Wall Street’s best dealmaker:Few outside of finance have heard of the 49-year-old Orlando Bravo, but he is the driving force behind Wall Street’s hottest firm, which has $39 billion in assets: Thoma Bravo. Bravo has sold or listed 25 investments worth a total of $20 billion, four times their cost. His secret? He invests only in well-established software companies, especially those with clearly discernible moats.(Forbes) “In order to realign the business and set it up for big-time growth, you first need to take a step back before you take a step forward. It’s like boxing.”
,,His investments typically have at least $150 million in sales from repeat customers and are in markets that are too specialized to draw the interest of giants like Microsoft and Google. Bravo looks to triple their size with better operations, and by the time he strikes, he’s already mapped out an acquisition or turnaround strategy.''