Carl is responsible for founding and co-leading the firm’s Explore platform, which focuses on investing in high-growth, middle-market software and technology companies. GrowthCap named Carl to its list of Top 40 Under 40 Growth Investors for 2021. Prior to Thoma Bravo, he was a technology investor at HighBar Partners, an Associate in the Special Situations Group at Oaktree Capital Management, and an Analyst at UBS Investment Bank. He currently serves as Vice Chair of the Board of Trustees at SLS Preschool. Carl holds an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar, and a BS in Electrical Engineering, with honors, from the University of Illinois at Urbana-Champaign.
Associate
Associate
Colin Prince is an associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2025. Prior to Thoma Bravo, he was an investment banking analyst in the mergers and acquisitions group at Morgan Stanley. Colin holds a B.S. in history from Dartmouth College.
Senior Associate
Senior Associate
Madeline (Maddie) Prister is a senior associate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2022. Prior to Thoma Bravo, she was an investment banking analyst at Morgan Stanley. Maddie holds a B.B.A. in finance from the Mendoza College of Business at the University of Notre Dame.
Senior Associate
Senior Associate
Keerthi Puvvada is a senior associate on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Prior to Thoma Bravo, he was an investment banking analyst in the mergers and acquisitions group at Bank of America Merrill Lynch. Keerthi graduated summa cum laude with a B.S. in finance and minors in biology and informatics from Indiana University.
Manager, Accounting
Manager, Accounting
Kristel Ramos is a manager on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2021 and focuses on its equity funds. Before Thoma Bravo, she spent several years at Northern Trust, most recently as a senior accountant on the private capital administration team. Kristel holds an M.S. in Accountancy from DePaul University and a B.A. in economics from the University of Illinois at Chicago.
Associate, Credit Operations & Portfolio Monitoring
Associate, Credit Operations & Portfolio Monitoring
Alex Ray is an associate on the Credit Operations & Portfolio Monitoring team at Thoma Bravo. Based in Chicago, he joined the firm in 2025 and focuses on the firm's credit funds. Before Thoma Bravo, he spent three years with PwC, most recently as a senior audit associate in the asset wealth management group. Alex holds a B.S. in accounting and operations management from the Kelley School of Business at Indiana University and is a Certified Public Accountant.
Manager, Accounting
Manager, Accounting
Ben Revivo is a manager on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Before Thoma Bravo, Ben was an associate manager on the private equity funds team at SS&C Technologies and an audit senior at EisnerAmper in New York. Earlier in his career, he was a real estate investor with Ashkenazi Development and Management and a software developer with CargoMatrix. Ben is a Certified Public Accountant and holds a B.S. in accounting and computer science from Baruch College.
Vice President
Vice President
Arthur Rietdyk is a vice president on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, he worked as an associate at Marlin Equity Partners and an investment banker at Moelis & Company. Arthur holds a B.S. in business administration with a certificate in entrepreneurship and technology from the University of California, Berkeley.
Senior Analyst, Accounting
Senior Analyst, Accounting
Marisol Rios is a senior analyst on the Accounting team at Thoma Bravo. Based in Chicago, she joined the firm in 2021 to assist with investor onboarding and operations. Previously, Marisol was an accountant at Stern Cassello and Associates, focusing on the firm’s private equity and venture capital clients. Marisol holds an associate of applied science degree in business administration from Fox College.
Manager, Credit Operations
Manager, Credit Operations
Charlie Rittner is a manager on the Credit Operations team at Thoma Bravo. Based in Chicago, he joined the firm in 2021 and focuses on the firm's credit funds. Before Thoma Bravo, he spent several years in the Jackson National family of companies. 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. Previously, he was a strategic support associate for Jackson National in Michigan. Charlie holds a B.A. in finance from the Eli Broad College of Business at Michigan State University.
Senior Associate, Responsible Growth and Governance
Senior Associate, Responsible Growth and Governance
Kate Rodgers is a senior associate on the Responsible Growth and Governance (RGo) team at Thoma Bravo. Based in San Francisco, she joined the firm in 2024 to help manage Thoma Bravo’s enterprise-wide RGo strategy and build upon the firm's longstanding commitment to responsible business practices and strong governance. Before Thoma Bravo, Kate was a senior associate on the corporate social responsibility team at Kroll, helping to build the company's global ESG strategy. Previously, she was an associate consultant on the corporate strategy and research team at Liberty Mutual Insurance. Kate graduated cum laude from Duke University with a B.A. in public policy.
Senior Coordinator, Investor Relations
Senior Coordinator, Investor Relations
McKenzie Rose is a senior coordinator on the Investor Relations team at Thoma Bravo. She joined the firm in 2015 from Arista Networks. McKenzie holds a B.A. in communications from the University of California, Santa Barbara.
Senior Engineer, Infrastructure
Senior Engineer, Infrastructure
Joe Rzeszutko is a senior engineer on the Infrastructure team at Thoma Bravo. Based in Chicago, he joined the firm in 2023 to help enhance, operate and support the firm’s IT infrastructure. Before Thoma Bravo, Joe was a technical specialist with PSM Partners. Previously, he held several engineering and IT management roles with Ntiva and Novitas. Joe graduated with honors from Robert Morris University with a BASc in computer studies, and he holds an associate degree in computer and LAN technologies from Moraine Valley Community College.
Senior Associate
Senior Associate
Ryan Saavedra is a senior associate on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, he was an investment banking analyst in the mergers and acquisitions group at Bank of America. Ryan holds a B.S. in economics with concentrations in finance and entrepreneurship from The Wharton School at the University of Pennsylvania.
Executive Assistant
Executive Assistant
Leigh Salzman is an Executive Assistant at Thoma Bravo. Based in Miami, she joined the firm in 2024. Before Thoma Bravo, Leigh was an Executive Assistant to a Senior Portfolio Manager at Schonfeld. Before Schonfeld, she was an Executive Assistant to the Founder, CEO & COO at Verano. Previously, she spent eight years in the music industry, most recently as a producer at Comma Music. Leigh earned her BA in Communication and Media Studies from the University of Iowa.
Executive Assistant
Executive Assistant
Amanda Sarracino is an executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2025. Before Thoma Bravo, she was executive assistant to the CEO at Social Capital. Amanda has more than a decade of experience in executive and administrative assistant roles with companies including Cruise, Fortress Investment Group and Vastardis Capital.
Assistant Vice President, Accounting
Assistant Vice President, Accounting
Daniel Savage is an assistant vice president on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, he held various fund accounting roles at H.I.G. Capital and Lindsay Goldberg. He began his career at PricewaterhouseCoopers in New York and is a Certified Public Accountant. Daniel is an alumnus of the Verrazano Honors School at the College of Staten Island, where he graduated cum laude with a B.S. in accounting and finance.
Senior Vice President
Senior Vice President
Ryan Scheffler is a senior vice president on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, Ryan was a senior associate at Accel-KKR, where he focused on software investments. Earlier in his career, he worked in investment banking at Credit Suisse. Ryan holds a B.B.A. in finance from the University of Notre Dame.
Managing Director, General Counsel and Chief Compliance Officer
Managing Director, General Counsel and Chief Compliance Officer
Steven Schwab is managing director, general counsel and chief compliance officer at Thoma Bravo. Based in Chicago, he joined Thoma Bravo in 2015 and plays a pivotal role in supporting the firm’s growth and reputation by overseeing its legal, compliance and regulatory functions. Prior to Thoma Bravo, Steven held senior legal, compliance and management positions, including general counsel and chief compliance officer, at international investment firms and broker-dealers. Before moving in-house, he practiced law in the financial services groups at Winston & Strawn and Katten Muchin Rosenman in Chicago, advising clients across the spectrum of regulated financial services firms. Steven is a frequent speaker at industry conferences, addressing issues affecting the private equity industry. He earned a J.D., cum laude, from Loyola University School of Law in Chicago and a B.A. from Miami University in Oxford, Ohio. Steven also holds a FINRA Series 14 registration and previously held FINRA Series 7 and 24 registrations.
Assistant Vice President, Human Resources
Assistant Vice President, Human Resources
Jessica Scott is an assistant vice president of human resources at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before Thoma Bravo, Jessica was a senior human capital consultant at Deloitte Consulting, where she focused on HR and recruitment strategy. Previously, she served as an advisor at Northwestern University. Jessica holds an M.Ed. in counseling from DePaul University and a B.A. in psychology and English from the University of Michigan.
Associate
Associate
Charles Shaffer is an associate on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2025. Prior to Thoma Bravo, he was an investment banking analyst in the FinTech group at Perella Weinberg Partners. Charles graduated cum laude with a B.S. in economics from Duke University.
Vice President, Accounting and Operations
Vice President, Accounting and Operations
Annie Siu is a vice president of accounting and operations at Thoma Bravo. Based in Chicago, she joined the firm in 2017. Prior to Thoma Bravo, she was a fund accountant in the private equity fund administration group at Northern Trust. Previously, Annie was a fund accountant in JPMorgan Chase’s private equity and real estate services group, where she was an officer providing fund administration services to private equity clients. Annie holds a Master of Science in Accountancy and a B.S. in business management from DePaul University.
Senior Associate, Accounting
Senior Associate, Accounting
Will Slagel is a senior associate on the Accounting team at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, he was an auditor with Ernst & Young. Will holds a MAcc. and a B.S. in accounting from the University of Kentucky.
Partner
Partner
Hudson Smith is a Partner on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2016, and is responsible for co-leading the firm's Discover platform, which focuses on investing in mid-sized software and technology companies. Prior to joining Thoma Bravo, he served as Managing Director of HGGC, where he led software and technology investments. Previously, he worked at Bain & Company in Dallas and Sydney and Lincoln International in Chicago. Hudson earned an MBA from the Kellogg School of Management at Northwestern University, and he graduated magna cum laude with a BS in Business Administration from Washington and Lee University. Outside of Thoma Bravo, Hudson currently serves on the Board of Trustees of Palmer Trinity School and formerly served as a Director on the Board of Sinch AB (NASDAQ).
Associate
Associate
Carl Soderlund is an associate at Thoma Bravo. Based in London, he joined the firm in 2025. Previously, he worked in investment banking at Goldman Sachs. Carl holds an M.S. in finance and a B.S. in economics from the University of Virginia.
Partner
Partner
Adam Solomon is a Partner on the Explore team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, Adam was a Principal at Francisco Partners, where he was responsible for identifying, executing, and managing investments across the technology industry. Previously, he was an Associate at Hellman & Friedman and an Analyst at Gleacher Partners. Adam holds an MBA from Stanford Graduate School of Business and a BA degree, cum laude, in Economics from Harvard University.
Partner
Partner
Kunal Soni is a Partner on the Credit team at Thoma Bravo. Based in Miami, Kunal joined in 2025 to expand and scale the Thoma Bravo Credit platform, bringing more than 20 years of experience in private credit. Previously, he was as a Managing Director at Morgan Stanley Investment Management, where he served as Head of U.S. Direct Lending – Western Region, Head of U.S. Direct Lending Technology and as a member of the Executive Team for the U.S. Direct Lending strategy, as well as the Private Credit Investment Committees. Prior to Morgan Stanley, Kunal was Head of the Western Region and Head of the Technology vertical for The Carlyle Group’s Direct Lending platform. He previously held various senior roles in the private credit industry. Earlier in his career, Kunal worked in the Investment Banking Division at J.P. Morgan and in the Audit and Transaction Services Group at KPMG LLP. He earned his BA from Emory University.
EDUCATION
BA, Emory University
PRIOR EXPERIENCE
Morgan Stanley, Los Angeles, CA
J.P. Morgan, Los Angeles, CA
The Carlyle Group, Los Angeles, CA
KPMG, LLP, Silicon Valley
Senior Vice President, Investor Relations
Senior Vice President, Investor Relations
Candice Sorbera is a senior vice president of investor relations at Thoma Bravo. Based in New York, she joined the firm in 2024. Before Thoma Bravo, Candice was managing director and head of investor relations at Butterfly Equity, a private equity firm specializing in the food sector. Previously, she was a principal on the private equity client solutions team at The Blackstone Group, where she was responsible for institutional fundraising and investor relations for the firm’s buyout, long-dated, opportunistic, secondaries, infrastructure, growth equity and life sciences funds. She began her career at Goldman Sachs in the alternative investments and manager selection group. Candice earned a B.B.A. in finance from the Gabelli School of Business at Fordham University, where she graduated valedictorian.
Associate
Associate
George Sotelo is an associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2024. Prior to Thoma Bravo, he was an investment banking analyst focused on M&A at PJT Partners. George holds a B.S. in hotel administration from Cornell University.
Vice President, Tax and Accounting
Vice President, Tax and Accounting
Marcin Spik is a vice president on the Tax and Accounting team at Thoma Bravo. Based in Chicago, he joined the firm in 2023 to assist with tax compliance and accounting for the general partner entities. Before Thoma Bravo, Marcin was a senior tax manager for the investment funds group at Plante Moran. Previously, he held several tax management roles for global accounting and professional services firms, including PwC and Crowe LLP. Marcin is a Certified Public Accountant. He holds a Master of Accounting Science and graduated with highest honors with B.S. degrees in accountancy and finance from the University of Illinois at Urbana-Champaign.
Associate
Associate
Kimberly Stafford is an associate on the Discover team at Thoma Bravo. Based in San Francisco, she joined the firm in 2025. Prior to Thoma Bravo, she was an investment banking analyst in the media and communications group at Morgan Stanley. Kimberly holds a B.A. in economics from the University of Chicago.
Assistant Vice President, IT Engineering
Assistant Vice President, IT Engineering
Kevin Stark is assistant vice president, IT engineering at Thoma Bravo. Based in Chicago, he joined the firm in 2022 to support, improve and automate the firm’s IT infrastructure. Before Thoma Bravo, Kevin was a cloud and infrastructure professional services engineer at Ascend Technologies, where he also served as the onsite engineer for Thoma Bravo. Previously, he spent five years in the United States Marine Corps, working in various IT roles focused on quality assurance, disaster recovery and aviation IT logistics. Kevin has a B.S.B.A. in management information systems and new venture development from the University of Arizona. He also completed military occupation specialty (MOS) training at the Aviation Logistics Tactical Information Systems (ALTIS) school for the U.S. Marine Corps.
Manager, Valuation
Manager, Valuation
Liam Stewart is a manager on the Valuation team at Thoma Bravo. Based in Chicago, he joined the firm in 2021. Liam helps manage the firm's valuation needs, including quarterly valuations of its credit and equity investments. Previously, he worked for Lincoln International's valuations and opinions group, where he performed portfolio valuations and assisted Lincoln in rendering fairness and solvency opinions. Before that, he was an analyst in Stout's Corporate Valuation Advisory practice. Liam graduated cum laude with a B.B.A. in finance from the University of Notre Dame.
Vice President, Capital Markets
Vice President, Capital Markets
Ned Sullivan is a vice president on the Capital Markets team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Prior to Thoma Bravo, he was an investment banking analyst in the financial sponsors and leveraged finance groups at RBC Capital Markets in New York. Graduating magna cum laude, Ned earned his B.A. in public policy with distinction from Duke University.
Office Manager & Executive Assistant
Office Manager & Executive Assistant
Asha Tapper is an Executive Assistant at Thoma Bravo and the Office Manager for the firm's New York office. She joined the firm in 2024. Before Thoma Bravo, Asha was an Executive Assistant at Centerview Partners, supporting three Partners, two Managing Directors and one Principal. Asha studied Marketing at Northampton Community College.
Senior Associate
Senior Associate
Harrison Thomas is a senior associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2023. Prior to Thoma Bravo, he worked in investment banking in the technology group at Evercore. Harrison is an Ivey Scholar and holds a B.A. in honors business administration from the Richard Ivey School of Business at Western University.
Partner
Partner
Executive Assistant
Executive Assistant
Victoria Tite is an executive assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2023. Prior to Thoma Bravo, Victoria was a recruitment consultant with Fuse Recruitment in Australia and a senior sales associate with Scanlan Theodore.
Office Assistant
Office Assistant
Valeria Trint is an Office Assistant for Thoma Bravo's Miami office. She joined the firm in 2025. Before Thoma Bravo, she held various customer service roles with several medical groups including South Florida Multispecialty Group, Baptist Health, and CARLOS E WIEGERING MD PA. Valeria has a BA in Psychology from Florida International University and an AA in Psychology from Miami Dade College.
Principal
Principal
David Tse is a principal at Thoma Bravo. Based in London, he joined the firm in 2017. Previously, he worked in investment banking at Goldman Sachs. David earned his B.A. with honors in economics and accounting from Claremont McKenna College.
Senior Associate, Accounting
Senior Associate, Accounting
Amilcar Vega is a senior associate on the Accounting team at Thoma Bravo. Based in Miami, he joined the firm in 2021 and focuses on the firm’s equity funds. Before Thoma Bravo, he spent several years at Grant Thornton LLP, most recently as an audit senior associate focused on the financial services and clinical manufacturing industries. Amilcar earned a Master of Accounting and a B.S. in accounting from Florida International University.
Partner
Partner
Chip Virnig is a Partner at Thoma Bravo. Based in Miami, he joined the firm in 2008, and he has been instrumental in growing the firm's infrastructure and cybersecurity practices. Previously he worked in investment banking at Merrill Lynch & Co. Chip graduated with a BA degree with dual majors in Business Economics and in Commerce Organizations and Entrepreneurship from Brown University.
Senior Vice President, Communications and Marketing
Senior Vice President, Communications and Marketing
Jennifer Wade is a senior vice president of communications and marketing at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. In this role, Jennifer manages the firm’s content marketing, public relations and social strategy to elevate the Thoma Bravo brand and its portfolio companies. Before Thoma Bravo, she was head of marketing communications at Comcast Ventures, where she managed content production and editorial strategy. While there, Jennifer worked with the company’s executives and portfolio companies to build brand awareness and generate deal flow. Previously, she worked as a field reporter and producer for several NBC stations in California and Oregon. Earlier in her career, she served as a brand spokesperson and managed digital content and social initiatives for Sony Pictures Entertainment. Jennifer graduated cum laude with a B.B.A. in marketing from Loyola Marymount University.
Assistant Vice President, Assistant Controller - Firm
Assistant Vice President, Assistant Controller - Firm
Max Werner is an assistant vice president and assistant controller – firm at Thoma Bravo. Based in Chicago, he joined the firm in 2023. Before Thoma Bravo, Max spent almost five years with Citadel, most recently as a senior corporate accountant. Previously, he was a senior accountant with EY. Max holds a Master of Accountancy and a B.B.A. in accounting from the University of Wisconsin–Madison.
Executive Assistant, Investor Relations
Executive Assistant, Investor Relations
Alexandra Willenbrock is an executive assistant on the Investor Relations team at Thoma Bravo. Based in New York, she joined the firm in 2025. Alex is a seasoned professional with expertise in real estate, digital assets and business management. Before Thoma Bravo, she held key roles at Menai Financial Group, Blue Owl Capital, Winter Properties and Davidson Kempner Capital Management. Her experience encompasses executive support, project management, event coordination, legal and compliance operations, and financial analysis. Alex earned an M.S. in real estate from the Zicklin School of Business at Baruch College and a B.S. in medicine, health and society from SUNY Cortland.
Senior Associate
Senior Associate
Robbie Williams is a senior associate on the Discover team at Thoma Bravo. Based in Miami, he joined the firm in 2022. Prior to Thoma Bravo, he worked as an investment banking analyst in the healthcare group at Goldman Sachs. Robbie graduated Phi Beta Kappa and summa cum laude with a B.S. in mathematics and economics from Duke University.
Vice President, Investor Relations
Vice President, Investor Relations
Kaleigh Wilson is a vice president of investor relations at Thoma Bravo. Based in New York, she joined the firm in 2021. Prior to Thoma Bravo, Kaleigh held several roles at Morgan Stanley, where she began her career in leveraged finance and later served as an ambassador to Morgan Stanley Children’s Hospital. Kaleigh graduated magna cum laude from Northeastern University with a B.S. in finance.
Senior Associate
Senior Associate
Peter Winans is a senior associate on the Discover team at Thoma Bravo. Based in San Francisco, he joined the firm in 2025. Prior to Thoma Bravo, he was an associate at Battery Ventures and an analyst at Houlihan Lokey. Peter received a B.S.B.A. in finance with a minor in health management and policy from the University of Miami.
Senior Vice President, Investor Relations
Senior Vice President, Investor Relations
James Windsor is a senior vice president of investor relations at Thoma Bravo. Based in London, he joined the firm in 2025. Before Thoma Bravo, James spent 10 years at Campbell Lutyens, most recently as a managing director on the private equity team focusing on technology clients. Previously, he worked at Barclays Investment Bank. James holds a first-class M.Sci. in information management for business from University College London.
Vice President
Vice President
Calvin Works is a vice president on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2021. Prior to Thoma Bravo, he was an investment banking analyst at Moelis & Company. Calvin holds a B.S. in finance from Washington University in St. Louis.
Managing Director, Investor Relations and Head of Americas
Managing Director, Investor Relations and Head of Americas
Elizabeth Yates is a managing director of investor relations and head of Americas at Thoma Bravo. Based in San Francisco, she joined the firm in 2016. Previously, she was part of the private equity project management and origination team at Park Hill Group (Blackstone) in New York. She began her career as an investment banking analyst in the mergers and acquisitions group at UBS Investment Bank in New York. Liz holds a B.S. in economics from The Wharton School of the University of Pennsylvania.
Associate
Associate
John Yoon is an associate at Thoma Bravo. Based in San Francisco, he joined the firm in 2025. Prior to Thoma Bravo, he was a private equity associate at Vista Equity Partners and an investment banking analyst in the technology mergers and acquisitions group at Bank of America Merrill Lynch. John holds a B.S. in economics from University of California San Diego.
Senior Vice President, Communications and Marketing
Senior Vice President, Communications and Marketing
Eliza Young is a senior vice president of communications and marketing at Thoma Bravo. Based in New York, she joined the firm in 2022 and focuses on brand management, content and editorial oversight, and internal communications. Eliza has more than 15 years of experience across a variety of sectors, including nonprofit, technology and finance. Prior to Thoma Bravo, she held communications roles at Meta, Macquarie, Allianz Global Investors and JPMorgan Chase. Previously, she served as a writer and researcher for international human rights and humanitarian organizations. Eliza earned an M.A. in international relations from King's College London and a B.A. in European history from Barnard College at Columbia University.
Senior Vice President
Senior Vice President
Sam Yules is a senior vice president on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Previously he worked in investment banking for Morgan Stanley. Sam earned his B.S. with distinction in management science and engineering at Stanford University.
Vice President, People Operations
Vice President, People Operations
Amanda Zablotny is vice president, people operations at Thoma Bravo. Based in Miami, she joined the firm in 2015, after working at First Republic Bank. Amanda holds a B.A. in psychology from California State University.
Administrative Assistant
Administrative Assistant
Rachel Zimmer is an administrative assistant at Thoma Bravo. Based in Chicago, she joined the firm in 2025. Before joining Thoma Bravo, she was a project coordinator with the American Dental Association. Rachel holds a BS in cognitive science from the University of Michigan.
Associate
Associate
David Zitterich is an associate on the Flagship team at Thoma Bravo. Based in Miami, he joined the firm in 2025. Prior to Thoma Bravo, he was a private equity associate with Accel-KKR and an investment banking analyst with Moelis & Company. David holds a B.S. in finance from the University of Utah.
Operating Partner
Operating Partner
Erik Akopiantz is an Operating Partner at Thoma Bravo. He brings a combination of entrepreneurial, operational, strategic and transaction expertise across a variety of industries spanning start-ups to Fortune 500 organizations. Erik's prior experience includes serving as a Board member for Bomgar, Operating Advisor for GHX, SailPoint and DigiCert, Chief Financial Officer for Roadnet Technologies, Inc., Chief Operating Officer for Paranet Solutions, LLC, CEO for Digital Reach, and various finance positions for The SABRE Group. He earned an MBA from Rice University and a BS degree in Finance from the University of Vermont.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Senior Operating Partner
Senior Operating Partner
Marcel Bernard is a Senior Operating Partner at Thoma Bravo. He has more than 40 years of business operating experience, primarily with companies in the technology industry. Most recently, he was Corporate Vice President, Operations of Geac Computer Corporation, a performance management software company, where he was responsible for the management and overall performance of several business units located in North America, Europe and the United Kingdom, representing $250 million in revenues. 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. Marcel was also President and CEO of SaskTel, Saskatchewan’s largest phone company with $600 million in revenues and over 4,200 employees. He also held various positions with Motorola Corporation, most notably as President of Motorola Canada. He has been on the board of directors, in some cases serving as Chairman, of many of Thoma Bravo’s Software portfolio companies.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Mark Bishof is an Operating Partner at Thoma Bravo. He brings over 40 years of experience leading private and public software companies, including 15 years as CEO. Most recently, Mark served as Strategic Advisor and Chief Business Officer of Qualtrics following its acquisition of Clarabridge. As CEO of Clarabridge, he was responsible for pivoting a customer-experience text analytics business into a leader in conversational AI that sold to Qualtrics for $1.2 billion. He led the acquisition and successful integration of all aspects of Clarabridge into Qualtrics, which today is the company's Discover AI growth engine for the global CX market. Mark also served as CEO of Flexera Software from 2008 to 2015. There, he was responsible for taking a $180 million divisional carve out from Macrovision and creating a new company, Flexera Software, in the software license management space that today serves over 50,000 customers worldwide. Before Flexera, he was EVP of Sales & Services at Macrovision, responsible for all go-to-market and delivery of all Macrovision products and services. Mark has held various Board positions with organizations such as Nature Conservancy, Pace Harman, and Bucknell University, and several Thoma Bravo portfolio companies, including Eptura, Infogix, Mercell, and NextGen Healthcare. Earlier in his career, he held management and sales leadership roles at IBM, Crossworlds Software, Deloitte Consulting, and Booz, Allen & Hamilton, and he spent five years with the U.S. Navy. Mark holds a BS in Computer and Information Systems from the University of Maryland.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Pete Boyes is an Operating Partner at Thoma Bravo. 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). Before his CFO and GM roles, he was a technology Investment Banker completing numerous M&A and Corporate Finance transactions across the technology landscape. Most recently, as the former CFO and GM of Zego (a Vista Equity-backed investment), Pete was instrumental in helping drive strategy and revenue growth both organically and through acquisitions, leading to a successful exit to Global Payments. He assumed the GM role after the acquisition and led the integration efforts of Zego into the Integrated Software division at Global Payments. Pete has BA and MBA degrees from the University of Southern California.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Tom Clark is an Operating Partner at Thoma Bravo. He has more than 20 years of experience as a financial and operating executive across a variety of industries. 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. Before becoming an Operating Partner at Thoma Bravo, he was CFO of IDaptive, LLC (a Thoma Bravo portfolio company), Ayla Networks Inc., Openwave Messaging, Inc. and CollabNet, Inc. Additionally, Tom was an Operating Director for Marlin Equity Partners, where he provided financial diligence expertise for enterprise software acquisitions and provided financial and operational guidance to Marlin owned companies. Tom has extensive experience with buy-side, sell-side, carve-outs, and distressed situations. He is a Certified Public Accountant in the State of California and earned his BS degree from Saint Mary's College of California.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Cindy Crane is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting and operations support to the firm's portfolio companies. She has 25 years of finance experience focused on optimizing performance, profitability and operational effectiveness in private and public technology companies. She most recently served as the business unit controller for Security Products at Dell for three years. For the prior eight years, Cindy was the vice president of FP&A for SonicWALL, a network security company. SonicWALL was a Thoma Bravo portfolio company from 2010-2012 and subsequently sold to Dell. Cindy earned her MBA from Santa Clara University and BA degree in Quantitative Economics and Decision Sciences from UC San Diego.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Technology Partner
Technology Partner
Tom Davis is a Technology Partner with Thoma Bravo. He brings more than 25 years of experience in technology and enterprise software. During his career, he has served in a variety of positions including quality assurance, software development, engineering management, product management, architecture, CTO and CEO. Notably he orchestrated several engineering turn-arounds and managed both large strategic acquisitions as well as small tech tuck-ins, with a focus on creating enterprise value growth. 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. Tom has a BS degree in Electrical Engineering from Brigham Young University and continued his education at Westminster College and Cal Berkley. He served in the United States Air Force and graduated with honors in the top 10% of his class.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Gary Fry is an Operating Partner at Thoma Bravo. He brings more than 20 years of experience in enterprise software and go-to-market leadership. Gary is a three-time software CEO with extensive European market knowledge and expertise helping companies transition to a subscription-based business model. Most recently, he served as CEO of iText, where he spearheaded company growth to more than double the size of the company, pivoted to a fully recurring business model, and successfully sold the business to Thoma Bravo. Previously, he served as Interim CEO of Aleyant and CEO of Global Graphics. Earlier in his career, he held sales leadership roles at Adobe, Oracle and IBM. Gary has an MBA from the University of Reading.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Kiely George is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting, and operations support to the firm's portfolio companies. She has 15 years of finance experience focused on optimizing performance, profitability, and operational effectiveness in private companies. Kiely most recently served as VP of Financial Operations at Elemica. While at Elemica, she was a key member of the M&A team, providing financial due diligence and successfully integrating four acquisitions over three years. Kiely earned her MBA from St. Joseph's University and BA degree in Finance from the University of Pittsburgh.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Vito Giuliani is an Operating Partner at Thoma Bravo. He has a wide range of experience with both INC and Fortune 250 companies.
Vito’s negotiation creativity and operational experiences contributed to past successes in data center consolidation, headquarters office complex construction, multi-national procurement organizations, delivering annual cost reductions, and consistently meeting deadlines and exceeding budget targets. Vito most recently served as Chief Procurement Officer at ADP, where he managed the worldwide Purchasing, Real Estate and Facilities Organizations. 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 ADP, he held similar positions at GE Capital Corporation and PaineWebber, Inc.
Vito holds a BS degree in Accounting from Iona College and has attended Wharton’s School of Business for executive education.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Charles Goodman is an Operating Partner at Thoma Bravo. Charles has more than 30 years of experience building profitable businesses. Currently, he is interim CEO at Coupa Software, which was acquired by Thoma Bravo in 2023. Previously he served as interim CEO of Anaplan, which was acquired by Thoma Bravo in 2022. Before Anaplan, he was CEO of PowerPlan, a Thoma Bravo portfolio company that sold to Roper Technologies in 2018. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. As CEO, he executed multiple market strategies and led three acquisitions to expand the solution portfolio from the back office into operations, while steadily growing P2’s presence across the globe. At Ventyx, he served as COO and was instrumental in developing new global markets across six continents. In addition to helping companies expand, Charles has a passion for transforming organizations by focusing on employee culture and the customer experience. During his tenure at Atmos Energy, where he was EVP, Corporate Operations, he experienced first-hand how these factors influenced the company’s success. Charles graduated from Texas Tech University with a BS degree in Engineering.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
James (Jim) Hagan is an Operating Partner at Thoma Bravo. Jim brings more than 20 years of experience in helping public and private equity-backed software companies grow and scale. Most recently, he spent four years as CFO at MedeAnalytics, a Thoma Bravo portfolio company. 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. Before Forcepoint, he served in various finance roles at Websense and Fair Isaac (FICO), and he worked in both the Industrial and Global Financial Sponsors groups at Lehman Brothers. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Operating Advisor
Operating Advisor
John Kim is an Operating Advisor at Thoma Bravo, where he provides financial planning, analysis and reporting support to the portfolio companies and financial due diligence guidance to the companies’ board of directors. He is a seasoned finance and treasury professional, with more than 25 years of experience in various financial and engineering leadership capacities. John spent the first six years of his career as an engineer at Honeywell, where he transitioned into finance. 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. John has an MBA degree from the University of Southern California and BS and MS degrees in Mechanical Engineering from the University of California, Los Angeles.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Helene Koutsoudakis is an Operating Partner at Thoma Bravo. She brings more than 22 years of software experience to her role. Helene previously served as CFO at Adenza, which was a merger of Calypso and AxiomSL backed by Thoma Bravo and successfully sold to Nasdaq in 2023. Before that, she was CFO of Calypso, which was backed by Bridgepoint and Summit Partners prior to its acquisition by Thoma Bravo. Earlier, she served as an Operating Partner at HG Capital, where she worked across multiple portfolio companies, and held various finance leadership roles at Advanced. Helene has a Bachelor of Commerce degree in Accounting from Rand Afrikaans University in South Africa and is a Fellow of the Association of Chartered Certified Accountants (ACCA).
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Jay Larson is an Operating Partner at Thoma Bravo. Jay has an impressive track record as a successful CEO, transformation driver, and value-creating leader of world-class enterprise organizations. He served as CEO at Optimizely, a venture-backed software company that he and his team grew and ultimately sold to a PE-owned software company. Before Optimizely, Jay was the CEO at Birst Software, another venture-backed firm that was sold to a large application software company. Jay also has an outstanding record as a leader of sales organizations. At Mercury Interactive, he spent seven years building the go-to-market team that drove Mercury’s revenue from $300 million to over $1 billion. During his five-year tenure at SuccessFactors, he built a global sales team that drove revenue from $80 million to over $360 million when SuccessFactors was acquired by SAP. Jay also held sales leadership positions at Oracle, Siebel Systems, and Jive Software. He is passionate about helping companies sell more and sell more efficiently. Jay has a BA degree in Economics from Harvard University and an MBA from the Anderson School of Management at UCLA.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Senior Operating Partner
Senior Operating Partner
James (Jim) K. Lines is a Senior Operating Partner at Thoma Bravo. Jim is Chief Executive Officer of Lines Consulting Group and has provided advisory services to Thoma Bravo and its predecessor firms for more than 10 years. He previously was Executive Vice President and Chief Financial Officer of United Surgical Partners International, Inc., a private equity sponsored operator of surgery centers and hospitals, and Senior Vice President and Chief Financial Officer of ITI Marketing Services, a tele-services firm backed by GTCR. Jim’s background also includes 12 years in various financial management capacities at affiliates of AMR Corporation (American Airlines), during which he served as Director-Corporate Finance, Managing Director-Corporate Development, and Chief Financial Officer of The SABRE Group, a global electronic travel distributor with $1.5 billion in revenue. Jim has served as a director and/or acting CFO of a number of Thoma Bravo portfolio companies.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Mike Lipps is an Operating Partner at Thoma Bravo. Mike has over 30 years of experience in both public company and private equity software investments, having held numerous executive leadership and board positions in world-class technology companies for investors, including Thoma Bravo, Hg Capital, TA Associates, K1 Capital, and Genstar Capital. He has an established track record of building and leading multiple rule of 50+ PE-backed companies that have generated a combined $5B+ in investor value. He specializes in strategically accretive M&A, having completed over 25 successful transactions in his career, in addition to human capital /workforce transformation and business process management. Most recently, Mike was CEO of Intelerad Medical Systems. During his tenure, he tripled company revenue and EBITDA, acquiring and integrating seven businesses to build the leading global radiology practice imaging platform. Before Intelerad, he led the rapid growth and market success of insightsoftware. As CEO, he grew revenues 7x and EBITDA 10x while acquiring 15 businesses and building a global leader in financial budgeting and reporting software. Previously, Mike was the Division CEO at LexisNexis, responsible for a portfolio of award-winning software products serving global law firms and corporations. There, he led the creation and management of the LexisNexis Technology Center, which was named North Carolina Technology Workplace of the Year in 2012 by the North Carolina Technology Association. The North Carolina Triangle Business Journal awarded Mike CIO of the Year in 2014. Mike spent the first 14 years of his career at Intuit Inc., where he led several software businesses, including QuickBooks, the #1 rated US small business financial software application. He has a background in software product management, marketing, and operations.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Evan Lorch is an operating partner at Thoma Bravo, bringing more than 25 years of experience as a financial executive with a track record of scaling organizations and driving value creation across the technology sector. Most recently, he served as chief financial officer at WebPT, the leading software platform in the rehab therapy market. Before that, he was an operating partner at Francisco Partners, where he focused on technology investments and worked closely with leadership teams across a portfolio of enterprise software companies to accelerate growth and optimize performance. Earlier in his career, he held CFO roles at Optanix, ShoreGroup, CoreOne Technologies and BIDS Trading, where he helped expand operations, execute strategic transactions and build high-performing finance teams. He began his career at PwC. Evan holds an MBA from Cornell University and a B.S. from the University of Wisconsin–Madison.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Joel Martins is an Operating Advisor at Thoma Bravo. He has more than 20 years of experience driving innovation, growth and operational excellence in software companies. Joel led global enterprise teams for 14 years at Symantec. At Symantec, he led teams in the enterprise data protection suite, growing the NetBackup product line to over $1B. Joel also served as CTO at MicroEdge, which was sold to publicly traded Blackbuad (Nasdaq: BLKB in 2014). Before joining Thoma Bravo, Joel served as CTO at Social Solutions, completing a transaction from Vista Equity Partners to Apax Partners. During his time at Social Solutions, Joel oversaw the creation and launch of a new product line and dramatic growth. He also recruited the Ballmer Group, which included a $59M investment in Social Solutions from former Microsoft CEO Steve Ballmer, who joined the company's Board of Directors. Joel graduated from the University of Minnesota with a BS degree in Computer Science and attended Luther Seminary in St. Paul post-graduate.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
G. William (Bill) McKinzie is an Operating Partner at Thoma Bravo. Bill is the former President & CEO of Manatron Inc., which was a Thoma Bravo portfolio company during his tenure in that position and subsequently was sold to Thomson Reuters (NYSE: TRI), a global information services company. He joined Manatron Inc. in 2002 and focused on improvements in product management, including marketing, support, pricing and strategy, which played an important role in Manatron becoming a leading provider of integrated, enterprise-level property tax solutions for state and local governments. Prior to joining Manatron, Bill was Vice President of Information Services for Kellogg Company's International operations, based in Battle Creek, Michigan, and, before that, Vice President and Chief Information Officer of Kellogg's European operations based in the United Kingdom and its Latin American operations based in Mexico. Bill has a MBA degree in Finance from Loyola University of Chicago and a BS degree in Computer Science and Mathematics from Bowling Green State University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Richard Northing is an Operating Advisor at Thoma Bravo. He has more than 21 years of experience in the technology industry, with a focus on the delivery of software and services to Fortune 1000 companies. Previously he served as SVP of Products & Services for Flexera Software, where he had worldwide responsibility for all product development, professional services delivery, and technical account management. He previously led Global Services at Macrovision. Before joining Macrovision, he spent eight years at Intraware where he established a world-class customer engagement model in a SaaS environment while serving as VP of Technology Operations and Chief Operating Officer. Richard spent the first 10 years of his career in various engineering, engineering management, and consulting positions at EDS and Accenture. 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.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Anthony Palladino is an Operating Partner at Thoma Bravo. He has more than 20 years of experience as a financial and operating executive. Anthony’s experience has centered around taking small entrepreneurial companies and helping them establish operational and financial protocols to achieve rapid growth. 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. At Elemica, he played a critical role in developing the business from a concept on a napkin to a successful company and integrating multiple acquired organizations. Anthony has an MBA degree from Penn State University and a BS degree in Finance from Drexel University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Don Siegel is an Operating Advisor for Thoma Bravo, where he provides financial management, operations and reporting guidance to the firm's portfolio companies. He joined the firm in 2015 and served as Vice President of Portfolio Analysis before transitioning to an Operating role in 2019. Previously Don worked for City Capital Advisors, where he was an Investment Banking Analyst, working on mergers, acquisitions and valuation analysis. Before City Capital, he was a Transactions and Restructuring Associate at KPMG, performing financial due diligence and quality of earnings analysis for both Private Equity and Strategic buyers. Don graduated from the Kelley School of Business at Indiana University with an MBA in Financial Analysis and dual bachelor degrees in Accounting and Finance.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Technology Partner
Technology Partner
Rich Snipes is a Technology Partner with Thoma Bravo. Rich has more than 25 years of experience in technology, software, and private equity value creation. Throughout his career, he has led engineering, software development, product management, operations, post-sales, and consulting teams, focused both as an operator and advisor on creating enterprise value within private equity-backed software companies. As a Partner at West Monroe, Rich led the firm's technology advisory and value creation practice within the High Tech & Software industry. He previously served as founder and CTO of Brightroom, an angel-funded startup that sold to a PE-owned software and services company. Rich has a BA in Physics and Economics from the University of North Carolina Chapel Hill.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Paul Statham is an Operating Advisor at Thoma Bravo. Paul has over 30 years’ experience of founding and operating successful technology businesses, with a focus on rapid growth through innovation. Most recently he was CEO of Condeco, a global leader in workspace scheduling, that was acquired by Thoma Bravo in 2021. At Condeco, Paul’s visionary views on the world of work and the management of the workplace helped shape the technology within the sector. As CEO, he oversaw the opening of nine offices around the world and was instrumental in developing new global markets across four continents, led three acquisitions to expand the solution portfolio, and grew revenues from zero to $100m. Previously Paul co-founded RNM Systems, a consultancy company delivering outsourced software development to some of the world’s leading corporations. Paul also co-founded FX Player, an online fantasy trading game which was sold in 2005 to IFX Markets in 2005. Paul spent the first 16 years of his life in the electronic security industry, where he was co-founder of Masco Security, one of the UK leading providers. He is also a Trustee of Charlton Athletic Community Trust, a charity dedicated to empowering young individuals to improve their lives and their environment.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Adam Thier is an Operating Advisor at Thoma Bravo. He is a senior software engineering executive with an exceptional track record at multiple startups and SaaS leaders, as well as at one of the world's largest software companies. Adam attributes his success to his passion for great design and an understanding of human/computer interaction. He spent several years as the SAP executive sponsor of the Hasso Plattner D.School at Stanford University, where he coached teams of graduate students on design-thinking projects.
Most recently, Adam was Head of Applications at Vianai, which focuses on building a platform that removes the technical and expertise barriers so regular business users can understand and apply the advantages of AI/ML in their operations. Before Vianai, he was Chief Technology Officer at Avetta. While there, he was awarded the CXO of the Year award from Utah Business Magazine for his work in helping change how millions of tradespeople interact with technology and reduced their accident and fatality rates by over 75%. Before Avetta, he was EVP of Engineering for the SaaS business line at Keynote Systems, which was acquired by Dynatrace, a Thoma Bravo company. Prior to that, Adam spent seven years in executive leadership positions at SAP, including SVP of Engineering and Chief Architect, where he worked directly with the company's global customers on a variety of technology programs. Before SAP, he was SVP Application Development at Hyperion. Adam has a BA degree in Communication Arts from Marist College.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
Nicolaas Vlok is an Operating Partner at Thoma Bravo. He is an experienced software CEO and Board Member. Nicolaas holds a degree in Computer Engineering from the University of Pretoria.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Advisor
Operating Advisor
Lynn Vu is an Operating Advisor with Thoma Bravo, where she provides financial management, reporting, and operations support to the firm's portfolio companies. She is a seasoned finance executive with over 20 years of leadership experience spanning corporate finance, operations, and strategy across public and private technology companies. Most recently, Lynn served as VP of Finance at Dragos, Inc., an industrial cybersecurity software company, where she drove strategic planning, operational efficiency, and cross-functional initiatives. Before that, she held senior finance leadership roles at CARET, Mitek Systems, SOASTA (acquired by Akamai), and ID Analytics (acquired by LexisNexis Risk Solutions), where she built finance functions from the ground up, supported multiple M&A transactions and integrations, and partnered closely with executives and investors to align financial strategy with business outcomes. Lynn earned her BS degree in Business Management from San Jose State University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
Operating Partner
Operating Partner
David Weiss is an Operating Partner at Thoma Bravo. David is a seasoned executive with over 25 years in the software business. From 2002 until 2011, he served as President and CEO of Numara Software, Inc. (formerly Blue Ocean Software), where he led the company to significant growth through product and market expansion. Prior to Numara, David served as vice president of worldwide marketing for Citrix Systems, Inc. during its rapid expansion from a small, private company to a global leader in remote access software solutions. He also was part of the founding team of a VC-funded software company in the late 1990s, and he spent seven years at Lotus and five years at IBM in various sales, marketing and technical positions. Dave has BS degrees in Computer Science and Economics from Duke University.
* Senior Operating Partners, Operating Partners and Operating Advisors are independent contractors that are advisors to Thoma Bravo and portfolio companies of Thoma Bravo, and are neither employees nor affiliates of Thoma Bravo entities.
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