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Jims 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. +1 to the person above who said they actively avoid companies owned by private equity firms. Earlier in her career, she was heavily involved in performing arts and performed nationally and internationally as a featured singer and Disney Princess. Based in Miami, he joined the firm in 2018. 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. Shari Huisman is a Senior Director, Chief Accounting Officer at Thoma Bravo. The firm invests in growth-oriented,. 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. Based in Chicago, he joined the firm in 2021 to assist with general partner accounting and tax compliance. Previously, she was an Associate at Sidley Austin. Previously he was an IT Platform Support Technician for HBO Latin America and a Technical Support Technician for TEVA Pharmaceuticals. Prior to that, Dani was an Associate in the Kirkland & Ellis Investment Funds Group, representing sponsors across different private investment vehicles. Based in Chicago, she joined the firm in 2022 to focus on data management, analytics, and business intelligence reporting. Before SAP, he was SVP Application Development at Hyperion. Previously he worked in mergers and acquisitions at Barclays Capital. She joined the firm in 2015. Tom Davis brings more than 25 years of experience in technology and enterprise software. Arthur Rietdyk is a Senior Associate on the Flagship team at Thoma Bravo. 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. He brings 25 years of experience in founding and growing successful global technology companies. Nicolaas holds a degree in Computer Engineering from the University of Pretoria. Before EY, she was the Senior Tax Accountant at Franklin Monroe Administrative Services and a Senior Tax Associate at PwC. Caitlin is responsible for the firm's tax and financial reporting. Based in San Francisco, he joined the firm in 2020. Based in Chicago, he joined the firm in 2019. It is known for being particularly active in acquiring software companies and has over $114 billion in assets under management. Based in San Francisco, he joined the firm in 2014 as a Vice President. Daniel is an Alumnus of the Verrazano Honors School at the College of Staten Island, where he graduated cum laude with a BS degree in Accounting & Finance. Previously he worked at Ares Management in the Direct Lending division. Based in Chicago, she joined the firm in 2021. During his career, he has served in a variety of positions including quality assurance, software development, engineering management, product management, architecture, CTO and CEO. 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. As part of the valuation team, Liam helps manage the firm's valuation needs, including quarterly valuations of its credit and equity investments. The firm invests in growth-oriented, innovative. JD earned his BA degree in Business Economics, Commerce, Organizations and Entrepreneurship at Brown University. Based in Chicago, he joined the firm in 2015 and most recently served as the Vice President of Portfolio Analysis. 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, she was a Household Manager and Family Assistant for several families and private family offices. Based in San Francisco, she joined the firm in 2022. Before Thoma Bravo, Sajal was an Analyst at Battery Ventures, focusing on growth and buyout software investments. Lee Mitchell is a Managing Partner at Thoma Bravo. WORK. Dariusz is a Certified Public Accountant, and he holds a Masters of Accountancy from the University of Notre Dame Mendoza College of Business and a BBA degree in Accounting and Finance from Loyola University Chicago. Brian Ocoro is an Accounting Associate at Thoma Bravo. Since then, he has been instrumental in multiple acquisitions and development of various software companies. Based in Chicago, he joined the firm in 2019. Based in Chicago, she joined the firm in 2022. Based in Miami, he joined the firm in 2021. Kyle Warren is a Senior Vice President on the Flagship team at Thoma Bravo. During his time at Blue Coat, Dave was instrumental in developing the companys focused security and acquisition strategy. The company was acquired by OnMobile (NYSE:ONMOBILE). Previously she served as Inventory Accountant at Enesco LLC, where she was responsible for month-end close, budget preparation and financial analysis. He earned his BA in Economics from Northwestern University. Prior to joining PowerPlan in 2015, Charles was CEO of P2 Energy Solutions. Previously, he worked at Bain & Company in Dallas and Sidney and Lincoln International in Chicago. 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. Jennifer James is Managing Director, Chief Operating Officer and Head of Investor Relations & Marketing at Thoma Bravo. Based in Miami, he joined the firm in 2018. Previously, he worked in investment banking at Citigroup. Hudson Smith is a Partner at Thoma Bravo. Before Flexpoint, she held several senior administrative roles supporting various executives at RSM US and AAR. Adam Thier is an Operating Advisor at Thoma Bravo. Based in San Francisco, he joined the firm in 2005. Josh VanSickle is a Senior Systems Administrator at Thoma Bravo. Christy Hart is a Human Resources Associate at Thoma Bravo. 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. Molly Herrenbruck is an Executive Assistant at Thoma Bravo. It is the successor to the firm Golder Thoma & Co., which was established in 1980 by Stanley . Before Thoma Bravo, he was an Investment Banking Analyst at Bank of America Merrill Lynch. Previously he was Technical Support Coordinator for Perez Technology Group and an Information Technology Specialist for East Hartford Public Schools. 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. Earlier, she was a Coordinating Producer and an Executive Personal Assistant to David Blaine, the Magician. Based in Miami, he joined the firm in 2016. Thoma Bravo always does a 15-20% RIF a few months after the deal closes. Brian Paskas is a Senior Associate on the Flagship team at Thoma Bravo. In addition to helping companies expand, Charles has a passion for transforming organizations by focusing on employee culture and the customer experience. She has 25 years of finance experiencefocused on optimizing performance, profitability and operational effectiveness in private and public technology companies. He began his career at Greenhill in the M&A and restructuring group in New York. Scott is. Paul also held a variety of senior management positions at the embedded systems software company Ready Systems, including VP of Operations, CFO and VP of Global Support Services before its acquisition by Mentor Graphics. To support our new community, our employees coordinated efforts to donate much-needed supplies and services. Holden was a Fulbright Scholar and earned his BA degree in Economics at Dartmouth and his MBA at Harvard Business School. Jim earned his MBA from UCLA Anderson School of Management and his BA degree in Economics from UC San Diego. Based in San Francisco, she joined the firm in 2016. 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. He holds a BA degree in Mathematics and Economics from Vanderbilt University. Previously he was a Windows Migration Technician at Florida Power & Light and a Cisco Phone Support Specialist at Miami Childrens Hospital. 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. Prior to Providence, he was an investment banker with Citgroup Global Markets Inc. Mike holds an MBA from Stanford University and graduated with an AB degree in Economics from Harvard University. Based in Miami, she joined the firm in 2021. Choose Role: Operating Team Operating Partners and Advisors * 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 Chicago, she joined the firm in 2020. 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. Julia holds a BS degree in Finance from Brigham Young University. Before Thoma Bravo, he worked for H.I.G. Keaton graduated cum laude from Brigham Young University with a BBA degree in Accounting. Previously, Matt was an investor focused on software and technology companies with the private equity firm Summit Partners. Most recently, she was Human Resources Director at Waud Capital Partners, a growth-focused mid-market private equity firm. Capital and a Credit Analyst at Boston Portfolio Advisors, both of which focused on Structured Products. Before Thoma Bravo, he worked in investment banking at Evercore, focused on Mergers & Acquisitions as part of the Communications and Digital Infrastructure team. Based in Miami, he joined the firm in 2021. Previously, he was an Associate at Hellman & Friedman and an Analyst at Gleacher Partners. Charles has more than 30 years of experience building profitable businesses. Previously he worked in mergers and acquisitions and in capital market finance at Bank of America Merrill Lynch. 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. Liz holds a BBA degree from Saint Xavier University. Before joining Thoma Bravo, Joel served as CTO at Social Solutions, completing a transaction from Vista Equity Partners to Apax Partners. Caroline graduated with a BS degree in Science, Technology & International Affairs from Georgetown University. Antoaneta is a current Bachelor of Liberal Arts candidate through Harvard Extension School. Daniel began his career at PricewaterhouseCoopers in New York, and he is a Certified Public Accountant. Dan has also worked at VMware as Senior Vice President of Global Customer Operations, overseeing advanced technology sales, global services, renewals, global channels and alliances, OEM / ISV sales, and go-to-market strategy. Prior to Marlin, he worked in investment banking at Moelis & Company. Jasmine earned a BA degree in Honors Business Administration from the Richard Ivey School of Business at Western University. Jennifer (Jen) Walker is an Executive Assistant at Thoma Bravo. Previously, he worked at Bain & Company in Dallas and Sidney and Lincoln International in Chicago. Amanda earned her BA degree in Psychology from California State University. Tara Gadgil is a Partner on the Flagship team at Thoma Bravo. Diego graduated from The Wharton School of the University of Pennsylvania with a BS degree in Economics. Lindsay graduated with a BS degree in Advertising & Marketing Communications from the Fashion Institute of Technology in New York. Before Thoma Bravo, he was an Associate with Pamlico Capital and an Analyst at Harris Williams. Jade has her BA in Communications from the University of Illinois at Urbana-Champaign, and she is a certified Professional in Human Resources (PHR). We are Thoma Bravo. Marco holds a BS degree in Network Technologies and Administration from Western Illinois University and an AS degree in Network and System Administration from Kankakee Community College. Keaton Hart is an Associate on the Flagship team at Thoma Bravo. Previously he was an Analyst with Credit Suisse. Previously he worked at Coretelligent and Jews for Jesus. Maddie holds a BBA degree in Finance from the Mendoza College of Business at the University of Notre Dame. Carl received an MBA from the Stanford Graduate School of Business and a BS degree in Accounting and Agriculture Economics from Oklahoma State University. Jamie earned his BA degree with Honors in Science, Technology & Society at Stanford University. Previously she was a Tax Manager at Deloitte and a Senior Tax Associate at HLB Gravier. Based in Chicago, she joined the firm in 2021. Deven Bhatt is an Associate on the Explore team at Thoma Bravo. He is an experienced software CEO and Board Member. A.J. Additionally, he is a member of the NextGen Leadership Council for the Boys & Girls Clubs of San Francisco. Sylvia Griego is Head of Executive Operations, Office of Orlando Bravoat Thoma Bravo. Mark Maier is a Senior Vice President, Technology Operations at Thoma Bravo. Today she leads Thoma Bravo's business operations strategy, efforts to serve the needs of new and existing investors, and the firm's industry communications programs. Roberto Nazario is Vice President of Performance Reporting and Analytics 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. Most recently, she was an Internal Communications Manager at Meta. Vitos 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. During his tenure at GHX, he created the strategy, architected, led development and migrated the company's core asset and customers to the AWS public cloud profoundly transforming the company. David Weiss is an Operating Partner at Thoma Bravo. Previously he was a Tax Senior at PricewaterhouseCoopers, where he worked with private equity and other asset management clients. She began her career as an Assistant Marketing Manager for Droguera Betances, a locally owned Pharmaceutical Wholesaler in Puerto Rico. She holds a BS degree in Accounting from University of Illinois at Chicago and is a Certified Public Accountant. Before his CFO and GM roles, he was a technology Investment Banker completing numerous M&A and Corporate Finance transactions across the technology landscape. Sarah Monroe is Senior Associate, Data and Analytics at Thoma Bravo. Prior to SonicWALL, he was the CFO of Kontiki, Artisan Components, Cooper & Chyan Technology and Claris (Apples software subsidiary), and earlier held senior management positions at Apple. 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. Ivo G. Bojanov is an Accounting Manager at Thoma Bravo. Based in San Francisco, she joined the firm in 2022 to lead Thoma Bravo's enterprise-wide ESG strategy and build upon the firm's long-standing commitment to environmental, social and governance efforts. 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. Based in San Francisco, he joined the firm in 2019. Prior to that, he worked at Bridge Growth Partners on the technology investment team. Vice President, Communications and Marketing. He holds an MBA with Honors from the Wharton School at University of Pennsylvania and a BA degree with Honors in Economics from Dartmouth College. Megan Frank is Managing Director, Communications and Marketing at Thoma Bravo. Ned Sullivan is an Associate on the Capital Markets team at Thoma Bravo. Scott also worked as an investment professional at private equity firm J.H. Kristin then served as CEO of two Vista Equity Partners portfolio companies: MicroEdge, which was sold to publicly traded Blackbaud (Nasdaq: BLKB) for more than 7x MOIC in 2014, and Social Solutions Global which was sold to Apax Partners in 2021 for 5x MOIC. Deeksha Chaturvedi is an Associate on the Flagship team at Thoma Bravo. Based in Miami, she joined the firm in 2022. Christhopher (Chris) Lind is a Service Desk Associate at Thoma Bravo. She joined the firm in 2019. Scott also worked as an investment professional at private equity firm J.H. Based in Miami, he joined the firm in 2021. Kristy Pike is a Senior Vice President, Controller - Buyout Funds at Thoma Bravo. Lauren holds a BA degree in Communications Management and Marketing from the University of Dayton. Faizan Khan is Vice President, Service Desk at Thoma Bravo. She joined the firm in 2023 after working on a consulting basis with the HR team. 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. Nabil has his BS in Business Administration from the University of California, Berkeley. He joined the firm in 2022 to lead its digital marketing strategy. Thoma Bravo Fund XV Team (1) Name Title Deals Funds Boards Office; Scott Crabill: Managing Partner: 00: 00: 0: San Francisco, CA To view Thoma Bravo Fund XV's complete team members history, request access Thoma Bravo Fund XV Returns Data. Based in Miami, she joined the firm in 2022 and focuses on the cybersecurity space. Based in San Francisco, he joined the firm in 2022. Thoma Bravo L.P., a leading private equity firm focused on the software and technology-enabled services sectors, has worked for 40+ years to deliver superior value to our investors and the companies in which we have invested. He has more than 20 years of experience driving innovation, growth and operational excellence in software companies. Previously JD worked in investment banking at JP Morgan. Based in Chicago, he joined the firm in 2021. Anthony Palladino is an Operating Partner at Thoma Bravo. From September 1999 through September 2002, he served as Vice President and Chief Financial Officer of Resonate, Inc. and managed the company's initial public offering. Before joining Thoma Bravo, Ali was an Associate in the Kirkland & Ellis Investment Funds Group, representing investment advisers and private investment funds. Based in San Francisco, he joined the firm in 2005, then became a Partner in 2010 and a Managing Partner in 2013. Catherine Beall is a Senior Associate on the Flagship team at Thoma Bravo. Previously he worked for KPMG's Financial Due Diligence team, where he helped in analyzing financials for private equity clients. 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 San Francisco, she joined the firm in 2021. Nicolaas Vlok is an Operating Partner at Thoma Bravo. Nabil Hamade is a Senior Associate on the Flagship team at Thoma Bravo. Previously she was an Assurance Manager at Plante Moran. Kristi earned her BA degree in Marketing and Finance from the University of Massachusetts-Boston. Based in Miami, he joined the firm in 2020. She joined the firm in 2022 to focus on marketing, internal communications, and Thoma Bravo's diversity and inclusion strategy. Previously he worked in investment banking at Credit Suisse. Lea Bishko is Executive Assistant and Chief of Staff to Carl Thoma. Prior to co-founding TetraSun, he was a consultant to public and private companies with respect to operational and financial management matters, including Sarbanes-Oxley and systems and process re-engineering. Before Thoma Bravo, he held several technical support and IT roles, including Sr. Corporate IT Specialist with Castlight Health, IT Technician with Plume, IT Support Engineer with Amazon Web Services, and Help Desk Analyst with Intuit. Additionally, Erwin is responsible for managing and helping grow the firms relationships with investment banks, direct lenders and debt / equity investors. 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. Joel graduated from the University of Minnesota with a BS degree in Computer Science and attended Luther Seminary in St. Paul post-graduate. Nate earned a BS degree in Accounting and Finance from Marquette University. Veronica graduated summa cum laude with a BS degree in Systems & Information Engineering from the University of Virginias School of Engineering and Applied Science. His roles included Vice President of Finance at MedeAnalytics and Director of Finance at Roadnet Technologies. Senior Vice President, Technology Operations. Before Thoma Bravo, Alex worked at Blackstone in the Growth Equity and Tactical Opportunities funds. 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. Before that, she was Chief of Staff at Ovitz Ventures, focusing on early-stage technology companies. Brian holds a BS degree. Cody Cowan is a Senior Associate on the Discover team at Thoma Bravo. 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. Based in San Francisco, he joined the firm in 2022. Jamie Hutter is a Principal on the Flagship team at Thoma Bravo. At Ventyx, he served as COO and was instrumental in developing new global markets across six continents. RJ Perciavalle is an Associate on the Credit team at Thoma Bravo. Jasmine Yang is an Associate on the Growth team at Thoma Bravo. Based in Miami, he joined the firm in 2021. Previously, he was with Morgan Stanley Capital Partners in London, Thomas H. Lee Partners in Boston, and Morgan Stanley in New York. Earlier in her career, she held strategy and product management roles at Outerwall and Morningstar. Tom Clark is an Operating Partner at Thoma Bravo. 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%. Brendan holds a BS degree in Finance from Wake Forest University. Julie Burns is an Accounting Manager at Thoma Bravo. Before that, he was a Strategic Support Associate for Jackson National in Michigan. Before Thoma Bravo, she led marketing and communications at Comcast Ventures, where she managed content production and editorial strategy. Joel Martins is an Operating Advisor at Thoma Bravo. He is a former board member of Telestream, Keynote, PowerPlan, Mediware, Landesk/Ivanti, Embarcadero, GHX, and SRS Software LLC.Prior to Thoma Bravo, Paul was the founding CEO of Dilithium Networks, a global leader in mobile video infrastructure solutions. Mike Hoffmann is a Partner on the Flagship team at Thoma Bravo. Based in Chicago, Alex joined the firm in 2020 to assist with fund and general partner accounting and tax compliance. Before joining Thoma Bravo, Etham worked as an Associate at General Atlantic, where he invested in and partnered with growth-stage technology companies. Kristin Nimsger Weston is an Operating Partner at Thoma Bravo. Prior to assuming this role in 2019, Steve held leadership positions in two Thoma Bravo portfolio companies and was responsible for implementing best practices and value creation activities guided by the Board of Directors. provides financial planning, analysis and reporting support to the portfolio companies and financial due diligence guidance to the companies board of directors. Before Thoma Bravo, she was an Investment Banking Analyst at Morgan Stanley. Valerie graduated cum laude with a BA degree in English and Theology from Mount St. Marys University. Carly has a BBA degree from Illinois State University and an AA degree in Business Administration and Management from College of DuPage. Before Thoma Bravo, Nanette was an Investment Banking Analyst in the Technology, Media and Telecommunications group at Goldman Sachs. Sam earned his BS degree with distinction in Management Science and Engineering at Stanford University. Prior to these positions, he served as Operations Partner and Chief Financial Officer of Mohr, Davidow Ventures, a Silicon Valley-based venture capital partnership, and as the Chief Financial Officer of Red Brick Systems, Inc., where he managed the company's initial public offering. Lauren Benn is an Executive Assistant at Thoma Bravo. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. Before Thoma Bravo, he was an Investment Banking Associate at Bank of America Merrill Lynch in the Leveraged Finance and Equity Capital Markets groups. Brian Dunford is a Senior Vice President, Head of Valuations at Thoma Bravo. Nick Romero is a Service Desk Associate at Thoma Bravo. Chris is responsible for employee IT help desk ticketing and end-user hardware and software troubleshooting. Dillon graduated cum laude with a BS degree in Financial Engineering from Columbia University. Hudson is responsible for finding and executing new deals and monitoring and growing the portfolio as an active board member for the firms Discover funds, which focus on investing in mid-sized software and technology companies. Based in San Francisco, she joined the firm in 2020. Before that, Eliza held internal and corporate communications roles at Macquarie Investment Management, Allianz Global Investors and JPMorgan Chase. Don Siegel is an Operating Advisor for Thoma Bravo, where he provides financial management, operations and reporting guidance to the firm's portfolio companies. Before Thoma Bravo, Valerie was the Executive Assistant to the CEO and Co-Founder of Rent The Runway. Brittany Montalbo is an Executive Assistant at Thoma Bravo. Jessica Aguilar is an Executive Assistant at Thoma Bravo. Based in Chicago, he joined the firm in 2016. Based in Miami, he joined the firm in 2022. Based in London, he joined the firm in 2017. Additionally, he is a board member of the CPMC Foundation, which is the capital raising arm of Sutter Health hospital in San Francisco. Marco is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Tony is an author with Practical365.com and holds several Microsoft, cybersecurity, and cloud IT certifications. Kevin has a BSBA degree in Management Information Systems and New Venture Development from the University of Arizona. Before Thoma Bravo, he was global head of content marketing at The Carlyle Group.

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