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 Piper Jaffray
Acquired by Madison Dearborn, Providence Equity, WCAS
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
IPO: LSE: JUP
Acquired by Franklin Resources
Acquired by Man Group PLC
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
Associate
Taisuke Asada
Senior Vice President
Rodrigo F. Bassit
Vice President
Michael S. Berk
Managing Director
Benjamin D. Bold
Senior Vice President
Roy Burns
Managing Director
Parker Catlett
Associate
Todd R. Crockett
Managing Director
Victoire de Valroger
Senior Associate
Edouard Dejalle
Associate
Dharam Desai
Analyst
Jérémy Dréan
Principal
Katherine Elbert
Associate
Giovanni Fantini
Senior Vice President
Hunter Fortney
Vice President
Conor Gallagher
Associate
Anirudh Goel
Analyst
Vishal Gupta
Director
Dylan Hallman
Vice President
Clara M. Jackson
Director
Roger B. Kafker
Senior Advisor
Ricky Keh
Senior Associate
Michael Kokkines
Associate
Michael Li
Associate
Neil McCarter
Senior Associate
Aashray Mehra
Senior Vice President
Jason S. Mironov
Managing Director
Maximilian Mueller
Senior Associate
Rohit Murmuria
Senior Associate
Christopher Parkin
Managing Director
Lan Phan
Associate
Dhiraj Poddar
Managing Director
JP (Jin Pyo) Rha
Associate
Patrick Sader
Managing Director
Varsha Seetharaman
Analyst
Takuei Sen
Senior Associate
Hyeon-Jae Seo
Associate
Aditya Sharma
Director
Lailah Shorter
Associate
Edward F. Sippel
Managing Director
Niklaus Straussberger
Associate
Andrew Z. Tay
Director
Rafael Telahun
Senior Vice President
Davide Vitrò
Senior Associate
Daniel F. Winschuh
Senior Associate
Lily Xu
Vice President
Mae Zheng
Associate
Jerry Zhou
Senior Associate
