>>> THOMA BRAVO: EUROPE & US SOFTWARE TARGETS (based on FT Article)

THOMA BRAVO: EUROPE & US SOFTWARE TARGETS
Verified Facts | January 2026

RECENT COMPLETED DEALS
DAYFORCE (USA - HCM Software)
  • Announcement: August 21, 2025
  • Enterprise Value: $12.3 billion
  • Status: Shareholder approved Nov 12, 2025 (88.4% vote)
  • Expected Close: Early 2026
  • Premium: 32%
  • Co-Investor: Abu Dhabi Investment Authority (ADIA)
VERINT SYSTEMS (USA - Customer Experience)
  • Announcement: June 25, 2025
  • Enterprise Value: $2.0 billion
  • Status: CLOSED November 26, 2025
  • Premium: 18%
  • Strategy: Merged with portfolio company Calabrio

THOMA BRAVO AUM
  • Current: $181 billion (as of Sept 30, 2025)
  • Recent Fund: $24.3 billion for software deals
  • Track Record: ~535 companies acquired over 20+ years

ORLANDO BRAVO'S THESIS (From FT Article)
"Software is not about the code - it's about domain knowledge"
  • Only 3-5 global competitors in specialized software verticals
  • Domain expertise = protection from AI disruption
  • Market is overreacting to AI threat
  • Specialization insulates from disruption (payroll, cyber, compliance cannot be easily replaced)

EUROPE-US TARGETS TO MONITOR
TIER 1: Confirmed Activity
1. TEMENOS AG (Switzerland - Banking Software)
Status: Past talks (2021-2022); stock down, potentially revisiting interest
Metric Value
Headquarters Geneva, Switzerland
Listing SIX Swiss Exchange (TEMN)
Business Core banking, payments, wealth management software
Market Cap CHF 5.35B (~$5.8B USD, Jan 2026)
Current Stock CHF 77.60 (down from highs)
52-Week Range CHF 55.50 - 81.10
P/E Ratio 22.59 (trailing)
EV/EBITDA 25.84
Revenue CHF 873M (2024-2025)
Previous TB Interest:
  • Thoma Bravo approached Temenos 2021-2022 (Bloomberg reports)
  • Also EQT was bidding
  • Talks described as "challenging" due to valuation
Why Temenos for TB:
  • Perfect domain expertise fit (core banking vertical)
  • Recurring SaaS revenues
  • Global financial institution customer base
  • Mission-critical software (high switching costs)
  • European base (regulatory advantage: Swiss compliance, EU market access)
Current Opportunity:
  • Stock down significantly from 2021 highs
  • Market cap at attractive level vs. 2021-2022 approach
  • J.P. Morgan flags Temenos in 2026 European software upside potential
  • Recent Q4 2025 results better than expected
Thoma Bravo Probability: 25-35% (if approached now at lower valuation)

2. IRESS LIMITED (Australia but EU operations)
Status: CONFIRMED EARLY-STAGE TALKS (Oct 2025) with Thoma Bravo + Blackstone
Metric Value
Market Cap ~A$1.6B (~$1.1B USD)
Business Trading, market data, wealth management software
Status Multiple unsolicited acquisition approaches
Timeline Decision likely Q1-Q2 2026

TIER 2: Plausible US Targets
3. CLEARWATER ANALYTICS (USA - Investment Software)
Status: Active bidding (Nov 2025) - Thoma Bravo confirmed bidder
Metric Value
Business Investment performance monitoring for asset managers
Deal Status Early-stage competitive auction
Expected EV $1.5-2.5B
TB Probability 55%
Timeline Q1-Q2 2026 decision
Competitors Blackstone (rumored co-bidder)

TIER 3: Plausible Europe Targets
4. SOFTWARE AG (Germany - iPaaS & Data Integration)
Metric Value
Listing Frankfurt DAX
Business Integration platform-as-a-service, middleware, data integration
Market Cap €2.0-2.5B
Status Actively acquiring (StreamSets, Built.io, TrendMiner)
TB Probability 30%
Fit Vertical software; recurring revenues; consolidation play

5. TIETO/TIETOEVRY (Finland - Vertical SaaS)
Metric Value
Business Banktech, Caretech, Indtech (banking, healthcare, industrial)
Status Listed; recently expanding in Iberia
Market Cap €2.5-3B
TB Probability 35% (likely carve-out vs. full acquisition)
Fit Mission-critical regulated industry software

EUROPEAN PRIVATE EQUITY OUTLOOK 2026
From Roland Berger PE Survey:
  • 75% of PE firms expect MORE M&A activity in 2026
  • Tech/Software sector: 69% of PE respondents targeting this sector
  • Strongest regions: CEE, DACH (Germany/Austria/Switzerland), Nordics
  • Deal sizes: Small-to-mid-cap recording strongest growth expectations
Favorable Conditions:
  • Improved debt availability (ECB rate cuts)
  • Valuation dislocations (AI repricing)
  • Strong exit pipeline (3-4 year holds maturing)
  • European software 15-25% undervalued vs. US peers

SOFTWARE SECTOR PERFORMANCE
From FT Article (Late Jan 2025):
  • Software index down ~7% over 3 weeks
  • Microsoft: -4.2%, Meta: -7%, Oracle: -7.4%
  • Salesforce: -12%, Adobe: -12%
Driver: AI fear; market overreacting per Bravo
Valuation Opportunity: Specialized vertical software = buying opportunity

THOMA BRAVO DEAL STRUCTURE (Recent Pattern)
  • Enterprise Value Range: $800M - $2.5B
  • Co-Investors: Sovereign wealth funds (ADIA model)
  • All-Cash: Yes, with financing secured upfront
  • Premium: 25-35% typical
  • Leverage: 3.5-4.5x EBITDA
  • Operating Approach: Operational partners integrate management; 100-day plans

NEXT 6 MONTHS TO WATCH (2026)
Q1-Q2:
  • Iress deal decision
  • Clearwater Analytics auction completion
  • Any Temenos revisit (if valuation drops further)
  • Dayforce close completion
Q3-Q4:
  • German/Nordic consolidation targets
  • Next major European announcement likely
  • Software AG take-private discussions (possible)

KEY METRICS TO VERIFY
For any US/EU software target:
  1. Domain Expertise: Only 3-5 global competitors? YES = Good fit
  2. Recurring Revenue: 70%+? YES = Good fit
  3. Regulatory/Compliance Moat: GDPR, NIS2, PSD2, banking regs? YES = TB likes
  4. Mission-Critical: High switching costs? YES = Defensible
  5. Valuation: Sub-sector average multiples? YES = Attractive entry
  6. Enterprise Value: $800M-$2.5B? YES = TB size preference

Bottom Line: Temenos + Iress + Clearwater = 3 highest probability targets. European market favorable for 2026 M&A. Domain expertise + regulatory moats = Thoma Bravo's investment thesis.