Global growth private equity firm

TA Associates

  • HeadquartersBoston, MA S2
  • Founded1968 S2
  • Websiteta.com
  • Last verifiedOctober 22, 2026

At a glance

Latest fundTA XV, $16.5B (Jun 2023) S6
Check size$150M to $600M S3
Deal typesPlatform, Add-on, Minority, Growth S3
GeographyNorth America, Europe, Asia S3
SectorsSoftware & SaaS, IT Services & MSP, Cybersecurity, Healthcare Services, Wealth Management

What TA Associates buys

TA Associates is a Boston growth private equity firm founded in 1968. It has raised $65 billion and made more than 560 investments, and it backs profitable, growing companies in technology, financial services, healthcare and business services, with a smaller consumer practice. It invests across North America, Europe and Asia. Most recent US deals are software companies (procurement, accounting, payroll and local government software), along with wealth and asset managers, healthcare technology and tech-enabled services firms such as Nous Infosystems, now called Artizent.

TA writes equity checks of $150 million to $600 million and is equally willing to own a minority stake or a majority. The money is often used to let existing owners take cash out, fund growth or pay for acquisitions, and founders and managers frequently keep a large piece. TA works through the board and leaves daily operations to management. With checks that size it is a buyer for large companies, so a smaller business is far more likely to meet TA as an add-on to one of its portfolio companies, such as FinQuery or Solifi.

Recent deals

Announced in the 24 months before October 22, 2026.

DateCompanyTypeSectorSource
Sep 2026InnervisionUK lease accounting software bought by FinQuery from IRIS Software Group, opening FinQuery UKAdd-onSoftware & SaaSSource
Sep 2026Inovatec SystemsCloud lending software for auto and specialty lenders added to SolifiAdd-onSoftware & SaaSSource
Aug 2026Gong chaAgreement to sell the global tea chain, a TA holding since 2019, to Bain CapitalExitConsumer & FoodSource
Jul 2026Oxane PartnersGrowth investment in a technology and services provider to private credit lendersGrowthSoftware & SaaSSource
Jul 2026Russell InvestmentsAgreement to sell the investment manager, co-owned with Reverence Capital, to a consortium incubated by B Capital that includes CalPERSExitSource
May 2026Govineer SolutionsLocal government software and payments; Peterson Partners sold its stake and management kept a meaningful shareGrowthSoftware & SaaSSource
Mar 2026iBase-tManufacturing operations software for aerospace and defense manufacturersGrowthSoftware & SaaSSource
Feb 2026PrimeRxPharmacy management software, first backed in 2021, sold to RedSail TechnologiesExitSoftware & SaaSSource
Feb 2026The Forge CompaniesStrategic partnership with a provider of settlement planning and financial services to personal injury law firmsInvestmentSource
Jan 2026OneSource VirtualMajority investment in a payroll, tax and HR services provider for Workday customers; founders and management kept a significant minorityPlatformSource
Jan 2026PureSpectrumStrategic partnership with a survey sample marketplace for the market research industryGrowthSource
Dec 2025ConserviceTA sold its full stake in the utility billing platform for property managers as TPG agreed to buy a majorityExitSource
Dec 2025PairSoftMajority investment in procure-to-pay software; Turn/River Capital sold its stakePlatformSoftware & SaaSSource
Nov 2025AerisMinority stake in an IoT connectivity software companyMinoritySoftware & SaaSSource
Oct 2025FinQueryMajority growth investment in accounting automation software serving more than 8,700 customersPlatformSoftware & SaaSSource
Jul 2025HealthMark GroupTA became lead investor in the Dallas clinical information exchange company; management and Ridgemont Equity Partners rolled stakesInvestmentHealthcare ServicesSource
Apr 2025Kline Hill PartnersMinority stake in a Greenwich private equity secondaries managerMinoritySource
Mar 2025Nous Infosystems (now Artizent)Growth investment in a product and data engineering services firm based in Edison, New Jersey; renamed Artizent in July 2026GrowthIT Services & MSPSource
Feb 2025EgnyteMajority investment alongside GI Partners in a content collaboration software company; founders kept significant ownershipPlatformSoftware & SaaSSource
Jan 2025BrycerInspection and compliance software for fire prevention bureaus and other regulatorsGrowthSoftware & SaaSSource
Nov 2024CertiniaInvestment in professional services automation software; Haveli Investments kept the majorityMinoritySoftware & SaaSSource
Nov 2024Vee HealthtekRevenue cycle management and other tech-enabled services for hospitals, physician groups and payersGrowthHealthcare ServicesSource

Portfolio by sector

From the firm's portfolio page S4.

Business Services

  • Artizent (formerly Nous Infosystems)
  • Brycer
  • PureSpectrum
  • Too Lost

Consumer

  • Faria Education Group

Financial Services

  • 8am
  • Caprock
  • Cliffwater
  • Kline Hill Partners
  • OneSource Virtual
  • Orion Advisor Solutions
  • PairSoft
  • PTMA Financial Solutions
  • The Forge Companies
  • Wealth Enhancement Group

Healthcare

  • Aptarro
  • HealthMark Group
  • RLDatix
  • Vee Healthtek

Technology

  • Advantive
  • Aeris
  • Appfire
  • Aptean
  • Certinia
  • CSI
  • DigiCert
  • Egnyte
  • FinQuery
  • Fortra
  • Gamma Technologies
  • Govineer Solutions
  • iBase-t
  • iCIMS
  • Momentive Software
  • Oxane Partners
  • Planview
  • PowerGEM
  • Precisely
  • Radiant Logic
  • Solifi

Greymont’s take

How TA Associates fits a seller

TA suits owners of large, profitable companies, mostly in software and tech-enabled services, who want a well-funded partner rather than a clean exit. Many recent deals left founders and managers with a real stake: OneSource Virtual's founders and team kept a significant minority in January 2026, and Govineer's managers kept a meaningful share when TA bought out Peterson Partners in May 2026. TA also buys out earlier investors, as when Turn/River Capital sold its PairSoft stake in December 2025 and Halyard Capital and TCV left OneSource Virtual, so it often arrives at a second or third round of outside ownership.

For a smaller owner the realistic path is an add-on sale to a TA company: FinQuery and Solifi each bought smaller software businesses in September 2026. Owners should ask whether TA wants a minority or a majority stake, and how long it plans to hold, given that its holds have averaged more than five years.

Questions owners ask

How much does TA Associates invest in a company?

TA's approach page puts its equity investments at $150 million to $600 million. The money is commonly used to buy out existing shareholders, fund growth or pay for acquisitions.

Does TA take majority or minority stakes?

Both. It took a minority stake in Aeris in November 2025 and majority stakes in PairSoft in December 2025 and OneSource Virtual in January 2026, and says it is equally comfortable either way.

Does TA invest in IT services companies?

Yes, though it is a small part of the portfolio. In March 2025 it invested in Nous Infosystems, a product and data engineering services firm with US offices in Edison, New Jersey, which renamed itself Artizent in July 2026.

How long does TA usually hold a company?

TA describes itself as a patient investor and says its holding period has averaged more than five years over the past 15 years. Gong cha, for example, was held from 2019 until a sale to Bain Capital was agreed in August 2026.

Sources

  1. S1TA Associates home page Accessed October 22, 2026
  2. S2About TA Associates (history and milestones) Accessed October 22, 2026
  3. S3TA Associates: Approach (investment size, ownership, holding period, regions) Accessed October 22, 2026
  4. S4TA Associates: Portfolio Accessed October 22, 2026
  5. S5TA Associates: News & Insights Accessed October 22, 2026
  6. S6TA Completes $16.5 Billion Fundraise for Fifteenth Global Private Equity Fund (June 15, 2023) Accessed October 22, 2026
  7. S7TA Announces Strategic Investment in Nous Infosystems (March 17, 2025) Accessed October 22, 2026
  8. S8Nous Infosystems Is Now Artizent (July 11, 2026) Accessed October 22, 2026
  9. S9TA Associates: Technology portfolio Accessed October 22, 2026
  10. S10TA Associates: Business Services portfolio Accessed October 22, 2026

Compiled by Greymont Advisors from public sources, including the firm’s own website and press releases. Greymont is not affiliated with TA Associates. Figures are as reported on the dates shown and may have changed. Request a correction

For business owners

Thinking about selling? Talk to Greymont.

We work for the buyers, so owners never pay us a fee or a share of proceeds. Find out how ready your business is in four minutes, or start a confidential conversation.

Take the Readiness Scorecard Start a Conversation