2023 Year in Review
Innovation and Adaptability
For more than fifty years, TA has followed an investment strategy built on a commitment to helping high-quality companies reach their full potential.
In 2023, we remained committed to our core strategy. We continued to identify, invest in and develop companies we believe are both resilient and well-positioned for growth, and were disciplined in our efforts to deliver consistent outcomes for investors. Our investors, partners, portfolio companies and the TA team make sustaining our momentum as a firm possible.
We are deeply grateful for the continued trust and partnership and look forward to capturing the opportunities ahead, together.
2023 at a Glance
Investments & Realizations
In 2023, TA invested $4 billion in companies across our five target sectors – technology, healthcare, financial services, consumer and business services – and realized over $3.8 billion in liquidity for our investors.
We are pleased to share our announced 2023 investments and realizations:
TA’s investment staff, Strategic Resource Group and Capital Markets Group collaborate closely with management at our portfolio companies, drawing on our decades of experience and strategic value-add capabilities to help drive growth and improve performance.
Examples of the many ways we supported our companies in 2023 include:
Capital Markets Transactions
Debt Capital Raised
Selection of Portfolio Company M&A
Portfolio Company Engagement
TA hosted several cross-portfolio events to fuel innovation, entrepreneurship and knowledge-sharing. These in-person and virtual events allowed senior executives to strengthen their connections across the TA network and learn from both peers and industry practitioners. Over the past year, these events have had a combined participation of more than 850 professionals.
Our 2023 Global CEO Summit in London gathered more than 90 CEOs from our portfolio for three days of programming. The event centered on effective leadership in the current macroeconomic environment, touching upon ways to drive value, unlock business opportunity and maximize team potential.
SRG facilitated three additional in-person mini-conferences, tailored specifically for certain industry sectors, regions and job functions across the TA portfolio.
We also coordinated 19 webinars, virtual roundtables and learning sessions that offered valuable insights on timely topics, such as GenAI, cybersecurity and the future of work.
TA and our team members received several awards that showcased our firm’s industry leadership, achievements and commitment to excellence.
Hythem El-Nazer, Ashu Agrawal and Mike Libert selected for GrowthCap’s list of 2023 Top Software Investors
Jessica Gilligan recognized as one of GrowthCap's Top 40 Under 40 Growth Investors of 2023
Amara Suebsaeng and Jessica Gilligan named to GrowthCap’s list of 2023 Top Women Leaders in Growth Investing
Portfolio Company Recognition
Four TA Portfolio Companies Named to Inc.’s List of 2023 Fastest-Growing Private Companies in America
e-Emphasys Technologies Named to Financial Times’ List of Fastest-Growing Companies in the Americas
The Access Group Awarded Tech Company of the Year at the 2023 UK Tech Awards
Senior Executives at Four of TA’s Portfolio Companies Named to Calibre One’s List of Top 25 Women Leaders in US PE-Backed Software
Caprock and Wealth Enhancement Group Earned Ranking on Barron’s List of 2023 Top 100 RIA Firms
Appfire, insightsoftware and ZoomInfo Earned Ranking on Deloitte’s 2023 Technology Fast 500
TA is powered by our people and in 2023 we were thrilled to grow and develop our team. We are pleased to feature our senior investment team, Strategic Resource Group and Capital Markets Group new hires and well-earned promotions. To view the full TA team across our global offices, visit our website.