Date Jul 03, 2018
Source TA

TA Associates Hosts CFO Conference for Portfolio Companies

BOSTON – TA Associates, a leading global growth private equity firm, recently hosted a CFO Conference in Boston for the firm’s portfolio companies.

Held over a two-and-a-half-day period, the CFO Conference drew more than 40 senior executives from TA’s portfolio companies across the globe representing the firm’s five target sectors – technology, healthcare, financial services, consumer and business services. Designed to facilitate networking and knowledge sharing across TA’s portfolio, the conference featured sessions on a variety of topics relevant to chief financial officers, including, among others, attributes of world-class CFOs, digital finance technologies, concepts of efficient budget forecasting and how technology is transforming the office of the CFO.

“Developing innovative financial methods and strategies are essential to driving enhanced performance and sustained growth within our portfolio,” said Brian J. Conway, Chairman and Managing Partner at TA Associates. “The TA CFO Conference represented a unique opportunity to bring together senior finance executives of our portfolio companies to discuss best practices, as well as the latest trends and issues facing the CFO function. We were very pleased with the levels of participation and enthusiasm, and hope that it was beneficial for all who attended.”

“Since partnering with TA in 2014, the firm has proven to be extremely supportive of our mission to continuously drive value creation through a variety of organic and inorganic growth initiatives,” said Trey Chambers, Chief Financial Officer of IDERA. “The firm’s CFO Conference encouraged and provided a collaborative atmosphere where we were able to learn about tools and capabilities that can boost the performance of our respective companies while also contributing to our personal professional development. It was a pleasure to attend the conference, and I sincerely appreciate TA for organizing such an informative and interactive event.”

“The CFOs in our portfolio play a critical role in the success of our companies,” said Kevin L. Masse, Chief Portfolio Officer and head of TA Associates’ Strategic Resource Group. “We feel privileged to have had the opportunity to engage with our CFOs in an open and constructive setting where we could both focus on their professional growth and share best practices to drive positive and impactful outcomes. It was an honor to host the conference, and we sincerely thank all who attended and participated to help make it a great success.”

About TA Associates
Now in its 50th year, TA Associates is one of the largest and most experienced global growth private equity firms. Focused on five target industries – technology, healthcare, financial services, consumer and business services – TA invests in profitable, growing companies with opportunities for sustained growth, and has invested in nearly 500 companies around the world. Investing as either a majority or minority investor, TA employs a long-term approach, utilizing its strategic resources to help management teams build lasting value in growth companies. TA has raised $24 billion in capital since its founding in 1968 and is investing out of current funds of $7.25 billion. The firm’s more than 80 investment professionals are based in Boston, Menlo Park, London, Mumbai and Hong Kong. More information about TA Associates can be found at