TA X

TA Associates Management is a private equity investment firm established in 1968 and headquartered in Boston, Massachusetts. The firm specializes in growth equity investments across five targeted sectors: technology, healthcare, financial services, consumer products and services, and business services. TA Associates focuses on investing in profitable and growing companies that exhibit potential for sustained expansion. Its investment activities are primarily concentrated in North America and Europe, with a strategy aimed at identifying opportunities within established markets. As a Registered Investment Adviser, TA Associates is committed to fostering the growth of its portfolio companies while maintaining a disciplined investment approach.

Agrawal, Ashutosh

Managing Director and Member of the Core Investment Committee

Birker Bahnsen

Managing Director

Jennifer Barbetta

Managing Director and COO

Dominic Benitez

Growth Equity Investor

Michael S. Berk

Managing Director

Elliott Brennan

Principal, Capital Markets Group

Burns, M. Roy

Managing Director

Max Cancre

Principal

Andrew Cardoza

Associate - Capital Markets

Mark H. Carter

Managing Director

Dandl, Stefan A.

Director

Jérémy Dréan

Principal

Hythem T. El-Nazer

Executive Committee Member, Managing Director

Sydney Gabrielson

Associate

Gupta, Vishal

Director

Charles L. Ha

Senior Vice President

Tucker Hodgkins

Associate

Clara Jackson

President

Sabina Kerr

Principal, Capital Markets

Timo Kienle

Associate

Lovisa Lander

Director

Alan, R. Lane

Principal, Strategic Resource Group

Nicholas Leppla

Senior Vice President

Xinxin Li

Associate

Ethan K. Lieberman

Managing Director

Michele Lim

Senior Vice President

Loynaz, Oscar

Associate

Tony Marsh

Managing Director, Chief Capital Markets Officer

Martz, Diana

Senior Vice President, Human Capital - Strategic Resource Group

Kevin Masse

Managing Director and Chief Portfolio Officer

Emily C. McGinty

Principal

Aashray Mehra

Senior Vice President

Mironov, Jason S.

Managing Director

Nedungadi, Ajit

CEO

Christopher Parkin

Managing Director

Naresh Patwari

Director

Sader, Patrick

Managing Director

Aditya Sharma Sharma

Managing Director

Marshall Sloane

Associate

Amara Suebsaeng

Director

Naveen Wadhera

Co-Head, Asia

Jason P. Werlin

Managing Director

Yotov, Philip P.

Principal, Strategic Resource Group

Eric Zagorski

Senior Vice President

Henry T. Zhang

Technology Investor and Associate

Past deals in Consumer Services

Conservice

Private Equity Round in 2020
The broad range of solutions provided by Conservice, combined with the adaptability of Their programs, allows us to develop comprehensive and custom solutions for each of your communities. Working with properties nationwide, the Utility Experts provide solutions that greatly reduce operating costs and promote conservation while maintaining an unmatched level of customer service. Their utility billing services include utility and ancillary billing, metering equipment installation and maintenance, conservation products and services, as well as daily meter reads allowing for leak detection and asset integrity. Products such as utility expense management, vacant billing and cost recovery, and resident payment processing show that They are committed to helping you recover the cost of utilities. To complete the full suite of solutions They offer energy procurement, data exchange, contract management, and due diligence services.

OMNIA Partners

Private Equity Round in 2020
OMNIA Partners provide categories Consultation agency, financial service, and commercial and industrial equipment.

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

LegalZoom

Venture Round in 2018
LegalZoom is a prominent online provider of legal services catering to small businesses and consumers in the United States. The company offers a wide range of services, including legal document preparation, ongoing compliance, tax advice, business licenses, and estate planning. LegalZoom is recognized as an alternative to traditional law firms, combining advanced technology with access to experienced attorneys to deliver high-quality and affordable legal solutions. Since its inception, the company has assisted nearly two million families and small businesses with their legal needs, ensuring that its documents are accepted in all 50 states. LegalZoom's commitment to accessibility and customer satisfaction is evident, with a high percentage of clients willing to recommend its services to others.

Prudent

Private Equity Round in 2018
Incorporated in 2000 with a clear vision of providing professional services in the area of personal and corporate investments, Prudent group has created a niche segment over a period of time with an excellent quality client base with in-house capability of analyzing various products on various parameters before suggesting them to clients. The team approach has worked wonders and in the short span of over one and a half decade. The Prudent Group has expanded its horizon by offering specialized services in the areas of Personal & Corporate Investment Planning through Mutual Funds, Equities, Derivatives, and Third Party Products.

Retriever Medical/Dental Payments

Private Equity Round in 2017
Providing award winning service to the healthcare community for over 20 years. To assist in preserving and enhancing the Doctor / Patient relationship by teaching discreet, comprehensive methods of getting paid at the time of treatment using an exclusive and specialized credit card processing program.

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
The broad range of solutions provided by Conservice, combined with the adaptability of Their programs, allows us to develop comprehensive and custom solutions for each of your communities. Working with properties nationwide, the Utility Experts provide solutions that greatly reduce operating costs and promote conservation while maintaining an unmatched level of customer service. Their utility billing services include utility and ancillary billing, metering equipment installation and maintenance, conservation products and services, as well as daily meter reads allowing for leak detection and asset integrity. Products such as utility expense management, vacant billing and cost recovery, and resident payment processing show that They are committed to helping you recover the cost of utilities. To complete the full suite of solutions They offer energy procurement, data exchange, contract management, and due diligence services.

Söderberg & Partners

Private Equity Round in 2014
Söderberg & Partners is an advisor and distributor of insurance and financial products. Their systems are developed internally, and they have large IT departments. The systems give their clients a complete overview of their finances and pensions as well as assist their advisors and administrators

Cosentry

Acquisition in 2011
CoSentry.net, LLC provides data center, cloud computing, and managed technical services. Its data center services include co-location, NIST co-location, hosting, virtual servers and storage, and managed Internet access. The company also provides disaster recovery services, including systems recovery, work group recovery, and print recovery; managed services, such as service desk, network monitoring, and storage management; technical help desk services, including service desk outsourcing and remote technical support; security services, such as physical and network monitoring security services; and network management, SLA management, and trouble ticketing services. CoSentry.net, LLC was founded in 2000 and is based in Omaha, Nebraska. The company has data centers in Omaha and Papillion, Nebraska; Sioux Falls, South Dakota; and Kansas City, Missouri.

Professional Warranty Service

Private Equity Round in 2006
Professional Warranty Service Corporation (PWSC) brings in a new standard in home warranty protection and builder warranty solutions.

Preferred Freezer Services

Private Equity Round in 2005
Preferred Freezer Services, LLC is a prominent provider of cold storage and logistics solutions, specializing in refrigerated warehousing primarily for specialty frozen seafood. Founded in 1989 and headquartered in Chatham, New Jersey, the company operates multiple facilities across the United States, with locations in states such as Georgia, Pennsylvania, Illinois, Texas, Massachusetts, Washington, Florida, and California, as well as international offices in Vietnam and China. Preferred Freezer Services offers a comprehensive suite of services that includes cold storage, distribution, and various cold chain logistics solutions, such as truckload and less-than-truckload services. The company is known for utilizing advanced management information systems and employing skilled personnel to ensure high-quality service in its state-of-the-art facilities, which collectively encompass significant warehouse space. As of 2019, Preferred Freezer Services operates as a subsidiary of Lineage Logistics, LLC.

CoreLogic

Private Equity Round in 2004
CoreLogic is an information technology company that specializes in providing data analytics and risk assessment solutions for the real estate sector. It offers a comprehensive range of consumer, financial, and property information services to businesses and government entities. By integrating public, contributory, and proprietary data, CoreLogic develops predictive analytics that enhance decision-making and promote transparency in various markets. The company maintains the largest databases related to U.S. real estate, mortgage applications, and loan performance, making it a leading provider of services such as mortgage and automotive credit reporting, property tax assessments, valuations, flood determinations, and geospatial analytics. With a global workforce of over 10,000 employees, CoreLogic serves more than one million users, aiding them in risk assessment, underwriting, investment, marketing decisions, and fraud prevention. The company is headquartered in Santa Ana, California.

The Murrayhill Company

Private Equity Round in 2004
The Murrayhill Company specializes in providing technology and services for credit risk management, primarily focusing on monitoring defaulted loans and enhancing loan-pool performance for clients in the banking sector. It offers servicer oversight and transparent reporting on mortgage-backed securities (MBS) and asset-backed securities (ABS), giving clients, security issuers, and investors a competitive advantage. Utilizing a patent-pending risk-filtering process, Murrayhill analyzes raw data from loan servicers and trustees to identify risks that may affect investors. Through its innovative approach, the company aims to improve the overall efficiency and safety of financial transactions related to credit risk.
Youth and Family Centered Services (YFCS) is committed to delivering affordable health, education, and life skills to children and adolescents facing abuse, neglect, and various behavioral and emotional challenges. Founded to address the specialized needs of youth, YFCS focuses on acquiring service providers across the country to enhance its offerings. The organization aims to provide quality services at reasonable prices, benefiting both patients and payors while contributing positively to society. By supporting at-risk youth, YFCS seeks to prevent future societal issues, such as incarceration and family dysfunction, ultimately reducing long-term costs for communities. Its comprehensive approach is designed to empower individuals to become productive members of society while offering a clinically-focused and cost-effective solution to address the complex needs of troubled youth.

CFRA

Venture Round in 2003
CFRA is the global leader in forensic accounting research, analytics and advisory services. Their mission is to uncover underappreciated differences between reported financial results and underlying economic reality to help Their clients make sound investment and risk management decisions. Over CFRA’s 20 year history, Their team has developed and refined an in-depth process that consistently identifies situations where reported financial results do not provide the true picture of a company’s health. CFRA’s approach is truly unbiased as They do not underwrite securities or manage assets.

One Call

Acquisition in 2003
One Call is a healthcare solutions provider specializing in the workers' compensation industry, headquartered in Jacksonville, Florida. Founded in 1985 by Liz Griggs, the company offers a comprehensive range of services designed to streamline the claims process and reduce costs for its clients. Its offerings include durable medical equipment, diagnostic procedures, physical therapy, occupational therapy, complex care management, language therapy, dental services, and transportation assistance. With a focus on high-quality care, One Call ensures that clients receive services from well-credentialed providers, enabling a more efficient and effective resolution of claims.

CFRA

Acquisition in 2003
CFRA is the global leader in forensic accounting research, analytics and advisory services. Their mission is to uncover underappreciated differences between reported financial results and underlying economic reality to help Their clients make sound investment and risk management decisions. Over CFRA’s 20 year history, Their team has developed and refined an in-depth process that consistently identifies situations where reported financial results do not provide the true picture of a company’s health. CFRA’s approach is truly unbiased as They do not underwrite securities or manage assets.

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.

Altamira Financial Services

Private Equity Round in 1996
Altamira Financial Services provides brokerage, private wealth services, financial, and retirement planning services to its clients.

Diversified Collection Services

Private Equity Round in 1996
Diversified Collection Services is a collector of defaulted student loans for the federal government and state guarantee agencies.
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