Thoma Bravo Strengthens Digital Infrastructure with New Investment

Thoma Bravo's Strategic Approach to Investment
Recently, Thoma Bravo, a prominent player in software investment, has made headlines with a strategic minority investment in SDC Capital Partners, a firm dedicated to advancing global digital infrastructure. This partnership seeks to leverage Thoma Bravo's extensive resources and expertise to foster growth in the digital economy.
Understanding SDC Capital Partners
Founded by Todd Aaron in 2017, SDC Capital Partners has emerged as a leader in developing essential infrastructure for the digital era. The firm focuses on creating and investing in data center capacities that cater to large clients, particularly hyperscalers, in high-demand markets globally. Their significant achievements include successfully completing over 25 projects across diverse geographical regions.
The Vision Behind the Partnership
The collaboration between Thoma Bravo and SDC is grounded in a shared belief in disciplined investment strategies. Thoma Bravo, with a portfolio exceeding 70 software companies, serves as a vital customer to hyperscalers, thus positioning itself as an essential ally for SDC's growth. The partnership aims to reinforce SDC’s capabilities as worldwide demand for digital services continues to surge.
Quotes from Leadership
Todd Aaron, SDC's Founder and Managing Partner, emphasized the significance of this partnership by stating, "Thoma Bravo is one of the world's most admired investment firms, and their insights into the digital infrastructure sector will help us drive growth and deliver value to our stakeholders." His confidence in Thoma Bravo’s operational expertise hints that SDC aims to navigate the digital landscape effectively.
Embracing Technology Trends
This investment comes at a time when industries are rapidly evolving due to advancements in artificial intelligence and cloud computing. Holden Spaht, Managing Partner at Thoma Bravo, commented on the unmatched demand for secure and scalable digital infrastructure that’s being driven by these technologies. The partnership aims to position SDC at the forefront of managing this growth effectively.
The Role of Advisors in the Transaction
The investment transaction saw assistance from key financial advisors. Piper Sandler ensured strategic financial guidance for Thoma Bravo, whereas Houlihan Lokey supported SDC Capital Partners. Such robust advisory support underscores the importance and strategic nature of the partnership.
Thoma Bravo: A Leader in Software Investment
Thoma Bravo stands as one of the preeminent software investors globally, with over $181 billion in assets under management as of mid-2025. The firm’s investment strategies span across private equity, growth equity, and credit markets, focusing on innovative companies in software and technology sectors. Their deep sector knowledge enables them to work effectively with portfolio companies to implement best practices and foster growth.
Achievements and Legacy
Over more than two decades, Thoma Bravo has acquired or invested in roughly 555 companies, reflecting a remarkable enterprise value of approximately $285 billion. Their global presence, with offices situated in major cities, further exemplifies their commitment to fostering innovation in technology.
SDC Capital Partners' Focus on Digital Infrastructure
SDC Capital Partners manages approximately $7.8 billion in assets. Their investments encompass a wide span of digital infrastructure, including data centers and fiber networks, where they emphasize developing partnerships that will maximize their operational prowess. The firm aims to create substantial value through strategic alliances and deep expertise.
Frequently Asked Questions
What is the primary focus of SDC Capital Partners?
SDC Capital Partners primarily focuses on investments in digital infrastructure, including data centers and fiber networks, emphasizing innovative partnerships.
How does Thoma Bravo support its portfolio companies?
Thoma Bravo supports portfolio companies by offering strategic guidance, operational best practices, and investment strategies to drive growth and innovation.
Why is this partnership significant for the digital economy?
This partnership is crucial as it combines Thoma Bravo's investment acumen with SDC's infrastructure expertise, responding to rising demand for digital services globally.
Who were the advisors involved in this investment?
Piper Sandler advised Thoma Bravo and Houlihan Lokey represented SDC Capital Partners, bringing essential financial expertise to the transaction.
What is Thoma Bravo's investment strategy?
Thoma Bravo invests primarily in innovative software and technology companies, focusing on growth-oriented firms within those sectors, leveraging their deep industry knowledge.
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