Portfolio / Financial Services
We have proven experience driving industry-leading growth across financial services and financial technology, with expertise in wealth management, electronic payments, asset management, financial services outsourcing and insurance distribution.
60+
Platform Investments
150+
Strategic Add-On Acquisitions
All
Acquired by Helsana Group
Acquired by Piper Jaffray
Acquired by Madison Dearborn, Providence Equity, WCAS
Case Study
Case Study
Acquired by First Data Corporation
IPO: NASDAQ: CATM
Acquired by Apax Partners MidMarket
Acquired by Natixis Global Asset Management
Acquired by EQT
Acquired by Blackstone Capital Partners and Corsair Capital
Acquired by Marsh, a business of Marsh McLennan (NYSE: MMC)
IPO: LSE: JUP
Acquired by Franklin Resources
Acquired by Man Group
Acquired by Roper Technologies
Acquired by Kingsway Financial Services, Inc.
IPO: NSE,BSE: PRUDENT
Acquired by Smart Pension Ltd.
IPO: LON: WPS
Case Study
Meet the Financial Services Team
With more than 30 years of experience investing across the financial services and financial technology space, TA is a recognized sector expert. Our large, dedicated financial services team includes five Managing Directors with more than 85 years of collective experience.
All
Zack Adcock
Senior Associate
Taisuke Asada
Principal
Rodrigo F. Bassit
Senior Vice President
Michael S. Berk
Managing Director
Maria Bigolin
Associate
Daniel Bodea
Associate
Benjamin D. Bold
Senior Vice President
Roy Burns
Managing Director
Todd R. Crockett
Managing Director
Georgina Davis
Associate
Victoire de Valroger
Vice President
Duc Dinh
Associate
Jérémy Dréan
Director
Neil Du
Associate
Katherine Elbert
Senior Associate
Giovanni Fantini
Principal
Hunter Fortney
Senior Vice President
Conor Gallagher
Senior Associate
Conor Gleeson
Associate
Anirudh Goel
Associate
Vishal Gupta
Director
Dylan Hallman
Senior Vice President
Moe Hayashi
Associate
Clara M. Jackson
Managing Director
Anuj Jajoo
Associate
Roger B. Kafker
Senior Advisor
Michael Kokkines
Senior Associate
Anatole Lechat
Associate
Michael Li
Senior Associate
Jess Lu
Associate
Samanvay Mahata
Senior Associate
Santanu Majilya
Senior Vice President
Aashray Mehra
Principal
Jason S. Mironov
Managing Director
Carl Mollerstrom
Associate
Stan Morris
Associate
Maximilian Mueller
Vice President
Christopher Parkin
Managing Director
Dhiraj Poddar
Managing Director
JP Rha
Senior Associate
Patrick Sader
Managing Director
Pedro Saltos
Associate
Varsha Seetharaman
Associate
Jainil Shah
Analyst
Aditya Sharma
Managing Director
Edward F. Sippel
Managing Director
Niklaus Straussberger
Senior Associate
Davide Vitrò
Vice President
Daniel F. Winschuh
Vice President
Lily Xu
Senior Vice President
Mae Zheng
Senior Associate
