TA Convenes EMEA Portfolio Company Leaders for Customer Success Conference
On November 27th, 2025, TA’s Strategic Resource Group (SRG) hosted a Customer Success Conference in TA’s London office, uniting more than 22 Customer Success leaders from across the firm’s EMEA portfolio for a full day of knowledge sharing and collaboration.
The conference explored the evolving role of Customer Success and the strategic impact it has on driving growth. The agenda featured a mix of presentations, case studies and working sessions. Sessions led by portfolio companies include:
- Scaling Customer Success for growth with Toby Donald, Chief Customer Officer, SER Group, offering a case study on designing a scalable, repeatable Customer Success function that has operating leverage.
- Leveraging centers of excellence and tracking performance with Jean de Villiers, Chief Customer Officer, Unit4, showcasing a reporting platform demo with discussions on reporting meaningful KPIs and how to use them to inform decision making.
- What’s next for Customer Success led by Terry Taylor, Chief Operating Officer, The Access Group, rounding out the programming with insights on the influence of AI and data, and where the Customer Success function should trend in the future.
We are thankful for the outstanding portfolio company presenters and guest speakers who shared their strategic insights and the attendees who contributed to the conference’s success. We look forward to hosting more learning events for our portfolio leaders in 2026.
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 core sectors - technology, business services, financial services, healthcare and consumer. 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 more than 160 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong.