TA Associates Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, TA Associates has acquired 18 companies. It has also invested in 16 others.

TA Associates’ most common sectors for investment are software (21%) and information technology (13%). The Firm’s most common investment types include growth capital (38%) and buyout (lbo, mbo, mbi) (24%). In total, TA Associates has invested in 36 US states and 22 different countries. Its largest (disclosed) acquisition occurred in 2020 when it acquired Planview for $1.6B.

In the last 3 years, TA Associates has exited 16 companies. The Firm’s most common exit type is trade sale (55%). TA Associates’ largest (disclosed) exit occurred in 2015 when it sold First Eagle Investment Management for $4.0B.

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M&A Summary

  • M&A Total Activity512
    • M&A Buy Activity292
    • M&A Sell Activity220
  • Total Sectors Invested 36
  • Total Countries Invested 22
  • M&A Buy/Sell Connections 192
  • M&A Advisors 55

TA Associates

200 Clarendon Street 56th Floor,
Boston, Massachusetts 02116
United States
(617) 574-6700
www.ta.com

TA Associates Management LP is a private equity firm that targets investments in middle-market and large companies around the world. TA will consider control or minority investments in profitable companies and looks to commit between $50 and $500 million per transaction. TA currently manages approximately $24 billion of capital and proactively reaches out to companies directly in sourcing potential investment opportunities. Prospective businesses are generally valued between $150 million and $3 billion. Areas of interest include technology, software, communications, financial services, healthcare, business services, semiconductors/electronics, and consumer products/services. In addition to investing equity capital, TA also makes subordinated debt investments up to $75 million. TA's geographic preference is North America and Europe. TA Associates was formed in 1968 and is based in Boston, Massachusetts.


Investment Criteria

Sectors of Interest: Apparel/Textiles, Business Services, Chemicals, Communications, Construction, Consumer Products, Consumer Services, Distribution, Education, Electronics, Energy Services and Equipment, Engineering, Environmental, Financial Services, Healthcare Services, Information Technology, Insurance, Internet Software and Services, Life Science, Manufacturing, Marketing, Media, Medical Products, Metals/Mining, Packaging, Retail, Safety/Security, Semiconductors, Software, Technology Hardware, Test/Measurement Equipment, Transportation

Target Transaction Types: Buyout (LBO, MBO, MBI), Consolidation, Divestiture, Growth Capital, Recapitalization, Acquisition Financing, Stake Purchase, Add-on Acquisition

Geographic Preferences: East US, Midwest US, South US, West US, Canada, United Kingdom, Western Europe, Eastern Europe, Asia/Pacific, Central Asia/India

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 50 500
Enterprise Value 150 3,000
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '16 '17 '18 '19 '20 '21 T
Buy (10.2/yr) # 241 17 6 9 13 6 292
vol $5.8B $1.6B $7.4B
Sell (5.0/yr) # 195 9 6 4 5 1 220
vol $30.5B $7.8B $152M $110M $2.9B $41.4B
  512

Most Recent M&A

Company Date Value Type
Precisely Ltd. 2021-03-03 - Buyout (LBO, MBO, MBI)
Pearl River, New York · www.precisely.com
Fairstone Group Ltd. 2021-02-25 - Secondary Buyout
Tyne and Wear, United Kingdom · www.fairstone.co.uk
Backstage LLC 2021-02-22 - Growth Capital
White Plains, New York · www.backstage.com
IGEL Technology GmbH 2021-02-15 - Growth Capital
Bremen, Germany · www.igel.com
Dl Software 2021-02-02 - Secondary Buyout
Paris, France · www.dlsoftware.fr
ITRS Ltd. 2021-01-20 - Secondary Buyout
London, United Kingdom · www.itrsgroup.com
OmniActive Health Technologies Ltd. 2021-01-11 - Secondary Buyout
Morristown, New Jersey · www.omniactives.com
Mid America Pet Food LLC 2020-12-16 - Secondary Buyout
Mount Pleasant, Texas · www.mapf.com
Benecon Group, Inc. 2020-12-15 - Growth Capital
Lititz, Pennsylvania · www.benecon.com
Flexera Software, Inc. 2020-12-03 2.9B USD Secondary Buyout
Schaumburg, Illinois · www.flexerasoftware.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ivanti 2017-01-23 Cherwell Software LLC 2021-01-26 7
Salt Lake City, Utah · www.ivanti.com Colorado Springs, Colorado · www.cherwell.com
Planview, Inc. 2020-11-10 Clarizen, Inc. 2021-01-12 2
Austin, Texas · www.planview.com San Mateo, California · www.clarizen.com
Planview, Inc. 2020-11-10 Changepoint Corp. 2021-01-12 1
Austin, Texas · www.planview.com Richmond Hill, Ontario · www.changepoint.com
insightsoftware 2018-06-14 Certent, Inc. 2021-01-07 11
Raleigh, North Carolina · www.insightsoftware.com Pleasanton, California · www.certent.com
Professional Datasolutions, Inc. 2016-05-24 Cybera, Inc. 2020-12-08 17
Alpharetta, Georgia · www.pdisoftware.com Franklin, Tennessee · www.cybera.com
Professional Datasolutions, Inc. 2016-05-24 ControlScan, Inc. - Managed Security Services 2020-12-08 16
Alpharetta, Georgia · www.pdisoftware.com Alpharetta, Georgia
Aptean, Inc. 2012-08-07 Modula Gesellschaft fur digitale Transformation mbH 2020-12-01 31
Atlanta, Georgia · www.aptean.com Ettlingen, Germany · www.modul-a.com
Byggfakta Group 2017-08-04 NBS Enterprises Ltd. 2020-11-27 1
Ljusdal, Sweden · www.byggfaktagroup.com Newcastle upon Tyne, United Kingdom · www.thenbs.com
insightsoftware 2018-06-14 IDL GmbH Mitte 2020-11-10 10
Raleigh, North Carolina · www.insightsoftware.com Schmitten, Germany · www.idl.eu
RLDatix 2013-07-01 Verge Solutions LLC 2020-10-21 7
Toronto, Ontario · www.rldatix.com Mount Pleasant, South Carolina · www.vergehealth.com

M&A by Sector

Sector Current # Value All-time # Value
Software 15 (17%) 1.6B (53%) 59 (20%) 1.8B (25%)
Financial Services 8 (9%) 1.2B (38%) 36 (12%) 1.9B (26%)
Information Technology 15 (17%) - 36 (12%) 360M (5%)
Internet Software and Services 12 (13%) - 23 (8%) -
Healthcare Services 4 (4%) 17M (1%) 21 (7%) 222M (3%)
Communications 2 (2%) - 15 (5%) 1.1B (16%)
Insurance 6 (7%) - 10 (3%) -
Medical Products 1 (1%) - 9 (3%) 585M (8%)
Business Services 1 (1%) - 9 (3%) 35M (< 1%)
Life Science 4 (4%) - 9 (3%) -
Education 6 (7%) - 7 (2%) -
Consumer Products 2 (2%) - 6 (2%) 350M (5%)
Retail 1 (1%) - 6 (2%) 216M (3%)
Technology Hardware - - 6 (2%) -
Marketing 1 (1%) - 5 (2%) 68M (1%)
Apparel/Textiles 3 (3%) - 5 (2%) -
Consumer Services 3 (3%) - 4 (1%) -
Digital Media - - 3 (1%) 350M (5%)
Manufacturing 1 (1%) - 3 (1%) -
Distribution 1 (1%) - 2 (1%) -
Electronics - - 2 (1%) -
Information Services - - 2 (1%) -
Media - - 2 (1%) -
Metals/Mining 1 (1%) 267M (9%) 1 (< 1%) 267M (4%)
Automotive - - 1 (< 1%) -
Beverages 1 (1%) - 1 (< 1%) -
Chemicals - - 1 (< 1%) -
Construction - - 1 (< 1%) -
Electrical Equipment - - 1 (< 1%) -
Energy Services and Equipment 1 (1%) - 1 (< 1%) -
Food - - 1 (< 1%) -
Machinery - - 1 (< 1%) -
Semiconductors - - 1 (< 1%) -
Staffing 1 (1%) - 1 (< 1%) -
Test/Measurement Equipment - - 1 (< 1%) -
Transportation - - 1 (< 1%) -
Total 90 $3.0B 293 $7.2B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 53 (59%) 2.8B (91%) 226 (77%) 5.1B (68%)
  California 6 (7%) - 29 (10%) 35M (< 1%)
  Texas 8 (9%) 1.6B (53%) 25 (9%) 2.0B (27%)
  New York 3 (3%) - 21 (7%) 188M (3%)
  Massachusetts - - 20 (7%) 175M (2%)
  Illinois 4 (4%) - 12 (4%) 145M (2%)
  Pennsylvania 3 (3%) - 11 (4%) -
  Florida 2 (2%) - 11 (4%) 200M (3%)
  Colorado 2 (2%) - 9 (3%) -
  Washington 2 (2%) 1.2B (38%) 8 (3%) 1.2B (15%)
  Virginia - - 8 (3%) -
  New Jersey 2 (2%) - 7 (2%) 815M (11%)
  Connecticut - - 7 (2%) -
  Georgia 3 (3%) - 6 (2%) -
  Utah 4 (4%) - 5 (2%) -
  North Carolina 2 (2%) - 5 (2%) -
  Maryland 1 (1%) - 5 (2%) -
  Nebraska 2 (2%) - 4 (1%) -
  Ohio 1 (1%) - 4 (1%) -
  Minnesota 2 (2%) - 3 (1%) -
  Tennessee - - 3 (1%) -
  Missouri 2 (2%) - 2 (1%) -
  Oregon 1 (1%) - 2 (1%) -
  Kansas 1 (1%) - 2 (1%) -
  Wisconsin 1 (1%) - 2 (1%) -
  Mississippi - - 2 (1%) -
  Michigan - - 2 (1%) -
  North Dakota 1 (1%) - 1 (< 1%) -
  Kentucky - - 1 (< 1%) 350M (5%)
  South Dakota - - 1 (< 1%) -
  South Carolina - - 1 (< 1%) -
  Iowa - - 1 (< 1%) -
  District of Columbia - - 1 (< 1%) -
  Arkansas - - 1 (< 1%) -
  Alaska - - 1 (< 1%) -
  Alabama - - 1 (< 1%) -
United Kingdom 5 (6%) - 14 (5%) 216M (3%)
India 8 (9%) 284M (9%) 9 (3%) 284M (4%)
France 4 (4%) - 7 (2%) -
Sweden 4 (4%) - 5 (2%) -
Germany 2 (2%) - 5 (2%) 418M (6%)
Canada 1 (1%) - 5 (2%) -
  Ontario 1 (1%) - 4 (1%) -
  Quebec - - 1 (< 1%) -
Italy 2 (2%) - 3 (1%) 1.1B (15%)
Israel 1 (1%) - 3 (1%) 150M (2%)
Czech Republic 2 (2%) - 2 (1%) -
China 1 (1%) - 2 (1%) -
Spain - - 2 (1%) 172M (2%)
Australia 1 (1%) - 1 (< 1%) -
Hong Kong 1 (1%) - 1 (< 1%) -
Hungary 1 (1%) - 1 (< 1%) -
Nigeria 1 (1%) - 1 (< 1%) -
Norway 1 (1%) - 1 (< 1%) -
Taiwan 1 (1%) - 1 (< 1%) -
Vietnam 1 (1%) - 1 (< 1%) -
Austria - - 1 (< 1%) -
Belgium - - 1 (< 1%) -
Netherlands - - 1 (< 1%) -
Domestic 53 (59%) 2.8B (91%) 226 (77%) 5.1B (68%)
Cross-border 37 (41%) 284M (9%) 67 (23%) 2.4B (32%)
Total 90 $3.0B 293 $7.4B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 35 (39%) 267M (9%) 110 (38%) 267M (4%)
Buyout (LBO, MBO, MBI) 6 (7%) - 70 (24%) 2.8B (38%)
Secondary Buyout 27 (30%) 1.6B (53%) 46 (16%) 2.6B (35%)
Stake Purchase 12 (13%) 17M (1%) 27 (9%) 367M (5%)
Recapitalization 3 (3%) - 15 (5%) -
Venture 1 (1%) - 9 (3%) -
Divestiture 3 (3%) 1.2B (38%) 5 (2%) 1.4B (18%)
Consolidation 2 (2%) - 4 (1%) -
PIPE - - 4 (1%) -
Going Private 1 (1%) - 2 (1%) -
Merger - - 1 (< 1%) -
Total 90 $3.0B 293 $7.4B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 77 (35%) 25.1B (61%)
Trade Sale 51 (23%) 5.0B (12%)
Secondary Sale 36 (16%) 9.6B (23%)
IPO 33 (15%) -
Merger 14 (6%) 975M (2%)
Stake Sale 4 (2%) 304M (1%)
Shut Down 2 (1%) -
Bankruptcy 1 (< 1%) -
Sold to Management 1 (< 1%) -
Unknown 1 (< 1%) -
Total 220 $41.0B

Top M&A Advisors

Financial Deals
KPMG Corporate Finance LLC
5
Ernst & Young Capital Advisors LLC
3
Jefferies LLC
3
Legal Deals
Goodwin Procter LLP
86
Kirkland & Ellis LLP
9
Travers Smith LLP
8

Deal Values

buy # Total
> $1B 3 $3.9B
$100M to $1B 14 $3.4B
< $100M 3 $120M
TOTAL $7.4B
Largest Planview, Inc.
$1.6B (2020-11-10)
sell # Total
> $1B 9 $23.3B
$100M to $1B 48 $17.8B
< $100M 7 $309M
TOTAL $41.4B
Largest First Eagle Investment Management LLC
$4.0B (2015-07-20)

M&A Connections

Deals
Acquired from
Investor(s)
18%
54 (18%)
Strategic(s)
2%
6 (2%)
Exited to
Investor(s)
17%
38 (17%)
Strategic(s)
57%
125 (57%)

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