Thoma Bravo

2 statements across 2 episodes · 0 bullish · 1 bearish · 2 people on the record · first statement Mar 17, 2025 by Logan Bartlett · said 11 times in 6 episodes since 2024 · across every show →

Mentions by year

brought up most by John Coogan (8), Martin Shkreli (1), Logan Bartlett (1), Jordi Hays (1)

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Everything said about Thoma Bravo, oldest first

Mar 17, 2025 neutral
Assertion Not checkable as stated
Bartlett: Public software firms are adopting private equity efficiency playbooks
“If you look at the big software private equity folks, the Vistas and the Toma Bravos of the world, like they've been doing this for the last, It's 1015 years. I just think it wasn't something that people really tried to do in the public markets, and now we're …”
Logan Bartlett Mar 17, 2025 ▶ 3:43 Logan Bartlett talks about the history of VC, current sentiment, and are we back to 2021?
Apr 23, 2026 negative
Assertion Supported
Thoma Bravo faces $5.1B equity wipeout as Medallia restructuring fails
“Tomo Bravo is reportedly handing over the software company Medallia to creditors after restructuring negotiations failed to materialize. This is a 5.1 billion dollar equity wipeout for the firm who bought the business for 6.4 billion in 20, 21.”
John Coogan Apr 23, 2026 ▶ 0:15 Thoma Bravo Loses Medallia, OpenAI Drops ChatGPT 5.5, Bob Iger Returns | Diet TBPN
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