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 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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