TA Associates

TA Associates, established in 1968 and headquartered in Boston, Massachusetts, is one of the oldest and largest private equity firms globally. The firm focuses on investing in private companies across various sectors, including business services, consumer products, financial services, technology, and healthcare. With a commitment to supporting management teams in building their businesses, TA Associates has developed a diverse portfolio of approximately 380 current and former companies. The firm expanded its reach by opening offices in Silicon Valley, London, Mumbai, and Hong Kong, allowing it to engage in buyouts, growth equity, and recapitalizations, as well as private debt investments since 2000. Through its strategic approach, TA Associates aims to provide steady support to its portfolio companies throughout economic cycles.

Ashutosh Agrawal

Managing Director & Member of Core Investment and Portfolio Committee

Thomas Alber

Chief Financial Officer

Finn M. Althoff

Associate

Calen C. Angert

Vice President

Birker B. Bahnsen

Managing Director

Jeffrey S. Barber

Managing Director & Head, North America Consumer Group

Rodrigo F. Bassit

Associate

Elliot J. Bell

Associate

Michael Berk

Managing Director & Co-Head of North America Services Group

Roy Burns

Managing Director & Co-Head of North America Financial Services

Max Cancre

Director

Mark Carter

Managing Director, Co-Head, North America Healthcare Group & Member of Management, Core Investment and Portfolio Committee

Jeffrey T. Chambers

Managing Director

Paul (Sang Woo) CHEUNG

Senior Associate and Investment Professional

William David Christ

Advisor

Brian J. Conway

Chairman

Todd Crockett

Managing Director, Member of Management, Core Investment and Portfolio Committee & Co-Head of the North America Services Group

Kevin J. Curry

Associate

Stefan A. Dandl

Director

Alexander Danielsson

Associate

Jérémy L. Dréan

Director

Hythem El-Nazer

Managing Director, Member of Executive, Management, Core Investment and Portfolio Committees & Co-Head of North America Technology Group

Adrien Elbaz

Associate

Giovanni Fantini

Senior Associate

Valentin Finck

Associate

Philip C. Fleischman

Associate

Catherine C. Gamble

Associate

Jessica Cohen Gilligan

Senior Vice President

Jonathan M. Goldstein

Managing Director

Charles Ha

Vice President

Jeffrey C. Hadden

Managing Director & General Counsel

Pamela Harris

Director of Investor Relations

Mark Harris

Senior Associate of Strategic Resource Group

Clara Jackson

Director

Kurt R. Jaggers

Managing Director

Amit K. Jain

Vice President

Roger B. Kafker

MD, Head of the North America Services Group and Head of Financial Services and Consumer Group

Darlene M. Karis

Director of Human Resources

Gurnoor Kaur

Associate

Damon M. Khouri

Chief Information Officer & Technology Officer

Walker Kirby

Associate

Alexander D. Kondziolka

Associate

Miranda J. Kornfeld

Associate

Lovisa Lander

Director

R. Alan Lane

Manager, Portfolio Group

Nicholas D. Leppla

Director

Austin L. Levitt

Associate

Michael Libert

Managing Director

Ethan K. Liebermann

Managing Director

Michele Lim

Senior Vice President

Matthew Lloyd-Thomas

Associate

Daniel Ma

Associate

Tony Marsh

Director of Capital Markets

Kevin Masse

Chief Portfolio Officer, Managing Director & Member of TA's Portfolio Committee

Sacha May

Associate

Emily McGinty

Principal

Jonathan W. Meeks

Managing Director

Aashray Mehra

Senior Vice President

Jason S. Mironov

Managing Director

Jennifer Mulloy

Managing Director

Ajit Nedungadi

CEO

Marcia Z. O'Carroll

Director of Marketing

Christopher Parkin

Managing Director & Co-Head of Europe Services Group

Naresh Patwari

Director

Dhiraj Poddar

Managing Director & Head of the Indian operations

Aneesha Raghunathan

Associate

Jonathan A. Reamer

Associate

Patrick Sader

Managing Director & Co-Head of Europe Services Investments

Kenneth T. Schiciano

Managing Director

Kevin M. Schuler

Senior Vice President

J. Morgan Seigler

Managing Director

Parin V. Shah

Private Equity Associate

Aditya Sharma

Principal

Edward F. Sippel

Managing Director

Akshay Srimal

Director, Strategic Resource Group

William Su

Associate

Amara Suebsaeng

Director

Andrew Z. Tay

Director

Harry Taylor

Managing Director

Rafael Telahun

Vice President

John A. Triebsch

Associate

Naveen Wadhera

Managing Director

Gregory M. Wallace

Chief Financial Officer, Funds

Jason Werlin

Managing Director, Co-Head of North America Technology Group and Member of Management and Core Debt Investment Committee

P. Rory Wilsey

Associate

Stephen G. Woodsum

General Partner

Lily Xu

Associate

Zeynep Yavuz

Associate

Philip P. Yotov

Principal, Strategic Resource Group

Eric Zagorski

Senior Vice President

S. Christopher hong

Associate

334 past transactions

Intelerad

Private Equity Round in 2022
Intelerad provides medical imaging business solutions and services for radiology groups, hospitals, imaging centers, and teleradiology businesses. Their vision is to make a difference in healthcare. Their creative approach to technology continuously breaks new ground with smart architectures, effective workflows, and seamless integration, so that you can do more.

The Access Group

Private Equity Round in 2022
The Access Group is a software consultancy and developer company that provides fully integrated business management software. Its portfolio spans ERP, finance, HR, Payroll, recruitment, warehousing, business intelligence, professional service automation, and manufacturing. More than 10,000 UK businesses and not-for-profit organizations use products and services provided by Access to improve their performance, profitability and drive growth, unlocking their business potential through improved business insight. Access Group has received M&A Awards: Buyout of the Year - 2011, SIFT Media Software Satisfaction Awards 2010: Enterprise Accounting & Finance award, Accountancy Age Awards 2010 - Software Package of the Year, SIFT Media Software Satisfaction Awards 2010: SME Human Resources & Human Capital Management award, Construction Computing Awards: Construction Accounting Software of the Year 2010, and Green IT Awards 2010. Access Group was founded in 1991 and is headquartered in London, UK.

Apex Group

Private Equity Round in 2022
Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

iCIMS

Private Equity Round in 2022
iCIMS is the talent cloud company that empowers organizations to attract, engage, hire, and advance the right talent that builds a diverse, winning workforce. iCIMS accelerates transformation for a community of more than 4,000 customers, including a third of the Fortune 100, that employ more than 30 million people worldwide. For more information, visit www.icims.com.

Gamma Technologies

Private Equity Round in 2022
Gamma Technologies is a company that designs simulation software to model thermal, mechanical, electrical, and other forms of physics. Gamma Technologies develops and licenses GT-SUITE, a leading multi-physics CAE system simulation software. GT-SUITE includes a complete library of physics-based modeling templates covering fluid flow, thermal systems, mechanics, electrics, magnetics, chemistry and controls.

E-emphasys Technologies

Private Equity Round in 2021
e-Emphasys is a global IT solutions company, providing industry-specific ERP software to Dealerships and Rental companies of heavy equipment for the construction, mining, forestry, material handling, and agriculture industries. In today’s connected world, e-Emphasys provides a unified view of company data to simplify customer experiences, while improving operational efficiency, and creating significant increases in bottom-lines. -Emphasys has a proven track record of ensuring success for Equipment Dealerships and Rental companies, by helping them achieve profitable growth. e-Emphasys combines excellent business and operational support systems. Its demonstrated service delivery platform and consulting resources with deep industry expertise are helping customers overcome their biggest business challenges – with its end-to-end business solutions enabling customers to increase revenue faster than industry averages.

Riskonnect

Private Equity Round in 2021
Riskonnect, Inc. specializes in cloud-based risk management software that helps organizations manage and control various risks across their enterprises. The company offers a suite of applications, including Riskonnect RMIS, Riskonnect ERM, and Riskonnect Incident Management, which support functions such as claims administration, incident reporting, root cause analytics, and loss investigation. Riskonnect's solutions are designed for diverse industries, including healthcare, retail, manufacturing, finance, transportation, and insurance, enabling clients to enhance their risk management programs and safety solutions. Founded in 2007 and headquartered in Kennesaw, Georgia, Riskonnect has expanded its presence with additional offices in the United Kingdom, Australia, and India. The company is known for its reliable technology platform, which supports over 60,000 businesses and 1.5 million users globally, providing the tools needed to reduce losses and improve overall risk management effectiveness.

Insurity

Private Equity Round in 2021
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.

Rectangle Health

Private Equity Round in 2021
Rectangle Health is the leading healthcare payment and premium processing company, helping your practice, healthcare organization, or insurance group increase payment compliance, streamline processing, and improve overall satisfaction. They provide hospitals, physician practices, insurance groups and billing services with superior tracking, reporting and systems to effectively manage payments. All with no implementation or integration fees.

FONCIA Group

Secondary Market in 2021
FONCIA Group is a property management group.

The CAPROCK Group

Private Equity Round in 2021
The CAPROCK Group is a multi-family office which helps to grow their clients by giving financial solutions.

Mediaocean

Secondary Market in 2021
Mediaocean is a software provider that specializes in advertising workflow management for agencies, brands, broadcasters, and publishers globally. Its comprehensive suite of platforms facilitates various aspects of the advertising process, including planning, buying, analysis, optimization, invoicing, and payments. Key offerings include Spectra, which manages business data and expenditure; Prisma, delivering operational infrastructure across multiple media channels; Optica, a cloud-based solution for advertising delivery and management; Aura, which focuses on project time and cost management; and Connect, which integrates various media suppliers and technologies for streamlined operations. Founded in 1967 and headquartered in New York, Mediaocean has expanded its presence with offices in various locations, including Atlanta, Chicago, London, and Pune, among others. The company aims to enhance the efficiency and effectiveness of advertising workflows across the industry.

PDQ

Private Equity Round in 2021
PDQ is a provider of deployment software and system administrator tools, focusing on the small and medium-sized business (SMB) market. Originally established as Admin Arsenal, the company was founded by professionals with extensive experience in supporting large organizations using IBM Tivoli Framework and Microsoft SCCM. Recognizing the need for a simplified systems management solution tailored to smaller entities, PDQ developed two core products: PDQ Deploy and PDQ Inventory. These tools facilitate software deployment and inventory management, streamlining IT processes for administrators. With a user-friendly approach, PDQ's solutions have gained global adoption, with over 200,000 organizations utilizing the free versions and more than 18,000 transitioning to enterprise-level subscriptions. The company is headquartered in Salt Lake City, Utah, and serves various sectors, including education, finance, manufacturing, non-profit, and government.

Smiths Medical

Acquisition in 2021
Smiths Medical is a supplier of specialized medical devices and equipment for global markets, focusing on the medication delivery, vital care and safety devices market segments.

Elos Medtech AB

Acquisition in 2021
Elos Medtech is a personal health company located in Goteborg.

Apex Group

Private Equity Round in 2021
Apex Group Ltd. is a global financial services provider. Apex delivers an extensive range of services to asset managers, capital markets, private clients and family offices. The Group has continually improved and evolved its capabilities to offer a single-source solution through establishing the broadest range of products in the industry; including fund services, digital onboarding and bank accounts, depositary, custody and super ManCo services, business services including HR and Payroll and a pioneering ESG Ratings and Advisory service for private companies.

Stackline

Series B in 2021
Stackline is a retail intelligence and software company based in Seattle, WA that was founded by a group of Amazon veterans. Their technology activates data, automates execution, and optimizes e-commerce marketing performance for hundreds of the world’s largest companies. They believe in augmenting human intelligence by combining software and data science. Their patent-pending computational platform helps companies unleash analytics on rich data to turn consumer insights into commercial excellence.

Radiant Logic

Private Equity Round in 2021
Radiant Logic, Inc. is the market-leading provider of federated identity solutions based on virtualization, and delivers simple, logical, and standards-based access to all identities within an organization. Since pioneering the first virtual directory in 2000, the company has evolved its groundbreaking technology into a complete federated identity service, enabling Fortune 1000 companies to solve their toughest identity integration and federation challenges. Using model-driven virtualization technology, the RadiantOne Federated Identity Service builds customizable views from disparate data silos, streamlining authentication and authorization for identity management, web access management, context-driven applications, and cloud deployments. Companies in a wide range of sectors rely on RadiantOne to deliver quick ROI by reducing administrative effort, simplifying integration tasks, and enabling future identity and data management initiatives to meet changing business demands.

In.Corp Global

Acquisition in 2021
In.Corp Group is Singapore’s corporate solutions company, with presences in multiple countries and serving thousands of clients around the world.

In.Corp Global

Private Equity Round in 2021
In.Corp Group is Singapore’s corporate solutions company, with presences in multiple countries and serving thousands of clients around the world.

Appfire

Private Equity Round in 2021
Appfire is a provider of Atlassian Enterprise products and services. Since 2005, Appfire has been driving Atlassian products and services into the Enterprise, enabling product teams to quickly innovate, develop, and bring their products to market. Appfire's top-selling apps include Bob Swift, Feed Three, and Wittified.

Betashares Capital

Secondary Market in 2021
BetaShares Capital is a prominent manager of Exchange Traded Funds (ETFs) based in Sydney, Australia, and was established in 2009. The company provides a diverse range of low-cost and transparent investment products that are traded on the Australian Stock Exchange. Its offerings include access to funds covering various asset classes such as Australian and international shares, fixed income, cash, currencies, commodities, and alternative strategies. BetaShares aims to expand its portfolio of intelligent investment solutions to assist investors in achieving their financial objectives. The firm is a member of the Mirae Asset Global Investments Group, a significant player in the asset management sector, managing substantial assets globally. As of mid-2017, BetaShares managed assets exceeding $4.5 billion.

Fairstone

Private Equity Round in 2021
Fairstone is a national financial advisory and wealth management group. We combine market knowledge, specialist expertise and the very latest technology to produce the highest quality outcomes for our clients in a cost-effective manner. Fairstone incorporates the UK's largest Chartered Financial Planning firm and has a number of dedicated business channels that include financial advisory, Discretionary Fund Management, wealth management, property finance and estate planning. Launched in 2008 Fairstone is very much a ‘new model’ financial services business operating across both retail and corporate sectors. Our head office is based in Newcastle, and with 36 regional locations and management hubs in both London and Bristol, we have a truly national presence. Fairstone's rate of growth is consistently beyond 20% for each financial year and our annualized revenues exceed £40 million. Across the UK we now have over 300 financial advisers servicing 41,000 clients who collectively hold £7 billion in investment and pension assets. Our ultimate objectives across the group are to deliver annual revenues in excess of £100 million, EBITDA margin of above 10% and to oversee client funds of £15 billion.

Backstage

Private Equity Round in 2021
Backstage LLC operates an online casting platform in the United States, primarily serving the entertainment and creative industries. Founded in 1960 and based in Brooklyn, New York, the platform connects actors and performers with job opportunities and career advice, while also assisting casting professionals and talent seekers in locating suitable performers for their projects. Backstage employs application management tools to review each casting notice, ensuring the quality and legitimacy of the opportunities presented, which helps protect performers. The company has established itself as a trusted resource for actors seeking guidance and casting information.

IGEL Technology

Acquisition in 2021
IGEL Technology's thin and zero client software and hardware solutions help organizations improve the performance, security, and agility.

Orisha

Post in 2021
DL Software offers investment solutions for the companies that develop enterprise management software packages. The company is based in Paris, France.

OmniActive Health Technologies

Private Equity Round in 2021
OmniActive was born from Kancor Ingredients, an ingredient supplier rooted in the food and flavoring industry. Kancor has decades of experience extracting pure, quality ingredients from whole foods. With a history in extraction of natural products dating back to 1969, we at OmniActive are well versed in the technologies and processes necessary to provide specialized ingredients to the supplements space, as well as food and beverage companies.

Navia Mexico

Private Equity Round in 2021
To empower organizations with guidance, tools, and wisdom to advocate for the health, well-being, and financial welfare of their employees.

Mid America Pet Food

Private Equity Round in 2020
Mid America Pet Food is a leading pet food marketer and manufacturer. Mid America Pet Food produces VICTOR Super Premium Pet Food (VICTOR) and Eagle Mountain Pet Food (Eagle Mountain).

Benecon Group

Private Equity Round in 2020
The Benecon Group, Inc. is an employee benefits and consulting company based in Lititz, Pennsylvania, established in 1948. It specializes in providing a range of services including actuarial support, wellness programs, compliance consulting, and group ancillary services for employers. The company focuses on developing and administering self-funded health insurance purchasing programs tailored to the needs of both public sector entities, such as counties and school districts, and small to medium-sized businesses in the private sector. Benecon Group also supports independent insurance agencies and brokers by offering innovative employee benefit solutions designed to help employers manage their benefit plan expenditures effectively.

Planview

Private Equity Round in 2020
Planview focuses on providing the most comprehensive portfolio management solutions in the industry to enable better decision making and business accountability. Founded in 1989 by visionary and CEO Patrick Durbin, Planview is recognized as "an undeniable leader in the PPM market" in the Forrester Wave™: Project Portfolio Management Tools, Q4 2007, and is positioned in the leaders quadrant in the Gartner Magic Quadrant for IT Project and Portfolio Management, 2008. With offices across the U.S., Europe, and Asia-Pacific, Planview supports more than 550 customers worldwide in virtually every industry. Planview customers include Wells Fargo, WellPoint, Citi, Hallmark, Freddie Mac, BP, and Aetna, as well as public sector agencies such as the American Red Cross, the U.S. Department of Transportation, and the United Kingdom Ministry of Defence. Planview provides solutions for the most successful technology organizations in the world, and they are successful for a reason. These market-leading, knowledge worker organizations have savvy managers who lead the way in optimizing the business by balancing strategy against their scarce resources of people and money. They do this by using Planview solutions, which give them a proven discipline for investment decision-making, resource allocation, and staying on track.

Sovos

Private Equity Round in 2020
Sovos Compliance, LLC specializes in tax compliance and regulatory reporting software, providing solutions that assist businesses in meeting their tax obligations. The company's offerings include the Sovos S1 platform, which serves as a cloud infrastructure for tax compliance, and Taxport, a solution tailored for 1099 reporting. Sovos also provides various managed services for processing tasks and tax information reporting tools such as Taxport Compass. Its product suite encompasses solutions for sales and use tax, VAT reporting, e-invoicing compliance, and tax determination, catering to diverse business needs. Notably, Sovos supports 4,500 companies, including a significant number of Fortune 500 firms, by integrating with numerous business applications to ensure compliance in an increasingly digital regulatory landscape. Founded in 1979 and headquartered in Wilmington, Massachusetts, Sovos has expanded its presence with offices across North America, Latin America, and Europe.

K2

Funding Round in 2020
K2’s intuitive, cloud-based digital process automation platform gives companies the power to create modern process applications, automate workflows and transform their business. With K2, thousands of organizations worldwide and 30% of the Fortune 500 have taken control of their business processes to increase visibility and improve operational efficiency.

Priority Software

Private Equity Round in 2020
Priority Software is a global software developer specializing in accessible and affordable ERP solutions that enhance business efficiency and customer experience. Founded in 1986, the company offers flexible, end-to-end business management solutions suitable for organizations of all sizes and industries. With over 8,000 clients across 40 countries, Priority Software empowers businesses by providing real-time access to data and insights through both on-premise and cloud-based systems. The company's solutions are designed to be user-friendly, allowing users to manage their operations effectively from mobile devices and tablets. Supported by a skilled team and a strong network of global business partners, Priority Software remains committed to simplifying ERP to boost profitability and operational efficiency.

Netwrix

Acquisition in 2020
Netwrix Corporation was first to introduce visibility and governance platform for on-premises, hybrid and cloud IT environments. More than 160,000 IT departments worldwide rely on Netwrix to detect insider threats on premises and in the cloud, pass compliance audits with less expense and increase productivity of IT security and operations teams. Founded in 2006, Netwrix has earned more than 100 industry awards and been named to both the Inc. 5000 and Deloitte Technology Fast 500 lists of the fastest growing companies in the U.S. For more information, visit www.netwrix.com.

Edifecs

Funding Round in 2020
Edifecs provides software that streamlines the exchange of information between health plans, hospitals, pharmacy benefit managers and other healthcare organizations. Edifecs' healthcare offerings enable compliance with current mandates such as HIPAA 5010 and ICD-10.

Ivanti

Private Equity Round in 2020
Ivanti is headquartered in Utah just outside Salt Lake City, in an area of the United States that the New York Times recently called ‘the next Silicon Valley.' Ivanti has 36 offices in 23 countries. Employing more than 1,600 people, Ivanti focuses on enabling organizations to gain control of service delivery, simplify service management processes, acquire real-time visibility across their services and infrastructure, and orchestrate the interactions of people, process, and technology for optimum service performance. At Ivanti, They take Their products and Their customers very seriously, but ourselves not so much.

Surfaces Group

Acquisition in 2020
Surfaces Technological Abrasives S.r.l. manufactures abrasives for the treatment of lapping of the ceramics

Edifecs

Private Equity Round in 2020
Edifecs provides software that streamlines the exchange of information between health plans, hospitals, pharmacy benefit managers and other healthcare organizations. Edifecs' healthcare offerings enable compliance with current mandates such as HIPAA 5010 and ICD-10.

IFS

Secondary Market in 2020
IFS World Operations AB, based in Linköping, Sweden, specializes in developing and delivering enterprise software solutions that cater to customers globally. The company focuses on sectors that involve manufacturing, distribution, asset management, and service management. Through its offerings, IFS supports organizations in effectively managing their operations and optimizing performance across various industries. As a subsidiary of Industrial and Financial Systems, IFS AB, the company leverages its expertise to address the diverse needs of its clientele.

NSE Academy

Private Equity Round in 2020
NSE Academy focuses on promoting financial literacy as an essential life skill and offers training and certification in Banking, Insurance, and Financial Markets. Its mission is to cultivate a skilled workforce in the BFSI sector, ensuring that professionals possess the necessary expertise to provide quality services to market participants. By enhancing the knowledge and skills of individuals, NSE Academy aims to contribute to the overall development of the financial services industry. Additionally, NSE Academy is part of the broader National Stock Exchange of India, which also encompasses subsidiaries involved in data analytics and strategic investments aimed at fostering innovation and growth in various sectors, including technology and education.

National Stock Exchange

Private Equity Round in 2020
NSE) is India's leading stock exchange covering various cities and towns across the country. NSE was set up by leading institutions to provide a modern, fully automated screen-based trading system with national reach. The Exchange has brought about unparalleled transparency, speed & efficiency, safety and market integrity. It has set up facilities that serve as a model for the securities industry in terms of systems, practices and procedures. NSE has played a catalytic role in reforming the Indian securities market in terms of microstructure, market practices and trading volumes. The market today uses state-of-art information technology to provide an efficient and transparent trading, clearing and settlement mechanism, and has witnessed several innovations in products & services viz. demutualisation of stock exchange governance, screen based trading, compression of settlement cycles, dematerialisation and electronic transfer of securities, securities lending and borrowing, professionalisation of trading members, fine-tuned risk management systems, emergence of clearing corporations to assume counterparty risks, market of debt and derivative instruments and intensive use of information technology.

Klik.cz

Acquisition in 2020
Kliknoutisteni.cz as offers its clients the possibility to find the cheapest or most advantageous guarantee in a few minutes from the comfort of home.

Honan Insurance Group

Private Equity Round in 2020
Honan provides a full range of commercial insurance, risk and financial solutions to businesses across a wide range of industries, including financial institutions, healthcare, professional services, technology, biotech & life science, logistics, construction, food & beverages, and mining & energy. Since its founding, Honan has expanded from Australia-wide to New Zealand, Singapore and Malaysia. Honan exclusively represents Australia, New Zealand and Singapore within the WBN.

Accion Labs

Private Equity Round in 2020
Accion Labs is a technology services firm that specializes in providing IT consulting to a diverse range of clients, including start-ups, growth-stage companies, and established firms in the technology sector. Founded in 2011 and headquartered in Bridgeville, Pennsylvania, the company offers a comprehensive suite of services, including web and mobile application development, cloud computing, product engineering, big data consulting, business intelligence, and machine learning. Accion Labs employs a flexible engagement model that caters to the varying needs of its clients, helping them to accelerate product development and optimize costs. The firm serves a wide array of industries, including healthcare, financial services, and e-commerce, and has offices in multiple locations across the United States, India, and Singapore. By leveraging its expertise in emerging technologies and industry best practices, Accion Labs supports its clients in delivering innovative software products and achieving sustainable growth.

Conservice

Private Equity Round in 2020
Conservice, LLC specializes in utility management and billing services, providing a comprehensive suite of solutions tailored to various markets, including multifamily, single-family, student housing, commercial, and military sectors. Established in 2000 and headquartered in River Heights, Utah, the company offers utility and ancillary billing, metering equipment installation and maintenance, and conservation products and services. Their services extend to daily meter readings, utility expense management, vacant billing, and resident payment processing, all aimed at reducing operating costs and promoting conservation. Additionally, Conservice facilitates energy procurement, data exchange, contract and vendor management, and due diligence services, ensuring clients receive customized and effective utility solutions. The company is recognized for its commitment to exceptional customer service while helping clients recover utility costs.

AffiniPay

Acquisition in 2020
AffiniPay, LLC, based in Austin, Texas, specializes in providing tailored online payment solutions for professional services industries, focusing primarily on the legal and accounting sectors. Founded in 2005, the company offers several products, including LawPay, which allows legal professionals to accept payments in compliance with ABA and IOLTA guidelines, and CPACharge, designed for CPAs to handle various payment methods such as credit and debit cards, as well as e-checks. Additionally, AffiniPay for Associations serves non-profit organizations and associations by facilitating member dues, event registrations, and donations. The company has established itself as a key player in the market, processing up to $6 billion annually through its various programs.

AffiniPay

Secondary Market in 2020
AffiniPay, LLC, based in Austin, Texas, specializes in providing tailored online payment solutions for professional services industries, focusing primarily on the legal and accounting sectors. Founded in 2005, the company offers several products, including LawPay, which allows legal professionals to accept payments in compliance with ABA and IOLTA guidelines, and CPACharge, designed for CPAs to handle various payment methods such as credit and debit cards, as well as e-checks. Additionally, AffiniPay for Associations serves non-profit organizations and associations by facilitating member dues, event registrations, and donations. The company has established itself as a key player in the market, processing up to $6 billion annually through its various programs.

Proxibid

Acquisition in 2020
Proxibid, Inc. operates an online platform that connects buyers and sellers of high-value items across various categories, including art, antiques, collectibles, vehicles, and industrial machinery. Founded in 2001 and headquartered in Omaha, Nebraska, Proxibid serves traditionally offline markets characterized by high-value transactions and sophisticated risk management needs. The platform features proprietary technology, including MarketGuard, which offers advanced fraud detection and risk mitigation. Additionally, it provides flexible sales formats such as live auctions, timed auctions, and direct purchase options. Proxibid has created a marketplace that brings together over 4,000 sellers and millions of buyers, facilitating more than 136,000 auctions with a total gross merchandise value exceeding $45 billion. This comprehensive approach positions Proxibid as a trusted platform for engaging in high-value asset transactions.

ATG Media

Acquisition in 2020
ATG Media provides online bidding portals, publishes printed catalogues, and provides a cloud based auction management software for auctioneers, dealers, and fair organizers internationally. It operates the-saleroom.com, a Website for fine art and antiques auctions; i-bidder.com, a Website for construction and farm equipment, plant and machinery and agricultural equipment, retail returns, household furniture and consumer electronics, property, charity, and commercial auctions; and BidSpotter.com and BidSpotter.co.uk, an online portal for industrial equipment auctions, including plant and farm machinery, construction and farm equipment, manufacturing and metalworking, automotive machinery, food and beverage production, catering equipment, and woodworking auctions.

MRI Software

Private Equity Round in 2020
MRI Software LLC offers real estate software applications and hosted solutions. The company’s products include financials suite, commercial suite, residential suite, investment suite, corporate real estate, facilities management, and reporting and analytics. Its solutions include affordable housing, condo HOA, office and industrial, retail, construction and development, public housing, public REITs, private equity, pension funds, and multifamily. MRI Software LLC was formerly known as Intuit Real Estate Solutions, Inc. and changed its name to MRI Software LLC in January 2010. The company was founded in 1971 and is based in Solon, Ohio.

Netrisk.hu

Secondary Market in 2020
Netrisk is a Hungarian online insurance broker operating in the one-stop-shop model, with the potential for dynamic development. The further Netrisk growth drivers consist of favorable market conditions, consumer shopping habits’ shift from offline to the online as well as the company’s expertise in the insurance sector.

WorkWave

Private Equity Round in 2020
WorkWave is a leading provider of field service and last-mile delivery software, operating in a market valued over $45 billion globally. The company offers a comprehensive suite of integrated, mobile-first software solutions, which include PestPac, WorkWave Service, ServiceCEO, WorkWave Fleet, WorkWave GPS, WorkWave Marketing, and ContactUs. These solutions empower over 9,000 clients by delivering valuable business insights that enhance revenue per employee and improve customer experiences. Founded in 1984, WorkWave has received numerous accolades for its growth and workplace culture, such as the Inc. 5000 and SmartCEO Future 50 awards. The company also offers GPS-enhanced fleet management services, providing clients with tracking capabilities through various devices, including vehicle and battery-powered satellite trackers.

OMNIA Partners

Private Equity Round in 2020
Provider of procurement and purchasing services intended for the nonprofit, multifamily housing, public and private sectors. The company acts as a cooperative purchasing organization with the specific purpose of reducing procurement costs by leveraging the volume of customers in the areas of government, education systems, healthcare, nonprofits and other agencies for public benefit.

Syska LED Lights

Private Equity Round in 2019
SYSKA LED lights are a smart innovation in the future of lighting.

Fortra

Private Equity Round in 2019
Fortra, formerly known as HelpSystems, is a software company that specializes in IT infrastructure solutions, focusing on systems and network management, security, and business intelligence. The company offers a diverse range of products designed to enhance operational efficiency and security for organizations worldwide. Key offerings include automation software like Robot and AutoMate, data access solutions such as SEQUEL, and security products like PowerTech and Powertech Antivirus tailored for IBM systems. Additionally, Fortra provides tools for job scheduling, network monitoring, and managed file transfer, among others. The company's solutions facilitate the integration of disparate applications, streamline IT processes, and enhance data security and compliance. Founded in 1982 and based in Eden Prairie, Minnesota, Fortra serves over 9,000 organizations globally, helping them to automate tasks, secure their data, and ensure smooth operational workflows.

MISA

Private Equity Round in 2019
MISA Joint Stock Company, founded in 1994 and headquartered in Ho Chi Minh City, Vietnam, specializes in developing and providing a wide range of software solutions tailored for enterprises, governmental organizations, retailers, and individuals. Its offerings include accounting and financial software such as MISA SME.NET and MISA MIMISA.NET, as well as enterprise resource planning (ERP) tools like AMIS.VN. The company also caters to specific sectors with software solutions for schools, asset management, civil status management, and staff management for government units. Additionally, MISA provides applications for personal finance management and restaurant and retail management. With a commitment to enhancing productivity and efficiency through technology, MISA aims to be a leading provider of information technology platforms and services in Vietnam. The company operates offices in major cities including Hanoi, Danang, Buon Ma Thuot, and Can Tho.

Gong Cha Group

Private Equity Round in 2019
Established in 2006, Gong cha has been appreciated by its customers, relying on good words of mouth and unique customized services originated in Taiwan.From then on, the story of Gong cha has widely spread, and Gong cha has become one of the best-known quality tea providers in the world. Nowadays, Gong cha has blossomed in more than 20 regions.

Insightsoftware

Private Equity Round in 2019
Insightsoftware.com was formed in 2000 to address a critical need for business professionals to extract and analyze data from extensive ERP systems. Today, insightsoftware.com provides a range of solutions that have helped organizations and enterprises worldwide solve some of their most complex business challenges.

Wealth Enhancement Group

Acquisition in 2019
Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services across 40 states. Established in 1997, Wealth Enhancement Group currently has over 10,000 households that entrust them with $4.7 billion in assets as of 3/31/15. Wealth Enhancement Group specializes in providing retail mass affluent and affluent clients with the comprehensive expertise and resources that are typically available only to large institutional investors and the ultra-wealthy. Wealth Enhancement Group uses a team approach with a focus on fostering long-term client relationships and has 13 offices throughout Minnesota, Iowa and Illinois.

DigiCert

Private Equity Round in 2019
DigiCert, Inc. provides high-assurance SSL certificates to government agencies, financial institutions, educational and medical institutions, and companies worldwide. It offers standard and wildcard SSL certificates, extended validation certificates, and unified communications certificates; and code signing certificate solutions that include Adobe, Apple, Java, and Microsoft code signing certificates. The company also provides managed public key infrastructure solutions that allow organizations to take control of SSL certificate management, including issuing new certificates and reissuing, replacing, and revoking existing SSL certificates. DigiCert, Inc. was founded in 2003 and is based in Lindon, Utah.

Inspired

Private Equity Round in 2019
Inspired is a co-educational, non-denominational independent school group based in London, with additional locations in Johannesburg, South Africa. The organization operates a network of private schools across Europe, Australia, and Africa, including sites in Berkshire, Switzerland, Sydney, and several cities in South Africa such as Cape Town and Pretoria. Catering to students aged 1 to 18, Inspired aims to foster an environment that encourages academic achievement and personal growth. The school group emphasizes a progressive approach to education, reevaluating traditional teaching methods and curriculums to provide a more dynamic and relevant learning experience that reflects contemporary attitudes and prepares students for future challenges.

Idera

Private Equity Round in 2019
Idera, Inc. delivers B2B software productivity tools that allow technical users to do more with less, faster. The company's brands span three divisions—Database Tools, Developer Tools and Testing Tools—with products that are used and evangelized by millions of community members and more than 50,000 customers worldwide. To learn more, visit: https://www.ideracorp.com/.

RLDatix

Venture Round in 2019
RL and Datix have joined forces, creating the world’s largest software company focused exclusively on patient safety and quality improvement.

Indira IVF

Private Equity Round in 2019
Indira IVF Hospital Private Limited owns and operates fertility clinics in India. Its services include IUI, ICSI, infertility workup, in vitro fertilization, laser assisted hatching, cryopreservation, donor programs, blastocyst culture and transfer, sonography, and laparoscopy and hysteroscopy. The company also offers training programs in the areas of embryology and clinical courses for gynecologists and embryologists. The company was founded in 1988 and is based in Udaipur, India with fertility centers in Udaipur, Pune, Delhi, Patna, Jaipur, Indore, Ahmedabad, Lucknow, Mau, Meerut, Nagpur, Agra, Nasik, Kolkata, Bengaluru, Chennai, Allahabad, Varanasi, Ranchi, Kanpur, and Gorakhpur, India.

ARI Network Services

Private Equity Round in 2019
ARI Network Services, Inc. ("ARI" or the "Company") is a leader in creating, marketing, and supporting software, software as a service ("SaaS") and data as a service ("DaaS") solutions that enhance revenue and reduce costs for our customers. Our innovative, technology?enabled solutions connect the community of consumers, dealers, distributors, and manufacturers to help our customers efficiently service and sell more whole goods, parts, garments, and accessories ("PG&A") worldwide in selected vertical markets that include automotive tire and wheel, powersports, outdoor power equipment, marine, and white goods. We estimate that more than 22,000 equipment dealers, 140 manufacturers, and 195 distributors worldwide leverage our technology to drive revenue, gain efficiencies and increase customer satisfaction

Aptean

Private Equity Round in 2019
Aptean (formerly Made2Manage) provides industry-focused mission critical enterprise software solutions. The company builds solutions to support business functions such as manufacturing, sales and marketing, service and support, supply chain, and finance and administration. Its products are focused on various applications: customer relationship management, enterprise resource planning, -manufacturing execution, supply chain management, complaints management, business intelligence, data integration and monitoring, and power management.

Exeter Property Group

Private Equity Round in 2019
Exeter Property Group, established in 2006, is a real estate investment manager that specializes in U.S. investments in value-added and core properties. The company is led by a team with over 25 years of experience across various real estate market cycles. Exeter's investment strategy centers on assembling diversified property portfolios that cater to tenant needs for value and functionality. This approach aims to generate superior returns through high levels of cash flow, value-add growth, and capital appreciation potential. With regional offices throughout the U.S., Exeter employs a tenant-focused strategy that enables direct engagement in property selection and management.

Fractal

Private Equity Round in 2019
Founded in 2000, Fractal Analytics is a strategic analytics partner to the most admired Fortune 500 companies globally and helps them power every human decision by bringing analytics & AI to the decision-making process. Fractal Analytics has presence across 15 global locations including the United States, UK, Ukraine and India and has been recently featured as a leader on Forrester Wave™: Customer Analytics Service Providers, 2017. Fractal has also been recognized as “Hot Artificial Intelligence (AI)” company by Forbes and a “Cool Vendor” and a “Vendor to watch” by Gartner.

List Group

Private Equity Round in 2019
List Group S.p.A., established in 1985 and headquartered in Pisa, Italy, specializes in designing and developing software solutions for the financial industry, particularly in mission-critical sectors and risk management. The company offers a range of products, including FastTrade, a versatile smart trading system, and FTX, which aids in the creation and management of market models for various securities. Additionally, it provides FT-Settlement, a solution for post-trading processes, and GRC Evolution, an integrated platform for operational risk and compliance. List Group also offers consulting, project management, and system integration services. Its clientele includes banks, stock exchanges, trading circuits, and private corporations, among others. With offices in key financial hubs such as New York, London, and Paris, the company remains at the forefront of technological innovation in capital markets, significantly contributing to the evolution of electronic trading systems.

Behavioral Health Works, Inc.

Corporate Round in 2019
Behavioral Health Works, Inc. offers treatment and programs for individuals with autism and other developmental disabilities. The company offers individualized outpatient services, including diagnostics center services, ABA services, speech, language, and occupational therapy services, and individual and family consulting services; and ancillary support services, including crafts, arts, relationships, education, and sport services, child care, trainings and workshops, and global outreach programs. It works with families, schools, and other professionals to offer comprehensive and life changing treatment to these individuals. The company was founded in 2009 and is based in Anaheim, California.

IMA Medical Group

Private Equity Round in 2019
IMA Medical Group is a visionary and dynamic company focused on high-quality medical services, with doctors and professionals dedicated to the health and well-being of the elderly.

Merian Global Investors

Acquisition in 2018
Merian Global Investors formed in June 2018 when its management team, together with funds operated by the global growth private equity firm, TA Associates, acquired the “single-strategy” investment capabilities of Old Mutual Global Investors. As an independent firm, they are committed to continuing to build a successful, specialized asset management business. Central to the future of their business is a belief that their clients appreciate the value of active investment management when it delivers what they reasonably expect. Their strategy is to seek to attract and retain talented investment professionals, who are experts in their particular fields, and to provide them with the operational, risk management and distribution environment and support they need in order to thrive, yet without encumbering them with a blunt “house view” imposed by a chief investment officer.

Solabia Group

Private Equity Round in 2018
Present in the cosmetics, pharmacy, nutrition, biotechnology and microbiological diagnosis sectors, the Solabia Group, with its six production units, has complementary expertise that enables it to offer an extensive range of active principles and ingredients used throughout the world by the cosmetics, pharmaceutical and food industries. In three decades, Solabia has become an international group, the result of perfectly controlled internal and external growth.

Netsmart

Private Equity Round in 2018
Netsmart Technologies, Inc. is a supplier of on demand and enterprise-wide software solutions to health and human services providers and payers nationwide. Netsmart's customers include mental health and substance abuse treatment providers, private and small group behavioral health practices, psychiatric hospitals, public health agencies, and managed care organizations. Netsmart software is designed for a variety of operating systems, hardware platforms, and mobile devices.

Billdesk

Corporate Round in 2018
BillDesk, founded in the early 2000s by IndiaIdeas.com Ltd., specializes in electronic payment and collections services aimed at simplifying the bill payment process for consumers. The company offers a comprehensive payment platform that facilitates online payments across various channels and methods. By providing tools for organizing and managing payments, BillDesk enables users to navigate the complexities of traditional bill payment services with greater ease and efficiency. Its focus on leveraging electronic mediums allows customers to make payments in a seamless and frictionless manner, enhancing their overall payment experience.

LegalZoom

Venture Round in 2018
LegalZoom is a well-known provider of online legal services in the United States, catering primarily to small businesses and families. Established with the mission of making legal resources accessible to all, LegalZoom combines technology with the expertise of experienced attorneys to deliver high-quality and affordable legal services. The company's offerings include legal document preparation, ongoing compliance assistance, tax advice, business licenses, trademark filings, accounting services, virtual mailbox solutions, e-signature capabilities, and estate planning. Since its inception, LegalZoom has served nearly two million clients, with its documents recognized in all 50 states. The company is committed to ensuring that legal processes are straightforward and accessible, reflecting its dedication to customer satisfaction.

Fincare

Private Equity Round in 2018
Fincare Business Services Private Limited is a Core Investment Company managing a clutch of businesses operating in base of pyramid financial services sector in India, with assets of over Rs.1800 Cr as on Dec’16. The company has equity investment from Truenorth, a premier private equity fund in India along with the Indian promoters. Fincare was formed in Sep-2014, to consolidate the base of pyramid financial services and distribution (BOP-FSD) platform under one umbrella.

Fintech

Corporate Round in 2018
Fintech, based in Tampa, Florida, is a leading provider of payment and data solutions specifically for the beverage alcohol industry. The company collaborates with over 4,200 distributors to streamline the processing of alcohol invoices, managing more than 600,000 relationships across the United States. Fintech facilitates over $42 billion in payments annually, positioning itself as a comprehensive solution for businesses operating within this sector.

Odealim

Acquisition in 2018
Odealim, whose roots go back to 1927, is the insurance broker for co-ownership groups and a leader on the French market. Odealim thus hasstrong, long-term relationships with insurance companies and with over 3,200 co-ownership trustees and property managers in France. Odealim’s services are recognised for their high quality, expressed in proximity to customers, hyper-specialisation and high responsiveness. Odealim achieved sales of around €130 million in 2017, an increase of more than 10%.

Prudent Corporate Advisory Services

Private Equity Round in 2018
Prudent Corporate Advisory Services Limited provides personal and corporate investment planning services through the distribution of mutual funds, bonds, broking and insurance products. It also provides real estate agent services. Prudent Corporate Advisory Services Limited was founded in 2000 and is based in Ahmedabad, India.

Cyncly

Private Equity Round in 2018
Cyncly is a company based in Sarpsborg, Norway, that specializes in developing computer-aided design (CAD) software tailored for the kitchen and bathroom retail sectors. Its software provides users with access to proprietary databases containing graphic elements, pricing information, and translations from manufacturer catalogs. In addition to design capabilities, Cyncly offers back-office solutions that include customer relationship management and process management systems. This comprehensive software enables customers to create and visualize kitchen and bathroom designs in three dimensions using smartphones or tablets, enhancing the design experience and streamlining retail operations.

Insightsoftware

Acquisition in 2018
Insightsoftware.com was formed in 2000 to address a critical need for business professionals to extract and analyze data from extensive ERP systems. Today, insightsoftware.com provides a range of solutions that have helped organizations and enterprises worldwide solve some of their most complex business challenges.

Globe Software

Acquisition in 2018
Globe Software Pty. Ltd., founded in 1997 and based in Perth, Australia, specializes in developing software solutions that facilitate data discovery and ad-hoc reporting. The company's flagship product, Spreadsheet Server, allows users to access and analyze operational and financial data from various enterprise resource planning systems directly within Microsoft Excel. This integration streamlines the data analytics process for business and financial professionals, enhancing their ability to generate real-time insights. Globe Software serves a diverse clientele, including over 2,500 customers and 50,000 users across more than 50 countries, ranging from small businesses to large corporations. As of 2017, Globe Software operates as a subsidiary of Global Software, Inc.

Datix

Private Equity Round in 2018
Datix is a global supplier of patient safety software for healthcare risk management, incident reporting software and adverse event reporting. Datix are helping to improve patient safety healthcare and service user safety, with over 60 million people protected by their software. The software is widely used within both public and private healthcare organisations around the world.

RLDatix

Private Equity Round in 2018
RL and Datix have joined forces, creating the world’s largest software company focused exclusively on patient safety and quality improvement.

DiscoverOrg

Private Equity Round in 2018
DiscoverOrg, LLC is a provider of sales and marketing intelligence tools aimed at enhancing the effectiveness of sales, marketing, and staffing professionals. Founded in 2007 and based in Vancouver, Washington, the company offers a platform that helps users identify prospects, understand their needs, and connect with them at optimal times. Its solutions include detailed mapping of organizational structures, along with verified contact information and insights into ongoing projects and technology usage. DiscoverOrg's database covers decision-makers across various sectors, including IT, marketing, finance, and human resources, serving both small and large organizations globally. The company's data is continuously updated by a team of over 250 researchers, ensuring high accuracy and relevance, which supports clients in improving their outreach and revenue growth.

Confluence Technologies

Private Equity Round in 2018
Founded in 1991, Confluence is a global leader in fund administration automation. Confluence helps investment management companies gain unprecedented control by automating every step of the fund administration process including the collection, creation, confirmation, and delivery of investment product data. Results are lower costs, reduced risk, decreased reporting turnaround times, and the scalability to automate more processes without additional resources. Confluence solutions are used by 40 percent of the leading global investment managers, and more than 60 percent of U.S. mutual funds. The Unity platform from Confluence addresses a wide range of problems from performance measurement to customized reporting for a full array of domestic and international managed investment products, including mutual funds, funds of funds, collective funds, separate accounts, and variable products, as well as hedge funds and other alternative investments. Major fund companies such as the Principal Financial Group, T. Rowe Price, and Russell Investments; and service providers such as U.S. Bancorp Fund Services rely on Confluence

Power Line Systems

Private Equity Round in 2018
Power Line Systems was founded in 1984 to provide consulting services and develop engineering software for the structural and geometric design of electric power lines. Since then Power Line Systems has become the world-wide leader in software for transmission lines. They supply software to over 1600 organizations in more than 125 countries. Their customers include the full spectrum from the smallest consulting organizations, fabricators and municipal utilities to over half of the hundred largest generating utilities in the U.S. and large international leaders like BC Hydro, Hydro Quebec, National Grid, Cemig, Power Link Queensland, Eskom, Comision Federal de Electricidad and Electricité de France.

Flexera

Private Equity Round in 2017
Flexera Software helps application producers and enterprises increase application usage and the value they derive from their software. Its software licensing, compliance, and installation solutions are essential to ensure continuous licensing compliance, optimized software investments, and future-proof businesses against the risks and costs of constantly changing technology. Over 80,000 customers turn to Flexera Software as a trusted and neutral source for the knowledge and expertise we have gained as the marketplace leader for over 25 years and for the automation and intelligence designed into our products.

Healix

Private Equity Round in 2017
Since 1989, Healix has been driven by its mission of helping healthcare providers offer excellent patient care. With corporate headquarters in Sugar Land, Texas, Healix is a national leader in the support of infusion therapy management solutions and high-quality sterile compounded preparations.

Flexera

Acquisition in 2017
Flexera Software helps application producers and enterprises increase application usage and the value they derive from their software. Its software licensing, compliance, and installation solutions are essential to ensure continuous licensing compliance, optimized software investments, and future-proof businesses against the risks and costs of constantly changing technology. Over 80,000 customers turn to Flexera Software as a trusted and neutral source for the knowledge and expertise we have gained as the marketplace leader for over 25 years and for the automation and intelligence designed into our products.

PetPeople

Private Equity Round in 2017
PetPeople is the neighborhood place for natural foods and quality supplies for dogs and cats. Our team of pet enthusiasts entertains and educates to create a unique shopping experience. We engage our customers through sharing ideas and providing solutions. At PetPeople, we are inspired to make a difference in the lives of pets and their people.

Fisher Funds

Private Equity Round in 2017
Fisher Funds operates as a specialist investment manager. Our passion is our profession and we can focus solely on delivering great investment returns and superb client service. Our entire team is charged with ensuring you have a successful investing experience so I invite you to take us up on that.