#Miami #US #Thoma Bravo #Jeff Levin #Kunal Soni

Thoma Bravo Appoints New Partners to Boost Private Credit Platform

Thoma Bravo, a prominent name in software investment, recently made headlines with the announcement of two significant additions to its leadership team. Former Morgan Stanley executives Jeff Levin and Kunal Soni have joined the firm as partners specifically to enhance the Thoma Bravo Credit platform. Levin has been named the head of this initiative, positioning the firm for an exciting new chapter in the private credit sector.

Since its inception in 2017, Thoma Bravo Credit has made an impressive mark on the financial landscape, having invested over $25 billion across more than 100 transactions. This growth trajectory was further solidified with the recent closure of Thoma Bravo Credit Fund III earlier this year. With the incorporation of Levin and Soni, the firm is poised to expand its origination, structuring, and underwriting capabilities.

The Expertise of Jeff Levin and Kunal Soni

Levin's role is particularly noteworthy, as he was a founding member of Morgan Stanley Investment Management’s Private Credit division. Before joining Thoma Bravo, he served as Co-Head of North America’s Private Credit platform, managing a diverse portfolio and contributing as Chair of the Investment Committee for U.S. Direct Lending funds. His experience at The Carlyle Group as Partner and Managing Director further cements his reputation as a leader in the industry.

Kunal Soni brings a wealth of knowledge to the team as well. He was previously the Head of Western Region and Technology Lending at Morgan Stanley, where he focused on generating and executing investment opportunities. His comprehensive understanding of private credit dynamics, coupled with his successful history at Carlyle's Direct Lending platform, makes him an asset for the firm.

Impact on Growth and Opportunity

Orlando Bravo, one of the founders and Managing Partners at Thoma Bravo, expressed his enthusiasm about these appointments. He highlighted the ever-increasing significance of private credit in supporting business growth and fulfilling investor demands for income and diversification. With Levin and Soni on board, the firm aims to offer enhanced services and attractive investment opportunities while also catering to the capital needs of borrowers seeking flexible, long-term solutions.

Levin himself remarked upon the solid foundation of Thoma Bravo Credit, emphasizing its investor alignment and consistent performance over the years. He stated that his objective is to broaden the range of high-quality credit opportunities available to investors while ensuring borrowers receive the expertise and capital necessary to stimulate growth.

Soni also shared his excitement about joining the firm during such a transformative time for private credit. He acknowledged the growing market and the necessity for platforms that can meet demand with scale and discipline.

Thoma Bravo's Vision for the Future

Thoma Bravo's strategic vision is driven by an intense focus on harnessing deep sector expertise to foster innovation in software and technology sectors. With assets under management soaring to approximately $181 billion by June 30, 2025, the firm continues to collaborate with its portfolio companies to enact best practices and drive growth initiatives. Over the last two decades, Thoma Bravo has successfully invested in around 555 companies, representing about $285 billion in enterprise value.

The firm, with its expansive network of offices in major cities such as Chicago, Dallas, London, Miami, New York, and San Francisco, is strategically positioned to capitalize on the evolving landscape of private credit and related investment opportunities.

In conclusion, the appointments of Jeff Levin and Kunal Soni mark a significant step for Thoma Bravo as it seeks to strengthen its foothold in the private credit market. The firm's commitment to growth, innovation, and adaptability will undoubtedly drive its continued success in serving both investors and borrowers alike.