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 Insurance Brokers

AGA Benefit Solutions

Private Equity Round in 2024
AGA Benefit Solutions is an insurance brokerage firm based in Westmount, Canada, specializing in the development and administration of customized group insurance and annuity plans. The company serves a diverse clientele, including small, medium, and large businesses, as well as financial security and group insurance consultants throughout Canada. Acting as third-party administrators and payers, AGA Benefit Solutions assists its clients in creating tailor-made insurance solutions that meet their specific needs, ensuring effective management of group insurance and retirement plans.

KatRisk

Private Equity Round in 2023
KatRisk is a catastrophe modeling company specializing in flood and wind risk assessment. The company develops software that delivers advanced catastrophe services, allowing for the rapid modeling of multi-event scenarios and providing comprehensive loss analytics. Its application supports insured loss calculations tailored for primary insurance and reinsurance markets, accommodating complex financial structures. By offering robust disaster risk solutions, KatRisk serves insurance, reinsurance, and brokerage firms, helping them effectively manage and mitigate potential losses from natural disasters.

MRH Trowe

Private Equity Round in 2023
MRH Trowe is an independent financial service provider. MRHT distributes its product offering through a strong network across 12 German cities nationwide and also has exclusive partnerships with more than 100 German savings banks.

Navia Benefit Solutions

Private Equity Round in 2021
Navia Benefit Solutions is a prominent third-party administrator specializing in tax-advantaged benefits, including Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), Health Reimbursement Arrangements (HRA), Commuter Benefits, and COBRA Services. The company focuses on helping consumers effectively manage their out-of-pocket healthcare expenses through the administration of these benefits. Additionally, Navia provides organizations with expert guidance on healthcare plans and benefit designs, empowering them to advocate for the health, well-being, and financial welfare of their employees. With a dedicated team of professionals, Navia aims to assist clients, employers, brokers, and participants in creating optimal benefits packages tailored to their specific needs.

Honan Insurance Group

Private Equity Round in 2020
Honan provides a full range of commercial insurance, risk and financial solutions to businesses across a wide range of industries, including financial institutions, healthcare, professional services, technology, biotech & life science, logistics, construction, food & beverages, and mining & energy. Since its founding, Honan has expanded from Australia-wide to New Zealand, Singapore and Malaysia. Honan exclusively represents Australia, New Zealand and Singapore within the WBN.

Odealim

Acquisition in 2018
Odealim Group is a French insurance brokerage firm that specializes in providing insurance and financing services tailored for real estate professionals. The company caters to a diverse clientele, including condominiums, trustees, landlords, and brokers. Odealim designs, distributes, and manages various insurance and credit offerings, ensuring that property owners can rent their properties with confidence. In addition to insurance solutions, Odealim also offers financing for real estate and construction projects, further supporting the needs of its clients in the real estate sector.

Söderberg & Partners

Private Equity Round in 2014
Söderberg & Partners is a wealth management firm headquartered in Stockholm, Sweden, founded in 2004. The company specializes in advising and distributing insurance and financial products, including pension plans and fund investments. It offers a range of services to institutions, municipalities, and counties concerning pension assets and other forms of asset management. The firm has developed its own internal systems, supported by a sizable IT department, which provide clients with a comprehensive overview of their financial and pension situations, while also facilitating the work of their advisors and administrators.

CIPRÉS Assurances

Private Equity Round in 2014
CIPRÉS Assurances is a wholesale broker specializing in health and welfare insurance, is the reference partner. CIPRÉS Assurances, the third largest French wholesale broker, has been designing, subscribing to and managing health and pension insurance programs for the self-employed, managers and employees of small professional organizations (SMEs) over the past 17 years. We offer to all our customers a competitive, complete and innovative range of products and services, to secure their incomes, preserve their heritage, protect their health and protect them against accidents of life. We also guarantee our insureds a true proximity in the distribution of our solutions thanks to our network of 4200 independent brokers present throughout the French territory.

CompBenefits

Acquisition in 1998
CompBenefits Direct is now HumanaOne Dental! CompBenefits works to exceed your expectations every day. With a comprehensive portfolio of dental and vision care products and services, CompBenefits has the plans to meet your needs. CompBenefits can help: >>An individual or group looking for a dental and vision plans >>A dentist or eye-care professional who would like to join our provider networks >>An agent or a broker who wants to sell dental and vision products built on four decades of experience in dental and vision benefits

CompBenefits

Acquisition in 1993
CompBenefits Direct is now HumanaOne Dental! CompBenefits works to exceed your expectations every day. With a comprehensive portfolio of dental and vision care products and services, CompBenefits has the plans to meet your needs. CompBenefits can help: >>An individual or group looking for a dental and vision plans >>A dentist or eye-care professional who would like to join our provider networks >>An agent or a broker who wants to sell dental and vision products built on four decades of experience in dental and vision benefits
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