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 ERP

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 sectors such as construction, mining, forestry, material handling, and agriculture. The company delivers cloud-based solutions that enhance operational efficiency and improve customer experiences by offering a comprehensive view of business data. With a strong focus on the equipment and heavy truck industries, e-Emphasys is dedicated to helping clients achieve profitable growth through its end-to-end business solutions. The firm combines deep industry expertise with robust operational support systems, enabling clients to navigate significant business challenges and drive revenue growth at a rate that surpasses industry averages.

Unit4

Acquisition in 2021
Unit4 is a prominent provider of enterprise applications designed to support service organizations across various sectors, including professional services, education, public services, non-profits, real estate, wholesale, and financial services. With over 4,200 employees and annual revenue exceeding 500 million euros, Unit4 focuses on delivering enterprise resource planning (ERP) software that enhances enterprise management, financial planning and analysis, human capital management, and business analytics. The company's solutions aim to automate administrative tasks, allowing organizations to optimize their operations and empower their workforce. By prioritizing the needs of people within these organizations, Unit4 enables its clients to achieve greater efficiency and effectiveness in their respective fields.

Priority Software

Private Equity Round in 2020
Priority Software is a global software developer specializing in accessible and affordable ERP solutions for organizations of all sizes. Founded in 1986, the company aims to simplify business management by providing flexible, end-to-end software tailored to diverse industry needs. With a presence in 40 countries, Priority Software serves over 8,000 clients, enhancing business efficiency and customer experience through real-time data access in the cloud. The company offers both on-premise and cloud-based solutions, ensuring full system functionality and enabling users to manage their operations from mobile devices and tablets. Supported by a skilled team and a strong network of global partners, Priority Software continues to empower businesses to increase profitability and streamline their processes.

insightsoftware

Private Equity Round in 2019
Insightsoftware, founded in 2000, specializes in financial reporting and enterprise performance management software that helps organizations extract and analyze data from extensive ERP systems. The company provides a comprehensive suite of solutions for budgeting, planning, data analytics, accounting, taxation, and decision-making. By leveraging enterprise data, insightsoftware enables businesses to enhance their financial intelligence and streamline operations. Its products include tools for financial reporting, business dashboards, close and consolidation processes, tax provisioning, and transfer pricing. This focus on data-driven intelligence allows enterprises to eliminate costly integration projects while ensuring data integrity and security, ultimately addressing complex business challenges faced by organizations worldwide.

insightsoftware

Acquisition in 2018
Insightsoftware, founded in 2000, specializes in financial reporting and enterprise performance management software that helps organizations extract and analyze data from extensive ERP systems. The company provides a comprehensive suite of solutions for budgeting, planning, data analytics, accounting, taxation, and decision-making. By leveraging enterprise data, insightsoftware enables businesses to enhance their financial intelligence and streamline operations. Its products include tools for financial reporting, business dashboards, close and consolidation processes, tax provisioning, and transfer pricing. This focus on data-driven intelligence allows enterprises to eliminate costly integration projects while ensuring data integrity and security, ultimately addressing complex business challenges faced by organizations worldwide.

PDI Technologies

Acquisition in 2016
PDI, the leader in enterprise management software for the convenience retail and petroleum wholesale markets, delivers solutions to connect to intelligent business. Our people-first approach, combined with our 35-year heritage and best-in-class technology, helps you thrive in today’s digital economy. We’re passionate about your success and delivering exceptional customer experiences. It’s time to reimagine enterprise management and connect to intelligent business.

YeePay

Venture Round in 2015
YeePay is a Chinese third-party payment service provider established in August 2003 by Beijing Rongtong Information Technology Corporation. The company focuses on delivering innovative financial services that facilitate secure and convenient payment transactions for consumers and merchants. YeePay offers a comprehensive platform that integrates both online and offline electronic payments, allowing users to make and receive payments through various channels, including the internet, mobile devices, and telephones. In addition to standard payment services, YeePay has introduced features such as text-messaging payment services and a telephone-payment service, which enhance payment options for traditional industries and streamline the electronic payment process.

IDERA

Acquisition in 2014
IDERA provides practical software tools that help data professionals improve data quality, boost data performance and ensure data integrity across complex environments. A community of more than 100,000 users in healthcare, financial services, retail and technology rely on IDERA products to optimize business data and take advantage of new business opportunities. IDERA is a division of Idera, Inc. To learn more, visit https://www.idera.com/.

Prometheus Group

Private Equity Round in 2013
Prometheus Group specializes in enterprise asset management software designed to enhance maintenance and operational efficiency for asset-intensive industries such as oil and gas, chemicals, pulp and paper, mining and metals, and utilities. The Prometheus Platform comprises six integrated solutions that can be deployed on various devices, offering real-time data updates and seamless connectivity between field technicians and management systems. Key modules include Planning & Scheduling, which streamlines maintenance strategies; a Mobile app that facilitates asset management tasks in the field; and a Permitting & Isolations module that addresses compliance and safety concerns. Additionally, the Reporting & Analytics module provides actionable insights from curated metrics, while the Turnaround & Outage Management module oversees the entire lifecycle of maintenance projects. The Master Data Governance module ensures data accuracy and consistency across systems, making it ideal for new implementations and mergers. Overall, Prometheus Group’s offerings empower clients to optimize their operations and improve work processes for a competitive edge.

EviCore Healthcare

Private Equity Round in 2010
eviCore healthcare offers proven, diversified medical benefit management solutions that help clients reduce costs while increasing quality of care for their members. The company provides these solutions to managed care organizations and risk-bearing provider organizations serving commercial, Medicare and Medicaid populations. Powered by a team of specialized medical professional resources, extensive evidence-based guidelines and advanced technologies, the company supports clients by ensuring the right evidence-based care is delivered at the right time to the right patient at the right site of care.

eCircle

Private Equity Round in 2010
eCircle provides software and services for email marketing in Europe. It offers software for email and SMS broadcasting, and email address data for newsletter mailings and email/SMS/MMS campaigns, as well as consulting services and social media functionalities. The company was founded in 1999 and is based in Munich, Germany with additional offices in the United Kingdom, France, Spain, the Netherlands, and Italy.

e-Rewards

Private Equity Round in 2008
e-Rewards, Inc. is a global leader in permission-based digital data collection and reporting, established in 1999. The company has earned a strong reputation in the market research industry by combining innovative technology with proven research practices, enabling clients to gain valuable insights. With a workforce of over 1,200 employees and a panel of 6 million individuals worldwide, e-Rewards facilitates a deeper understanding of consumer behavior and trends. The company operates from 25 offices globally and encompasses several business units, including Research Now, e-Miles, Peanut Labs, Conversition, and iPinion, Inc. Its headquarters is located in Plano, Texas.

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.

Escher

Private Equity Round in 2000
Escher Group Holdings plc, headquartered in Dublin, specializes in providing distributed messaging and data management solutions tailored for postal and courier operations worldwide. The company develops software applications for post office counter automation and distributed network communication, offering a range of services including omni-channel strategies, consumer engagement, and logistics solutions. Escher's key products include Riposte, which integrates data and applications across various platforms, as well as specialized solutions like RiposteEssential for point-of-service operations, MobileRiposte for secure logistics, and RiposteKiosk for self-service environments. The company serves diverse industries, including postal, retail, logistics, and finance, across multiple regions such as Europe, North America, Asia-Pacific, and the Middle East. Founded in 1989, Escher is dedicated to transforming how postal services engage with digitally savvy customers, enabling faster operations and the introduction of new services while optimizing costs and enhancing customer experiences.

IPD Solutions

Private Equity Round in 1998
Founded in 1991, IPD Solutions specializes in providing business process management and claims management software tailored for the health, life, and property & casualty insurance sectors. Its flagship product, Ultera, is a comprehensive application built on IBM’s BPM and ECM Case Management platforms, designed to enhance critical operations such as claims processing, underwriting, customer service, and workers' compensation. Ultera is configurable and agile, allowing organizations to adapt the software to their specific needs and improve user experience by optimizing task management. The solution also seamlessly integrates with existing applications through a Service Oriented Architecture. With over two decades of industry expertise, IPD Solutions offers additional services that enhance the core functionality of their software, ensuring optimal implementations without the need for extensive custom coding. By automating labor-intensive administrative tasks, IPD Solutions helps organizations reduce costs and focus on value-added activities, thereby improving overall operational efficiency and accuracy.

Preferred Payment Systems

Private Equity Round in 1996
Preferred Payment Systems provided medical bill review services and preferred provider discount services to healthcare payors.
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