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

Jeffrey T. Chambers

Senior Advisor

Paul (Sang Woo) CHEUNG

Senior Associate and Investment Professional

William Christ

Advisor

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

Jonathan Goldstein

Senior Advisor

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

Kurt Jaggers

Senior Advisor

Amit K. Jain

Senior Vice President

Gurnoor Kaur

Senior Vice President

Sabina Kerr

Principal, Capital Markets

Timo Kienle

Associate

Lovisa Lander

Director

C. Kevin Landry

In Memorium

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

Kenneth Schiciano

Senior Advisor

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 ERP

Certinia

Private Equity Round in 2024
Certinia offers a comprehensive cloud-based platform that integrates various aspects of service operations. This includes cloud accounting software, billing applications, financial and human capital management, along with supply chain solutions.

Aptean

Private Equity Round in 2024
Aptean is a provider of industry-focused, mission-critical enterprise software solutions, specializing in enterprise resource planning (ERP) software for manufacturers and distributors. The company offers flexible deployment options, including cloud and on-premise systems, complemented by implementation services, ongoing technology updates, and comprehensive customer support, enabling businesses across diverse sectors to streamline processes, improve decision-making, and achieve sustainable growth.

Edmunds GovTech

Private Equity Round in 2024
Edmunds GovTech provides cloud and on-premise enterprise resource planning (ERP) software solutions tailored for local governments. The company's software enables effective management of expenditures and revenues, facilitates budget production, and generates comprehensive reports. Its integrated applications allow users to seamlessly interact with various services, including viewing and paying bills online, checking permits, logging complaints, and tracking statuses. Additionally, Edmunds GovTech offers a suite of mobile applications that empower users to access, edit, and enter information on-the-go, enhancing operational efficiency and service delivery within local government organizations.

Advantive

Private Equity Round in 2023
Advantive specializes in providing software solutions tailored for specialty manufacturers and wholesale distributors. Their platform offers comprehensive services including schedule optimization, quality management, sales order processing, inventory and fulfillment management, financial management, e-commerce integration, and reporting analytics. This enables clients to optimize complex processes, enhance operational visibility, and drive improved profitability and revenue growth.

Aptean

Secondary Market in 2022
Aptean is a provider of industry-focused, mission-critical enterprise software solutions, specializing in enterprise resource planning (ERP) software for manufacturers and distributors. The company offers flexible deployment options, including cloud and on-premise systems, complemented by implementation services, ongoing technology updates, and comprehensive customer support, enabling businesses across diverse sectors to streamline processes, improve decision-making, and achieve sustainable growth.

The Access Group

Private Equity Round in 2022
The Access Group is a software consultancy and developer that offers integrated business management solutions primarily for mid-market businesses and non-profit organizations in the United Kingdom, Ireland, and the Asia Pacific. The company specializes in a comprehensive portfolio that includes enterprise resource planning (ERP), finance, human resources, payroll, recruitment, warehousing, business intelligence, professional service automation, and manufacturing. By providing a unified platform that connects various industry-specific products with financial and human resource systems, The Access Group enables clients to access accurate real-time data, thereby enhancing productivity and operational efficiency.

e-Emphasys Technologies

Private Equity Round in 2021
e-Emphasys Technologies is a global IT solutions provider specializing in industry-specific enterprise resource planning (ERP) software tailored for dealerships and rental companies in the heavy equipment sector, including construction, mining, forestry, material handling, and agriculture. The company delivers cloud-based ERP and dealer management system (DMS) solutions that facilitate a unified view of company data, enhancing customer experiences and operational efficiency. With a strong focus on helping clients achieve profitable growth, e-Emphasys has a proven track record of service delivery and consulting expertise that addresses the unique challenges faced by its customers. By offering comprehensive business solutions, e-Emphasys empowers clients to drive revenue growth at rates surpassing industry averages.

Unit4

Acquisition in 2021
Unit4 develops and provides next-generation enterprise solutions for mid-market services organizations. Its cloud-based ERP, HCM, and FP&A applications streamline operations by intelligently automating administrative tasks and offering intuitive access to insights.

Priority Software

Private Equity Round in 2020
Priority Software is a global developer of enterprise resource planning (ERP) software, established in 1986, that aims to provide accessible and cost-effective solutions for businesses across various industries, including electronics, finance, and fashion. The company specializes in offering a comprehensive suite of ERP modules encompassing finance, manufacturing, logistics, human resources, and business intelligence, designed to enhance business efficiency and customer experience. Priority Software caters to over 8,000 organizations in 40 countries, delivering both on-premise and cloud-based solutions that ensure real-time access to critical business data. Their offerings include research management and reporting systems tailored for higher education and research-intensive institutions, along with budget accounting, chargeback recovery, and grant management software. By leveraging cutting-edge technologies and a skilled team, Priority Software empowers organizations of all sizes to streamline operations, improve profitability, and adapt to their unique processes.

IFS

Secondary Market in 2020
IFS Defense Ltd. is a prominent provider of enterprise software and Industrial AI solutions tailored for industries involved in manufacturing, asset maintenance, and service management. The company specializes in helping organizations optimize their operations through advanced technologies that enhance productivity, efficiency, and sustainability. Its flagship offering, IFS Cloud, is an AI-powered platform that provides flexibility and adaptability, addressing diverse business needs including Enterprise Resource Planning (ERP), Enterprise Asset Management (EAM), Supply Chain Management (SCM), Information Technology Service Management (ITSM), and Field Service Management (FSM). By leveraging artificial intelligence, machine learning, and real-time data analytics, IFS empowers its clients to make strategic decisions and improve performance in critical service moments.

Accion Labs

Private Equity Round in 2020
Accion Labs is a technology services firm that provides IT consulting and product engineering for startup, growth, and mature technology firms worldwide. It helps conceptualize, design, develop and deploy software products across emerging technologies such as SaaS, cloud, open-source, BI/DW, mobile and big data, with services spanning web and mobile development, cloud computing, product engineering, big data analytics, QA and automation, and AI/ML. The company serves software product firms, e-SaaS and e-commerce organizations and supports full product lifecycles from idea to deployment. It offers flexible engagement models including strategic consulting, value-added staffing, turnkey projects and offshore delivery to accelerate time to market and lower delivery costs. Headquartered in Pittsburgh with a global presence in the United States, India and Singapore, Accion Labs positions itself as a partner for technology, healthcare, financial services and other sectors.

MISA

Private Equity Round in 2019
MISA Joint Stock Company, founded in 1994 and based in Ho Chi Minh City, Vietnam, specializes in developing software solutions for enterprises, governmental organizations, and individuals. The company offers a diverse range of products, including accounting software like MISA SME.NET and MISA MIMISA.NET, as well as business management solutions such as AMIS.VN and MTAX.VN, which facilitate online tax declarations for small and medium-sized enterprises. MISA also provides various specialized software applications, including school management (QLTH.VN), asset management (QLTS.VN), and restaurant management (CUKCUK). With additional offices in cities like Hanoi, Danang, and Can Tho, MISA aims to enhance productivity and efficiency for its clients through innovative technology solutions that contribute to the economic development of Vietnam.

Insightsoftware

Private Equity Round in 2019
Insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. It offers products for financial reporting, business dashboards, budgeting and planning, close and consolidation, tax provisioning, and transfer pricing. By leveraging enterprise data, it empowers leaders to make timely and informed decisions.

Aptean

Private Equity Round in 2019
Aptean is a provider of industry-focused, mission-critical enterprise software solutions, specializing in enterprise resource planning (ERP) software for manufacturers and distributors. The company offers flexible deployment options, including cloud and on-premise systems, complemented by implementation services, ongoing technology updates, and comprehensive customer support, enabling businesses across diverse sectors to streamline processes, improve decision-making, and achieve sustainable growth.

Insightsoftware

Acquisition in 2018
Insightsoftware is a global provider of comprehensive solutions for the Office of the CFO. It offers products for financial reporting, business dashboards, budgeting and planning, close and consolidation, tax provisioning, and transfer pricing. By leveraging enterprise data, it empowers leaders to make timely and informed decisions.

Global Software

Acquisition in 2018
Global Software Inc. is a provider of Microsoft Excel-based automation and reporting software designed to enhance data analytic processes for business and financial professionals. The company offers solutions that seamlessly integrate with over 60 enterprise resource planning platforms, allowing users to efficiently access and analyze operational and financial data. Its flagship product, Spreadsheet Server, empowers users to work within Excel while connecting to various data sources across multiple platforms. With a customer base exceeding 2,500 and a user count of more than 50,000 in over 50 countries, Global Software serves a diverse range of clients, from small businesses to Fortune 500 corporations.

The Access Group

Acquisition in 2015
The Access Group is a software consultancy and developer that offers integrated business management solutions primarily for mid-market businesses and non-profit organizations in the United Kingdom, Ireland, and the Asia Pacific. The company specializes in a comprehensive portfolio that includes enterprise resource planning (ERP), finance, human resources, payroll, recruitment, warehousing, business intelligence, professional service automation, and manufacturing. By providing a unified platform that connects various industry-specific products with financial and human resource systems, The Access Group enables clients to access accurate real-time data, thereby enhancing productivity and operational efficiency.

Image Process Design (IPD)

Private Equity Round in 1998
Founded in 1991, Image Process Design (IPD) provides Insurance BPM & Claims Management Software for Health, Life, and Property & Casualty (P&C) Insurance Carriers. Ultera is a pre-built, fully supported application built on IBM’s BPM, ECM Case Management platforms offering solutions for mission critical insurance operations, such as Claims, Underwriting, Customer Service, Case Management and Workers Compensation. Configurable/Agile - Through configuration the application can be adapted to support multiple functions and provides agility over time. User experience – Ultera improves the user experience by allowing users to better manage their work and optimize task completion rather than navigating applications and content sources. Integration – Ultera expertly leverages IBM ECM and Case Management technologies and puts your shelf-ware to work. Ultera is built on a Service Oriented Architecture (SOA) with a wide range of options to integrate existing and new applications. Industry Services -- IPD’s Industry services are built on IPD’s 20 years of domain experience. The Industry Services are value-add intellectual property above and beyond that of the base P8/ICM platform that allow for optimal implementations, and keep customers from having to write domain specific customizations to achieve an optimal implementation. Expert “experience” of IBM platform capabilities Business Process Automation – Through the use of technology, IPD can automate many of the labor intense administrative and non-value-added tasks that currently must be performed by workers, thereby decreasing costs, allowing enhanced focus on value-added knowledge work, improving accuracy and cycle-times.

Plural

Private Equity Round in 1989
Plural provides strategic interactive consulting and development services. The company provides technology consulting, application development, and other system integration services. It focuses on using their clients' e-business skills.
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