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2023 Year in Review

Boston Skyline

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

$4B
Invested
10
Completed Platform Investments
18
Completed Add-On Investments
$3.8B+
Liquidity Realized

Value Creation

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:

200+

Accretive Acquisitions

110

Capital Markets Transactions

$13.5B

Debt Capital Raised

20+

Cross-Portfolio Events

Selection of Portfolio Company M&A

ADS logo thumbnail
Acquired by Technosylva
CDK logo thumbnail
Merger with e-Emphasys Technologies
Forensic Technology logo thumbnail
Acquired by LeadsOnline
Klingel logo thumbnail
Acquired by Elos Medtech
Merger with Netrisk

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.

Industry Recognition

TA and our team members received several awards that showcased our firm’s industry leadership, achievements and commitment to excellence.

Individual Recognition

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

Team Update

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.

290+

Total Employees

24

Firmwide Promotions

About TA

TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its five target industries—technology, healthcare, financial services, consumer and business services. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. More information about TA can be found at www.ta.com.

The awards featured in the “Industry Recognition” and “Individual Recognition” sections of this document are the opinion of the party conferring the awards and not of TA. There can be no assurance that other providers or surveys would reach the same conclusion. Mergers & Acquisitions’ ‘Best Places to Work in Private Equity’ (9/11/23) was based on the period of 9/22–9/23 and required a submission. TA did not pay a fee to submit or promote the award; GrowthCap’s ‘Top Private Equity Firms of 2023’ (9/19/23) was based on the period of 9/22–9/23. TA submitted a nomination, and once selected, paid a publishing and copyright fee to promote the award; Inc.’s ‘Founder-Friendly Investors’ (10/31/23) was based on the time period of 10/22–10/23. TA submitted a nomination and paid a participation fee to be considered for the list; GrowthCap’s ‘Top 25 Growth Equity Firms of 2022’ (3/1/23) was based on the period of 2/22–1/23. TA submitted a nomination, and once selected, paid a publishing and copyright fee to promote the award; AGC Partners’ ‘2023 Tech Private Equity Year-End Report’ (1/29/24) was based on the period from 1/23-12/23, and TA provided portfolio information to AGC Partners upon request to inform this report. TA did not pay to promote this recognition; Wall Street Journal Pro Private Equity’s ‘2023 Women to Watch’ (11/5/23) was based on the period from 10/22–10/23. TA submitted a nomination, but did not pay a fee to submit or promote the award; PEI’s ‘40 Under 40: Future Leaders of Private Equity’ list (5/2/23) was based on the period from 5/22–2/23. TA submitted a nomination to be considered, but did not pay a fee to submit or promote this award; Private Equity News’ ‘2023 Rising Stars of Private Equity’ (7/3/23) was based on the period from 7/22–4/23 and required a submission. TA did not pay a fee to submit or promote the award; GrowthCap’s ‘Top Software Investors of 2023’ (10/25/23) was based on the period from 10/22–10/23. TA submitted nominations, and once selected, paid a publishing and copyright fee to promote the award; GrowthCap’s ‘Top Women Leaders in Growth Investing of 2023’ list (7/26/23) was based on the time period of 7/22–6/23. TA submitted nominations, and once selected, paid a publishing and copyright fee to promote this award; GrowthCap’s ‘Top 40 Under 40’ (1/10/24) was based on the period from 1/23-12/23. TA submitted a nomination, and once selected, paid a publishing and copyright fee to promote the award. The 2022 HEC-DowJones PE Performance Ranking (2/2023) analyzed fund performance data between 2009-2018 provided by Preqin and reported directly to HEC-DowJones. TA did not have a role in the nomination/submission process for any of the awards included in the “Portfolio Recognition” section of this document. Although believed accurate, statements and data presented herein may contain errors or be incomplete. The historical returns achieved by any fund or any individual investment are not a prediction of future performance or a guaranty of future results, and there can be no assurance that these or comparable returns will be achieved by still unrealized investments individually or in the aggregate. TA makes no representation or warranty as to the accuracy, completeness or reliability of the articles provided above. Transactions and Other Liquidity Events are as of 12/31/2023. Accretive Acquisitions are as of 9/30/2023. This presentation does not constitute or form part of an offer to issue or sell, or of a solicitation of an offer to subscribe or buy, any securities or other financial instruments, nor does it constitute a financial promotion, investment advice or an inducement or incitement to participate in any produce, offering or investment. Please see our Terms of Use (https://www.ta.com/terms-of-use/) for further information.