TA Associates, established in 1968, is a prominent private equity firm headquartered in Boston, Massachusetts. With a global presence that includes offices in Silicon Valley, London, Mumbai, and Hong Kong, the firm specializes in growth equity, buyouts, and recapitalizations. TA Associates focuses on five key industries: technology, healthcare, financial services, consumer, and business services. The firm invests in profitable, growing companies within these sectors, aiming to facilitate their sustained growth. Additionally, TA Associates offers private debt solutions through its subordinated debt platform.
One Exchange Square 16th Floor 8 Connaught Place Central, Hong Kong
200 Clarendon St, 56th Floor, Boston, MA 02116, US
Ali Abdel-Halim
Vice President
Ashutosh Agrawal
Managing Director and Member of the Core Investment 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
Benjamin D. Bold
Senior Vice President
Elliott Brennan
Principal, Capital Markets Group
Max Cancre
Principal
Andrew Cardoza
Associate - Capital Markets
Mark H. Carter
Managing Director, Co-Head, North America Healthcare Group and Member of Management, Core Investment and Portfolio Committee
Chelsea Chen
Associate
Paul (Sang Woo) CHEUNG
Senior Associate and Investment Professional
William D. Christ
Managing Director
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
Vishal Gupta
Director
Vishal Gupta
Director
Charles Ha
Principal
Dylan Hallman
Vice President
Tucker Hodgkins
Associate
Laurent P. Indekeu
Vice President
Clara Jackson
President
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
Senior Vice President, 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 S. Mironov
Managing Director
Kaelan Ong
Vice President
Christopher Parkin
Managing Director and Co-Head of Europe Services Group
Naresh Patwari
Director
Kevin M. Schuler
Senior Vice President
Aditya Sharma
Managing Director, Investments
Marshall Sloane
Associate
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 P. 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
Chris Hong
Vice President
Rodrigo Bassit
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 compliance with inspection, testing, and maintenance regulations. It offers a cloud-based solution that helps code officials track and manage these requirements for fire protection systems, backflows, and elevators, thereby enhancing safety and reducing false alarms.
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.
Alpha II
Acquisition in 2023
Alpha II Software Solutions specializes in developing healthcare software applications and toolkits aimed at enhancing the revenue management cycle within the healthcare sector. The company offers a range of products, including CodeWizard, a software development kit that allows provider partners to enhance their applications; ClaimStaker, which provides healthcare organizations access to advanced claim adjudication technology; and CodingSystem, a desktop application for code lookup and edits. Alpha II's solutions cater to healthcare providers, clearinghouses, and government entities, focusing on coding, billing, claims processing, and revenue analysis. By ensuring compliance and facilitating health data transactions, Alpha II aims to improve precision across the reimbursement process.
Apex Group
Private Equity Round in 2022
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Veracode
Acquisition in 2022
Veracode is an independent provider of cloud-based application security and intelligence services, founded in 2006 and headquartered in Burlington, Massachusetts. The company offers a platform designed to identify and remediate security-related vulnerabilities throughout the software development lifecycle. By integrating security seamlessly into the development process, Veracode enables security teams, software developers, and enterprises to test and monitor the security of both internally developed and third-party applications. This comprehensive solution enhances the security of web, mobile, and outsourced software applications, ensuring that organizations can effectively address potential defects from the inception of their software projects.
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
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Apex Group
Private Equity Round in 2021
Apex Group is a global financial services provider headquartered in Hamilton, Bermuda, founded in 2003. It offers a comprehensive range of services to asset managers, capital markets, private clients, and family offices. By continually evolving its capabilities, Apex has established itself as a single-source solution in the industry, providing services that include fund administration, digital onboarding, depositary and custody services, and business services such as human resources and payroll. The company also offers innovative ESG Ratings and Advisory services tailored for private companies. With a strong global presence, Apex Group is committed to meeting the diverse needs of its clients through a broad spectrum of products and services.
Incorp Global
Acquisition in 2021
InCorp Global is a corporate solutions provider based in Singapore, established in 2015. The firm offers a comprehensive range of professional services to assist companies in establishing their operations in Asia. These services include company incorporation, secretarial and compliance support, share registry, outsourcing, taxation, immigration assistance, business advisory, fund structuring, administration, risk assurance, and corporate recovery. With a presence in multiple countries, InCorp Global serves thousands of clients worldwide, positioning itself as a key partner for businesses looking to navigate the complexities of entering the Asian market.
Incorp Global
Private Equity Round in 2021
InCorp Global is a corporate solutions provider based in Singapore, established in 2015. The firm offers a comprehensive range of professional services to assist companies in establishing their operations in Asia. These services include company incorporation, secretarial and compliance support, share registry, outsourcing, taxation, immigration assistance, business advisory, fund structuring, administration, risk assurance, and corporate recovery. With a presence in multiple countries, InCorp Global serves thousands of clients worldwide, positioning itself as a key partner for businesses looking to navigate the complexities of entering the Asian market.
Fairstone Group
Private Equity Round in 2021
Fairstone Group Limited, established in 2008 and headquartered in Boldon, UK, is a financial services company specialising in financial planning and wealth management. It offers a range of services including retirement planning, savings and investments, mortgages, and estate planning to both retail and corporate clients. Fairstone operates a technology platform to deliver these services, aiming to provide cost-effective and efficient solutions. Additionally, the company facilitates acquisitions of Independent Financial Advisor (IFA) businesses. Fairstone Group Limited employs a substantial number of staff, reflecting its significant operations.
Sovos Compliance
Private Equity Round in 2020
Sovos Compliance, LLC specializes in tax compliance and regulatory reporting software, helping businesses manage their tax obligations effectively. Founded in 1979 and based in Wilmington, Massachusetts, the company offers a range of solutions including Sovos S1, a cloud infrastructure platform for tax compliance, and Taxport, designed for 1099 reporting. Their product lineup also features Tax Determination for simplifying tax processes, E-invoicing for real-time compliance, and various tax reporting solutions tailored for industries such as beverage alcohol and ecommerce. With a customer base exceeding 100,000, including numerous Fortune 500 companies, Sovos provides scalable and secure cloud-based solutions that integrate with diverse business applications. The company's services also encompass sales and use tax automation, VAT compliance, and cryptocurrency tax reporting, addressing the complexities of modern tax regulations across more than 70 countries. Sovos Compliance was previously known as Taxware, LLC before rebranding in 2014.
Netwrix
Acquisition in 2020
Netwrix Corporation develops IT auditing software, specializing in the Netwrix Auditor Platform, which provides audit data solutions for various IT systems, including Active Directory, Exchange, and SQL Server. Founded in 2006 and headquartered in Irvine, California, with additional offices across Europe and Asia, the company offers a range of services aimed at enhancing security and compliance, improving IT operations, and ensuring business continuity. Netwrix's software is designed to detect insider threats and simplify compliance audits, making it a trusted choice for over 160,000 IT departments globally. The platform supports on-premises, hybrid, and cloud environments, helping organizations manage sensitive data effectively while reducing risk exposure. Netwrix serves diverse sectors, including healthcare, finance, education, and government, and has received numerous industry accolades for its contributions to information security and governance.
Edifecs
Funding Round in 2020
Edifecs, Inc. is a healthcare software solutions provider specializing in the efficient exchange and management of data across the healthcare ecosystem. Founded in 1996 and headquartered in Bellevue, Washington, with additional offices in Atlanta and India, the company develops integrated solutions that address administrative simplification, data interchange, compliance, and revenue growth. Its product portfolio includes tools such as SpecBuilder for authoring and testing specifications, the XEngine server for data ingestion and transformation, and Smart Trading as a Service for enhancing data integration. Edifecs’ solutions support compliance with regulations like HIPAA and ICD-10, serving a diverse clientele that includes healthcare providers, insurers, and government organizations in North America, Europe, and Asia. The company also provides various implementation and managed services aimed at optimizing operations and improving healthcare outcomes.
Edifecs
Private Equity Round in 2020
Edifecs, Inc. is a healthcare software solutions provider specializing in the efficient exchange and management of data across the healthcare ecosystem. Founded in 1996 and headquartered in Bellevue, Washington, with additional offices in Atlanta and India, the company develops integrated solutions that address administrative simplification, data interchange, compliance, and revenue growth. Its product portfolio includes tools such as SpecBuilder for authoring and testing specifications, the XEngine server for data ingestion and transformation, and Smart Trading as a Service for enhancing data integration. Edifecs’ solutions support compliance with regulations like HIPAA and ICD-10, serving a diverse clientele that includes healthcare providers, insurers, and government organizations in North America, Europe, and Asia. The company also provides various implementation and managed services aimed at optimizing operations and improving healthcare outcomes.
AffiniPay
Acquisition in 2020
AffiniPay, LLC, based in Austin, Texas, is a provider of merchant account and online payment gateway solutions tailored for professional services industries, particularly law and accounting. Founded in 2005, the company offers specialized payment solutions such as LawPay, which enables legal professionals to accept payments in compliance with ABA and IOLTA guidelines, and CPACharge, designed for CPAs to process credit card, debit card, and e-check payments. Additionally, AffiniPay for Associations caters to non-profit organizations and associations, facilitating the acceptance of member dues, event registration fees, and donations. The company has established itself as a leader in the financial technology sector, processing up to $13 billion annually through its innovative payment solutions.
LegalZoom
Venture Round in 2018
LegalZoom is a prominent online provider of legal services aimed at small businesses and consumers in the United States. The company offers a wide range of affordable legal solutions, including document preparation, ongoing compliance, tax advice, business licenses, accounting, virtual mailbox services, e-signature solutions, trademark filings, and estate planning. Founded on the principle that all individuals should have access to legal assistance, LegalZoom has successfully supported nearly two million families and small businesses with their legal needs. Its high-quality documents are recognized in all 50 states, and the company prides itself on customer satisfaction, with a significant percentage of clients willing to recommend its services to others.
Flexera Software
Private Equity Round in 2017
Flexera Software is an information technology firm that specializes in software licensing, compliance, and installation solutions. The company assists application producers and enterprises in maximizing application usage and enhancing the value derived from their software investments. With over 80,000 customers, Flexera provides essential services such as software license optimization, entitlement management, application packaging, and software vulnerability management. Its offerings are designed to ensure continuous licensing compliance and to help organizations navigate the complexities of evolving technology. By delivering automation and intelligence through its products, Flexera supports clients in accelerating digital transformation and effectively managing their software assets. With more than 25 years of experience, the company has established itself as a trusted leader in the industry.
Flexera Software
Acquisition in 2017
Flexera Software is an information technology firm that specializes in software licensing, compliance, and installation solutions. The company assists application producers and enterprises in maximizing application usage and enhancing the value derived from their software investments. With over 80,000 customers, Flexera provides essential services such as software license optimization, entitlement management, application packaging, and software vulnerability management. Its offerings are designed to ensure continuous licensing compliance and to help organizations navigate the complexities of evolving technology. By delivering automation and intelligence through its products, Flexera supports clients in accelerating digital transformation and effectively managing their software assets. With more than 25 years of experience, the company has established itself as a trusted leader in the industry.
Mitratech
Acquisition in 2015
Mitratech Holdings, Inc. is a provider of web-based enterprise legal management solutions tailored for corporate legal departments. Established in 1987 and headquartered in Austin, Texas, the company offers a comprehensive suite of software solutions that include matter management, spend management, e-billing, legal hold, contracts management, entity management, and compliance reporting. Its product lineup features TeamConnect for large legal departments, eCounsel for mid-sized teams, Lawtrac for matter management, and LawManager for government agencies, among others. Mitratech's solutions are designed to enhance efficiency, reduce costs, and mitigate risks by promoting collaboration and visibility within organizations. The company also offers implementation, managed hosting, and training services to support its clients. Serving legal professionals, including general counsel and compliance officers, Mitratech has a global presence with additional offices in locations such as San Francisco, Burnham, Hyderabad, and Melbourne.
NorthStar Financial Services
Acquisition in 2015
NorthStar exists to innovate and develop products and services, strengthen their partners, and provide tools and resources to empower investment advisors. With over 650 employees and $300 Billion in assets under management and administration, NorthStar Financial Services Group, LLC is a holding company for several subsidiaries. Each company offers unique services within the financial industry, including asset management, pooled investment solutions, portfolio accounting, fund distribution and compliance, and printing and marketing services. NorthStar provides accounting, human resources, marketing, legal, and sales leadership for all its subsidiaries.
Cosentry
Acquisition in 2011
CoSentry.net, LLC is a provider of data center, cloud computing, and managed technical services, established in 2000 and headquartered in Omaha, Nebraska. The company operates data centers in Omaha, Papillion, Sioux Falls, and Kansas City, offering a comprehensive suite of services including co-location, hosting, virtual servers, and managed Internet access. CoSentry also specializes in disaster recovery solutions such as systems recovery and work group recovery, as well as managed services encompassing service desk support, network monitoring, and storage management. Additional offerings include technical help desk services, security services with physical and network monitoring, and infrastructure management. With a focus on reliability, performance, and security, CoSentry enables its customers to address their IT infrastructure challenges effectively while concentrating on their core business operations.
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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