Investing in Growth

TA invested a record amount of capital in profitable, growing companies worldwide.

  • $6.5B Invested
  • 34 New
    Investments
  • 11 Add-on
    Investments

Adding Value

TA’s investment staff, Strategic Resource Group and Capital Markets Group actively engaged with management at our portfolio companies, leveraging our industry knowledge, experience and resources to help drive profitable growth.

Examples of the many ways we supported our companies in 2021 include:

  • Mergers & Acquisition

    238 Acquisitions
    Completed
  • IPOs

    6 Completed
  • Debt Financings

    $39.8B Raised by TA
  • Talent & Human Capital

    85 Senior
    Management Hires
  • Talent & Human Capital

    30 Independent Board
    Members Appointed

Revenue Growth

  • Implemented salesforce effectiveness initiatives designed to drive customer growth and minimize attrition
  • Leveraged data science capabilities to improve lead-targeting and promote cross-sell opportunities
  • Conducted a strategic review of salesforce effectiveness to accelerate revenue growth
  • Led the development and execution of a customer onboarding assessment
  • Implemented new pricing structure for the core business (Risk/Safety) and identified cross-sell opportunities in the North America market to support organic growth
  • Collaborated with management team on Go-To-Market initiatives, including pricing, salesforce effectiveness, sales incentive plan redesign and overall margin improvement

Performance Improvement

  • Launched multiple initiatives around improving financial reporting and KPI tracking
  • Supported fiscal year strategy development and financial planning for multiple portfolio companies
  • Evaluated organizational structure for efficiency and to optimize resource
  • Supported multiple companies with ERP and CRM system selection and integration
  • Supported portfolio company in the development of a business plan for European expansion
  • Provided ongoing support for employee retention initiatives and optimal staff utilization
  • Conducted a review of North American manufacturing plants and operations

Network/Best Practice Sharing

Sponsored events for leaders in our portfolio:

  • Virtual Technology Roundtable - Real World Cloud Application Architecture
  • Virtual Talent Roundtable - Strategies to Retain and Attract Talent
Revenue Growth
  • Implemented salesforce effectiveness initiatives designed to drive customer growth and minimize attrition
  • Leveraged data science capabilities to improve lead-targeting and promote cross-sell opportunities
  • Conducted a strategic review of salesforce effectiveness to accelerate revenue growth
  • Led the development and execution of a customer onboarding assessment
Performance Improvement
  • Launched multiple initiatives around improving financial reporting and KPI tracking
  • Supported fiscal year strategy development and financial planning for multiple portfolio companies
  • Evaluated organizational structure for efficiency and to optimize resource
  • Provided ongoing support for employee retention initiatives and optimal staff utilization
  • Supported portfolio company in the development of a business plan for European expansion
  • Supported multiple companies with ERP and CRM system selection and integration
  • Conducted a review of North American manufacturing plants and operations
Network/Best Practice Sharing

Sponsored events for leaders in our portfolio:

  • Virtual Technology Roundtable - Real World Cloud Application Architecture
  • Virtual Talent Roundtable - Strategies to Retain and Attract Talent

TA in the Community

Boston Menlo Park London Mumbai Hong Kong

TA has a longstanding commitment to maintaining the highest standard of ethics while building lasting value through our investments. Our approach is rooted in a deep responsibility to be good stewards of capital for our limited partners, portfolio companies and our broader communities. Closely aligned with this mission is supporting a healthy environment, advancing social equality and dignity, and promoting good governance principles.

Outside our firm, we are dedicated to supporting the communities in which we live, work and invest. We invite employees to participate in various events and charity work throughout the year and encourage our people to champion personal causes. Past non-profit partners include Cradles to Crayons (Boston), the Boys & Girls Club (Menlo Park), Second Harvest of Silicon Valley (Menlo Park), FareShare (London), Food Angel (Hong Kong) and Nanhi Kali (Mumbai).

In 2021, we were particularly proud to continue our long-standing partnerships with the Pan-Mass Challenge, in support of the Dana-Farber Cancer Institute, and the Greater Boston Food Bank.

Learn more about our commitment to responsibility here.

About TA

For more than 50 years, TA, a leading global growth private equity firm, has partnered with hundreds of profitable, growing companies worldwide in our five target industries to help them reach their full potential. Investing as either a minority or a majority investor, our industry specialists work with owners and management to accelerate growth and create lasting shareholder value. Learn more about TA at www.ta.com.

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