Thoma Bravo and Google Cloud Form Alliance to Accelerate Enterprise AI Adoption

Thoma Bravo, the world's largest software-focused investment firm with over $183 billion in assets, has entered a strategic alliance with Google Cloud to accelerate AI adoption across its vast portfolio. The partnership provides Thoma Bravo's 580+ enterprise software companies with direct access to Google Cloud's advanced AI stack, including the leading Gemini models and the Gemini Enterprise platform for building agentic AI. Crucially, Google will deploy dedicated engineering teams to help these companies deeply embed AI into their core product stacks, aiming to transform them into AI-first businesses across sectors like financial services, healthcare, and manufacturing.

A major pillar of the deal focuses on cybersecurity, leveraging Thoma Bravo's portfolio that generates roughly $8 billion in revenue from companies like Proofpoint, SailPoint, and Darktrace. The partners will collaborate to identify and mitigate rapidly evolving AI-enabled security threats, moving beyond traditional code-centric security to address the expanded attack surface created by advanced AI systems. This includes developing sophisticated approaches to identity governance, access control, and behavioral threat detection to protect credentials and access pathways that are becoming high-value targets. The partnership also opens new routes to market for these SaaS companies through Google Cloud's Marketplace and co-sell programs, creating a comprehensive engine for enterprise AI transformation.