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.

Ali Abdel-Halim

Vice President

Ashutosh Agrawal

Managing Director and Member of Core Investment and Portfolio Committee

Taisuke Asada

Senior Vice President

Yash Baheti

Vice President

Birker B. Bahnsen

Managing Director

Jennifer Barbetta

Managing Director and COO

Rodrigo F. Bassit

Vice President

Dominic Benitez

Growth Equity Investor

Michael Berk

Managing Director

Benjamin D. Bold

Senior Vice President

Elliott Brennan

Principal, Capital Markets Group

Roy Burns

Managing Director

Max Cancre

Principal

Andrew Cardoza

Associate - Capital Markets

Mark H. Carter

Managing Director

Brian Conway

Chairman

Alessandra Croffy

Associate

Stefan Dandl

Director

Jérémy Dréan

Principal

Hythem T. El-Nazer

Executive Committee Member, Managing Director

Adrien Elbaz

Vice President

Giovanni Fantini

Senior Vice President

Hunter Fortney

Vice President

Sydney Gabrielson

Associate

Katie Gamble

Vice President

Jessica Cohen Gilligan

Director

Daniel J. Gold

Senior Vice President

Christian Grunwald

Principal

Vishal Gupta

Director

Charles Ha

Senior Vice President

Dylan Hallman

Vice President

Tucker W. Hodgkins

Associate

Laurent P. Indekeu

Vice President

Clara Jackson

Director

Gurnoor Kaur

Senior Vice President

Sabina Kerr

Principal, Capital Markets

Timo Kienle

Associate

Lovisa Lander

Director

R. Alan Lane

Principal, Strategic Resource Group

Jack Laszlo

Vice President

Nicholas LeppLa

Senior Vice President

Kevin Leu

Vice President

Xinxin Li

Associate

Ethan K. Lieberman

Managing Director

Ethan K. Lieberman

Managing Director

Michele Lim

Senior Vice President

Calvin O. Liou

Senior Vice President

Enzo Loreti

Vice President

Kelsey A. Maguire

Managing Director

Santanu Majilya

Vice President

Gregory C. Majno

Senior Vice President

Tony Marsh

Managing Director, Chief Capital Markets Officer

Diana Martz

Senior Vice President, Human Capital - Strategic Resource Group

Kevin Masse

Managing Director and Chief Portfolio Officer

Aashray Mehra

Senior Vice President

Saransh Mehta

Senior Vice President

Jason S. Mironov

Managing Director

Ajit Nedungadi

CEO

Kaelan Ong

Vice President

Jeffrey Del Papa

Co-Founder and Managing Director

Christopher Parkin

Managing Director

Naresh Patwari

Director

Dominic S. Phillips

Associate

Patrick Sader

Managing Director

Kenneth Schiciano

Managing Director

Kevin M. Schuler

Senior Vice President

Edward F. Sippel

Managing Director

Amara Suebsaeng

Director

Rafael Telahun

Senior Vice President

Nicholas G. Tresp

Associate

John A. Triebsch

Senior Vice President

Naveen Wadhera

Managing Director, Co-Head European Technology Group

Jason P. Werlin

Managing Director

Lily Xu

Vice President

David Yang

Associate

Philip P. Yotov

Principal, Strategic Resource Group

Eric Zagorski

Senior Vice President

Henry T. Zhang

Technology Investor and Associate

Diana Zhou

Associate

S. Christopher hong

Vice President

Past deals in Accounting

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.

Incorp 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.

Incorp 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.

Unit4

Acquisition in 2021
Unit4 is a prominent provider of enterprise applications designed to support service organizations across various sectors, including professional services, education, public services, non-profits, real estate, wholesale, and financial services. With over 4,200 employees and annual revenue exceeding 500 million euros, Unit4 focuses on delivering enterprise resource planning (ERP) software that enhances enterprise management, financial planning and analysis, human capital management, and business analytics. The company's solutions aim to automate administrative tasks, allowing organizations to optimize their operations and empower their workforce. By prioritizing the needs of people within these organizations, Unit4 enables its clients to achieve greater efficiency and effectiveness in their respective fields.

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.

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.

insightsoftware

Private Equity Round in 2019
Insightsoftware, founded in 2000, specializes in financial reporting and enterprise performance management software that helps organizations extract and analyze data from extensive ERP systems. The company provides a comprehensive suite of solutions for budgeting, planning, data analytics, accounting, taxation, and decision-making. By leveraging enterprise data, insightsoftware enables businesses to enhance their financial intelligence and streamline operations. Its products include tools for financial reporting, business dashboards, close and consolidation processes, tax provisioning, and transfer pricing. This focus on data-driven intelligence allows enterprises to eliminate costly integration projects while ensuring data integrity and security, ultimately addressing complex business challenges faced by organizations worldwide.

insightsoftware

Acquisition in 2018
Insightsoftware, founded in 2000, specializes in financial reporting and enterprise performance management software that helps organizations extract and analyze data from extensive ERP systems. The company provides a comprehensive suite of solutions for budgeting, planning, data analytics, accounting, taxation, and decision-making. By leveraging enterprise data, insightsoftware enables businesses to enhance their financial intelligence and streamline operations. Its products include tools for financial reporting, business dashboards, close and consolidation processes, tax provisioning, and transfer pricing. This focus on data-driven intelligence allows enterprises to eliminate costly integration projects while ensuring data integrity and security, ultimately addressing complex business challenges faced by organizations worldwide.

The Access Group

Acquisition in 2015
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.

Accruent

Private Equity Round in 2013
Accruent is a global software company that helps organizations achieve superior performance by transforming how they manage their physical resources. Its innovative, industry-leading cloud-based software and services enable organizations to optimize all stages of real estate, facilities and asset management, from capital planning through to IoT-based monitoring and control. With a proven track record across two decades, Accruent has created the only integrated SaaS-based framework and reporting platform for full lifecycle physical resource management. More than 7,000 global customers depend on Accruent solutions to drive out hidden costs, extend asset lifecycles, protect their brands, ensure compliance and deliver on the missions of their organization. Headquartered in Austin, Texas, Accruent serves a wide range of industries in 149 countries around the world.

TaxACT

Private Equity Round in 2005
TaxACT is a company that specializes in tax preparation software and web-based services for individuals and businesses. Founded in 1998, it offers a variety of solutions designed to facilitate the preparation and filing of taxes. Its product lineup includes software for individual filers, as well as business-oriented solutions such as Sole Proprietor, Partnership-LLC, C Corporation, and S Corporation tax preparation. TaxACT provides different editions of its software, including free, deluxe, and state editions, all accessible through a secure online platform, along with desktop downloads. The company's services are designed to help users e-file federal returns efficiently while minimizing errors through alerts and guidance. In addition to its software offerings, TaxACT also provides consulting services to support customers in making informed financial decisions throughout the year.

CFRA

Venture Round in 2003
CFRA is a leading provider of forensic accounting research, analytics, and advisory services, aimed at helping clients make informed investment and risk management decisions. Over its 20-year history, CFRA has developed a rigorous process to uncover discrepancies between reported financial results and the actual economic reality of companies. This approach enables clients, which include institutional investors, corporations, academic institutions, and individual investors, to gain a clearer understanding of a company's financial health. CFRA offers a comprehensive range of services, including fundamental coverage of global sectors, industries, and various investment vehicles, as well as insights into policy and legal matters. The firm maintains an unbiased perspective, as it does not engage in underwriting securities or managing assets, ensuring that its analyses remain objective and reliable.

CFRA

Acquisition in 2003
CFRA is a leading provider of forensic accounting research, analytics, and advisory services, aimed at helping clients make informed investment and risk management decisions. Over its 20-year history, CFRA has developed a rigorous process to uncover discrepancies between reported financial results and the actual economic reality of companies. This approach enables clients, which include institutional investors, corporations, academic institutions, and individual investors, to gain a clearer understanding of a company's financial health. CFRA offers a comprehensive range of services, including fundamental coverage of global sectors, industries, and various investment vehicles, as well as insights into policy and legal matters. The firm maintains an unbiased perspective, as it does not engage in underwriting securities or managing assets, ensuring that its analyses remain objective and reliable.

Private Business

Venture Round in 1998
Private Business is a U.S.-based company involved in accounts receivable financing, providing a complete program. It is headquartered in Brentwood, Tennessee.
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