Asset Manager

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Jamf Software

Jamf Software, led by Dean Hager, is the dominant Apple device management platform, acquired by Thoma Bravo for $2B in 2024.

Jamf Software

Jamf Software was founded in 2002 by Zach Halmstad, a former Apple engineer, to simplify Mac management for enterprises. The company initially bootstrapped before scaling with venture capital from firms like Summit Partners and Bessemer Venture Partners. Its IPO on Nasdaq in 2020 raised $1.7B, with shares surging 53% on debut. Jamf's strategy centers on being the sole Apple device management platform for enterprises, offering endpoint security, compliance, and device deployment tools. Its product spans macOS, iOS, and tvOS, competing with VMware Workspace ONE and Microsoft Intune. Key clients include Fortune 500 companies like Amazon, Google, and Walmart, with confirmed partnerships with Apple and Cisco. The firm employs over 2,000 people, with additional offices in Singapore, London, and Sydney. In June 2024, Thoma Bravo completed its acquisition of Jamf for $2B, taking the company private again. Jamf also operates a philanthropic arm, Jamf Nation, which supports IT education. Jamf's structural differentiator lies in its singular focus on Apple ecosystems at enterprise scale, an unusual niche in a market dominated by cross-platform vendors. This specialization creates high switching costs and sticky revenue, with recurring subscription revenue making up over 90% of its business.

Website
jamf.com

General information

Firm type

Asset Manager

Year founded

2002

AUM

Undisclosed

Location

Region

North America

Country

United States

City

Minneapolis

Corporate office

Minneapolis, MN, United States

Principals

Dean Hager

CEO

Ian Evans

CFO

Sector focus

Enterprise SoftwareCybersecurityMobile Security

Frequently asked questions

Who runs investment decisions at Jamf Software?

Jamf is a publicly traded software company, not an investment firm. Investment decisions are made by its board of directors, led by CEO Dean Hager. The company does not operate a family office or investment arm.

How does Jamf generate revenue?

Over 90% of Jamf's revenue comes from recurring subscriptions for its device management software. The company charges per-device annual fees, with pricing tiers based on features like security and compliance.

Is Jamf related to Apple?

Jamf is an independent company but partners closely with Apple. It is an authorized Apple Device Enrollment Program provider and works alongside Apple's enterprise sales team. Jamf does not have an equity stake from Apple.

What investment stages does Jamf target?

Jamf as a company does not invest in external companies. It has made small strategic acquisitions, like Wandera in 2021 for $400M, to expand its security capabilities. As a public company, its capital allocation focuses on R&D and acquisitions.

Where does Jamf's underlying wealth come from?

Jamf was founded by Zach Halmstad, whose wealth originated from building the company. The current majority owner is Thoma Bravo, a private equity firm, following the 2024 acquisition.

Does Jamf maintain philanthropic structures?

Yes, Jamf operates the Jamf Nation philanthropic initiative, which provides community grants and educational resources to IT professionals. This is separate from its corporate finances.

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