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 Life and Health Insurance

Insurity

Private Equity Round in 2021
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.

Navia Mexico

Private Equity Round in 2021
Navia Mexico specializes in offering flexible spending arrangement plans that cater to the health, life, and compliance needs of employers and consumers. As a third-party administrator, the company provides a broad spectrum of consumer-directed health and tax-advantaged benefits. With a team of experienced professionals, Navia Mexico guides clients through healthcare plans and benefit designs, ensuring they can develop optimal benefits packages tailored to their specific requirements. The company's focus is on empowering organizations to enhance the health, well-being, and financial security of their employees through comprehensive support and resources.

Benecon Group

Private Equity Round in 2020
The Benecon Group, Inc. is an employee benefits and consulting company based in Lititz, Pennsylvania, established in 1948. It specializes in providing a range of services including actuarial support, wellness programs, compliance consulting, and group ancillary services for employers. The company focuses on developing and administering self-funded health insurance purchasing programs tailored to the needs of both public sector entities, such as counties and school districts, and small to medium-sized businesses in the private sector. Benecon Group also supports independent insurance agencies and brokers by offering innovative employee benefit solutions designed to help employers manage their benefit plan expenditures effectively.

Klik.cz

Acquisition in 2020
Kliknoutisteni.cz as offers its clients the possibility to find the cheapest or most advantageous guarantee in a few minutes from the comfort of home.

Honan Insurance Group

Private Equity Round in 2020
Honan Insurance Group offers a comprehensive suite of commercial insurance, risk, and financial solutions tailored to various industries, including financial institutions, healthcare, technology, logistics, and construction. Since its inception, the company has expanded its operations beyond Australia to include New Zealand, Singapore, and Malaysia, establishing a significant presence in the Asia-Pacific region. Honan is dedicated to analyzing the risk landscape and creating customized recommendations that support clients in achieving their growth strategies. By exclusively representing Australia, New Zealand, and Singapore within the Worldwide Broker Network, Honan ensures robust service delivery and cross-border capabilities for its diverse clientele.

Insurity

Private Equity Round in 2016
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.

MedRisk

Private Equity Round in 2016
MedRisk is a leading provider of specialty managed care services focused on the physical rehabilitation of injured workers. The company is recognized as one of the fastest-growing healthcare companies in the U.S. and the Greater Philadelphia area, delivering significant savings and operational efficiencies compared to traditional programs. MedRisk offers a comprehensive suite of managed physical medicine services that support various stakeholders, including insurance carriers, self-insured employers, third-party administrators, and healthcare providers. Its programs facilitate the coordination and active management of care for workers' compensation patients, encompassing physical evaluations, recovery treatments, and functional capacity evaluations. By providing evidence-based clinical recommendations, MedRisk aims to reduce administrative burdens and medical costs while enhancing the quality of patient care. The company is fully accredited and has successfully completed a SSAE 16 Type II examination, underscoring its commitment to high standards in service delivery.

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.

Insurity

Private Equity Round in 2014
Insurity provides policy administration, claims, billing, and analytics software to more than 100 insurance companies. A market leader in deploying policy administration software and full service solutions to the property & casualty insurance market, Insurity’s solutions process billions of dollars of premium each month and address the needs of all carriers – large and small, national or regional, commercial, personal, or specialty lines writers, as well as MGAs.

CIPRÉS Assurances

Private Equity Round in 2014
CIPRÉS Assurances is a prominent wholesale broker based in Levallois-Perret, France, specializing in life and health insurance. Established in 2000, the company focuses on providing complementary health and death and disability insurance tailored for small and medium enterprises, self-employed professionals, and managers. As the third largest wholesale broker in France, CIPRÉS Assurances designs and manages comprehensive health and pension insurance programs, ensuring that clients can secure their incomes and health while protecting against life’s unforeseen accidents. The company boasts a network of 4,200 independent brokers across France, enabling effective distribution of its innovative insurance solutions to a diverse clientele.

CIPRÉS Assurances

Acquisition in 2014
CIPRÉS Assurances is a prominent wholesale broker based in Levallois-Perret, France, specializing in life and health insurance. Established in 2000, the company focuses on providing complementary health and death and disability insurance tailored for small and medium enterprises, self-employed professionals, and managers. As the third largest wholesale broker in France, CIPRÉS Assurances designs and manages comprehensive health and pension insurance programs, ensuring that clients can secure their incomes and health while protecting against life’s unforeseen accidents. The company boasts a network of 4,200 independent brokers across France, enabling effective distribution of its innovative insurance solutions to a diverse clientele.

Senior Whole Health

Private Equity Round in 2011
Senior Whole Health, LLC is a health maintenance organization that provides healthcare plans for seniors eligible for both Medicaid and Medicare in Massachusetts, New York, and Connecticut. Founded in 2003 and headquartered in Cambridge, Massachusetts, with additional offices in Raynham, the organization offers a comprehensive healthcare package that includes in-home support services, physician and hospital care, prescription drugs, and dental services. Its innovative approach allows seniors to use a single health card, simplifying the management of their Medicare, Medicaid, and Part D pharmacy benefits. The focus is on delivering customized care plans that integrate medical, social, and community-based services, enabling elderly individuals to maintain their health and independence while living in their own homes.

Logistics Health

Venture Round in 2003
Logistics Health, Inc. is a provider of healthcare management services that caters to both government and commercial organizations across the United States. The company specializes in various healthcare solutions, including on-site military medical readiness, occupational health services, and administrative support. Additionally, it offers international travel assistance and monitoring for temperature-sensitive vaccines and biologics. With a robust provider network, advanced technology, and distribution capabilities, Logistics Health is equipped to address diverse healthcare needs, whether through large-scale on-location events, local clinic partnerships, or call center support.

NaviSys, Inc.

Acquisition in 2000
NaviSys, a privately held company that specializes in software solutions for the North American life insurance industry.

American Specialty Health

Private Equity Round in 2000
American Specialty Health is one of the nation's leading managed care providers of alternative healthcare services.
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