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 ERP

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.

Edmunds GovTech

Private Equity Round in 2024
Edmunds Govtech is the provider of cloud and on-premise ERP (enterprise resource planning) software solutions for local government. The company's solutions help the organization manage expenditures and revenues, produce a budget, deliver robust reports, and seamlessly integrate with all applications, a personnel management solutions, a cloud-based modules allowing customers to view and pay bills online, check permits, log complaints and check statuses and a suite of mobile applications allowing users to access, edit, and enter information.

Advantive

Private Equity Round in 2023
Advantive is a provider of specialized software solutions designed for manufacturing and distribution businesses. The company develops purpose-built services that address various operational needs, including schedule optimization, quality management, sales order processing, inventory management, fulfillment, financial management, e-commerce, and reporting and analytics. By offering these comprehensive tools, Advantive enables clients to streamline complex processes, enhance operational visibility, and ultimately improve profitability and revenue growth.

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.

e-Emphasys Technologies

Private Equity Round in 2021
e-Emphasys Technologies is a global IT solutions provider specializing in industry-specific enterprise resource planning (ERP) software tailored for dealerships and rental companies in the heavy equipment sector, including construction, mining, forestry, material handling, and agriculture. The company delivers cloud-based ERP and dealer management system (DMS) solutions that facilitate a unified view of company data, enhancing customer experiences and operational efficiency. With a strong focus on helping clients achieve profitable growth, e-Emphasys has a proven track record of service delivery and consulting expertise that addresses the unique challenges faced by its customers. By offering comprehensive business solutions, e-Emphasys empowers clients to drive revenue growth at rates surpassing industry averages.

Unit4

Acquisition in 2021
Unit4 is a developer of next-generation enterprise resource planning software designed for mid-market services organizations. The company offers cloud-based applications in enterprise management, financial planning and analysis, and human capital management, focusing on industries such as professional services, public sector, nonprofit, and education. Unit4's solutions aim to transform work by making it more meaningful and inspiring through self-driving, adaptive, and intuitive software. By intelligently automating administrative tasks, Unit4 enhances operational efficiency and provides users with easy access to essential information. The company serves over 6,000 customers, helping them streamline their processes and improve their overall performance.

Priority Software

Private Equity Round in 2020
Priority Software is a global developer of enterprise resource planning (ERP) software, established in 1986, that aims to provide accessible and cost-effective solutions for businesses across various industries, including electronics, finance, and fashion. The company specializes in offering a comprehensive suite of ERP modules encompassing finance, manufacturing, logistics, human resources, and business intelligence, designed to enhance business efficiency and customer experience. Priority Software caters to over 8,000 organizations in 40 countries, delivering both on-premise and cloud-based solutions that ensure real-time access to critical business data. Their offerings include research management and reporting systems tailored for higher education and research-intensive institutions, along with budget accounting, chargeback recovery, and grant management software. By leveraging cutting-edge technologies and a skilled team, Priority Software empowers organizations of all sizes to streamline operations, improve profitability, and adapt to their unique processes.

MRI Software

Private Equity Round in 2020
MRI Software is a provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses-from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI gives organizations the freedom to transform the way communities live, work and play while elevating their business and gaining a competitive edge.

MRI Software

Private Equity Round in 2017
MRI Software is a provider of innovative real estate software applications and hosted solutions. MRI’s comprehensive and flexible technology platform coupled with an open and connected ecosystem meets the unique needs of real estate businesses-from property-level management and accounting to investment modeling and analytics for the global commercial and residential markets. A pioneer of the real estate software industry, MRI develops lasting client relationships based on nearly five decades of expertise and insight. Through leading solutions and a rich partner ecosystem, MRI gives organizations the freedom to transform the way communities live, work and play while elevating their business and gaining a competitive edge.

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.

Prometheus Group

Private Equity Round in 2013
Prometheus Platform is a suite of six integrated solutions deployable on mobile or desktop in the cloud or on-premise that natively extend and enhance the functionality of your EAM, ERP, or CMMS and update data in real-time. The Planning & Scheduling module is a software suite loaded with time-saving features and intelligent tools like configurable heat-maps, drag and drop scheduling, mass change, auto-level, and it enables a proactive maintenance strategy and improves efficiency. The Mobile module is a native mobile app for iOS, Android, Windows that offers an intuitive user interface and online/offline capabilities. The app connects maintenance technicians in the field with your EAM, ERP or CMMS. In real-time, technicians can perform a range of key asset management functions, including work order execution, routes and inspections, and inventory management. The Permitting & Isolations module is an ePTW solution that drastically reduces the inefficiencies, frustrations, compliance issues, and potential dangers of paper permitting, while also managing isolations/LOTO (lock-out-tag-out), risk assessments, and more. The ePAS Mobile application within the module works online or offline allowing your users to continue safe work practices, no matter what the connectivity. The Reporting & Analytics module quickly reveals actionable insights from real-time reports of company-wide curated metrics. These reports reveal crucial information to identify pain-points and drive improvement in your company’s asset management strategy. This module includes a dedicated Prometheus Data Analyst who is available to configure your reporting and assist with reporting strategy. The Turnaround & Outage Management module provides a single command center for the full lifecycle of your Shutdown, Turnaround, or Outage from planning through to execution and review. Manage scope and materials, track planning progress, improve communication, and collect real-time progress updates from the field. The Master Data Governance module gathers data from across the Prometheus Platform (and your EAM/ERP/CMMS) and cleanses/standardizes it for actionable insights. Ideal for new EAM implementations and for mergers and acquisitions, Master Data Governance ensures your single source of truth for your data is accurate.

Image Process Design (IPD)

Private Equity Round in 1998
Founded in 1991, Image Process Design (IPD) provides Insurance BPM & Claims Management Software for Health, Life, and Property & Casualty (P&C) Insurance Carriers. Ultera is a pre-built, fully supported application built on IBM’s BPM, ECM Case Management platforms offering solutions for mission critical insurance operations, such as Claims, Underwriting, Customer Service, Case Management and Workers Compensation. Configurable/Agile - Through configuration the application can be adapted to support multiple functions and provides agility over time. User experience – Ultera improves the user experience by allowing users to better manage their work and optimize task completion rather than navigating applications and content sources. Integration – Ultera expertly leverages IBM ECM and Case Management technologies and puts your shelf-ware to work. Ultera is built on a Service Oriented Architecture (SOA) with a wide range of options to integrate existing and new applications. Industry Services -- IPD’s Industry services are built on IPD’s 20 years of domain experience. The Industry Services are value-add intellectual property above and beyond that of the base P8/ICM platform that allow for optimal implementations, and keep customers from having to write domain specific customizations to achieve an optimal implementation. Expert “experience” of IBM platform capabilities Business Process Automation – Through the use of technology, IPD can automate many of the labor intense administrative and non-value-added tasks that currently must be performed by workers, thereby decreasing costs, allowing enhanced focus on value-added knowledge work, improving accuracy and cycle-times.

Plural

Private Equity Round in 1989
Plural provides strategic interactive consulting and development services. The company provides technology consulting, application development, and other system integration services. It focuses on using their clients' e-business skills.
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