Presented by- Hitesh, Rakshit, Shivani

Overview
• TA Associates is a global growth private equity firm.
• Founded in 1968
• 50 years into the VC & PE Industry also targeted sectors within our five core industries of technology,
healthcare, financial services, consumer and business services.
• TA invests in profitable, growing companies with opportunities for sustained growth.
• TA has raised $47.5 billion in capital and has invested in more than 535 companies around the world. TA's global
team of more than 100 experienced investment professionals
• partner with profitable, growing companies with an identified opportunity to grow organically and/or
through acquisitions.
• invests in companies across North America, Europe and Asia, providing access to a broad global network of
resources.
• investments range from $100-$600 million in equity and $10-$50 million in subordinated debt transactions
that value businesses generally from $100 million - $3 billion.
• a long-term, patient growth investor looking to build value over time, with a holding period that has averaged
more than 5 years over the past 15 years.
Types of projects
• Strategic Acquisitions
• Optimize capital structure to support organic and inorganic growth initiatives using
debt and equity. Drive the IPO readiness process and provide access to public markets.
• Accelerate Revenue Growth growth via salesforce effectiveness initiatives, pricing
strategies, customer analytics and more. Identify new growth areas through geographic
and vertical expansion.
• Performance Improvement- Optimize cost structure and identify opportunities for
outsourcing, and procurement and purchasing improvements.
• Talent and Human Capital evolve and scale management from entrepreneurial to
professional, public-company quality teams.
• Implement KPI monitoring and upgrade financial systems and controls. Establish
independent boards and best practices.
Subsectors
• Business services- Automobile, Logistics, Facility Services, Information
Services, Insurance Services, Marketing Services, Outsourcing.
• Customer service- Ecomm, Health and wellness, Retail, Resturants,
Wholesale Goods Brand
• Financial Services- Wealth Management, Insurance, Payment Tech
• Healthcare- Health IT , Healthcare Providers, Life science Tools,
Medical Devices & tech, Pharma
• Technology- Fintech, Infra, Internet, Semiconductors, Software, Tech
services
Latest News
• TA Associates Announces Strategic Growth Investment in Apex
Group in Partnership with Genstar Capital and Peter Hughes
• TA Associates Raises Fourteenth Flagship Growth Private Equity
Fund with $12.5 Billion of Commitments
• Resources - https://www.ta.com/