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

Director

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

Ajit Nedungadi

CEO

Kaelan Ong

Vice President

Christopher Parkin

Managing Director and Co-Head of Europe Services Group

Naresh Patwari

Director

Kevin Schuler

Senior Vice President

Aditya Sharma

Managing Director, Investments

Edward F. Sippel

Managing Director

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 Connecticut

Kline Hill Partners

Private Equity Round in 2025
Kline Hill Partners, established in 2015, is a U.S.-based investment firm with headquarters in Greenwich, Connecticut. The company specializes in the private equity secondary market, acquiring limited partnership interests in buyout, growth, and venture capital funds. It also purchases direct investments in companies backed by established financial investors, providing liquidity to investors holding smaller-sized interests. Kline Hill Partners brings a professional, institutional approach to these transactions, operating as a Registered Investment Adviser.

Senior Whole Health

Private Equity Round in 2011
Senior Whole Health, LLC is a health maintenance organization that provides healthcare plans specifically designed for seniors eligible for both Medicare and Medicaid in Massachusetts, New York, and Connecticut. Founded in 2003 and headquartered in Cambridge, Massachusetts, with additional offices in Raynham, the company focuses on delivering affordable and innovative healthcare services to individuals over 65 years of age. Its comprehensive healthcare package encompasses in-home support services, physician and hospital care, prescription drugs, and dental services. Senior Whole Health simplifies the healthcare experience for its members by allowing them to use a single senior whole health card in place of separate Medicare, Medicaid, and Part D cards. This approach enables the elderly to access customized care plans that ensure they receive the right mix of medical, social, and community-based services, promoting their health and independence while allowing them to live comfortably in their own homes.

K2 Advisors

Private Equity Round in 2007
K2 Advisors is a hedge fund investment advisory firm based in Stamford, Connecticut, established in 1994. Initially managing less than US$10 million, it has grown into a multi-billion dollar entity, catering to a diverse clientele that includes institutional investors, public and union pension funds, insurance companies, foundations, and high-net-worth individuals. K2 Advisors is dedicated exclusively to hedge fund investing and employs a comprehensive investment philosophy that emphasizes prudent capital allocation and rigorous risk management. The firm focuses on generating steady asymmetric returns across various economic conditions by utilizing a diverse array of hedge fund strategies that aim for lower volatility and reduced correlation to broader capital markets. K2 offers a range of products, including customized investment programs, commingled funds of hedge funds, and advisory services, thereby providing tailored solutions to meet the specific needs of its clients.
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