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 Business Services

Conservice

Private Equity Round in 2020
Conservice, LLC specializes in utility management and billing services, providing a comprehensive suite of solutions tailored to various markets, including multifamily, single-family, student housing, commercial, and military sectors. Established in 2000 and headquartered in River Heights, Utah, the company offers utility and ancillary billing, metering equipment installation and maintenance, and conservation products and services. Their services extend to daily meter readings, utility expense management, vacant billing, and resident payment processing, all aimed at reducing operating costs and promoting conservation. Additionally, Conservice facilitates energy procurement, data exchange, contract and vendor management, and due diligence services, ensuring clients receive customized and effective utility solutions. The company is recognized for its commitment to exceptional customer service while helping clients recover utility costs.

OMNIA Partners

Private Equity Round in 2020
Provider of procurement and purchasing services intended for the nonprofit, multifamily housing, public and private sectors. The company acts as a cooperative purchasing organization with the specific purpose of reducing procurement costs by leveraging the volume of customers in the areas of government, education systems, healthcare, nonprofits and other agencies for public benefit.

ARI Network Services

Private Equity Round in 2019
ARI Network Services, Inc. specializes in providing software-as-a-service (SaaS) and data-as-a-service (DaaS) solutions tailored for equipment manufacturers, distributors, and dealers across various industries. These offerings facilitate the sale and servicing of new and used inventory, parts, garments, and accessories in markets such as automotive, power sports, outdoor equipment, marine, and home medical equipment. The company delivers eCommerce websites designed to convert online traffic into leads and sales, alongside a range of website add-ons like mobile inventory management and business management integrations. ARI also offers an eCatalog platform that grants access to a proprietary library of electronic product content, supporting both dealer and consumer interactions. In addition, the company provides digital marketing services, including search engine optimization and email marketing, as well as comprehensive business management software and customization services. Founded in 1981 and headquartered in Milwaukee, Wisconsin, ARI Network Services has a substantial user base, with over 22,000 dealers and numerous manufacturers and distributors utilizing its technology to enhance revenue and improve operational efficiency.

LegalZoom

Venture Round in 2018
LegalZoom is a well-known provider of online legal services in the United States, catering primarily to small businesses and families. Established with the mission of making legal resources accessible to all, LegalZoom combines technology with the expertise of experienced attorneys to deliver high-quality and affordable legal services. The company's offerings include legal document preparation, ongoing compliance assistance, tax advice, business licenses, trademark filings, accounting services, virtual mailbox solutions, e-signature capabilities, and estate planning. Since its inception, LegalZoom has served nearly two million clients, with its documents recognized in all 50 states. The company is committed to ensuring that legal processes are straightforward and accessible, reflecting its dedication to customer satisfaction.

Retriever Medical/Dental Payments

Private Equity Round in 2017
Providing award winning service to the healthcare community for over 20 years. To assist in preserving and enhancing the Doctor / Patient relationship by teaching discreet, comprehensive methods of getting paid at the time of treatment using an exclusive and specialized credit card processing program.

OMNIA Partners

Private Equity Round in 2016
Provider of procurement and purchasing services intended for the nonprofit, multifamily housing, public and private sectors. The company acts as a cooperative purchasing organization with the specific purpose of reducing procurement costs by leveraging the volume of customers in the areas of government, education systems, healthcare, nonprofits and other agencies for public benefit.

Conservice

Private Equity Round in 2016
Conservice, LLC specializes in utility management and billing services, providing a comprehensive suite of solutions tailored to various markets, including multifamily, single-family, student housing, commercial, and military sectors. Established in 2000 and headquartered in River Heights, Utah, the company offers utility and ancillary billing, metering equipment installation and maintenance, and conservation products and services. Their services extend to daily meter readings, utility expense management, vacant billing, and resident payment processing, all aimed at reducing operating costs and promoting conservation. Additionally, Conservice facilitates energy procurement, data exchange, contract and vendor management, and due diligence services, ensuring clients receive customized and effective utility solutions. The company is recognized for its commitment to exceptional customer service while helping clients recover utility costs.

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.

Cosentry

Acquisition in 2011
CoSentry.net, LLC provides data center, cloud computing, and managed technical services. Its data center services include co-location, NIST co-location, hosting, virtual servers and storage, and managed Internet access. The company also provides disaster recovery services, including systems recovery, work group recovery, and print recovery; managed services, such as service desk, network monitoring, and storage management; technical help desk services, including service desk outsourcing and remote technical support; security services, such as physical and network monitoring security services; and network management, SLA management, and trouble ticketing services. CoSentry.net, LLC was founded in 2000 and is based in Omaha, Nebraska. The company has data centers in Omaha and Papillion, Nebraska; Sioux Falls, South Dakota; and Kansas City, Missouri.

Professional Warranty Service

Private Equity Round in 2006
Professional Warranty Service Corporation specializes in new home warranty products and warranty administration services for residential construction companies across the United States. Established in 1995 and based in Chantilly, Virginia, the company offers a range of warranty options, including insured warranties, home systems and appliance warranties, and multi-family warranty programs. It also provides essential services such as warranty administration partnerships, general liability partnerships, and home maintenance management for builders. In addition to serving builders, the company caters to homeowners and real estate owners by offering customer care, dispute resolution services, and sales and marketing tools. As of October 2017, Professional Warranty Service Corporation operates as a subsidiary of Kingsway Financial Services Inc.

AtomicTangerine

Series C in 2001
A Venture Consulting firm. They play by the very different rules of the new economy. Something they call business unusual. They understand that business today is a highly combustible mixture of rapidly evolving technology, large amounts of money, highly charged people, and massive change. The right catalyst will send your company into the stratosphere. The wrong one will leave you smoldering on the launch pad. This is business unusual. And it really is rocket science.

AtomicTangerine

Series B in 2000
A Venture Consulting firm. They play by the very different rules of the new economy. Something they call business unusual. They understand that business today is a highly combustible mixture of rapidly evolving technology, large amounts of money, highly charged people, and massive change. The right catalyst will send your company into the stratosphere. The wrong one will leave you smoldering on the launch pad. This is business unusual. And it really is rocket science.

Healthlink

Private Equity Round in 1999
Provider of healthcare information systems consulting services intended to offer healthcare process improvement and information technology facilities. The company's healthcare information systems consulting services provide transformation practice enabling clients in the healthcare industry achieve business and clinical performance improvement through the intelligent use of information technology and process redesign.

Private Business

Venture Round in 1998
Private Business is a U.S.-based company involved in accounts receivable financing, providing a complete program. It is headquartered in Brentwood, Tennessee.

Chartered Marketing Services

Private Equity Round in 1998
Chartered Marketing Services direct-marketed membership-based and insurance products through mortgage, checking account, utility and inbound customer support channels.

Altamira Financial Services

Private Equity Round in 1996
Altamira Financial Services provides brokerage, private wealth services, financial, and retirement planning services to its clients.
Spot something off? Help us improve by flagging any incorrect or outdated information. Just email us at support@teaserclub.com. Your feedback is most welcome.