Date Apr 20, 2017
Source TA

TA Associates Hosts Sales Summit for Portfolio Companies

Boston – TA Associates, a leading global growth private equity firm, recently hosted a Sales Summit for the firm’s portfolio companies at The Ritz-Carlton, Washington, D.C.

The Sales Summit drew nearly 70 senior sales executives from TA’s portfolio companies across the globe and in various sectors, including business services, consumer, financial services, healthcare and technology. The Summit facilitated and fostered interactions and knowledge sharing across TA’s network of portfolio companies. Panel sessions were comprised of a wide variety of topics, including, among others, defining and targeting your customer “sweet spot,” building and motivating high performing sales teams, driving pricing optimization, and aligning sales and marketing engines strategically. A lineup of distinguished speakers, panelists and moderators participated at the Sales Summit, including:

• Tom Mendoza, Vice Chairman, NetApp
• Jimmy Frangis, CEO, PDI
• Brian Billick, Analyst, NFL Network and Former Head Coach, Baltimore Ravens

“Over TA’s nearly 50-year history, we have remained committed to partnering with our portfolio companies to help drive profitable growth, providing strategic and tactical support to build lasting value,” said Brian J. Conway, Chairman and Managing Partner at TA Associates. “We are confident that the Sales Summit will be beneficial to our portfolio companies, and we thank all who joined us at the event.”

“Since partnering with the firm nearly a year ago, we believe that TA has been critical to accelerating our growth initiatives and scaling our ERP software and services offering,” said Jimmy Frangis, CEO of PDI. “The Sales Summit is another value-add from TA, providing an open and lively environment where executives from companies across a variety of industries were able to share valuable insights that have enhanced growth. We thank TA for spearheading this event and look forward to applying the techniques discussed at the Summit as PDI continues to evolve.”

“It was a pleasure to have representatives from many of our portfolio companies on hand, lending their voices to engaging discussions that examined some of the many and varied approaches to driving revenue growth,” said Kevin L. Masse, Chief Portfolio Officer and head of TA Associates’ Strategic Resource Group. “At TA, we are fortunate to have a wealth of resources, contacts and experience to host informative and instructive events such as the Sales Summit. We look forward to continuing a close collaboration with our portfolio company management teams, helping them adopt fresh ideas from the Summit, with the goal of further accelerating growth.”

About TA Associates
TA Associates is one of the largest and most experienced global growth private equity firms. The firm has invested in more than 480 companies around the world and has raised $24 billion in capital. With offices in Boston, Menlo Park, London, Mumbai and Hong Kong, TA Associates leads buyouts and minority recapitalizations of profitable growth companies in the business services, consumer, financial services, healthcare and technology industries. More information about TA Associates can be found at