Investments
347Portfolio Exits
218Funds
45Partners & Customers
7Service Providers
3About TA Associates
TA Associates is a global growth private equity firm that leads buyouts and minority recapitalizations of profitable growth companies in the consumer, business services, financial services, healthcare, and technology industries. The company was founded in 1968 and is based in Boston, Massachusetts.
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Vitamin & Supplement Startups
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Latest TA Associates News
Sep 19, 2023
Code & Co. advises Bregal Milestone and Epassi Group with an Exit Readiness Tech & Product Due Diligence prior to the exit. Epassi, recognized as one of the fastest-growing companies in Europe for both 2022 and 2023 by the Financial Times, is a fintech platform that revolutionizes how employees redeem benefits. Scope of Work The scope included an assessment of Epassi’s proprietary B2B (and B2B2C) Saas platform. Code & Co. analyzed the architecture, infrastructure, security, and cyber resilience of the platform. Code & Co. further analyzed the product quality, performing an audit covering the product roadmap, KPIs & moats, operational excellence, integration, and rollout capabilities. Additionally, Code & Co. audited the underlying engineering team, its structure and development, key contributors and processes such as the SDLC. About Epassi Founded in 2007, Epassi has grown to become the market leader in mobile payments for employee benefits in Northern Europe. A unique solution that combines all benefits into a single mobile app. Epassi serves more than 50,000 service providers, 10,000 employers and over 1.7 million employees. Epassi was awarded by the Financial Times as one of the fastest growing companies in Europe. About Bregal Milestone Bregal Milestone is a leading European technology growth capital firm dedicated to making investments in ambitious, high-growth technology companies. The firm provides growth capital and strategic assistance to support market-leading companies in the technology and technology-enabled services sectors. Bregal Milestone is part of Bregal Investments, a leading global investment firm that has invested over €15 billion to date.
TA Associates Investments
347 Investments
TA Associates has made 347 investments. Their latest investment was in Alpha II as part of their Private Equity - II on May 5, 2023.
TA Associates Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
|---|---|---|---|---|---|---|
5/25/2023 | Private Equity - II | Alpha II | Yes | 5 | ||
4/26/2023 | Secondary Market | Diatech Pharmacogenetics | Yes | 4 | ||
3/27/2023 | Secondary Market | MRH Trowe | Yes | 3 | ||
1/18/2023 | Private Equity | |||||
10/10/2022 | Private Equity - II |
Date | 5/25/2023 | 4/26/2023 | 3/27/2023 | 1/18/2023 | 10/10/2022 |
|---|---|---|---|---|---|
Round | Private Equity - II | Secondary Market | Secondary Market | Private Equity | Private Equity - II |
Company | Alpha II | Diatech Pharmacogenetics | MRH Trowe | ||
Amount | |||||
New? | Yes | Yes | Yes | ||
Co-Investors | |||||
Sources | 5 | 4 | 3 |
TA Associates Portfolio Exits
218 Portfolio Exits
TA Associates has 218 portfolio exits. Their latest portfolio exit was Honan Insurance on August 20, 2023.
Date | Exit | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Acquirer | Sources |
|---|---|---|---|---|---|
8/20/2023 | Acquired | 2 | |||
7/28/2023 | Acq - Fin | 3 | |||
7/5/2023 | Acq - Fin - II | 6 | |||
Date | 8/20/2023 | 7/28/2023 | 7/5/2023 | ||
|---|---|---|---|---|---|
Exit | Acquired | Acq - Fin | Acq - Fin - II | ||
Companies | |||||
Valuation | |||||
Acquirer | |||||
Sources | 2 | 3 | 6 |
TA Associates Acquisitions
131 Acquisitions
TA Associates acquired 131 companies. Their latest acquisition was EPassi on August 09, 2023.
Date | Investment Stage | Companies | Valuation Valuations are submitted by companies, mined from state filings or news, provided by VentureSource, or based on a comparables valuation model. | Total Funding | Note | Sources |
|---|---|---|---|---|---|---|
8/9/2023 | Private Equity | $44.96M | Acq - Fin | 2 | ||
7/19/2022 | Private Equity | Acq - Fin - II | 2 | |||
4/26/2022 | Other Venture Capital | Acq - Fin - II | 1 | |||
3/30/2022 | Series E+ | |||||
3/15/2022 | Series E+ |
Date | 8/9/2023 | 7/19/2022 | 4/26/2022 | 3/30/2022 | 3/15/2022 |
|---|---|---|---|---|---|
Investment Stage | Private Equity | Private Equity | Other Venture Capital | Series E+ | Series E+ |
Companies | |||||
Valuation | |||||
Total Funding | $44.96M | ||||
Note | Acq - Fin | Acq - Fin - II | Acq - Fin - II | ||
Sources | 2 | 2 | 1 |
TA Associates Fund History
45 Fund Histories
TA Associates has 45 funds, including TA Associates Fund XV.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
|---|---|---|---|---|---|
6/15/2023 | TA Associates Fund XV | $16,500M | 4 | ||
9/21/2022 | TA Debt Fund V | $1,100M | 1 | ||
6/2/2021 | TA XIV | $12,500M | 2 | ||
12/15/2020 | TA MAPF Aggregator | ||||
10/27/2020 | TA Investors Select Opportunities |
Closing Date | 6/15/2023 | 9/21/2022 | 6/2/2021 | 12/15/2020 | 10/27/2020 |
|---|---|---|---|---|---|
Fund | TA Associates Fund XV | TA Debt Fund V | TA XIV | TA MAPF Aggregator | TA Investors Select Opportunities |
Fund Type | |||||
Status | |||||
Amount | $16,500M | $1,100M | $12,500M | ||
Sources | 4 | 1 | 2 |
TA Associates Partners & Customers
7 Partners and customers
TA Associates has 7 strategic partners and customers. TA Associates recently partnered with Evercore on July 7, 2023.
Date | Type | Business Partner | Country | News Snippet | Sources |
|---|---|---|---|---|---|
7/13/2023 | Partner | United States | 1 | ||
6/23/2022 | Partner | ||||
6/1/2021 | Partner | ||||
2/28/2019 | Partner | ||||
8/15/2018 | Vendor |
Date | 7/13/2023 | 6/23/2022 | 6/1/2021 | 2/28/2019 | 8/15/2018 |
|---|---|---|---|---|---|
Type | Partner | Partner | Partner | Partner | Vendor |
Business Partner | |||||
Country | United States | ||||
News Snippet | |||||
Sources | 1 |
TA Associates Service Providers
21 Service Providers
TA Associates has 21 service provider relationships
Service Provider | Associated Rounds | Provider Type | Service Type |
|---|---|---|---|
Private Equity - II | Counsel | General Counsel | |
Acq - Fin | Underwriter | Financial Advisor | |
Kirkland & Ellis | Acq - Fin | Counsel | General Counsel |
Service Provider | Kirkland & Ellis | ||
|---|---|---|---|
Associated Rounds | Private Equity - II | Acq - Fin | Acq - Fin |
Provider Type | Counsel | Underwriter | Counsel |
Service Type | General Counsel | Financial Advisor | General Counsel |
Partnership data by VentureSource
TA Associates Team
33 Team Members
TA Associates has 33 team members, including current Chief Executive Officer, Ajit Nedungadi.
Name | Work History | Title | Status |
|---|---|---|---|
Ajit Nedungadi | Chief Executive Officer | Current | |
Name | Ajit Nedungadi | ||||
|---|---|---|---|---|---|
Work History | |||||
Title | Chief Executive Officer | ||||
Status | Current |
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