Why Thoma Bravo Wants to Buy Stamps.com

Thoma Bravo, a private equity firm, is making a $6.6 billion bid to acquire a postage stamp company. The company thrived during the pandemic, with shares up 144% year-to-date, but growth has slowed with the reopening. Thoma Bravo's offer represents a 67% premium over the closing price, highlighting the firm's interest in the company's ecommerce potential. The acquisition is part of Thoma Bravo's strategy, following a $12.3 billion acquisition of Proofpoint. The news has impacted other companies in the sector, with modest gains for UPS and Xerox, and a significant boost for Pitney Bowes. The transcript concludes with personal anecdotes about mailing habits.

What were the expected revenue growth rates for the current year compared to last year?

What is the significance of e-commerce in the context of Thoma Bravo's acquisition strategy?