Jenny Chong is a Senior Accounting Associate at Thoma Bravo. Based in San Francisco, he joined the firm in 2002 to help develop its investment strategy in the software industry. Based in Chicago, she joined the firm in 2020. Collin Gallagher is a Vice President on the Flagship team at Thoma Bravo. Based in Chicago, she joined the firm in 2022. Lea Bishko is Executive Assistant and Chief of Staff to Carl Thoma. Meghan Creed is a Senior Accounting Associate at Thoma Bravo. Before Thoma Bravo, she was a Household Manager and Family Assistant for several families and private family offices. Previously he worked in mergers and acquisitions and in capital market finance at Bank of America Merrill Lynch. 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. Sarbari Bhattacharjee is an Associate on the Flagship team at Thoma Bravo. Bob also currently serves as Chairman of the Board at Zix Corp, where he has been an active board member since 2005. Adam holds an MBA from Stanford Graduate School of Business and a BA degree, cum laude, in Economics from Harvard University. He graduated from Harvard University with a BA degree in Economics with a concentration in Psychology. Previously she worked for First Republic Bank. Javier graduated with a BS degree in Bioengineering from Stanford University and earned an MBA from the Stanford Graduate School of Business. Dillon graduated cum laude with a BS degree in Financial Engineering from Columbia University. Valerie graduated cum laude with a BA degree in English and Theology from Mount St. Marys University. Previously, she was an Associate at Sidley Austin. Before Thoma Bravo, he was global head of content marketing at The Carlyle Group. Based in Chicago, she joined the firm in 2022. To start his career, he worked as an Investment Banking Analyst in the Leveraged Finance Group at UBS in New York. Scott isresponsible for identifying and executing new deals, working closely with portfolio companies as an active board member, and helping to manage the firm. Mitchell previously was a Partner in Golder, Thoma, Cressey, Rauner (GTCR) and, before that, the president and CEO of The Field Corporation and its predecessor, Field Enterprises, Inc., which owned and operated businesses in newspaper and educational publishing (including the Chicago Sun-Times and My Weekly Reader), direct marketing, television (including stations in Chicago and San Francisco), cable television and commercial real estate. Previously he worked in investment banking and technology M&A for Evercore. Based in Chicago, she joined the firm in 2022 to focus on data management, analytics, and business intelligence reporting. The company was acquired by OnMobile (NYSE:ONMOBILE). In that role, she oversaw $56 billion of corporate cash and designed an investment-grade ESG portfolio strategy to lower risks and enhance returns in alignment with Google's mission and values. Based in Chicago, he joined the firm in 2021. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America. Bianca Trabanino is a Talent Associate for Thoma Bravo, where she works with the HR team on recruiting and D&I initiatives. Alexis Czaja is Senior Vice President of Human Resources at Thoma Bravo. Seth earned his MBA from Stanford University and his Bachelor of Commerce degree from Queens University School of Business. Prior to that, Dave was president and general manager of IBM Tivoli. Dariusz Dziurdzik is Vice President, Tax and Accounting at Thoma Bravo. 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. He holds a BBA degree in Finance and Business Honors from the McCombs School of Business and a BA degree, Plan II Honors from The University of Texas. Charles Goodman is an Operating Partner at Thoma Bravo. Valerie McPhail is an Executive Assistant at Thoma Bravo. She joined the firm in 2019. Based in San Francisco, she joined the firm in 2021. Kellie is a member of the San Francisco Admin Awards Advisory Board. Based in San Francisco, he joined the firm in 2015. Kevin has his BS in Accountancy and Finance from the University of Illinois at Urbana-Champaign. Jennifer (Jenny) Joseph is an Executive Assistant at Thoma Bravo. Based in Miami, he joined the firm in 2008, and he has been instrumental in growing the firm's infrastructure and cybersecurity practices. Based in San Francisco, he joined the firm in 2022. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Financial Institutions Group at Goldman Sachs in New York. Donna earned an MBA from the Kellogg School of Management at Northwestern University, and she graduated summa cum laude from Temple University with a BBA degree in Risk Management. Eric Doolittle is a Principal on the Flagship team at Thoma Bravo. Jennifer (Jen) Walker is an Executive Assistant at Thoma Bravo. Based in San Francisco, she joined the firm in 2019. Steve Cochran is an Operating Advisor at Thoma Bravo. Caroline Kjorlien is a Senior Associate on the Discover team at Thoma Bravo. Based in Chicago, he joined the firm in 2021. Before Thoma Bravo, Sam was a Vice President at Spectrum Equity focused on high-growth information services, software, and internet companies. Eliza has more than a decade of demonstrated success across various sectors, including financial services, tech and international NGOs. Based in Chicago, he joined the firm in 2022. Thoma Bravo, a leading software investment firm, and Nearmap Ltd (Nearmap), a leading location intelligence and aerial imagery company listed on the Australian Securities Exchange (ASX), today announced the completion of Thoma Bravo's acquisition of Nearmap in an all-cash scheme of arrangement valued at approximately AUD $1.055 billion. RJ holds a BS degree in Accounting and Business Administration from Washington & Lee University. Brendan Fox is a Principal on the Credit team at Thoma Bravo. Kristel Ramos is an Accounting Associate at Thoma Bravo. Previously she was an Assurance Manager at Plante Moran. Managing Director, Chief Financial Officer. In addition to helping companies expand, Charles has a passion for transforming organizations by focusing on employee culture and the customer experience. Prior to Thoma Bravo, he worked for Morgan Stanley in New York in Technology Banking and Leveraged Finance. Based in Miami, he joined the firm in 2022. He earned his BS degree in Accounting & Finance from DePaul University. Caitlin is responsible for the firm's tax and financial reporting. He has a wide range of experience with both INC and Fortune 250 companies. He began his career at Aquiline Capital Partners. Shari Huisman is a Senior Director, Chief Accounting Officer at Thoma Bravo. Prior to General Atlantic, he worked as an Investment Banking Analyst at Goldman Sachs. David is a seasoned executive with over 25 years in the software business. Steph Madaus is an Associate on the Discover team at Thoma Bravo. Eric earned his BBA degree from the University of Michigan. Previously, Saneshia worked as a Tax Senior Manager at Morgan Stanley and Tax Manager at PricewaterhouseCoopers LLP, where she focused on financial services clients. Sarah Monroe is Senior Associate, Data and Analytics at Thoma Bravo. Based in Chicago, he joined the firm in 2022 to manage internal cybersecurity initiatives. Christy has her BS degree in Anthropology, with a focus on Linguistics and Language in Culture, from Miami University. Erwin graduated from Stanford University with a BA degree in Economics. During her time with Social Solutions, Kristin led the negotiation of the partnership and investment from Ballmer Group, which included a $59M investment from former Microsoft CEO Steve Ballmer, who joined the company's Board of Directors. Ben Mahmood is a Valuation Associate at Thoma Bravo. Most recently, he was a Title Fund Accountant with Jackson National Asset Management, a subsidiary of Jackson National that provides specialized asset management and retail brokerage services. Based in San Francisco, he joined the firm in 2017. Jay also held sales leadership positions at Oracle, Siebel Systems, and Jive Software. Erik's prior experience includes serving as a Board member for Bomgar, Operating Advisor for GHX, SailPoint and DigiCert, Chief Financial Officer for Roadnet Technologies, Inc., Chief Operating Officer for Paranet Solutions, LLC, CEO for Digital Reach, and various finance positions for The SABRE Group. Brown & Sons. Alex graduated cum laude from Princeton University, where he earned a BA degree in History. 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. He has been featured in Mergers & Acquisitions Magazine as one of the Rising Stars of private equity and was named by the San Francisco Business Times as one of the regions 40 Under 40 for his business leadership contributions in building the Bay Areas future. Jade held several titles during her tenure there, her final being Manager, Human Resources. McKenzie holds a BA degree in Communications from University of California, Santa Barbara. Scott also worked as an investment professional at private equity firm J.H. Based in Miami, he joined the firm in 2022. Mitchell also is a past Chair and PAC Chair of the Illinois Venture Capital Association and active on projects of the American Investment Council (AIC). Erik Akopiantz is an Operating Partner at Thoma Bravo. Based in Miami, he joined the firm in 2017. Prior to Capital Group, Lauren was the Managing Co-Chair for Gala 4 Good, the largest fundraiser for the Hinsdale Junior Woman's Club. Jessica Aguilar is an Executive Assistant at Thoma Bravo. Kevin has a BSBA degree in Management Information Systems and New Venture Development from the University of Arizona. Amyreceived aBS degree in Business Administration and Accounting from Indiana University of Pennsylvania. Adam Kinalski is a Vice President on the Explore team at Thoma Bravo. Before Thoma Bravo, Jenny was an Officer for Northern Trust Company in the Private Capital Administration and Alternative Fund Services group. Before Thoma Bravo, Burton was an investment banker at Moelis & Company and Wells Fargo Securities covering the technology industry. Adam works closely with the finance leadership team on operational responsibilities. Lily Larsen is an Executive Assistant at Thoma Bravo. She started her career as an investment banking Analyst in the Mergers & Acquisitions Group at UBS Investment Bank in New York. Jerry has been the principal attorney on hundreds of private equity, M&A and capital markets over the years. Based in San Francisco, she joined the firm in 2016. Based in Miami, he joined the firm in 2012 as an Associate, and today focuses on supporting and growing the firm's leading cybersecurity practice. Previously he worked in investment banking at Goldman Sachs. Based in Miami, she joined the firm in 2021. Elizabeth Yates is Director, Investor Relations at Thoma Bravo. James (Jim) Hagan is an Operating Partner at Thoma Bravo. Based in San Francisco, he joined the firm in 2022. Today, Ross is responsible for co-leading the firm's Growth platform, which focuses on minority investments in software and technology companies. Carl Chan is a Senior Vice President on the Growth team at Thoma Bravo. Before Forcepoint, he served in various finance roles at Websense and Fair Isaac (FICO), and he worked in both the Industrial and Global Financial Sponsors groups at Lehman Brothers. Sameer holds a BA degree in Economics from Stanford University. Previously he was a Windows Migration Technician at Florida Power & Light and a Cisco Phone Support Specialist at Miami Childrens Hospital. Before Thoma Bravo, Kathy spent six years at global accounting consultancy Crowe LLP, most recently as a Valuation Manager. Matt Gilbert is a Principal, Capital Markets at Thoma Bravo. Julie holds a BBA degree in Accounting from Saint Xavier University. Jade has her BA in Communications from the University of Illinois at Urbana-Champaign, and she is a certified Professional in Human Resources (PHR). Maria Kendrick is an Office Assistant for Thoma Bravos Chicago office. Dan was appointed President and CEO of Riverbed Technology in June 2021. Kristi earned her BA degree in Marketing and Finance from the University of Massachusetts-Boston. Jim brings more than 20 years of experience in helping public and private equity-backed software companies grow and scale. She began her career as an Assistant Marketing Manager for Droguera Betances, a locally owned Pharmaceutical Wholesaler in Puerto Rico. Before his CFO and GM roles, he was a technology Investment Banker completing numerous M&A and Corporate Finance transactions across the technology landscape. 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. Based in Miami, he joined the firm in 2022 to focus on new credit fund initiatives and portfolio performance and analytics. Marco is responsible for IT help desk ticketing and end-user hardware and software troubleshooting. Previously, he spent time in investment banking at Goldman Sachs, focusing on technology, media, and telecommunications. Based in Miami, he joined the firm in 2019. 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. Emma earned a BS degree in Environmental Policy Analysis and Planning from the University of California, Davis. Previously he worked as a technology investor at JMI Equity and in investment banking at Deutsche Bank. Based in San Francisco, she joined the firm in 2021. Robbie graduated Phi Beta Kappa and summa cum laude with a BS degree in Mathematics and Economics from Duke University. Sara is a Certified Public Accountant, and she holds a Master in Professional Accounting, a BBA degree in Accounting, and a BA degree in Psychology from The University of Texas at Austin. Kristel works on the Finance team focusing on the firm's equity funds. Based in Chicago, she joined the firm in 2022. Before joining Thoma Bravo, Ali was an Associate in the Kirkland & Ellis Investment Funds Group, representing investment advisers and private investment funds. Paul earned both his BS in Accountancy and his Masters in Accounting Science from the University of Illinois at Urbana- Champaign. He is currently on the boards of the McKnight Center for the Performing Arts, SITE Santa Fe, the Terra Foundation for American Art, and is a commissioner for the National Portrait Gallery. Monica McAtee is an Administrative Assistant at Thoma Bravo. Jamie Hutter is a Principal on the Flagship team at Thoma Bravo. Based in San Francisco, she joined the firm in 2020. Kevin Feng is a Valuation Associate at Thoma Bravo. Previously he worked for Lincoln International's Valuations & Opinions Group, where he performed portfolio valuations and assisted Lincoln in rendering fairness and solvency opinions. Prior to that, she held communications and media relations roles at Merrill Lynch, Morgan Stanley and Paine Webber (now UBS), as well as PR agencies including Burson-Marsteller. Before that, she was Chief of Staff at Ovitz Ventures, focusing on early-stage technology companies. Andrew graduated from The University of Wisconsin with degrees in Finance and Economics and holds an MS degree from Vanderbilt University. He has more than 21 years of experience in the technology industry, with a focus on the delivery of software and services to Fortune 1000 companies. Carl holds an MBA from The Wharton School of the University of Pennsylvania and a Bachelor of Commerce degree with Distinction from the University of Calgary. Kial Kaiser is an Associate on the Credit team at Thoma Bravo. Based in San Francisco, she joined the firm in 2021. Marisol Rios is an Accounting Analyst at Thoma Bravo. He assumed the GM role after the acquisition and led the integration efforts of Zego into the Integrated Software division at Global Payments. Mezzetta, Facebook/Meta, and Autodesk, Inc. Jen studied graphic design at the Academy of Art University. Before Anaplan, he was CEO of PowerPlan, a Thoma Bravo portfolio company that sold to Roper Technologies in 2018. Based in Chicago, she rejoined the firm in 2021. Vice President, Communications and Marketing. She holds a BS degree in Accounting from University of Illinois at Chicago and is a Certified Public Accountant. Alex Park is a Senior Vice President on the Credit team at Thoma Bravo. Based in Chicago, she joined the firm in 2018. Megan holds a BA degree in Communications from San Jose State University. Based in Miami, he joined the firm in 2021. Before Thoma Bravo, he was an Investment Banking Analyst focused on Technology M&A at Lazard. Based in San Francisco, she joined the firm in 2022 and focuses on infrastructure software investments. the People Operations Manager for Thoma Bravo's Chicago office. 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. Grant holds a BA degree in Economics from Middlebury College. Dylan Despot is a Vice President on the Flagship team at Thoma Bravo. SAN FRANCISCO UserTesting, Inc., a leader in video-based human insight, today announced the completion of its acquisition by Thoma Bravo, a leading software investment firm, and Sunstone Partners, in an all-cash transaction valued at approximately $1.3 billion.The agreement to be acquired was previously announced on October 27, 2022 and approved by UserTesting stockholders at the Special . Megan has more than 20 years of experience in communications, most recently serving as the Head of Communications for Allianz Global Investors in the US. Based in San Francisco, she joined the firm in 2019 and works closely with the support team on scheduling and general office coordination. Most recently he served as interim CEO of Anaplan, which was acquired by Thoma Bravo in 2022. Based in Chicago, he joined the firm in 2016. Nabil has his BS in Business Administration from the University of California, Berkeley. Prior to Carlyle, Jared held marketing leadership positions at Barclays and Morgan Stanley. She began her career in sports marketing and sales as an Account Executive for the Chicago Fire soccer team and with the University of Oregon student government, where she helped manage a $10 million budget and negotiated relationships between students and the athletic department. Shari is a Certified Public Accountant and has a BS degree in Accounting and a Masters of Professional Accountancy degree from the University of Nebraska-Lincoln. Based in San Francisco, he joined the firm in 2014. Vito Giuliani is an Operating Partner at Thoma Bravo. Carl received an MBA from the Stanford Graduate School of Business and a BS degree in Accounting and Agriculture Economics from Oklahoma State University. Steven Howe is a Senior Valuation Associate at Thoma Bravo. Before S4M, she was the Events Manager for Jackson Health Foundation, where she provided end-to-end event management for society fundraising activities benefiting Jackson Health System. Eleazar is a Jamf Certified Casper Technician, and he holds several certificates from Mission College, including Cisco Certified, Computer Network Technology, Palo Alto Networks Firewalls, and Microsoft Essentials. Before Thoma Bravo, Alok worked at Advent International on the technology investment team. Cristina Amalia is an Event Operations Coordinator at Thoma Bravo. Veronica Mercado is a Senior Associate at Thoma Bravo. Before Thoma Bravo, Andrew spent several years with Albourne Partners, most recently as a Portfolio Associate and Venture Capital Investment Due Diligence Associate. Before that, she held various project management, marketing, and executive assistant roles at Global Electronic Trading Company, Contego Capital Partners LLC, and Merrill Lynch. Based in San Francisco, she joined the firm in 2021. Previously she spent seven years at Grosvenor Capital Management, most recently as Assistant Vice President of IT Products & Strategy. Lindsay Batlowski is an Executive Assistant and Office Manager for Thoma Bravo's San Francisco office. From 2002 until 2011, he served as President and CEO of Numara Software, Inc. (formerly Blue Ocean Software), where he led the company to significant growth through product and market expansion. Dylan holds a BBA degree with concentrations in Finance and Strategy Consulting from the Goizueta Business School at Emory University. Previously, she served as Director of Marketing & Communications for Alta Partners, and she held several marketing and financial services leadership roles. 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. Nate earned a BS degree in Accounting and Finance from Marquette University. 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. Additionally, Erwin is responsible for managing and helping grow the firms relationships with investment banks, direct lenders and debt / equity investors. Before that, he was a Strategic Support Associate for Jackson National in Michigan. Prior to Thoma Bravo, she was an Investment Banking Analyst in the Technology Group at Credit Suisse in New York. Based in Chicago, she joined the firm in 2021. While there, she held several positions, most recently she served as Audit Manager. Before Thoma Bravo, he was an Investment Banking Analyst in the Mergers & Acquisitions group at Bank of America. Alex holds a BA degree in Economics and History from Columbia University. Steven also holds a FINRA Series 14 registration and has previously held FINRA series 7 and 24 registrations. Outside of his Thoma Bravo tenure, Steve was a technology investment banker at Jefferies and a graduate of Capital Ones Finance Rotation Program. He brings 25 years of experience in founding and growing successful global technology companies. Since January 2018, he has served as a member of the board of directors and a member of the audit committee of Motus, LLC, a developer of a cloud-based platform for the automation of mobile workforce activities. Cook graduated from the McIntire School of Commerce at the University of Virginia, where he earned a BS degree in Commerce. Sam received a BA degree in Economics and English from Dartmouth College. Together with his wife Marilynn, Carl runs the Carl & Marilynn Thoma Art Foundation, a grant-making organization dedicated to sharing its collection and supporting museums, projects and individuals pursuing innovative ideas in the visual arts:www.thomafoundation.org. Brittany earned a BS degree in Apparel Design and Merchandising from San Francisco State University. Chandler holds a BSE degree with Honors in Operations Research and Financial Engineering from Princeton University. Elizabeth Yates is Director, Investor Relations at Thoma Bravo. Before Thoma Bravo, she led marketing and communications at Comcast Ventures, where she managed content production and editorial strategy. He is a trustee of Northwestern University, where he has been Chair of the Investments Committee, and of an affiliate of Northwestern Memorial Hospital, where he is a member of the Investment Committee and Chair of its Alternative Investments Subcommittee. Brown & Sons. 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. Previously he worked in investment banking at Moelis & Company. The firm invests in growth-oriented, innovative companies operating in the software and technology sectors. She spent the beginning of her career at various corporate and investment firms in credit and financial roles. Megan Frank is Managing Director, Communications and Marketing at Thoma Bravo. Earlier in his career, he was a real estate investor with Ashkenazi Development and Management and a software developer with CargoMatrix. Based in Miami, he joined the firm in 2022 and assists with employee IT help desk ticketing and end-user hardware and software troubleshooting. 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%. Based in Miami, he joined the firm in 2021. Previously she held executive assistant roles at Harrison Street Capital, Enlivant, Ogilvy & Mather, and Healthcor Management. Experienced, focused and approachable. Alexis brings 18 years of experience leading Human Resources departments and programs for multiple organizations across the financial industry. Dan holds a BA degree in Environmental Science from the University of California, Irvine. Previously she was a Tax Manager at Deloitte and a Senior Tax Associate at HLB Gravier. Upon completion of the transaction, Coupa will become a privately held company. Operating Partner Administrative Assistant. Based in San Francisco, he joined the firm in 2019. * 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. 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. Based in San Francisco, he joined the firm in 2016. Peter Feldstein is a Senior Associate on the Capital Markets team at Thoma Bravo. Scott earned a BS degree in Industrial Engineering from Stanford University and an MBA degree from the Stanford Graduate School of Business. Jennifer Wade is Vice President, Communications and Marketing at Thoma Bravo. Senior Director, Deputy General Counsel and Chief Compliance Officer. RJ Perciavalle is an Associate on the Credit team at Thoma Bravo. Before Thoma Bravo, he was an Investment Banking Analyst at UBS in the Financial Sponsors & Leveraged Finance Group. Thoma Bravo is one of the largest private equity firms in the world, with more than $83 billion in assets under management as of June 30, 2021. Michael Chang is a Senior Tax and Accounting Associate at Thoma Bravo. Based in Chicago, he joined the firm in 2019. Prior to Thoma Bravo, Megan was a Recruiting Coordinator with Silicon Valley Bank. Based in Miami, he joined the firm in 2022 and focuses on crypto/web3 and software investments. Ryan holds a BS degree in Economics with concentrations in Finance and Entrepreneurship from The Wharton School at the University of Pennsylvania. Meghan earned a BS degree in Accounting from Elmhurst College. Based in Chicago, he joined the firm in 2022 and assists in managing valuations of the firm's buyout, growth equity and credit investments. Mike Hoffmann is a Partner on the Flagship team at Thoma Bravo. Tom is recognized consistently by all levels of the organization as a goal-oriented leader with a proven ability to influence corporate results by instilling accountability and providing strategic, operational and financial insight.
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