TA Associates

2019

In Review

2019 was an active year for TA Associates and our portfolio companies. As we head into 2020, we are pleased to share some of the notable accomplishments and developments from this past year.

Investing in Growth Across the Globe

~$2.6B
Invested in new companies and add-ons
14
New investments
4
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 2019 include:

Strategic Acquisitions

ACTIVELY SUPPORTED 78
ACCRETIVE ACQUISITIONS

Human Capital

ACTIVELY SUPPORTED 71
SENIOR MANAGEMENT HIRES

Governance/Analytics

ACTIVELY SUPPORTED 28
NEW INDEPENDENT BOARD MEMBER APPOINTMENTS

Capital Markets

87 CAPITAL MARKET TRANSACTIONS
$15 Billion debt capital raised

Revenue Growth

SELECT 2019 PROJECTS
  • Leveraged data science and machine learning techniques to optimize pipeline segmentation and prioritization, and improve overall sales productivity
  • Accelerated revenue growth by rearchitecting sales team incentive plans and deploying a bundled pricing approach
  • Developed a predictive sales funnel tool to improve lead-targeting
  • Conducted a strategic review of North American operations and developed an updated business plan
  • Partnered with management to sign new distributors in five key U.S. states
  • Implemented CRM capabilities across the portfolio
  • Developed a pricing strategy to integrate recent acquisitions and drive revenue growth

Performance Improvement

SELECT 2019 PROJECTS
  • Implemented business intelligence and KPI reporting, driving improved visibility into channel partner performance
  • Drove a margin enhancement diagnostic via automation, price management and enhanced analytics
  • Improved churn prediction using advanced analytics
  • Developed sales, operational and financial analytics
  • Implemented procurement best-practices to generate vendor expense savings
  • Supported fiscal year strategy development and financial planning
  • Evaluated organizational structure for efficiency and ability to support planned revenue growth
  • Improved margins via increased staff utilization and optimized resource allocation

Networking/Best Practice Sharing

SPONSORED EVENTS FOR LEADERS IN OUR PORTFOLIO
  • Global Sales Summit
  • Technology Customer Care Summit - Europe

New Growth Investments

A selection of our 2019 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 five target industries in 2019.

Technology
Healthcare
Financial Services
Consumer
Business Services

An Active Portfolio

2019 was an active year for TA’s portfolio, with the completion of numerous full or partial sales and recapitalizations. A selection of our 2019 events:

$5.0B
In Liquidity
(EQUITY AND SUBORDINATED DEBT)
10
Company Exits
6
Partial Sales
4
Recapitalizations (Equity)

Team News

We are proud of our staff and their contributions to TA’s growth, and are pleased to feature our 2019 new hires and recent, well-earned staff promotions.