Based in Miami, he joined the firm in 2019. 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. Experienced, focused and approachable. Ryan graduated from the University of Notre Dame with a BBA degree in Finance. Based in San Francisco, she joined the firm in 2022. He is a seasoned finance and treasury professional, with more than 25 years of experience in various financial and engineering leadership capacities. Annie Siu is an Accounting and Operations Manager at Thoma Bravo. Zareh holds a BS degree in NanoEngineering from the UC San Diego Jacobs School of Engineering. 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. 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 Ares Management, he worked in the Restructuring group at Rothschild, where he advised debtors and creditors on a variety of restructuring and M&A transactions. He holds a BA degree in Economics from Yale University. Capital and a Credit Analyst at Boston Portfolio Advisors, both of which focused on Structured Products. In addition to helping companies expand, Charles has a passion for transforming organizations by focusing on employee culture and the customer experience. Based in San Francisco, he joined the firm in 2005, then became a Partner in 2010 and a Managing Partner in 2013. Previously Jennifer worked as a field reporter and producer for several NBC stations in California and Oregon. Rob is a veteran Silicon Valley operating executive, advisor and investor. Deven earned his BBA degree from the University of Michigan. Ben graduated summa cum laude from the Kelley School of Business at Indiana University, where he earned a BS degree in Finance and Accounting. Based in San Francisco, he joined the firm in 2022. Previously she worked in HR shared services for McDonalds Corporation. Eleazar is a Jamf Certified Casper Technician, and he holds several certificates from Mission College, including Cisco Certified, Computer Network Technology, Palo Alto Networks Firewalls, and Microsoft Essentials. Before Thoma Bravo, she worked in investment banking in the Technology Group at Evercore. Based in San Francisco, he joined the firm in 2022 to focus on high-growth software and technology investments. Most recently, she was Human Resources Director at Waud Capital Partners, a growth-focused mid-market private equity firm. We recently promoted seven new partners: Andrew Almeida, Tara Gadgil, Mike Hoffmann, Brian . Donna Riley Bebb is Head of ESG at Thoma Bravo. He has been featured in Mergers & Acquisitions Magazine as one of the Rising Stars of private equity and was named by the San Francisco Business Times as one of the regions 40 Under 40 for his business leadership contributions in building the Bay Areas future. Lauren is responsible for Thoma Bravo's Chicago office project management and supports the firm's Human Resources and Compliance teams. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. Crystal Hayes is an Investor Relations Associate at Thoma Bravo. Jessica Aguilar is an Executive Assistant at Thoma Bravo. Katie Brennan is a Senior Vice President, Controller - Firm at Thoma Bravo. Before his CFO and GM roles, he was a technology Investment Banker completing numerous M&A and Corporate Finance transactions across the technology landscape. Sylvia Griego is Head of Executive Operations, Office of Orlando Bravoat Thoma Bravo. She joined Thoma Bravo from JPMorgan Chases Private Equity and Real Estate Services group, where she was an Assistant Vice President providing fund administration services to private equity clients. Daniel Savage is an Accounting Manager at Thoma Bravo. Based in San Francisco, he joined the firm in 2021. Based in Chicago, she joined the firm in 2008. Michael graduated magna cum laude with a BS degree in Industrial Engineering and Economics from Northwestern University. Cynthia Clarke is the Chief Information Officer at Thoma Bravo. Omar Soliman is an Associate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2021. Sameer Kumar is an Associate on the Discover team at Thoma Bravo. Jennifer (Jenny) Joseph is an Executive Assistant at Thoma Bravo. Before Thoma Bravo, Donna was Head of Global Credit and ESG at Google for nearly five years. Based in Miami, she joined the firm in 2021. Caitlin is responsible for the firm's tax and financial reporting. Trever holds both a MAcc and BS degrees in Accounting from Brigham Young University. Jerry has been the principal attorney on hundreds of private equity, M&A and capital markets over the years. Before Thoma Bravo, Sarah was a Business Analyst on the Customer Experience team at Groupon. Previously, he was an Associate at Hellman & Friedman and an Analyst at Gleacher Partners. Kimberly Crittenden is a Payroll and Accounting Associate at Thoma Bravo. the People Operations Manager for Thoma Bravo's Chicago office. Dariusz is responsible for the firm's tax and financial reporting as it relates to funds and GP entities. Brian earned his BS in Economics from Duke University. Jarred Mayer is a Senior Analyst on the Finance team at Thoma Bravo. Jamie Hutter is a Principal on the Flagship team at Thoma Bravo. Amilcar works on the Finance team focusing on the firms equity funds. Before Thoma Bravo, Molly was a Senior Workplace Coordinator with Thumbtack. Based in Chicago, he. Annie holds a Master of Science degree in Accountancy and a BS degree in Business Management from DePaul University. Before Thoma Bravo, Carly was an Executive Assistant to the Managing Partner and CFO at Flexpoint Ford. Based in San Francisco, he joined the firm in 2019. He began his career as a management consultant with Bain & Company, where he was a founding member of the team that became the private equity group (Bain Capital).Paul received the World Economic Forums Technology Pioneer Award on behalf of Dilithium Networks in Davos in 2010. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. Previously Jessica held various administrative and office manager roles, including Executive Assistant to the CEO & Office Manager for TravelBank. His roles included Vice President of Finance at MedeAnalytics and Director of Finance at Roadnet Technologies. Kevin Feng is a Valuation Associate at Thoma Bravo. She spent 12 years in Capital Markets at BNP Paribas, in London covering Institutional Clients and latterly in the Middle East as a Senior Banker. Before Thoma Bravo, he worked as an Investment Banking Analyst in the M&A Group at Bank of America Merrill Lynch. Colleen holds a JD from University of Maryland and a BA degree in History from University of Wisconsin. Charlie Rittner is an Accounting Associate at Thoma Bravo. Before Thoma Bravo, he worked in technology investment banking at Moelis & Company. Etham holds an MBA from Harvard University and a BSE degree in Chemical & Biomolecular Engineering from Tulane University, where he graduated summa cum laude, Phi Beta Kappa and competed on the Mens Tennis team. Based in Chicago, he joined the firm in 2019. She joined the firm in 2019. JD earned his BA degree in Business Economics, Commerce, Organizations and Entrepreneurship at Brown University. He is passionate about helping companies sell more and sell more efficiently. Amanda earned her BA degree in Psychology from California State University. Jade has her BA in Communications from the University of Illinois at Urbana-Champaign, and she is a certified Professional in Human Resources (PHR). Nick holds an AS degree in Computer Science from Florida Career College. Thoma Bravo is one of the largest private equity firms in the world, with more than $114 billion in assets under management as of March 31, 2022. Vito most recently served as Chief Procurement Officer at ADP, where he managed the worldwide Purchasing, Real Estate and Facilities Organizations. Based in San Francisco, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Previously Sara spent several years at PwC, most recently as a Tax Manager in the Asset Wealth Management group. Christopher Jimnez Lopez is a Senior Service Desk Associate at Thoma Bravo. Since January 2018, he has served as a member of the board of directors and a member of the audit committee of Motus, LLC, a developer of a cloud-based platform for the automation of mobile workforce activities. Alexis brings 18 years of experience leading Human Resources departments and programs for multiple organizations across the financial industry. Global cyber security firm Sophos has announced the completion of its acquisition by private equity firm Thoma Bravo, in a cash transaction that . Her past roles include Chief Technology Officer at Donnelley Financial Solutions, Chief Information Officer at Mesirow Advanced Strategies, Senior Vice President at Northern Trust, and Chief Information Officer at UBS Brinson. Seth Boro is a Managing Partner at Thoma Bravo. Wall Street JournalandWSJ PRO Private Equitynamed Jennifer one of the Women to Watch in fundraising, andSan Francisco Business Timeshonored her as one of the Most Influential Women in the Bay Area. Based in Miami, he joined the firm in 2022. Kimberly holds a BA degree in Psychology from the University of Illinois in Chicago. 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. 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. Senior Director, Deputy General Counsel and Chief Compliance Officer. David Murphy is a Senior Operating Partner at Thoma Bravo. He has more than 20 years of experience as a financial and operating executive across a variety of industries. Based in San Francisco, he joined the firm in 2019. 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. Kellie is a member of the San Francisco Admin Awards Advisory Board. Based in Chicago, she joined the firm in 2021 to assist with fund and general partner entities financial reporting and tax compliance. San Francisco, CA 94111 +1 (415) 263-3660. Based in Chicago, she joined the firm in 2005. Caitlin is a Certified Public Accountant, and she holds a BBA degree in Accounting and a BA degree in Asian Languages and Literature (Japanese) from the University of Iowa Henry B. Tippie College of Business. Senior Vice President, Controller - Buyout Funds. Joel Martins is an Operating Advisor at Thoma Bravo. Jenny holds an MS degree in Special Education from New York Hunter College and a BA degree in Psychology & Employee Relations from Michigan State University. He is an experienced software CEO and Board Member. Previously she worked in accounting and finance for Cargill Investor Services, GNI, Inc. and National Futures Association. RJ holds a BS degree in Accounting and Business Administration from Washington & Lee University. Based in Miami, he joined the firm in 2019. Additionally, he completed military occupation specialty (MOS) training at the Aviation Logistics Tactical Information Systems (ALTIS) School for the U.S. Marine Corps. Eliza earned an MA in International Relations from King's College London and a BA in European History from Barnard College at Columbia University. Logan Gregoire is a Vice President on the Discover team at Thoma Bravo. Chris holds a BA degree in Network & Systems Engineering from Barry University and an AS degree in Cisco Networking Services & Technologies from Miami Dade College. Anthonys experience has centered around taking small entrepreneurial companies and helping them establish operational and financial protocols to achieve rapid growth. Previously he was an Investment Analyst focused on fixed income research at BroadSpan Capital. Amanda Gonzalez is the People Operations Manager for Thoma Bravo's Miami office. Upon completion of the transaction, Coupa will become a privately held company. Before Thoma Bravo, he worked for Bank of America as an Investment Banking Analyst in the Technology, Media and Telecommunications group. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. * 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. Based in San Francisco, he joined the firm in 2015 and oversees Thoma Bravos capital markets activities related to new investments and existing portfolio companies. Managing Director, Head of Capital Markets. We're proud to share that Thoma Bravo ended 2021 with an exciting milestone - our firm surpassed $100B in AUM. Noah received a BS degree in Business Administration and Mandarin Chinese from Washington and Lee University. Meghan Creed is a Senior Accounting Associate at Thoma Bravo. Based in Miami, she joined the firm in 2022. Cristina Amalia is an Event Operations Coordinator at Thoma Bravo. Prior to Thoma Bravo, Emma worked for Probitas Partners as a Vice President responsible for fund placement project management, and she spent over three years with Denning & Company responsible for fund placement coordination. 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. Charles graduated from Texas Tech University with a BS degree in Engineering. Natalie Doak is a Treasury and Operations Analyst at Thoma Bravo. Based in Miami, he joined the firm in 2017. Julia Mahterian is an Associate on the Discover team at Thoma Bravo. Sacha graduated from the NYU Stern School of Business, where he earned a BS degree in Finance and Management. Don joined Thoma Bravo from City Capital Advisors, where he was an Investment Banking Analyst, working on mergers, acquisitions and valuation analysis. Previously he worked in investment banking for DBO Partners. Based in Chicago, she joined the firm in 2022. Based in San Francisco, he joined the firm in 2019. Scott isresponsible for identifying and executing new deals, working closely with portfolio companies as an active board member, and helping to manage the firm. Erwin Mock is a Managing Director and Head of Capital Markets at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Before Thoma Bravo, she worked for Goldman Sachs as an Investment Banking Analyst in the Technology group. Nicolaas Vlok is an Operating Partner at Thoma Bravo. Sarah attended the Rochester Institute of Technology. Paul Li is Vice President, Assistant Controller - Buyout Funds at Thoma Bravo. Based in Miami, he joined the firm in 2022 to focus on new credit fund initiatives and portfolio performance and analytics. Based in Miami, he joined the firm in 2016. Before that, she was Chief of Staff at Ovitz Ventures, focusing on early-stage technology companies. He holds an MS degree in Accounting from University of Illinois at Chicago and a BS degree in Finance from Michigan State University. Lily Larsen is an Executive Assistant at Thoma Bravo. 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. Carl Press is a Partner on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2018. Based in Chicago, she joined the firm in 2016. While at Ascend, he served as the onsite engineer for Thoma Bravo. Amanda is a Certified Public Accountant, and she holds an MBA and a Master of Science in Accounting and Taxation from Florida Gulf Coast University and a BS degree in Accounting from the University of Florida. Thoma Bravo is one of the largest private equity firms in the world, with more than $120 billion in assets under management as of September 30, 2022. WORK. Adam McIntosh is an Accounting and Operations Manager at Thoma Bravo. Bob earned an MBA from Santa Clara University and an undergraduate degree in Finance and Accounting from Bethel University in St. Paul, Minnesota. Steve Man is an Operating Advisor at Thoma Bravo. Brendan holds a BS degree in Finance from Wake Forest University. provides financial planning, analysis and reporting support to the portfolio companies and financial due diligence guidance to the companies board of directors. Robert (Bob) Hausmann is an Operating Partner at Thoma Bravo, which he joined in 2016. Trever Shiffler is an Associate on the Growth team at Thoma Bravo. Before joining Ready Systems, Paul founded JGC and as CEO, led the microcomputer-based CAD and CAE solutions provider into market leadership before a private investment group acquired it. Michael Chang is a Senior Tax and Accounting Associate at Thoma Bravo. Previously he worked for Ernst & Young. It is the successor to the firm Golder Thoma & Co., which was established in 1980 by Stanley . 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. Kristin graduated cum laude with a BA degree in Marketing from Iona College. Based in Miami, she joined the firm in 2022. Based in Miami, he joined the firm in 2022 and focuses on the cybersecurity space. 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. Anthony Palladino is an Operating Partner at Thoma Bravo. Prior to Thoma Bravo, he worked in investment banking at Greenhill & Co. focusing on mergers and acquisitions. Nabil has his BS in Business Administration from the University of California, Berkeley. Based in Miami, he joined the firm in 2022. Based in Chicago, he joined the firm in 2019. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Based in Miami, she joined the firm in 2021. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego. Based in Miami, she joined the firm in 2021. She holds a BS degree in Communication, Management & Design from Ithaca College. Chandler holds a BSE degree with Honors in Operations Research and Financial Engineering from Princeton University. 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. Bob also currently serves as Chairman of the Board at Zix Corp, where he has been an active board member since 2005. Based in Miami, he joined the firm in 2022. Based in San Francisco, he joined the firm in 2016. Based in London, he joined the firm in 2017. 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. Based in Chicago, she joined the firm in 2020. Steph Madaus is an Associate on the Discover team at Thoma Bravo. Based in Chicago, he joined the firm in 2022. Sameer holds a BA degree in Economics from Stanford University. Sandra is a Certified Public Accountant, and she has a BS degree in Accounting and a Master of Accounting Science degree from the University of Illinois at Urbana-Champaign. Before Thoma Bravo, he worked for H.I.G. Ryan holds a BS degree in Economics with concentrations in Finance and Entrepreneurship from The Wharton School at the University of Pennsylvania. Before Thoma Bravo, she worked as an Investment Banking Analyst in the Restructuring Group at Lazard. SAN FRANCISCO UserTesting, Inc., a leader in video-based human insight, today announced the completion of its acquisition by Thoma Bravo, a leading software investment firm, and Sunstone Partners, in an all-cash transaction valued at approximately $1.3 billion.The agreement to be acquired was previously announced on October 27, 2022 and approved by UserTesting stockholders at the Special . Danielle (Dani) W. Dixon is a Senior Legal Associate at Thoma Bravo. Anastasiya earned a BA degree in Economics from the University of Chicago. Dylan Eisner is an Investor Relations Senior Associate at Thoma Bravo. Rohde is a Senior Partner at Thoma Bravo. Christy Hart is a Human Resources Associate at Thoma Bravo. Arthur holds a BS degree in Business Administration with a Certificate in Entrepreneurship and Technology from the University of California, Berkeley. Eric graduated from Cornell University, where he founded the Cornell Blockchain organization, and holds BA degrees in Economics and Biology. Previously she held various Executive Assistant roles at G.L. Based in Chicago, he joined the firm in 2015 and most recently served as the Vice President of Portfolio Analysis. Senior Vice President, Controller - Credit and Growth Funds. Based in Miami, she joined the firm in 2021. Based in Chicago, she joined the firm in 2005. Before Thoma Bravo, Diego was an Associate at Battery Ventures, focusing on SaaS and Internet companies. 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. Based in Chicago, she joined the firm in 2017. Steven is a Certified Public Accountant, and he is a graduate of Indiana University's Kelley School of Business 3/2 MBA program, with a BS degree in Accounting and Finance. Most recently, Gene was the CEO of Quorum Software, where he led the company through a significant transformation from a provider of accounting and operational software in North America to a global provider of software and services throughout the energy value chain. 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. Peter graduated cum laude with a BA degree in Economics from Washington and Lee University. Catherine has her BS degree in Commerce with a concentration in Finance, Management and Global Commerce from the University of Virginia. Steve has more than 30 years of experience leading technology transformation and operational excellence at companies such as Global Healthcare Exchange (GHX), OpenText/GXS, Inovis, Adaptec, Real3D, Lockheed Martin and General Electric. Previously he worked with JPMorgan's Investment Banking Division and was a Member of the Technology, Media and Telecom Industry Group, where he was involved in mergers and acquisitions, divestitures, restructurings, and capital markets financings. Bianca Trabanino is a Talent Associate for Thoma Bravo, where she works with the HR team on recruiting and D&I initiatives. Matt Gilbert is a Principal, Capital Markets at Thoma Bravo. Based in Miami, he joined the firm in 2021. Jared received his BA degree from the Annenberg School for Communication at the University of Pennsylvania. Prior to joining Thoma Bravo, Brian served as an Associate and Senior Associate at Veritas Capital. 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. Liam Stewart is a Senior Valuation Associate at Thoma Bravo. 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. A.J. Based in Chicago, he joined the firm in 2021. Eric Doolittle is a Principal on the Flagship team at Thoma Bravo. Shari is a Certified Public Accountant and has a BS degree in Accounting and a Masters of Professional Accountancy degree from the University of Nebraska-Lincoln. Before Thoma Bravo, Kaleigh held several roles at Morgan Stanley, including an analyst on the leveraged finance desk covering healthcare and an associate in the institutional equities division on the prime brokerage desk. Prior to joining Thoma Bravo, he worked in investment banking at Bank of America Merrill Lynch. Based in San Francisco, he joined the firm in 2022. Before that, he was a Strategic Support Associate for Jackson National in Michigan. Chandler Gay is a Vice President on the Explore team at Thoma Bravo. Based in San Francisco, he joined the firm in 2015. Kiely most recently served as VP of Financial Operations at Elemica. 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. Prior to Thoma Bravo, he worked for Morgan Stanley as an Investment Banking Analyst Healthcare Group. Prior to joining Thoma Bravo, Saniya advised Maris Africa on the companys global fundraising strategy. Before Thoma Bravo, he spent three years at Grant Thornton LLP, most recently as a Senior Audit Associate. Hudson earned an MBA from the Kellogg School of Management at Northwestern University and a BS degree in Business Administration, magna cum laude, from Washington and Lee University. Previously he worked in mergers and acquisitions and in capital market finance at Bank of America Merrill Lynch. Prior to that, Dave was president and general manager of IBM Tivoli. Daniel Poulos is a Senior Associate on the Growth team at Thoma Bravo. Alok Basani is a Vice President on the Growth team at Thoma Bravo. Jeanine is responsible for managing the firms employee payroll and expense reporting. Steve Cochran is an Operating Advisor at Thoma Bravo. Previously she spent seven years at Grosvenor Capital Management, most recently as Assistant Vice President of IT Products & Strategy. Emma earned a BS degree in Environmental Policy Analysis and Planning from the University of California, Davis. James (Jim) K. Lines is a Senior Operating Partner at Thoma Bravo. Previously, Jerry served as a Partner in Kirkland & Ellis LLP's Chicago office, where he was a leader in the firm's Private Equity, M&A and Capital Markets practices, working closely with Thoma Bravo for almost 20 years on a variety of transactions and mandates. Charlie works on the Finance team focusing on the firm's credit funds. 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. As part of the valuation team, Liam helps manage the firm's valuation needs, including quarterly valuations of its credit and equity investments. Carl holds an MBA from The Wharton School of the University of Pennsylvania, where he was a Palmer Scholar, and a BS degree in Electrical Engineering, with Honors, from the University of Illinois at Urbana-Champaign. Based in Miami, she joined the firm in 2020. Jasmine earned a BA degree in Honors Business Administration from the Richard Ivey School of Business at Western University. Based in San Francisco, he joined the firm in 2014. 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 Thoma Bravo, Adam was a Principal at Francisco Partners, where he was responsible for identifying, executing, and managing investments across the technology industry.
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