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 Risk Management

Riskonnect

Private Equity Round in 2021
Riskonnect, Inc. specializes in cloud-based risk management software that allows organizations to effectively manage and control various risks across their enterprises. The company offers a comprehensive suite of applications, including Riskonnect RMIS, Riskonnect ERM, and Riskonnect Incident Management, which facilitate claims administration, incident reporting, root cause analytics, and compliance management. These tools are designed to enhance enterprise risk management and are applicable across multiple sectors, including healthcare, retail, manufacturing, finance, transportation, and insurance. Founded in 2007 and headquartered in Kennesaw, Georgia, Riskonnect has expanded its presence with additional offices in cities such as Chicago, Dallas, London, and Sydney. The platform is utilized by over 60,000 businesses and supports more than 1.5 million users, providing secure and reliable solutions to reduce losses and improve decision-making through real-time data visualization.

Netwrix

Acquisition in 2020
Netwrix Corporation was first to introduce visibility and governance platform for on-premises, hybrid and cloud IT environments. More than 160,000 IT departments worldwide rely on Netwrix to detect insider threats on premises and in the cloud, pass compliance audits with less expense and increase productivity of IT security and operations teams. Founded in 2006, Netwrix has earned more than 100 industry awards and been named to both the Inc. 5000 and Deloitte Technology Fast 500 lists of the fastest growing companies in the U.S. For more information, visit www.netwrix.com.

Netrisk

Secondary Market in 2020
Netrisk is a Hungarian online insurance broker that operates under a one-stop-shop model, catering to various insurance needs. The company specializes in offering car, home, travel, and accident insurance through its online platform. This service allows users to compare different insurance services and prices easily, facilitating the selection and activation of their chosen policies. Netrisk benefits from favorable market conditions and a growing trend of consumers shifting from offline to online shopping, combined with the company's expertise in the insurance sector, positioning it well for dynamic growth in the industry.

RLDatix

Venture Round in 2019
RL and Datix have joined forces, creating the world’s largest software company focused exclusively on patient safety and quality improvement.

Merian Global Investors

Acquisition in 2018
Merian Global Investors, established in June 2018, is an independent asset management firm based in London, England. The company emerged following the acquisition of the single-strategy investment capabilities of Old Mutual Global Investors by its management team and the private equity firm TA Associates. Merian Global Investors focuses on building a specialized asset management business that emphasizes the value of active investment management tailored to meet client expectations. The firm aims to attract and retain skilled investment professionals who are experts in their respective fields, providing them with the necessary operational, risk management, and distribution support to excel. This approach allows investment professionals to operate independently without the constraints of a centralized investment view.

Datix

Private Equity Round in 2018
Datix is a global supplier of patient safety software for healthcare risk management, incident reporting software and adverse event reporting. Datix are helping to improve patient safety healthcare and service user safety, with over 60 million people protected by their software. The software is widely used within both public and private healthcare organisations around the world.

RLDatix

Private Equity Round in 2018
RL and Datix have joined forces, creating the world’s largest software company focused exclusively on patient safety and quality improvement.

ITRS Group

Acquisition in 2017
ITRS Group is the leading provider of risk mitigation solutions to global financial institutions. It leads the way in a new discipline which extends real-time monitoring into a comprehensive operational and service management solution. Providing innovative businesses with the visibility necessary to identify, analyse and mitigate risk, ITRS Group has been recognised through industry awards for its innovation and customer support. ITRS’s products are specifically designed to reduce service disruption, improve IT efficiency, and ensure that critical operational processes are executed as planned, protecting against both business reputation and trading risks. ITRS delivers proactive, predictive real-time monitoring and management with specialist interfaces for over 100 key third-party trading and risk applications, including core financial market trading applications, services and execution venues – a prerequisite for effective system control. A unified view and full visibility of complex environments is provided through the Geneos dashboard, giving a complete end-to-end view of all systems. Disparate data is aggregated, creating a single source of actionable business intelligence, giving the ability to predict and act to prevent problems, enhancing risk management and minimising latency, all at ultra-high speeds. Established in 1997, ITRS has offices in London, New York and Hong Kong supporting clients worldwide including banks, brokers, exchanges, hedge funds and data vendors.

Yarra Capital Management

Acquisition in 2017
Yarra Capital Management is a prominent independent fund manager based in Australia, recognized for its strong presence in the local market. The firm specializes in serving both institutional and retail clients, providing a range of services that include advisory, investment management, and financial services. By catering to corporations, financial institutions, government agencies, and individual investors, Yarra Capital Management aims to deliver tailored fund management assistance, enhancing its clients' investment strategies and financial outcomes.

Russell Investments

Acquisition in 2016
Russell Investments is a privately owned global asset management firm that provides investment management and advisory services to a diverse clientele, including institutional investors, financial advisers, corporations, pension funds, charities, and high net worth individuals. Established in 1936 and headquartered in Seattle, Washington, with additional offices in major U.S. cities and internationally, the firm specializes in managing customized portfolios and a range of mutual funds encompassing equity, fixed income, and alternative investments. Russell Investments employs in-house research and fundamental analysis to guide its investment strategies across public equity, fixed income, and alternative markets, such as private equity and real estate securities. The firm is dedicated to helping clients achieve their investment goals through comprehensive advice, asset allocation, and portfolio implementation.

MedRisk

Private Equity Round in 2016
MedRisk is a leading provider of specialty managed care services focused on the physical rehabilitation of injured workers. The company is recognized as one of the fastest-growing healthcare companies in the U.S. and the Greater Philadelphia area, delivering significant savings and operational efficiencies compared to traditional programs. MedRisk offers a comprehensive suite of managed physical medicine services that support various stakeholders, including insurance carriers, self-insured employers, third-party administrators, and healthcare providers. Its programs facilitate the coordination and active management of care for workers' compensation patients, encompassing physical evaluations, recovery treatments, and functional capacity evaluations. By providing evidence-based clinical recommendations, MedRisk aims to reduce administrative burdens and medical costs while enhancing the quality of patient care. The company is fully accredited and has successfully completed a SSAE 16 Type II examination, underscoring its commitment to high standards in service delivery.

Mitratech

Acquisition in 2015
Mitratech provides web-based enterprise legal management solutions specifically designed for corporate legal departments. The company's software suite includes tools for matter management, spend management, e-billing, legal hold, contracts management, entity management, and compliance reporting. Key offerings include TeamConnect for large legal departments, eCounsel for mid-sized teams, and Lawtrac, which focuses on matter management. Additional products include LawManager for government agencies, GettingContractsDone for busy departments, PolicyHub for policy management, and Secretariat for managing legal structures. Mitratech also offers implementation, managed hosting, and training services to enhance user experience. Founded in 1987 and headquartered in Austin, Texas, with offices in several global locations including San Francisco, the United Kingdom, India, and Australia, Mitratech serves legal professionals, compliance officers, and claims administrators in Fortune 500 companies. The company emphasizes operational excellence and collaboration to deliver value and ensure client satisfaction.

Stadion Money Management

Private Equity Round in 2011
Stadion Money Management, LLC is a privately owned investment management firm based in Watkinsville, Georgia, founded in 1991. The firm specializes in providing retirement account management services primarily to individuals, including high net worth clients and various institutional investors such as pension plans and government entities. Stadion Money Management offers customized investment strategies and manages separate client-focused portfolios as well as mutual funds. The firm invests in public equity and fixed income markets globally, aiming to help clients prepare for retirement through personalized investment solutions and support. Stadion Money Management operates as a subsidiary of TA Associates, Inc.

Evanston Capital Management

Private Equity Round in 2011
Evanston Capital Management, LLC is an alternative investment management firm established in 2002 that specializes in multi-manager hedge fund programs aimed at institutional and high net worth investors. The firm focuses on managing a variety of strategies that emphasize concentrated portfolios and seeks out high-conviction portfolio managers. Evanston Capital Management offers both commingled funds and customized hedge fund solutions tailored to meet the specific needs of its clients. The firm prides itself on delivering competitive performance along with a transparent investor experience, providing detailed and timely reporting. As of May 2014, Evanston Capital Management managed approximately $4.8 billion in assets and maintained around 300 institutional investor relationships.

RGM Advisors

Acquisition in 2008
RGM Advisors is a quantitative trading firm located in Austin, Texas, specializing in trading equities and futures. The firm employs scientific methods and advanced computational techniques to enhance its trading strategies. Utilizing machine learning and big data analysis, RGM Advisors leverages significant computing resources to extract valuable insights and develop systems that react to real-time market conditions. By taking short-term positions across a wide range of instruments, RGM Advisors aims to optimize trading performance through data-driven decision-making.

Advisory Research

Private Equity Round in 2005
Advisory Research, Inc. is a privately owned investment manager based in Chicago, Illinois, founded in 1974. The firm specializes in providing money management services to high-net-worth individuals and various institutional clients, including banking institutions, investment companies, pension plans, university endowments, and foundations. Managing over $6.3 billion in total assets, Advisory Research focuses on separate client-oriented equity portfolios and also launches and manages equity mutual funds and hedge funds. The firm primarily invests in value stocks across micro-cap, small-cap, mid-cap, and large-cap companies, employing a long-term investment strategy. Its investment approach is characterized by fundamental analysis and a bottom-up stock picking methodology, supported by in-house research. The firm also engages in international investments, targeting companies with specific market capitalization thresholds. Advisory Research operates as a subsidiary of Ostara Inc.

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.
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