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 Consulting

Technosylva

Private Equity Round in 2022
Provider of forestry and wildfire management consulting services intended to be used for land engineering, wildland fires and geotechnologies. The company offers GIS-based systems for forestry and environmental science, land-use planning, fire management, hydrology and emergency management planning, enabling scientists with key information to make critical decisions, quickly and efficiently.

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.

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.

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.

think project! GmbH

Private Equity Round in 2017
think project! is a cloud solution for cross-enterprise collaboration, tailored to the needs of construction and engineering projects. The name think project! stands for both a flexible software solution, which can be adapted to individual needs with little effort, and a team of specialists who implement cross-enterprise collaboration according to their customers’ individual requirements. think project! companies.

OMNIA Partners

Private Equity Round in 2016
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.

Conservice

Private Equity Round in 2016
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.

Söderberg & Partners

Private Equity Round in 2014
Söderberg & Partners is a wealth management firm based in Stockholm, Sweden, established in 2004. The company provides a diverse array of services, including life and non-life insurance consulting, pension plans, fund investments, and savings. It also offers advisory services to institutions, municipalities, and counties regarding pension assets and other asset management needs. The firm's assets are managed by a dedicated executive management team, ensuring a focus on delivering tailored financial solutions to meet the needs of its clients.

Advisory Research

Private Equity Round in 2005
Advisory Research, Inc. is a privately owned investment manager based in Chicago, Illinois, founded in 1974. The firm specializes in providing money management services to high-net-worth individuals and various institutional clients, including banking institutions, investment companies, pension plans, university endowments, and foundations. Managing over $6.3 billion in total assets, Advisory Research focuses on separate client-oriented equity portfolios and also launches and manages equity mutual funds and hedge funds. The firm primarily invests in value stocks across micro-cap, small-cap, mid-cap, and large-cap companies, employing a long-term investment strategy. Its investment approach is characterized by fundamental analysis and a bottom-up stock picking methodology, supported by in-house research. The firm also engages in international investments, targeting companies with specific market capitalization thresholds. Advisory Research operates as a subsidiary of Ostara Inc.

Clayton Holdings

Venture Round in 2004
Clayton Holdings offers a range of analytics, consulting, and outsourcing services tailored for the mortgage and investment sectors. The company specializes in transaction management, including due diligence and professional staffing, while also providing compliance products and consulting services. Additionally, Clayton supports mortgage-backed security underwriters, issuers, and investors through credit risk management and surveillance services. By delivering transparency and expertise, Clayton aims to assist clients in successfully navigating mortgage transactions, managing their portfolios, and optimizing their operations.

AtomicTangerine

Series C in 2001
A Venture Consulting firm. They play by the very different rules of the new economy. Something they call business unusual. They understand that business today is a highly combustible mixture of rapidly evolving technology, large amounts of money, highly charged people, and massive change. The right catalyst will send your company into the stratosphere. The wrong one will leave you smoldering on the launch pad. This is business unusual. And it really is rocket science.

EYP Mission Critical Facilities

Private Equity Round in 2001
EYP Mission Critical Facilities Inc. is a consulting engineering firm specializing in the design, operation, and maintenance of critical facilities, particularly data centers. The company offers a comprehensive range of services, including architectural, electrical, mechanical, and structural engineering, as well as fire protection, cabling, and security systems design. In addition, EYP provides critical facilities assurance, which encompasses commissioning, diagnostics, and operational consulting. Its expertise extends to information technology systems and includes integration, building automation, and energy sustainability solutions. EYP serves various sectors, including government, finance, telecommunications, technology, healthcare, and education. Established in 1918 and headquartered in Valhalla, New York, the company also has locations in Culver City, California; London; and Singapore. EYP Mission Critical Facilities has a strategic partnership with i3 Solutions Group, enhancing its service offerings to clients across multiple industries.

AtomicTangerine

Series B in 2000
A Venture Consulting firm. They play by the very different rules of the new economy. Something they call business unusual. They understand that business today is a highly combustible mixture of rapidly evolving technology, large amounts of money, highly charged people, and massive change. The right catalyst will send your company into the stratosphere. The wrong one will leave you smoldering on the launch pad. This is business unusual. And it really is rocket science.

Healthlink

Private Equity Round in 1999
Provider of healthcare information systems consulting services intended to offer healthcare process improvement and information technology facilities. The company's healthcare information systems consulting services provide transformation practice enabling clients in the healthcare industry achieve business and clinical performance improvement through the intelligent use of information technology and process redesign.

Chartered Marketing Services

Private Equity Round in 1998
Chartered Marketing Services direct-marketed membership-based and insurance products through mortgage, checking account, utility and inbound customer support channels.

Boron, LePore & Associates

Private Equity Round in 1996
Boron LePore & Associates, Inc., provides integrated medical education to the health care industry. The company's services include strategic consultation, content development, accredited and non-accredited program development and execution, logistics management and a variety of internet-based solutions related to these services.
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