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:
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.
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.
TA partnered with Evercore in 2021 to launch TA-CORE. The program seeks to advance the diversity pipeline by providing education, access and career development opportunities to junior diverse professionals interested in investment banking and private equity.
TA is a proud signatory of the Institutional Limited Partners Association (ILPA) Diversity in Action Initiative. The initiative brings together limited partners and general partners who share a commitment to advancing DE&I in the private equity industry.
The #10000BlackInterns campaign was created to address the under-representation of diverse talent in investment management. Through the campaign, TA has committed to offering a Summer internship and mentoring in our London office annually to at least one underrepresented undergraduate student.
TA is proud to partner with Level 20, a not-for-profit organization dedicated to improving gender diversity in the European private equity industry. We have participated in the Level 20 Mentoring Programme, supported the Junior Women in Private Equity Event and joined networking and educational events
As an active supporter of the SEO Alternative Investments Fellowship Program (AIFP), members of TA’s Investment Team participate in the selection and mentorship of fellows, volunteer with the SEO Scholars and SEO Careers programs, and participate in various networking and educational events.
The Management Leadership for Tomorrow (MLT) Private Equity Accelerator aims to build more diverse talent pipelines in the private equity field by providing talented, diverse young professionals with the tools and relationships to succeed. Through our partnership, TA investment staff provide guidance and support for Accelerator Fellows pursuing careers in private equity, including coaching and networking sessions
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).
