Thoma Bravo bets on software takeovers as AI fears weigh on valuations
TL;DR Summary
Thoma Bravo is seeking to capitalize on a sell-off in software stocks with potential large takeovers, calling the correction a huge buying opportunity as AI fears push valuations down; co-founder Orlando Bravo says the value in software lies in domain knowledge and leadership in specific processes rather than code, and notes that specialised players may be insulated from AI disruption, though more general software firms could be vulnerable; the firm has recently raised a software-focused fund and has been active in deals like Dayforce, while peers such as Apollo and Blackstone have grown cautious on software investments amid AI risks.
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