Digital change in the hospitality: Thoma Bravo buys Olo for 2 billion!

Digital change in the hospitality: Thoma Bravo buys Olo for 2 billion!

In the dynamic world of gastronomy technology, there is a clear trend: consolidation in the area of ​​restaurant technology increases, while investors are increasingly relying on scaling instead of specializing. A prime example is the takeover of the digital order provider Olo by the private equity company Thoma Bravo for an impressive $ 2 billion. This development could significantly change the landscape of gastronomy technology and shows how the priorities in the industry shift when the pressure on profitability grows.

according to [Restaurant Technology News] (https://restauranttechnologynews.com/2025/07/restaurant-technology-consolidation-accelerates-as-as-S-FiFORSS -ON -ON-Specialization/) The mergers in the first half of 2025 are 45% compared to the previous year increased. Even if the transaction values ​​are below the highest levels of 2021, the increasing number and strategic nature of the deals suggests that the industry moves in a new direction. The focus has shifted from growth to long -term profitability and interoperability.

The details of the takeover

Thoma Bravo Plant, Olo, which has a market power of 70% in the area of ​​digital orders for companies, to take off the stock exchange by the end of 2025. This takeover that a 65%premium on the OLO share price offers is a clear sign of the continued interest in specialized software solutions within the catering technology, such as Corpdev. In the first half of 2025, Olo achieved a turn in his finances and achieved a net profit of $ 1.81 million after the company had lost $ 7.2 million in the previous year.

With its technology, which integrates the various order channels in a uniform workflow, OLO is looking for reducing the dependency on third-party delivery services. This integration will not only reduce operating costs, but also increase efficiency and increase the satisfaction of customers. According to a study on the influence of digital ordering systems on the gastronomy (published on [Alexandria Computer] (https://alexandriacomputers.com/impact-digit-digital- Ordering-Systems-Restaurant-performance/)), medium-sized restaurants were able to improve their order accuracy by 30% and reduce the average waiting time from 15 minutes to 12 minutes.

The future of gastronomy technology

This takeover happens in an environment in which private equity becomes increasingly active in order to consolidate MID-Market restaurant technology providers. The pressure on competitiveness and innovation in an industry in which less and less independent providers exist is clearly noticeable. A greater integration in the areas of POS, payments, orders and customer loyalty is expected and opens up new synergies that also help companies stand up more efficiently.

With a technical integration that requires deep connections and comprehensive offers, the path for success in the area of ​​the restaurant tech-paved is paved. But while consolidation offers opportunities, there are also concerns about reduced competitiveness and slower innovation.