Information on the Target

Thoma Bravo has recently acquired a strategic minority stake in SDC Capital Partners, a leading global investment firm focused on digital infrastructure. Founded by seasoned industry expert Todd Aaron, SDC Capital Partners manages approximately $7.8 billion in assets as of June 2025. The firm specializes in the development of large-scale data center capacity for hyperscale clients and makes strategic investments in fiber, wireless, and cloud infrastructure.

Since its inception in 2017, SDC has successfully completed over 25 investments spanning North America, South America, and Europe. Under Todd Aaron's leadership, the firm has established a robust operational model that emphasizes disciplined asset selection, ensuring high returns for its investors.

Industry Overview

The digital infrastructure sector has experienced significant growth globally, driven by the increasing demand for cloud computing, artificial intelligence (AI), and advanced technologies. In particular, the rapid development of data centers is critical to support the needs of hyperscalers, who require expansive capacity to handle their vast amounts of data processing and storage.

In recent years, the industry has faced challenges such as the need for enhanced cybersecurity measures and sustainable energy solutions. However, investments in digital infrastructure remain robust due to the continuous innovation and adoption of cloud services by enterprises across various sectors.

Countries around the world are recognizing the essential role that digital infrastructure plays in economic growth and technological advancement. Governments are increasingly committed to supporting industry development through favorable regulations and investment incentives, contributing to a highly competitive landscape for infrastructure firms.

The pandemic has further accelerated the need for a resilient digital infrastructure, as remote work and online services have become the norm. This trend amplifies the imperative for significant investments in both existing and new digital platforms, ensuring future-proof solutions for businesses and consumers alike.

The Rationale Behind the Deal

The partnership between Thoma Bravo and SDC Capital Partners is strategically aligned with the growing demand for digital infrastructure solutions. Thoma Bravo aims to leverage SDC's established operational expertise and sector knowledge to expand their collective influence in this dynamic market.

Thoma Bravo recognized SDC's disciplined asset selection and operational model as key factors contributing to their success. By investing in a firm at the forefront of critical trends such as AI and cloud computing, Thoma Bravo enhances its portfolio and better positions itself to navigate the complexities of the digital infrastructure landscape.

Information About the Investor

Thoma Bravo is one of the largest private equity firms globally, primarily focused on software and technology investments. With $181 billion in assets under management, the firm has a proven track record of driving value through operational improvements and strategic partnerships.

Thoma Bravo's extensive experience in the technology sector allows it to recognize and capitalize on emerging trends, making it well-equipped to support SDC in navigating the digital infrastructure market. The firm’s reputation for fostering innovation makes it a valuable partner for SDC as demand for their services continues to escalate.

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From an expert perspective, the acquisition of a minority stake in SDC Capital Partners by Thoma Bravo is a well-calculated move that aligns with the current market trends. The strong growth potential in digital infrastructure, coupled with SDC’s strategic positioning and operational expertise, makes this partnership particularly compelling.

The increasing shift towards cloud-based solutions and AI-driven services ensures a sustained demand for the types of investments SDC specializes in. By joining forces with Thoma Bravo, SDC is set to enhance its capabilities, which could lead to significant value creation in the long term.

Moreover, Thoma Bravo’s substantial experience and resources can provide SDC with the necessary support to scale its operations further. The collaboration could accelerate SDC’s growth trajectory and offer both firms a competitive edge in the evolving digital infrastructure landscape.

Overall, this investment symbolizes a strategic alignment between two industry leaders, reinforcing the notion that digital infrastructure will continue to be a cornerstone of economic and technological development in the foreseeable future.

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