When the Dam Breaks on Tech Deals w/ Tho...

We ask the co-founders of NOVA Infrastructure about the investment opportunities flying beneath the radar of large infrastructure investors, and the value that can be created by professionalizing smaller businesses. 

In part two of our interview series, Ares Co-President Kipp deVeer explains where the firm sees the strongest opportunities in the “new economy," and why it’s moving from financing data centers to building them. 

We ask the Co-President of Ares what’s really happening in the private credit market, the advantages of being a scale player, and where he sees performance dispersion among managers. 

Orlando Bravo is a Founder and Managing Partner of Thoma Bravo, a private equity firm focused on software and technology companies with over $78 billion in assets under management. Among his many accolades, Forbes named Orlando “Wall Street’s best dealmaker” in 2019. Our conversa ... Show More

After soaring to record levels in 2021, the global M&A market slowed in 2022 against a challenging economic environment. So what can we expect in 2023? In the latest episode of Exchanges at Goldman Sachs, Stephan Feldgoise and Mark Sorrell, the co-heads of the Global Mergers and ... Show More

Scott Crabill is a Managing Partner at Thoma Bravo, the software and technology specialist with $120 billion in asset under management. He joined Thoma Bravo twenty years ago to help develop its software investment strategy. RealPage is a technology platform that enables real est ... Show More

In this special Beyond the Deal mini-sode, Thoma Bravo Co-Founders and Managing Partners Carl Thoma and Orlando Bravo go beyond their long, storied and industry-shaping partnership to discuss the importance of fostering relationships, focusing on performance and staying humble wh ... Show More

After a year of smooth sailing for US stocks, the word of 2025 has been “dispersion.” How can investors take advantage of this more complicated environment? Brian Garrett, head of the equity execution team on the Cross Asset Sales desk in Goldman Sachs Global Banking & Markets, d ... Show More

<p>A new trading year is officially underway so the big question is: is the bull market safe and sound… or just taking on a different look? Dan Greenhaus of Solus Alternative Asset Management and New York Life Investments’ Lauren Goodwin give their takes. Plus, tech saw a year of ... Show More

In this Beyond the Deal mini-sode, Nasdaq Chair and CEO Adena Friedman and Thoma Bravo Managing Partner and Nasdaq Board Member Holden Spaht discuss Adena’s thirty-year career at Nasdaq, how changing jobs can develop your management style, and how you can literally look for luck ... Show More

<p>On today&#39;s show we are looking at what investors are predicting for the coming year. Data from Colliers and CBRE form the basis of today&#39;s show. The CBRE investor sentiment survey indicates what investors think will happen this coming year. </p> <p>------------</p> <p> ... Show More

Tech stocks in the “Magnificent Seven” are continuing to drive S&P valuations higher. But are investors starting to consider small and mid-cap tech stocks as well in 2024? Sung Cho, co-head of Tech Investing for Fundamental Equity in Goldman Sachs Asset Management, discusses what ... Show More

Big tech had a monster 2023, but companies have some big expectations and valuations to live up to in the new year. (00:21) Jason and Matt Argersinger discuss: - The premium 2023’s Magnificent Seven are currently trading at and why some other areas look a bit more attractive no ... Show More