(0:00) Introducing Orlando Bravo

(1:53) Orlando's history, Puerto Rico origins, how he got into private equity

(7:10) How he runs Thoma Bravo: small team, outward facing, mentorship, patience in fundraising

(9:01) Role of PE in the American economy, public perception, underwriting AI risks

(15:23) Deal pricing philosophy, acquiring Boeing's avionics business

(19:24) Thoma Bravo's operating playbook after acquiring a company

(26:16) Thoughts on taking Thoma Bravo public

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Intro Music Credit:

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