TA Associates

Founded in 1968, TA Associates is a global growth private equity firm headquartered in Boston. It focuses on targeted sectors within five industries: technology, healthcare, financial services, consumer, and business services. The firm invests in profitable, growing companies with opportunities for sustained growth.

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 Bassit

Vice President

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

Max Cancre

Director

Andrew Cardoza

Associate - Capital Markets

Mark Carter

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

Paul (Sang Woo) CHEUNG

Senior Associate and Investment Professional

Brian Conway

Chairman

Stefan Dandl

Director

Jérémy Dréan

Director

Adrien Elbaz

Vice President

Giovanni Fantini

Senior Vice President

Hunter Fortney

Vice President

Sydney Gabrielson

Associate

Katie Gamble

Vice President

Jessica Gilligan

Director

Vishal Gupta

Director

Vishal Gupta

Director

Charles Ha

Principal

Dylan Hallman

Vice President

Tucker Hodgkins

Associate

Chris Hong

Vice President

Laurent P. Indekeu

Vice President

Clara Jackson

Director

Amit K. Jain

Senior Vice President

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

Director

Kevin Leu

Vice President

Xinxin Li

Associate

Ethan K. Lieberman

Managing Director

Michele Lim

Senior Vice President

Calvin O. Liou

Senior Vice President

Enzo Loreti

Vice President

Oscar Loynaz

Associate

Gregory C. Majno

Senior Vice President

Tony Marsh

Managing Director and Chief Capital Markets Officer

Diana Martz

Principal, Human Capital, Strategic Resource Group

Kevin Masse

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

Aashray Mehra

Senior Vice President

Saransh Mehta

Senior Vice President

Jason Mironov

Managing Director

Ajit Nedungadi

CEO

Kaelan Ong

Vice President

Christopher Parkin

Managing Director and Co-Head of Europe Services Group

Kevin Schuler

Senior Vice President

Aditya Sharma

Managing Director, Investments

Edward F. Sippel

Managing Director

Amara Suebsaeng

Director

Rafael Telahun

Senior Vice President

John A. Triebsch

Senior Vice President

Naveen Wadhera

Managing Director and Co-Head, Europe Technology Group

Sarah Wang

Vice President

Jason Werlin

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

Lily Xu

Vice President

Philip Yotov

Principal, Strategic Resource Group

Eric Zagorski

Senior Vice President

Past deals in Compliance

QIMA

Private Equity Round in 2025
QIMA Limited is a company specializing in audit programs, product inspections, and laboratory testing for brands, retailers, and importers worldwide. Founded in 1997 and based in Causeway Bay, Hong Kong, QIMA offers a range of services including pre-shipment inspections, production monitoring, ethical audits, and compliance testing across various industries. The company serves over 30,000 clients in sectors such as consumer products, food, textiles, electronics, and industrial parts, ensuring quality and safety throughout the supply chain. QIMA combines on-the-ground expertise with digital solutions to provide accurate and transparent compliance data. Known for its commitment to integrity and simplicity, QIMA has built a strong culture among its 6,000 employees, aiming to innovate within the testing, inspection, and certification industry.

Brycer

Private Equity Round in 2025
Brycer is a technology company that specializes in ensuring regulatory compliance for inspection, testing, and maintenance of critical systems such as fire protection, backflow prevention, and elevators. It offers a cloud-based platform that helps code officials proactively manage and track these services, reducing false alarms and enhancing community safety.

Agilio Software

Private Equity Round in 2024
Agilio Software is a provider of compliance and human resource solutions specifically designed for the dental industry. The company offers a range of services that include HR consultancy, compliance support, and training platforms tailored to the needs of dentists. Its flagship software, iComly, enables dental practitioners to effectively manage compliance practices, ensuring adherence to regulations and improving operational efficiency. By serving not only dentists but also extending its services to other healthcare sectors such as primary care and veterinary practices, Agilio Software facilitates the management of various activities within modern healthcare settings.

Computer Services (CSI)

Private Equity Round in 2024
Computer Services, Inc. (CSI) is a customer service company based in Paducah, Kentucky, offering innovative technology solutions to banks, financial institutions, and various other businesses nationwide. Established in 1965, CSI has grown to become one of the largest providers of dynamic technology solutions in the country. With over 1,100 employees, the company specializes in providing technological bank core processing services and compliance risk management solutions to industries such as real estate, insurance, and casino gaming. CSI's mission is to assist financial institutions and corporate entities in staying competitive, compliant, and profitable by delivering top-notch technological services.

Apex Group

Private Equity Round in 2022
Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

Riskonnect

Private Equity Round in 2021
Riskonnect, Inc. is a provider of cloud-based risk management software designed to help organizations manage and mitigate risks across various sectors, including healthcare, retail, manufacturing, finance, transportation, and insurance. Founded in 2007 and headquartered in Kennesaw, Georgia, with additional offices in locations such as London and Sydney, the company offers a comprehensive suite of applications, including Riskonnect RMIS, Riskonnect ERM, and Riskonnect Incident Management. These tools facilitate claims administration, incident reporting, root cause analytics, and loss investigation, while also supporting enterprise risk management, compliance, and business continuity efforts. Riskonnect's technology platform is built to be secure, reliable, and efficient, serving over 60,000 businesses and 1.5 million users globally. The company's commitment to innovation in risk management technology sets it apart in the industry.

Apex Group

Private Equity Round in 2021
Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

Apex Group

Private Equity Round in 2021
Established in Bermuda in 2003, Apex Group is a global financial services provider offering an extensive range of services to asset managers, capital markets, private clients, and family offices. With over $80 billion in assets under administration, the company delivers single-source solutions including fund services, digital onboarding, depositary and custody services, business services, and ESG ratings advisory.

In.Corp Global

Acquisition in 2021
Founded in Singapore in 2015, In.Corp Global is a professional services firm specializing in supporting businesses establishing or expanding operations in Asia. They offer a comprehensive range of services including company incorporation, secretarial and compliance support, taxation, immigration assistance, business advisory, fund structuring, risk assurance, and corporate recovery.

In.Corp Global

Private Equity Round in 2021
Founded in Singapore in 2015, In.Corp Global is a professional services firm specializing in supporting businesses establishing or expanding operations in Asia. They offer a comprehensive range of services including company incorporation, secretarial and compliance support, taxation, immigration assistance, business advisory, fund structuring, risk assurance, and corporate recovery.

The Benecon Group

Private Equity Round in 2020
The Benecon Group, Inc. is an employee benefits and consulting firm based in Lititz, Pennsylvania, founded in 1948. The company specializes in providing a range of services including actuarial support, wellness programs, compliance assistance, and consulting for employers. It develops and administers self-funded health insurance purchasing programs, particularly for public sector entities such as counties, school districts, and local government units. Additionally, Benecon represents independent insurance agencies and brokers, offering tailored employee benefit solutions that address both the strategic objectives of employers and the personal needs of employees. The firm is committed to helping organizations effectively manage their benefit plan expenditures while promoting consumer-directed healthcare options.

Sovos

Private Equity Round in 2020
Sovos provides businesses with scalable, reliable cloud-based solutions for navigating complex regulatory environments. With over 100,000 customers worldwide, including half of the Fortune 500, Sovos offers a modern approach to compliance through its suite of products that integrate with various business applications and government processes.

Conservice

Private Equity Round in 2020
Conservice, LLC is a utility management and billing services provider based in River Heights, Utah, established in 2000. The company offers a wide array of services, including utility and ancillary billing, metering equipment installation and maintenance, and daily meter readings that facilitate leak detection and asset integrity. Conservice also specializes in utility expense management, vacant billing, cost recovery, and resident payment processing solutions. In addition, it provides energy procurement, data exchange, contract and vendor management, and due diligence services. The company caters to diverse markets, including multifamily, single-family, student housing, commercial, energy, and military sectors. Its adaptable solutions aim to reduce operating costs, promote conservation, and ensure compliance with regulations, all while delivering a high level of customer service.

LegalZoom

Venture Round in 2018
Founded in 1999, LegalZoom is a leading provider of online legal services for families and small businesses. It offers high-quality, affordable legal documents and plans, accepted in all 50 states, with access to experienced attorneys.

Flexera

Private Equity Round in 2017
Flexera is a leading IT firm that empowers businesses to optimize software usage and maximize its value. With over 80,000 customers worldwide, Flexera offers solutions for software licensing compliance, software investment optimization, and future-proofing against technology changes.

Flexera

Acquisition in 2017
Flexera is a leading IT firm that empowers businesses to optimize software usage and maximize its value. With over 80,000 customers worldwide, Flexera offers solutions for software licensing compliance, software investment optimization, and future-proofing against technology changes.

Conservice

Private Equity Round in 2016
Conservice, LLC is a utility management and billing services provider based in River Heights, Utah, established in 2000. The company offers a wide array of services, including utility and ancillary billing, metering equipment installation and maintenance, and daily meter readings that facilitate leak detection and asset integrity. Conservice also specializes in utility expense management, vacant billing, cost recovery, and resident payment processing solutions. In addition, it provides energy procurement, data exchange, contract and vendor management, and due diligence services. The company caters to diverse markets, including multifamily, single-family, student housing, commercial, energy, and military sectors. Its adaptable solutions aim to reduce operating costs, promote conservation, and ensure compliance with regulations, all while delivering a high level of customer service.

Mitratech

Acquisition in 2015
Mitratech specializes in web-based enterprise legal management solutions for corporate legal departments worldwide. Its comprehensive suite includes end-to-end matter management, spend management, e-billing, legal hold, contracts management, entity management, and reporting tools. Mitratech's offerings cater to various department sizes and needs, with a focus on driving success through continuous collaboration with clients and partners.

Accruent

Private Equity Round in 2013
Accruent is a global software company specializing in managing physical resources. It offers cloud-based solutions for real estate, facilities, and asset management, serving over 7,000 customers worldwide across various industries.

SmartStream Technologies

Private Equity Round in 2006
SmartStream Technologies is a global provider of software and managed services focused on financial transaction management. The company has established a strong presence in the financial markets sector, serving over 1,500 clients, including more than 70 of the world's top banks, as well as leading asset managers, custodians, and broker-dealers. SmartStream's suite of solutions includes cash management, compliance management, corporate actions, exception management, reconciliations, trade finance, and trade process management. These offerings are designed to optimize operational efficiency, reduce costs, and enhance risk management and regulatory controls for its clients, catering to the needs of asset managers, hedge funds, fintech firms, and corporations.

Numara Software

Acquisition in 2005
Numara Software is a prominent provider of integrated IT management solutions catering to a diverse range of customers globally. The company offers a variety of services, including Desktop Management, PC Lifecycle Management, Security and Compliance, Help Desk and Service Desk, and Mobile Device Management. These solutions are tailored to enhance operational efficiency in IT management. Numara FootPrints is specifically aimed at medium to large enterprises, while Numara Track-It! serves small to medium-sized businesses. The company's software platforms facilitate the automation of various IT-related tasks and processes, allowing organizations to streamline their operations through interoperable solutions. With a customer base exceeding 50,000 sites, Numara Software is recognized for its commitment to delivering effective IT service management and asset management solutions.

Clayton Holdings

Venture Round in 2004
Clayton Holdings is a business specializing in analytics, consulting, and outsourcing services for the mortgage industry. They assist clients in successfully completing mortgage transactions, managing portfolios, and operating efficiently by offering services such as transaction management, credit risk management, compliance products, professional staffing, and consulting. Their expertise lies in serving primary, capital, and investor markets within the mortgage-backed security (MBS) sector.

Physicians' Specialty Corporation

Acquisition in 1999
The Company was recently organized to provide comprehensive physician practice management services to physician practices and health care providers specializing in the treatment and management of diseases and disorders of the ear, nose and throat, head and neck. The Company's primary objective is to develop, manage and integrate ENT physician and Related Specialty practices which will provide high quality, cost effective medical and surgical services to fee-for-service patients and capitated managed care enrollees. The Company will provide financial and administrative management, enhancement of clinical operations, network development and payor contracting services, including the negotiation and administration of capitated arrangements.
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