Thoma Bravo’s Post

Welcome to the M&A Peer Forum, the gateway to opportunities and insights in Private Equity and portfolio companies - for fractional executives and M&A trusted advisors. This is where we discuss and share all ideas and news relative to the formation and development of the unique M&A Peer Forum created by Fractional Connections. Not a networking group... Not a referral or leads group... The purpose of the Forum is to build and share relationships in the private equity/portco ecosystem and work together on tangibly demonstrating how fractional executives and trusted advisors are value drivers in this sector. Launching March 2024.

I'm excited to share some key insights from a recent keynote panel I moderated at the 12th annual Private Equity Forum hosted by Markets Group titled "Global Private Equity Investing." The discussion with industry experts was illuminating. Here are some of my takeaways: 📈 Market Recovery Signs: The PE landscape is showing signs of resilience with deal activity finding its footing and capital markets on the upswing. 🔍 Importance of Management: Opportunities in PE are often driven by effective management and the unique motivations of founders. 🌱 Long-Term Focus: Investors would do well to keep their eyes on long-term structural trends instead of getting distracted by short-term buzz. 💰 DPI is the New IRR: There's a noticeable pivot toward Distributions to Paid-In Capital (DPI) ratio as liquidity becomes a heightened priority for investors. Thank you to the panelists - Peter Cornelius, Sean Ward, Fanglu Wang, Vincenzo La Ruffa, and Arslan Mian - for such an engaging discussion.

Did you know that over 50% of VC firms on the Forbes Midas List conduct their expert calls through Tegus? 🌟 This isn't just any transcript library; it's a goldmine of high-quality insights fueled by the world’s top investors. Tegus is the only platform where you can get an inside look into the questions these leading VCs are asking and the opportunities they're most excited about. 🚀 https://bit.ly/3WzSzDu

Join Northern Ontario Angels for an exclusive virtual event: Investor Insights – A Discussion with Accredited Angel Investors! 💼 Learn from Gilberto Gandra, Founding Partner at Radius VC, and Peter Dal Bianco from Bianco's Management Consulting Group, as they share their invaluable insights and experiences. 🚀 Be a part of the conversation moderated by Ian Lane, Executive Director for NOA. Don't miss this opportunity to gain a deeper understanding of the investment landscape. Register here 👉 https://lnkd.in/gSdJMpRv #OntarioAngels #angelinvestorsontario #AngelInvestors #InvestorInsights #VirtualEvent

📢 I am thrilled to be a featured speaker at the upcoming Private Equity European Emerging Managers Summit in London this Wednesday. Our session will focus on a critical value proposition for private equity investors in today's investment landscape: the strategic deployment and exit strategies to drive accelerated returns.   🌍 If you're interested in diving deeper into this topic or exploring the nuances of asset management internationalisation, I would love to connect and continue the conversation following the conference. Please don't hesitate to reach out!   #PrivateEquity #Internationalization #AssetManagement #Arcano #ArcanoPartners #PEWire #PEEUEmergingManagerSummit  

Proskauer’s Andrew Wingfield shares his insights with Private Equity International on the crucial role of revitalizing business in the private equity sector and the significance of increased capital flow to benefit LPs during a roundtable discussion. In this engaging session, Andrew joined Pierre-Axel Botuha from 3i, Alexander van der Have from Middleground Capital, David Samuelson from Nordic Capital, and Vahit Alili from Schroders Capital to discuss European mid-market private equity. → To read more from this thought-provoking conversation, click here: https://bit.ly/41cNAci → To learn more about our work in private capital, click here. https://lnkd.in/ezbfaKUw #Proskauer #PrivateCapital #PrivateEquity #MergersAndAcquisitions #LPs #GPs

Now we have had the opportunity to review the transcript of this fascinating conversation, it seems apparent that thinking is turning hard to the nature of the inflection point we are reaching in global markets. In short, it is all well and good to talk about 'higher for longer' in the context of taking air out of a balloon that was pumped full of pandemic stimulus, but we have now reached the point where consumers everywhere are feeling the pain. And yet central banks may not cut, or at least not far, unless that pain metastasises into unemployment and other symptoms of spare capacity. There are no easy answers for policymakers, especially as, at the same time, everyone is only too aware of the heightened atmosphere of political and geopolitical tension looming in H2. Talk on the RBNZ, for instance, coalesced around a sense that it may now be overdoing its hawkish tone. The good news? Issuers have been able to make hay in H1, including in the Australian market - which has experienced unprecedented scale and consistency of demand. New Zealand has been harder for global borrowers but there is ongoing optimism about underlying demand even as pricing has been tough to line up. You can read a full transcript of the discussion in the June/July edition of KangaNews magazine - to be published in late July.

Meet the DONs Virtual Event returns on the 30th of May. This unique online experience brings together opportunities, decision makers and sophisticated investors. CEO's, Founders, decision makers and sophisticated investors. Join our event -  https://lnkd.in/eAq8KZFT Paragon Mobility Jean LEMAIRE #BioTechEvent #VirtualEvent #InvestmentOpportunities #BiotechConference #StartupFunding

Are you attending the PE Insights Nordics conference? Lorenzo Gregory Sormani, CFA is looking forward to meeting you and exchange ideas on effective hiring and management of CEOs and Management teams! 💡💬🙌🏻 Private Equity Insights, Evoco #privateequity

Thank you to Global Corporate Venturing and my fellow panelists Gabriela Ruggeri, Bogdan Gogu and Nityen Lal for the stimulating conversation on GP/LP relationships between CVCs and VCs. To recap: 🎯 Over the last c. 10 years, more specialized VCs have emerged that present opportunities for corporates working in specific verticals (financial services, agriculture, logistics etc) to invest in select VCs for mutual success. 🔑 When it comes to GP/LP relationships, frequent, open communication, patience and multiple touch points across both orgs are keys to realizing the full strategic benefits. 🙈 CVCs can help keep VCs grounded: while VCs largely invest in horizon 3, working closely with CVCs/corporates can be a useful reality check on certain market dynamics. And if you’re a VC with a CVC LP(s), take advantage of those relationships for diligence. Having been on both sides of the table, I’m always happy to talk about and learn more on the topic. So reach out if you’d like to trade notes!