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
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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
