thoma bravo team
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. Anthony Palladino is an Operating Partner at Thoma Bravo. Jared Barchus is Vice President, Communications and Marketing at Thoma Bravo. Brittany Montalbo is an Executive Assistant at Thoma Bravo. Based in Chicago, he joined the firm in 2021 to focus on user experience and productivity. Based in Miami, he joined the firm in 2017. Christhopher (Chris) Lind is a Service Desk Associate at Thoma Bravo. Most recently he served as interim CEO of Anaplan, which was acquired by Thoma Bravo in 2022. Previously he worked in investment banking for Morgan Stanley. Based in Chicago, she joined the firm in 2017. Kathy graduated summa cum laude with a BS degree in Finance Honors and Economics from DePaul University, and she studied International Economics at Budapest Corvinus University. Previously, he was an Investment Banking Analyst at PJT Partners. Kristel works on the Finance team focusing on the firm's equity funds. Kiely earned her MBA from St. Joseph's University and BA degree in Finance from the University of Pittsburgh. Annie holds a Master of Science degree in Accountancy and a BS degree in Business Management from DePaul University. Jennifer (Jen) Walker is an Executive Assistant at Thoma Bravo. Kristel Ramos is an Accounting Associate at Thoma Bravo. Before VMware, he spent more than 12 years in a variety of senior leadership roles at Cisco. Before Thoma Bravo, she served as Partner, Investor Relations & Marketing, for Sofinnova Ventures. It is the successor to the firm Golder Thoma & Co., which was established in 1980 by Stanley . Sara is a Certified Public Accountant, and she holds a Master in Professional Accounting, a BBA degree in Accounting, and a BA degree in Psychology from The University of Texas at Austin. Bob was co-founder, a director and Chief Financial Officer of TetraSun, Inc., a solar cell R&D and Manufacturing company that was sold to First Solar, Inc. in 2013. Based in San Francisco, he joined the firm in 2022. 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 Google's mission and values. While there, she held several positions, most recently she served as Audit Manager. He began his career at First Chicago Equity Group where he helped build one of the largest and most active private equity firms in the country. Ali is a Georgetown University Law Center graduate, and she holds a BA degree from the University of Illinois Urbana-Champaign. Prior to Thoma Bravo, he worked in accounting at Northern Trust. Based in Miami, he joined the firm in 2021. Previously, she served as a writer, editor and researcher for several international human rights and humanitarian aid organizations. Previously he worked in investment banking at Moelis & Company. Sarah attended the Rochester Institute of Technology. Alex holds a BA degree in Economics and History from Columbia University. Based in San Francisco, he joined the firm in 2021. Based in San Francisco, she joined the firm in 2022. He was previously part of the investment team at Summit Partners, where he was involved in private equity investments in software and other technology businesses. Lauren McLaughlin is the People Operations Manager for Thoma Bravo's Chicago office. Most recently, he spent four years as CFO at MedeAnalytics, a Thoma Bravo portfolio company. Steve Cochran is an Operating Advisor at Thoma Bravo. Alok graduated cum laude from the New York University Stern School of Business, where he earned a BS degree in Finance and Management. Mike Hoffmann is a Partner on the Flagship team at Thoma Bravo. Based in Chicago, she joined the firm in 2005. Based in Miami, he joined the firm in 2022. Capital. Carl Press is a Partner on the Explore team at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Based in Chicago, she joined the firm in 2022. Based in Miami, he joined the firm in 2021. Based in Miami, he joined the firm in 2022. Gene holds an MBA from Washington University, where he received the 2019 Olin Business School Distinguished Alumni Award, and he has a BS degree in Engineering Management from Southern Methodist University. As a strategic Operating Advisor at Thoma Bravo, Dan helps portfolio companies achieve operational execution in sales, partner ecosystems and customer success with simplicity and focus. Brendan holds a BS degree in Finance from Wake Forest University. Based in Chicago, she joined the firm in 2021. We're proud to share that Thoma Bravo ended 2021 with an exciting milestone - our firm surpassed $100B in AUM. Based in San Francisco, he joined the firm in 2011. Based in San Francisco, she joined the firm in 2021. She joined the firm in 2023 after working on a consulting basis with the HR team. Noah received a BS degree in Business Administration and Mandarin Chinese from Washington and Lee University. Jay has an impressive track record as a successful CEO, transformation driver, and value-creating leader of world-class enterprise organizations. Shari Huisman is a Senior Director, Chief Accounting Officer at Thoma Bravo. He is a Certified Public Accountant in the State of California and earned his BS degree from Saint Mary's College of California. Most recently, she was Human Resources Director at Waud Capital Partners, a growth-focused mid-market private equity firm. Based in San Francisco, he joined the firm in 2015. Prior to taking on the CEO role, he was the Chief Operating Officer for Riverbed, where he led the company's Worldwide Sales, Channels and Alliances, Sales Operations, and Customer Experience teams. Cristina holds a BBA degree in Marketing from the University of Puerto Rico, Rio Piedras Campus. Sarbari holds a BA degree in applied mathematics with a concentration in industrial engineering and operations research from the University of California, Berkeley. Based in San Francisco, she joined the firm in 2022. Prior to joining Thoma Bravo, she served as a Vice President at Berkshire Partners in Boston. Sylvia Griego is Head of Executive Operations, Office of Orlando Bravoat Thoma Bravo. Previously he spent 12 years at Mesirow Financial, most recently as a Vice President responsible for the IT operations of Mesirow Advanced Strategies. Previously, Elizabeth was part of the private equity project management and origination team at Park Hill Group (Blackstone) in New York. Based in Chicago, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Elizabeth Yates is Director, Investor Relations at Thoma Bravo. She joined Thoma Bravo from the Financial Services Office group at Ernst & Young LLP, where she was a Tax Manager working with private equity and other asset management clients. Antoaneta is a current Bachelor of Liberal Arts candidate through Harvard Extension School. Before Optimizely, Jay was the CEO at Birst Software, another venture-backed firm that was sold to a large application software company. Matt Gilbert is a Principal, Capital Markets at Thoma Bravo. Before that, she was a Sales Coordinator for Miller Media Sales, Inc. Caroline holds a BA degree in American Studies and a Multi-Site Business Program Certificate from Miami University. 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. 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. Calvin Works is an Associate on the Explore team at Thoma Bravo. Ryan Scheffler is a Vice President on the Discover team at Thoma Bravo. Robert (Bob) Hausmann is an Operating Partner at Thoma Bravo, which he joined in 2016. Earlier Lily worked as an Agent Trainee at ICM Partners and as an Agent Assistant at The Gersh Agency in New York. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. Previously she held Executive Assistant roles at Social Finance, Okta, Inc., Spectrum Equity, and RS Investments. Based in Chicago, she joined the firm in 2016. Cindy Crane is an Operating Advisor for Thoma Bravo, where she provides financial management, reporting and operations support to the firm's portfolio companies. Brian Ocoro is an Accounting Associate at Thoma Bravo. Dylan Eisner is an Investor Relations Senior Associate at Thoma Bravo. Javier Guinard is a Vice President on the Discover team at Thoma Bravo. *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. Earlier in his career, he was a real estate investor with Ashkenazi Development and Management and a software developer with CargoMatrix. Amyreceived aBS degree in Business Administration and Accounting from Indiana University of Pennsylvania. 2021 was also a pivotal year in terms of strengthening our investment team and elevating the next generation of leaders at Thoma Bravo. Kevin is a Chartered Financial Analyst (CFA) charterholder, and he has an MS degree in Finance from Purdue University and a BS degree in Finance from Southeast Missouri State University. Previously, she served as an Associate at TPG Growth in San Francisco and an Analyst in the Investment Banking Division at Goldman Sachs in New York. 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. Based in Chicago, she joined the firm in 2017. She joined the firm in 2022 to focus on marketing, internal communications, and Thoma Bravo's diversity and inclusion strategy. Brown & Sons. Based in Chicago, she joined the firm in 2018. Katie holds a BS degree in Accounting from University of Illinois and she is a Certified Public Accountant. She joined the firm in 2015. Based in San Francisco, she joined the firm in 2015 with 20 years of experience in private equity/venture capital investor relations, fundraising, and marketing. Liam is a graduate of the University of Notre Dame, where he graduated cum laude with a BBA degree in Finance. Zareh holds a BS degree in NanoEngineering from the UC San Diego Jacobs School of Engineering. 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. Joe earned his BBA degree in Finance from the University of Notre Dame, Mendoza College of Business. Based in San Francisco, she joined the firm in 2016. Based in Miami, he joined the firm in 2022. Bob earned an MBA from Santa Clara University and an undergraduate degree in Finance and Accounting from Bethel University in St. Paul, Minnesota. Kristy holds a BS degree in Accounting and Finance from DePaul University and is a Certified Public Accountant. Ben Revivo is an Accounting Manager on the Buyout Funds at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. During his time at Social Solutions, Joel oversaw the creation and launch of a new product line and dramatic growth. 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. Megan has more than 20 years of experience in communications, most recently serving as the Head of Communications for Allianz Global Investors in the US. 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. Donna Riley Bebb is Head of ESG at Thoma Bravo. He has more than 20 years of experience driving innovation, growth and operational excellence in software companies. He assumed the GM role after the acquisition and led the integration efforts of Zego into the Integrated Software division at Global Payments. Based in San Francisco, she joined the firm in 2000 as Orlando Bravo's Executive Assistant. Brendan Fox is a Principal on the Credit team at Thoma Bravo. To start his career, he worked as an Investment Banking Analyst in the Leveraged Finance Group at UBS in New York. He earned a JD from the University of Michigan Law School, an MBA from Auburn University, and a BA degree in Economic Policy Analysis from Michigan State University. Jennifer earned her MBA from Northwestern University and her AB degree in History from Bowdoin College. Christine Kang is a Principal on the Growth team at Thoma Bravo. We recently promoted seven new partners: Andrew Almeida, Tara Gadgil, Mike Hoffmann, Brian . Bob also currently serves as Chairman of the Board at Zix Corp, where he has been an active board member since 2005. Annie Wei is a Principal on the Explore team at Thoma Bravo. Sylvia has more than 15 years of administrative management and operations experience in both the private and public sectors. Amanda earned her BA degree in Psychology from California State University. Kevin helps manage the firm's valuation needs, including quarterly valuations of its investments. Editor and researcher for several international human rights and humanitarian aid organizations, Elizabeth was of... Leveraged Finance Group at UBS in New York mid-market private equity project Management origination. 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