Responsibility

For more than 50 years, TA has committed to maintaining the highest standard of ethics while building lasting value through our investments. Our approach is rooted in a deep responsibility to be good stewards of capital – for our limited partners, portfolio companies and our broader communities. Closely aligned with this mission is supporting a healthy environment, advancing social equality and dignity, and promoting good governance principles.

Our Approach to ESG

We have designed a thoughtful Environmental, Social and Governance (ESG) Program to help ensure material ESG factors influence how we assess risks and opportunities at all stages in the investment process and how we drive value within companies. Our program is underpinned by a tailored and formalized ESG Policy and supporting procedures to help us remain focused and consistent in achieving these objectives.

We believe this focus on ESG factors enables us to:

  • Strengthen our overall investment decision-making process.
  • Drive better outcomes for our stakeholders by managing risk, unlocking value and positioning our businesses for long term success.
  • Play a meaningful role in supporting future generations.

TA’s Investment Staff evaluate material ESG risks and opportunities both before and after an investment is made. Any ESG risks or opportunities identified through the due diligence process are considered by the Investment Committee (IC) during their overall assessment of an investment opportunity. Material ESG issues are also integrated into an investment’s initial value creation plan, as appropriate, which is monitored by the IC post-investment.

Post investment, TA provides continued support to its portfolio companies, including on ESG topics. At onboarding, TA offers to support portfolio companies in identifying and making progress against ESG-related value creation opportunities.

Our ESG Program is coordinated by our Head of ESG and overseen by an ESG Committee comprised of senior investment professionals and functional leaders within TA, including members from the Strategic Resource Group, Human Resources, Investor Relations, Legal and Compliance.

ADVANCING DIVERSITY, EQUITY & INCLUSION

At TA, we believe in a broad definition of diversity, built on a foundation of acceptance and respect. We seek to embrace and celebrate the different characteristics, backgrounds and perspectives that make each of us unique. We have long believed in a meritocracy of ideas, and believe diverse backgrounds and perspectives improve our decision making.

View our DE&I Policy

Inside our firm and across our portfolio companies, we are committed to cultivating and preserving a culture of diversity, equity and inclusion (DE&I). We know it is not only the right thing to do, but also an opportunity to foster innovation, promote collaboration and attract top talent, making us stronger and driving continued success.

We established a DE&I Committee to make employees aware that, from the top down, TA is committed to advancing our efforts. The Committee, comprised of members from different functions across the firm, creates a platform to discuss new initiatives, establish best practices in recruitment and retention, and align on metrics for success.

Our DE&I Partners


Supporting our COmmunities

As a firm and as individual employees, we are dedicated to supporting the communities in which we live, work and invest. We invite employees to participate in various events and charity work throughout the year and encourage our people to champion personal causes.

For 12 consecutive years, a team of employees – "Team TA" – has participated in the Pan-Mass Challenge, an annual bike ride with 100% of every dollar raised donated directly to cancer research and treatment at Dana-Farber Cancer Institute.

TA has competed in The Kings Cup “Clash of the Kingpins” charity event for 17 years, with all proceeds benefiting The Joey Fund and Cystic Fibrosis Foundation.

In addition to financial donations to local organizations, TA hosts annual Community Service Days for teams across our offices to volunteer together. Past non-profit partners include Cradles to Crayons (Boston), the Greater Boston Food Bank (Boston), the Boys & Girls Club (Menlo Park), Second Harvest of Silicon Valley (Menlo Park), FareShare (London), Food Angel (Hong Kong) and Nanhi Kali (Mumbai).