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.
One Exchange Square 16th Floor 8 Connaught Place Central, Hong Kong
200 Clarendon St, 56th Floor, Boston, MA 02116, US
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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