TA X

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.

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

Max Cancre

Director

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

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 Cohen

Director

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

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 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 ERP

Certinia

Private Equity Round in 2024
Certinia is a developer of a cloud-based business platform that focuses on enhancing operational efficiency through its Services-as-a-Business offerings. The company provides a range of integrated solutions, including cloud accounting software, billing applications, financial management, professional services automation, human capital management, and supply chain management. By leveraging intelligent analytics and comprehensive practices, Certinia enables clients to adapt their business models effectively, placing customers at the forefront of their operations. The platform aims to accelerate business value and streamline processes across various aspects of service delivery.

Aptean

Private Equity Round in 2024
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving 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 is a provider of specialized software solutions designed for manufacturing and distribution businesses. The company develops purpose-built services that address various operational needs, including schedule optimization, quality management, sales order processing, inventory management, fulfillment, financial management, e-commerce, and reporting and analytics. By offering these comprehensive tools, Advantive enables clients to streamline complex processes, enhance operational visibility, and ultimately improve profitability and revenue growth.

Aptean

Secondary Market in 2022
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving 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 is a developer of next-generation enterprise resource planning software designed for mid-market services organizations. The company offers cloud-based applications in enterprise management, financial planning and analysis, and human capital management, focusing on industries such as professional services, public sector, nonprofit, and education. Unit4's solutions aim to transform work by making it more meaningful and inspiring through self-driving, adaptive, and intuitive software. By intelligently automating administrative tasks, Unit4 enhances operational efficiency and provides users with easy access to essential information. The company serves over 6,000 customers, helping them streamline their processes and improve their overall performance.

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.

MRI Software

Private Equity Round in 2020
MRI Software LLC specializes in providing innovative real estate software applications and hosted solutions, catering to the diverse needs of real estate owners, investors, and operators. Founded in 1971 and based in Solon, Ohio, the company offers a wide range of products, including financial, commercial, residential, and investment suites, as well as solutions for facilities management and reporting and analytics. MRI's software platform supports property-level management and accounting, investment modeling, and analytics for both commercial and residential markets. Its offerings encompass various sectors, such as affordable housing, public housing, multifamily, retail, and construction. With nearly five decades of industry experience, MRI Software is recognized for its commitment to client relationships and its ability to adapt to the evolving demands of the real estate sector.

Aptean

Private Equity Round in 2019
Aptean is a provider of industry-specific enterprise software solutions, focusing primarily on enterprise resource planning (ERP) systems. The company develops software designed to assist manufacturers and distributors in optimizing their operations and enhancing productivity. Aptean's solutions encompass a wide range of business functions, including resource management, transportation and warehouse operations, compliance, manufacturing execution, and product life cycle management. By streamlining these critical processes, Aptean aims to support businesses in effectively managing their resources and achieving sustainable growth.

MRI Software

Private Equity Round in 2017
MRI Software LLC specializes in providing innovative real estate software applications and hosted solutions, catering to the diverse needs of real estate owners, investors, and operators. Founded in 1971 and based in Solon, Ohio, the company offers a wide range of products, including financial, commercial, residential, and investment suites, as well as solutions for facilities management and reporting and analytics. MRI's software platform supports property-level management and accounting, investment modeling, and analytics for both commercial and residential markets. Its offerings encompass various sectors, such as affordable housing, public housing, multifamily, retail, and construction. With nearly five decades of industry experience, MRI Software is recognized for its commitment to client relationships and its ability to adapt to the evolving demands of the real estate sector.

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.

Prometheus Group

Private Equity Round in 2013
Prometheus Group specializes in enterprise asset management software designed to enhance plant maintenance and operations for asset-intensive industries, including oil and gas, chemicals, pulp and paper, mining and metals, and utilities. The company offers a suite of integrated solutions that can be deployed on mobile or desktop platforms, either in the cloud or on-premise. Its offerings include modules for Planning & Scheduling, which feature tools for proactive maintenance and efficiency; a Mobile app that connects field technicians with asset management systems; an ePTW solution for managing permitting and isolations; a Reporting & Analytics module for actionable insights; a Turnaround & Outage Management module that oversees the lifecycle of shutdowns and turnarounds; and a Master Data Governance module that standardizes data for accurate decision-making. By optimizing work processes and improving operational efficiency, Prometheus Group enables clients to achieve a competitive advantage in their respective markets.

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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