TA X

TA Associates Management is a private equity investment firm established in 1968 and headquartered in Boston, Massachusetts. The firm specializes in growth equity investments across five targeted sectors: technology, healthcare, financial services, consumer products and services, and business services. TA Associates focuses on investing in profitable and growing companies that exhibit potential for sustained expansion. Its investment activities are primarily concentrated in North America and Europe, with a strategy aimed at identifying opportunities within established markets. As a Registered Investment Adviser, TA Associates is committed to fostering the growth of its portfolio companies while maintaining a disciplined investment approach.

Ashutosh Agrawal

Managing Director and Member of the Core Investment Committee

Birker B. Bahnsen

Managing Director

Jennifer Barbetta

Managing Director and COO

Dominic Benitez

Growth Equity Investor

Michael Berk

Managing Director

Elliott Brennan

Principal, Capital Markets Group

Max Cancre

Principal

Andrew Cardoza

Associate - Capital Markets

Mark H. Carter

Managing Director

Paul (Sang Woo) CHEUNG

Senior Associate and Investment Professional

William D. Christ

Managing Director

Stefan Dandl

Director

Jérémy Dréan

Principal

Hythem T. El-Nazer

Executive Committee Member, Managing Director

Sydney Gabrielson

Associate

Vishal Gupta

Director

Charles Ha

Senior Vice President

Tucker Hodgkins

Associate

Clara Jackson

President

Amit K. Jain

Senior Vice President

Sabina Kerr

Principal, Capital Markets

Timo Kienle

Associate

Lovisa Lander

Director

R. Alan Lane

Principal, Strategic Resource Group

Nicholas LeppLa

Senior Vice President

Xinxin Li

Associate

Mike Libert

Software Investor

Ethan K. Lieberman

Managing Director

Michele Lim

Senior Vice President

Oscar Loynaz

Associate

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

Emily C. McGinty

Principal

Aashray Mehra

Senior Vice President

Jason S. Mironov

Managing Director

Jennifer M. Mulloy

Managing Director

Ajit Nedungadi

CEO

Christopher Parkin

Managing Director

Naresh Patwari

Director

Dhiraj Poddar

Managing Director and Country Head

Patrick Sader

Managing Director

Aditya Sharma

Managing Director

Marshall Sloane

Associate

Amara Suebsaeng

Director

Andrew Tay

Director

Harry Taylor

MD

Rafael Telahun

Senior Vice President

Jason P. Werlin

Managing Director

Philip Yotov

Principal, Strategic Resource Group

Eric Zagorski

Senior Vice President

Rodrigo Bassit

Vice President

Brian Conway

Chairman

Past deals in Accounting

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.

Harvest

Private Equity Round in 2024
Harvest is a provider of time tracking and online invoicing services tailored for freelancers and small businesses. The company emphasizes user-friendly, web-based software designed for professional services, catering to a diverse clientele that includes freelancers, creative service firms, and teams within large organizations and non-profits. Its software is accessible across various platforms and devices, including web browsers, desktop applications, and mobile devices, ensuring flexibility for users. By focusing on simplicity and functionality, Harvest aims to streamline the financial management process for its customers.

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.

AffiniPay

Acquisition in 2020
AffiniPay, LLC is a merchant account and online payment gateway solutions provider specializing in the professional services sector, particularly law and accounting. Founded in 2005 and based in Austin, Texas, the company offers tailored payment solutions such as LawPay for the legal industry, CPACharge for CPAs, and AffiniPay for Associations, catering to non-profit organizations and trade associations. These solutions enable clients to accept various payment methods, including credit and debit cards, as well as e-checks, while ensuring compliance with industry regulations. AffiniPay's technology facilitates significant transaction volumes, processing up to $13 billion annually across its platforms, which also include ClientPay. Through its focus on specific industries, AffiniPay has established itself as a key player in transforming payment processing for professional services.

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.
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