TA Associates

2018

In Review

2018 was an active year for TA Associates and our portfolio companies. As we head into 2019, we are pleased to share some of the notable developments, accomplishments and milestones from this past year.

Investing in Growth

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

~$2.8B
Invested in new companies and add-ons
0
New investments
0
Add-on Investments

Adding Value

TA board members, TA’s Strategic Resource Group and TA’s Capital Markets Group actively engaged with management, leveraging our industry knowledge, experience and resources to help drive profitable growth. Examples of how we supported our companies in 2018 include:

Strategic Acquisitions

ACTIVELY SUPPORTED 66 ACCRETIVE ACQUISITIONS
41% were TA-sourced

Human Capital

ACTIVELY SUPPORTED 80 SENIOR MANAGEMENT HIRES
30% were TA-sourced

Governance/Analytics

ACTIVELY SUPPORTED 37 NEW INDEPENDENT BOARD MEMBER APPOINTMENTS
35% were TA-sourced

Capital Markets

21 RECAPITALIZATIONS / DEBT REFINANCINGS
$1.62 Billion raised

Revenue Growth

SELECT 2018 PROJECTS
  • Worked with several technology companies to redesign/fine-tune their sales engines (organization, compensation models, roles, training, KPIs, etc.)
  • Supported a large software company to develop a new revenue stream by integrating an adjacent market product
  • Helped multiple portfolio companies (consumer, software, payments) drive gross margin improvements via pricing initiatives
  • Conducted multiple customer surveys to assess customer satisfaction and identify growth opportunities
  • Partnered with a software company’s sales leaders to better prioritize leads and improve marketing ROI

Performance Improvement

SELECT 2018 PROJECTS
  • Worked with a software company to expand margins meaningfully while accelerating organic revenue growth
  • Redesigned the organizational structure of a large technology company to allow for a more agile decision-making process
  • Conducted detailed cost benchmarking to help a large investment manager optimize their third-party spend
  • Supported a retailer in implementing its private label growth strategy

Networking/Best Practice Sharing

SPONSORED EVENT FOR LEADERS IN OUR PORTFOLIO
  • Global CFO Conference

New Growth Investments

A selection of our 2018 new investments:

Target Industries

TA has deep industry knowledge and a long history of investing across five target growth industries. We believe this industry specialization allows us to seek the best companies within these industries, and enhances our ability to help management scale their business post-investment. TA invested across all target industries in 2018.

3
Technology
0
Financial Services
2
Healthcare
0
Business Services
1
Consumer

An Active Portfolio

2018 was an active year for TA’s portfolio, with the completion of numerous full or partial sales, initial public offerings and recapitalizations. A selection of our 2018 events:

$3.4B
In Liquidity
(EQUITY AND SUBORDINATED DEBT)
1
Company Exits
0
Partial Sales
0
Public Offerings
2
Recapitalizations (Equity)

Team News

We are proud of our staff and their contributions to TA’s growth, and are pleased to feature our 2018 new hires and recent, well-earned staff promotions.