The Ledger, every show

Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.

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CAPITAL ALLOCATORS Assertion Not checkable as stated
Boro: SailPoint was Thoma Bravo's first high-growth innovator investment
“Historically, and especially in tech, private equity was not buying companies that were considered innovators or high growth. So it was a departure from what you would see in a typical private equity investment at the time. It's become our business today. And …”
Seth Boro Apr 13, 2023 ▶ 13:46 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
CAPITAL ALLOCATORS Assertion Supported
Boro: Thoma Bravo fully exited SailPoint equity within one year of IPO
“It took about a year, which is not, you never, we certainly, because we owned a overwhelming majority of the business, it was not something that we expected, but the stock did so well. And it, there was sort of constant opportunity actually to provide liquidit…”
Seth Boro Apr 13, 2023 ▶ 23:28 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
CAPITAL ALLOCATORS Assertion Partly supported
Boro: Thoma Bravo valued SailPoint at $7B in its 2022 buyout
“Mark, you are in a unique situation where you've taken a business to our value was seven billion dollars.”
Seth Boro Apr 13, 2023 ▶ 25:08 Thoma Bravo's Behind the Deal Podcast (Capital Allocators, EP.308)
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