Portfolio / Financial Services
We have proven experience driving industry-leading growth across financial services and financial technology, with expertise in wealth management, electronic payments, asset management, financial services outsourcing and insurance distribution.
60+
Platform Investments
150+
Strategic Add-On Acquisitions
All
Acquired by Piper Jaffray
Acquired by Madison Dearborn, Providence Equity, WCAS
Case Study
Case Study
Acquired by First Data Corporation
IPO: NASDAQ: CATM
Acquired by Apax Partners MidMarket
Acquired by Natixis Global Asset Management
Acquired by EQT
Acquired by Blackstone Capital Partners and Corsair Capital
Acquired by Marsh, a business of Marsh McLennan (NYSE: MMC)
IPO: LSE: JUP
Acquired by Franklin Resources
Acquired by Man Group
Acquired by Roper Technologies
Acquired by Kingsway Financial Services, Inc.
IPO: NSE,BSE: PRUDENT
Acquired by Smart Pension Ltd.
IPO: LON: WPS
Case Study
Meet the Financial Services Team
With more than 30 years of experience investing across the financial services and financial technology space, TA is a recognized sector expert. Our large, dedicated financial services team includes five Managing Directors with more than 85 years of collective experience.
All
Zack Adcock
Associate
Taisuke Asada
Senior Vice President
Rodrigo F. Bassit
Vice President
Michael S. Berk
Managing Director
Maria Bigolin
Associate
Benjamin D. Bold
Senior Vice President
Roy Burns
Managing Director
Parker Catlett
Senior Associate
Todd R. Crockett
Managing Director
Victoire de Valroger
Senior Associate
Duc Dinh
Associate
Jérémy Dréan
Director
Neil Du
Associate
Katherine Elbert
Associate
Giovanni Fantini
Senior Vice President
Hunter Fortney
Senior Vice President
Conor Gallagher
Senior Associate
Francesca Gnuva
Associate
Anirudh Goel
Associate
Vishal Gupta
Director
Dylan Hallman
Senior Vice President
Moe Hayashi
Associate
Clara M. Jackson
Managing Director
Anuj Jajoo
Associate
Roger B. Kafker
Senior Advisor
Michael Kokkines
Associate
Anatole Lechat
Associate
Michael Li
Associate
Samanvay Mahata
Senior Associate
Aashray Mehra
Senior Vice President
Jason S. Mironov
Managing Director
Carl Mollerstrom
Associate
Maximilian Mueller
Vice President
Christopher Parkin
Managing Director
Dhiraj Poddar
Managing Director
JP Rha
Senior Associate
Patrick Sader
Managing Director
Varsha Seetharaman
Analyst
Hyeon-Jae Seo
Senior Associate
Jainil Shah
Analyst
Aditya Sharma
Managing Director
Lailah Shorter
Senior Associate
Edward F. Sippel
Managing Director
Niklaus Straussberger
Associate
Andrew Z. Tay
Director
Davide Vitrò
Vice President
Daniel F. Winschuh
Vice President
Lily Xu
Vice President
Mae Zheng
Associate
Jerry Zhou
Vice President
