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 Consumer 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.

Prudent

Private Equity Round in 2018
Prudent Corporate Advisory Services Limited, established in 2000 and headquartered in Ahmedabad, India, specializes in personal and corporate investment planning. The firm offers a diverse range of financial services, including mutual funds, life and general insurance, stock broking, fixed income products, and real estate services. Prudent has developed a comprehensive approach to wealth management, providing clients with tailored solutions that encompass various investment avenues such as equities, derivatives, and commodities. The company emphasizes careful analysis and professional guidance, ensuring that clients receive informed recommendations suited to their financial goals. Over the years, Prudent has built a solid reputation and an extensive client base, reflecting its commitment to quality and specialized financial services.

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.

Preferred Freezer Services

Private Equity Round in 2005
Preferred Freezer Services, LLC specializes in cold storage and logistics, offering a range of services that include public refrigerated warehousing, distribution, and cold chain logistics solutions. Founded in 1989 and headquartered in Chatham, New Jersey, the company operates multiple facilities across various states, including Georgia, Pennsylvania, Illinois, Texas, and California, as well as locations in Vietnam and China. The company primarily serves clients in industries requiring specialized frozen storage, such as seafood. It utilizes advanced management information systems and employs skilled personnel to ensure high-quality service. Preferred Freezer Services operates as a subsidiary of Lineage Logistics, enhancing its capacity to provide comprehensive cold storage and distribution solutions.

CoreLogic

Private Equity Round in 2004
CoreLogic is a provider of consumer, financial, and property information, analytics, and services tailored for businesses and government entities. The company integrates public, contributory, and proprietary data to create predictive decision analytics, offering insights that enhance transparency in various markets. CoreLogic maintains the largest U.S. databases for real estate, mortgage applications, fraud, and loan performance, making it a recognized leader in areas such as mortgage and automotive credit reporting, property tax, valuation, flood determination, and geospatial analytics. Over one million users depend on CoreLogic's services to evaluate risk, support underwriting, and improve investment and marketing strategies while preventing fraud. Headquartered in Santa Ana, California, the company serves real estate professionals, financial institutions, insurance carriers, and government agencies, providing comprehensive data and analytics to assist clients in finding, purchasing, and protecting their homes.

The Murrayhill Company

Private Equity Round in 2004
The Murrayhill Company services provided clients, security issuers, and investors with a competitive advantage through servicer oversight and transparent reporting on MBS and ABS securities. Using a patent-pending risk-filtering process, Murrayhill analyzed raw data collected from loan servicers and trustees and identified situations that presented a risk to the investor.
YFCS is dedicated to providing affordable and successful health, education and life skills to children and adolescents who have been abused, neglected and are intellectually, emotionally and behaviorally challenged. YFCS was founded expressly to provide services to youth, through the acquisition of specialized service companies throughout the country. Its emphasis on offering quality services at fair prices serves the interests of its patients, its payors, and -- in the long term -- the society at large. By helping children and adolescents who need it most, YFCS offers hope not only for them, but for all of us. The service and care provided by YFCS facilities can prevent today's troubled youth from becoming tomorrow's prisoners, or abusive parents, or even major health risks. And that can reduce the price we all pay.

CFRA

Venture Round in 2003
CFRA is a leading provider of forensic accounting research, analytics, and advisory services, aimed at helping clients make informed investment and risk management decisions. Over its 20-year history, CFRA has developed a rigorous process to uncover discrepancies between reported financial results and the actual economic reality of companies. This approach enables clients, which include institutional investors, corporations, academic institutions, and individual investors, to gain a clearer understanding of a company's financial health. CFRA offers a comprehensive range of services, including fundamental coverage of global sectors, industries, and various investment vehicles, as well as insights into policy and legal matters. The firm maintains an unbiased perspective, as it does not engage in underwriting securities or managing assets, ensuring that its analyses remain objective and reliable.

One Call

Acquisition in 2003
One Call is a healthcare solutions provider specializing in the workers' compensation industry, headquartered in Jacksonville, Florida. Founded in 1985 by Liz Griggs, the company offers a comprehensive range of services designed to streamline the claims process and reduce costs for its clients. Its offerings include durable medical equipment, diagnostic procedures, physical therapy, occupational therapy, complex care management, language therapy, dental services, and transportation assistance. With a focus on high-quality care, One Call ensures that clients receive services from well-credentialed providers, enabling a more efficient and effective resolution of claims.

CFRA

Acquisition in 2003
CFRA is a leading provider of forensic accounting research, analytics, and advisory services, aimed at helping clients make informed investment and risk management decisions. Over its 20-year history, CFRA has developed a rigorous process to uncover discrepancies between reported financial results and the actual economic reality of companies. This approach enables clients, which include institutional investors, corporations, academic institutions, and individual investors, to gain a clearer understanding of a company's financial health. CFRA offers a comprehensive range of services, including fundamental coverage of global sectors, industries, and various investment vehicles, as well as insights into policy and legal matters. The firm maintains an unbiased perspective, as it does not engage in underwriting securities or managing assets, ensuring that its analyses remain objective and reliable.

Asurion

Private Equity Round in 2001
Asurion is a global leader in connected life services, dedicated to helping consumers maximize their technology experiences. With a workforce of 17,000 employees, the company provides support and solutions for over 290 million users worldwide. Asurion specializes in device insurance, warranty, and support services for cell phones, consumer electronics, and home appliances. It offers comprehensive protection plans that cover physical damage, water damage, loss, and theft, as well as repair and replacement services. The company's commitment to customer service is evident in its 24/7 availability, multilingual support, and ability to assist across various devices and platforms. By partnering with major retailers, mobile carriers, and pay-TV providers, Asurion enhances customers' lives by ensuring they stay connected and have access to prompt assistance whenever needed.

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.

Diversified Collection Services

Private Equity Round in 1996
Diversified Collection Services is a collector of defaulted student loans for the federal government and state guarantee agencies.
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.