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 Software

Gamma Technologies

Private Equity Round in 2022
Gamma Technologies is a company that designs simulation software to model thermal, mechanical, electrical, and other forms of physics. Gamma Technologies develops and licenses GT-SUITE, a leading multi-physics CAE system simulation software. GT-SUITE includes a complete library of physics-based modeling templates covering fluid flow, thermal systems, mechanics, electrics, magnetics, chemistry and controls.

Mediaocean

Secondary Market in 2021
Mediaocean is a software provider that specializes in advertising workflow management for agencies, brands, broadcasters, and publishers globally. Its comprehensive suite of platforms facilitates various aspects of the advertising process, including planning, buying, analysis, optimization, invoicing, and payments. Key offerings include Spectra, which manages business data and expenditure; Prisma, delivering operational infrastructure across multiple media channels; Optica, a cloud-based solution for advertising delivery and management; Aura, which focuses on project time and cost management; and Connect, which integrates various media suppliers and technologies for streamlined operations. Founded in 1967 and headquartered in New York, Mediaocean has expanded its presence with offices in various locations, including Atlanta, Chicago, London, and Pune, among others. The company aims to enhance the efficiency and effectiveness of advertising workflows across the industry.

PDQ

Private Equity Round in 2021
PDQ is a provider of deployment software and system administrator tools, focusing on the small and medium-sized business (SMB) market. Originally established as Admin Arsenal, the company was founded by professionals with extensive experience in supporting large organizations using IBM Tivoli Framework and Microsoft SCCM. Recognizing the need for a simplified systems management solution tailored to smaller entities, PDQ developed two core products: PDQ Deploy and PDQ Inventory. These tools facilitate software deployment and inventory management, streamlining IT processes for administrators. With a user-friendly approach, PDQ's solutions have gained global adoption, with over 200,000 organizations utilizing the free versions and more than 18,000 transitioning to enterprise-level subscriptions. The company is headquartered in Salt Lake City, Utah, and serves various sectors, including education, finance, manufacturing, non-profit, and government.

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.

Orisha

Post in 2021
DL Software offers investment solutions for the companies that develop enterprise management software packages. The company is based in Paris, France.

Orisha

Acquisition in 2021
DL Software offers investment solutions for the companies that develop enterprise management software packages. The company is based in Paris, France.

Sovos

Private Equity Round in 2020
Sovos Compliance, LLC specializes in tax compliance and regulatory reporting software, providing solutions that assist businesses in meeting their tax obligations. The company's offerings include the Sovos S1 platform, which serves as a cloud infrastructure for tax compliance, and Taxport, a solution tailored for 1099 reporting. Sovos also provides various managed services for processing tasks and tax information reporting tools such as Taxport Compass. Its product suite encompasses solutions for sales and use tax, VAT reporting, e-invoicing compliance, and tax determination, catering to diverse business needs. Notably, Sovos supports 4,500 companies, including a significant number of Fortune 500 firms, by integrating with numerous business applications to ensure compliance in an increasingly digital regulatory landscape. Founded in 1979 and headquartered in Wilmington, Massachusetts, Sovos has expanded its presence with offices across North America, Latin America, and Europe.

K2

Funding Round in 2020
K2’s intuitive, cloud-based digital process automation platform gives companies the power to create modern process applications, automate workflows and transform their business. With K2, thousands of organizations worldwide and 30% of the Fortune 500 have taken control of their business processes to increase visibility and improve operational efficiency.

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.

MRI Software

Private Equity Round in 2020
MRI Software LLC specializes in providing real estate software applications and hosted solutions tailored for a range of sectors including affordable housing, commercial properties, and investment management. Founded in 1971 and based in Solon, Ohio, the company offers a comprehensive suite of products encompassing financial management, property management, and reporting and analytics. MRI Software's platform supports both residential and commercial markets, enabling real estate owners, investors, and operators to efficiently manage property-level operations and streamline accounting processes. The company's innovative technology helps organizations automate the tracking of lease terms and expenses, reducing the risk of costly errors. With nearly five decades of experience, MRI Software fosters strong client relationships and continuously evolves to meet the unique needs of the real estate industry.

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.

Aptean

Private Equity Round in 2019
Aptean (formerly Made2Manage) provides industry-focused mission critical enterprise software solutions. The company builds solutions to support business functions such as manufacturing, sales and marketing, service and support, supply chain, and finance and administration. Its products are focused on various applications: customer relationship management, enterprise resource planning, -manufacturing execution, supply chain management, complaints management, business intelligence, data integration and monitoring, and power management.

Cyncly

Private Equity Round in 2018
Cyncly is a company based in Sarpsborg, Norway, that specializes in developing computer-aided design (CAD) software tailored for the kitchen and bathroom retail sectors. Its software provides users with access to proprietary databases containing graphic elements, pricing information, and translations from manufacturer catalogs. In addition to design capabilities, Cyncly offers back-office solutions that include customer relationship management and process management systems. This comprehensive software enables customers to create and visualize kitchen and bathroom designs in three dimensions using smartphones or tablets, enhancing the design experience and streamlining retail operations.

Globe Software

Acquisition in 2018
Globe Software Pty. Ltd., founded in 1997 and based in Perth, Australia, specializes in developing software solutions that facilitate data discovery and ad-hoc reporting. The company's flagship product, Spreadsheet Server, allows users to access and analyze operational and financial data from various enterprise resource planning systems directly within Microsoft Excel. This integration streamlines the data analytics process for business and financial professionals, enhancing their ability to generate real-time insights. Globe Software serves a diverse clientele, including over 2,500 customers and 50,000 users across more than 50 countries, ranging from small businesses to large corporations. As of 2017, Globe Software operates as a subsidiary of Global Software, Inc.

Flexera

Private Equity Round in 2017
Flexera Software helps application producers and enterprises increase application usage and the value they derive from their software. Its software licensing, compliance, and installation solutions are essential to ensure continuous licensing compliance, optimized software investments, and future-proof businesses against the risks and costs of constantly changing technology. Over 80,000 customers turn to Flexera Software as a trusted and neutral source for the knowledge and expertise we have gained as the marketplace leader for over 25 years and for the automation and intelligence designed into our products.

Flexera

Acquisition in 2017
Flexera Software helps application producers and enterprises increase application usage and the value they derive from their software. Its software licensing, compliance, and installation solutions are essential to ensure continuous licensing compliance, optimized software investments, and future-proof businesses against the risks and costs of constantly changing technology. Over 80,000 customers turn to Flexera Software as a trusted and neutral source for the knowledge and expertise we have gained as the marketplace leader for over 25 years and for the automation and intelligence designed into our products.

MRI Software

Private Equity Round in 2017
MRI Software LLC specializes in providing real estate software applications and hosted solutions tailored for a range of sectors including affordable housing, commercial properties, and investment management. Founded in 1971 and based in Solon, Ohio, the company offers a comprehensive suite of products encompassing financial management, property management, and reporting and analytics. MRI Software's platform supports both residential and commercial markets, enabling real estate owners, investors, and operators to efficiently manage property-level operations and streamline accounting processes. The company's innovative technology helps organizations automate the tracking of lease terms and expenses, reducing the risk of costly errors. With nearly five decades of experience, MRI Software fosters strong client relationships and continuously evolves to meet the unique needs of the real estate industry.

think project! GmbH

Private Equity Round in 2017
think project! is a cloud solution for cross-enterprise collaboration, tailored to the needs of construction and engineering projects. The name think project! stands for both a flexible software solution, which can be adapted to individual needs with little effort, and a team of specialists who implement cross-enterprise collaboration according to their customers’ individual requirements. think project! companies.

Procare Software

Debt Financing in 2016
Procare Software specializes in developing comprehensive childcare management software designed for preschools, daycare centers, after-school programs, camps, and other child-centered businesses. The platform streamlines the management of child and family information, allowing clients to choose features tailored to their specific operational needs and budget. Procare's solutions enhance the efficiency of daily management tasks, enabling childcare providers to operate more productively while simplifying essential processes.

Gamma Technologies

Private Equity Round in 2015
Gamma Technologies is a company that designs simulation software to model thermal, mechanical, electrical, and other forms of physics. Gamma Technologies develops and licenses GT-SUITE, a leading multi-physics CAE system simulation software. GT-SUITE includes a complete library of physics-based modeling templates covering fluid flow, thermal systems, mechanics, electrics, magnetics, chemistry and controls.

Procare Software

Acquisition in 2015
Procare Software specializes in developing comprehensive childcare management software designed for preschools, daycare centers, after-school programs, camps, and other child-centered businesses. The platform streamlines the management of child and family information, allowing clients to choose features tailored to their specific operational needs and budget. Procare's solutions enhance the efficiency of daily management tasks, enabling childcare providers to operate more productively while simplifying essential processes.

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/.

SoftWriters

Private Equity Round in 2013
SoftWriters, Inc. specializes in designing and developing pharmacy management software tailored for long-term care (LTC) pharmacies. Founded in 1990 and based in Pittsburgh, Pennsylvania, the company provides a comprehensive suite of solutions, including FrameworkLTC, FrameworkLink, FrameworkFlow, and FrameworkHL7, which streamline various operational processes such as pharmacy management, prescription order entry, and electronic claims adjudication. These tools enhance communication and accuracy while reducing costs for clients, which include assisted living facilities, skilled nursing homes, and correctional facilities. In addition to its software offerings, SoftWriters provides customer support, training, and professional consulting services, ensuring that LTC pharmacies can efficiently serve their clients and manage their workflows effectively. As of 2015, SoftWriters operates as a subsidiary of Managed Health Care Associates, Inc.

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.

TogetherSoft

Venture Round in 2001
TogetherSoft is a provider of software development technology and services that enables enterprises to create software applications. Its flagship product, Together ControlCenter, is a model-build-deploy platform for building enterprise software applications. TogetherSoft provides its clients with a suite of software tools for creating and running Java software. The company’s clientele includes The Home Depot, Cisco Systems, Bank of America, Nortel Networks, Sun Microsystems, JD Edwards, and Sapient. Founded in 1999 by Peter Coad, TogetherSoft is headquartered in Raleigh, North Carolina.

SoftMed Systems

Private Equity Round in 1999
SoftMed Systems, Inc. provides healthcare information system solutions healthcare facilities and hospitals in the United States.

J&B software

Private Equity Round in 1999
J&B Software, Inc. provides document and payment processing technology solutions. It offers transaction management system software that combines retail and wholesale remittance transaction processing under a single platform.

InstallShield Software

Private Equity Round in 1998
InstallShield Software specializes in providing software installation and development tools designed for independent software vendors and corporate IT systems administrators. Its solutions cater to the needs of professionals who require efficient installation processes for their applications. The company's products are compatible with both Windows and Mac operating systems, ensuring versatility in deployment across different environments. InstallShield Software focuses on enhancing the user experience and streamlining the installation process, thereby facilitating smoother software distribution and management.
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