TA Associates Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, TA Associates has acquired 19 companies. It has also invested in 20 others.

TA Associates’ most common sectors for investment are software (20%) and financial services (13%). The Firm’s most common investment types include growth capital (39%) and buyout (lbo, mbo, mbi) (25%). In total, TA Associates has invested in 36 US states and 22 different countries. Its largest (disclosed) acquisition occurred in 2015 when it acquired Frank Russell for $1.2B.

In the last 3 years, TA Associates has exited 19 companies. The Firm’s most common exit type is trade sale (56%). 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 Activity494
    • M&A Buy Activity280
    • M&A Sell Activity214
  • Total Sectors Invested 35
  • Total Countries Invested 22
  • M&A Buy/Sell Connections 190
  • M&A Advisors 50

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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (10.0/yr) # 230 11 16 6 9 8 280
vol $5.8B $5.8B
Sell (5.8/yr) # 185 10 8 6 3 2 214
vol $29.4B $1.2B $7.8B $152M $110M $38.6B
  494

Most Recent M&A

Company Date Value Type
Surfaces Technological Abrasives S.p.A. 2020-08-07 - Secondary Buyout
Domodossola, Italy · www.surfaces-group.it
Edifecs, Inc. 2020-07-28 - Growth Capital
Bellevue, Washington · www.edifecs.com
ZoomInfo Technologies Inc. 2020-06-04 - IPO
Vancouver, Washington · www.zoominfo.com
Klikpojisteni.cz, a.s. 2020-05-20 - Secondary Buyout
Prague, Czech Republic · www.klikpojisteni.cz
Honan Insurance Group Pty Ltd. 2020-05-17 - Growth Capital
Southbank, Australia · www.honan.com.au
Accion Labs, Inc. 2020-03-26 - Growth Capital
Bridgeville, Pennsylvania · www.accionlabs.com
Proxibid, Inc. 2020-02-14 - Secondary Buyout
Omaha, Nebraska · www.proxibid.com
Metropress Ltd. 2020-02-14 - Secondary Buyout
London, United Kingdom · www.auctiontechnologygroup.com
MRI Software LLC 2020-02-10 - Secondary Buyout
Solon, Ohio · www.mrisoftware.com
Netrisk.hu 2020-01-08 - Stake Purchase
Budapest, Hungary · www.netrisk.hu
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Ivanti 2017-01-23 MobileIron, Inc. 2020-09-28 6
Salt Lake City, Utah · www.ivanti.com Mountain View, California · www.mobileiron.com
Ivanti 2017-01-23 Pulse Secure LLC 2020-09-28 5
Salt Lake City, Utah · www.ivanti.com San Jose, California · www.pulsesecure.net
RLDatix 2013-07-01 oneSOURCE Document Site 2020-09-14 5
Toronto, Ontario · www.rldatix.com Salt Lake City, Utah · www.onesourcedocs.com
insightsoftware 2018-06-14 Viareport 2020-09-10 9
Raleigh, North Carolina · www.insightsoftware.com Broadheath, United Kingdom · www.viareport.co.uk
Wealth Enhancement Group LLC 2019-07-31 CJM Wealth Management 2020-09-02 3
Plymouth, Minnesota · www.wealthenhancement.com Deer Park, New York · www.wealthenhancement.com
Aptean, Inc. 2012-08-07 Innovative Systems LLC 2020-08-26 27
Atlanta, Georgia · www.aptean.com Laguna Hills, California · www.isllc.com
Mitratech Holdings, Inc. 2015-09-15 Tracker Corp. 2020-07-31 6
Austin, Texas · www.mitratech.com San Francisco, California · www.trackercorp.com
insightsoftware 2018-06-14 Event 1 Software, Inc. 2020-07-16 8
Raleigh, North Carolina · www.insightsoftware.com Vancouver, Washington · www.event1software.com
HelpSystems LLC 2018-04-04 TITUS, Inc. 2020-06-25 4
Eden Prairie, Minnesota · www.helpsystems.com Ottawa, Ontario · www.titus.com
HelpSystems LLC 2018-04-04 Boldon James Ltd. 2020-06-25 3
Eden Prairie, Minnesota · www.helpsystems.com Farnborough, United Kingdom · www.boldonjames.com

M&A by Sector

Sector Current # Value All-time # Value
Software 15 (18%) - 56 (20%) 200M (4%)
Financial Services 7 (8%) 1.2B (80%) 35 (12%) 1.9B (33%)
Information Technology 14 (16%) - 32 (11%) 360M (6%)
Internet Software and Services 10 (12%) - 22 (8%) -
Healthcare Services 4 (5%) 17M (1%) 20 (7%) 222M (4%)
Communications 2 (2%) - 15 (5%) 1.1B (20%)
Business Services 4 (5%) - 12 (4%) 35M (1%)
Insurance 6 (7%) - 10 (4%) -
Life Science 4 (5%) - 9 (3%) -
Medical Products - - 8 (3%) 585M (10%)
Education 6 (7%) - 7 (2%) -
Retail 1 (1%) - 6 (2%) 216M (4%)
Consumer Products 1 (1%) - 5 (2%) 350M (6%)
Apparel/Textiles 3 (4%) - 5 (2%) -
Technology Hardware - - 5 (2%) -
Marketing - - 4 (1%) 68M (1%)
Digital Media - - 3 (1%) 350M (6%)
Consumer Services 2 (2%) - 3 (1%) -
Manufacturing 1 (1%) - 3 (1%) -
Media 1 (1%) - 3 (1%) -
Distribution 1 (1%) - 2 (1%) -
Electronics - - 2 (1%) -
Information Services - - 2 (1%) -
Metals/Mining 1 (1%) 267M (19%) 1 (< 1%) 267M (5%)
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%) -
Test/Measurement Equipment - - 1 (< 1%) -
Transportation - - 1 (< 1%) -
Total 85 $1.4B 281 $5.6B

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 49 (58%) 1.2B (80%) 217 (77%) 3.5B (59%)
  California 5 (6%) - 28 (10%) 35M (1%)
  Texas 4 (5%) - 21 (7%) 405M (7%)
  Massachusetts - - 20 (7%) 175M (3%)
  New York 1 (1%) - 19 (7%) 188M (3%)
  Illinois 5 (6%) - 12 (4%) 145M (2%)
  Florida 2 (2%) - 11 (4%) 200M (3%)
  Pennsylvania 2 (2%) - 10 (4%) -
  Colorado 3 (4%) - 9 (3%) -
  Washington 2 (2%) 1.2B (80%) 8 (3%) 1.2B (20%)
  Virginia 2 (2%) - 8 (3%) -
  Connecticut - - 7 (2%) -
  Georgia 3 (4%) - 6 (2%) -
  New Jersey 1 (1%) - 6 (2%) 815M (14%)
  Utah 4 (5%) - 5 (2%) -
  North Carolina 2 (2%) - 5 (2%) -
  Maryland 2 (2%) - 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%) -
  Kansas 1 (1%) - 2 (1%) -
  Wisconsin 1 (1%) - 2 (1%) -
  Oregon 1 (1%) - 2 (1%) -
  Mississippi - - 2 (1%) -
  Michigan - - 2 (1%) -
  North Dakota 1 (1%) - 1 (< 1%) -
  Kentucky - - 1 (< 1%) 350M (6%)
  Iowa - - 1 (< 1%) -
  District of Columbia - - 1 (< 1%) -
  Arkansas - - 1 (< 1%) -
  Alaska - - 1 (< 1%) -
  Alabama - - 1 (< 1%) -
  South Dakota - - 1 (< 1%) -
  South Carolina - - 1 (< 1%) -
United Kingdom 6 (7%) - 14 (5%) 216M (4%)
India 8 (9%) 284M (20%) 9 (3%) 284M (5%)
France 3 (4%) - 6 (2%) -
Sweden 4 (5%) - 5 (2%) -
Canada 1 (1%) - 5 (2%) -
  Ontario 1 (1%) - 4 (1%) -
  Quebec - - 1 (< 1%) -
Germany 2 (2%) - 4 (1%) 418M (7%)
Italy 2 (2%) - 3 (1%) 1.1B (19%)
Czech Republic 2 (2%) - 2 (1%) -
China 1 (1%) - 2 (1%) -
Spain - - 2 (1%) 172M (3%)
Israel - - 2 (1%) 150M (3%)
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 49 (58%) 1.2B (80%) 217 (77%) 3.5B (59%)
Cross-border 36 (42%) 284M (20%) 64 (23%) 2.4B (41%)
Total 85 $1.4B 281 $5.8B

Acquisitions by Deal Type

Type Current # Value All-time # Value
Growth Capital 35 (41%) 267M (19%) 107 (38%) 267M (5%)
Buyout (LBO, MBO, MBI) 6 (7%) - 69 (25%) 2.8B (49%)
Secondary Buyout 25 (29%) - 41 (15%) 996M (17%)
Stake Purchase 9 (11%) 17M (1%) 24 (9%) 367M (6%)
Recapitalization 3 (4%) - 15 (5%) -
Venture 1 (1%) - 9 (3%) -
Divestiture 3 (4%) 1.2B (80%) 5 (2%) 1.4B (23%)
Consolidation 2 (2%) - 4 (1%) -
PIPE - - 4 (1%) -
Going Private 1 (1%) - 2 (1%) -
Merger - - 1 (< 1%) -
Total 85 $1.4B 281 $5.8B

Exits by Deal Type

Type Total # Value
Trade Sale - Public Company 77 (36%) 25.1B (66%)
Trade Sale 49 (23%) 5.0B (13%)
Secondary Sale 33 (15%) 6.8B (18%)
IPO 33 (15%) -
Merger 14 (7%) 975M (3%)
Stake Sale 4 (2%) 304M (1%)
Shut Down 2 (1%) -
Bankruptcy 1 (< 1%) -
Sold to Management 1 (< 1%) -
Total 214 $38.2B

Top M&A Advisors

Financial Deals
KPMG Corporate Finance LLC
5
Ernst & Young Capital Advisors LLC
3
Alvarez & Marsal
3
Legal Deals
Goodwin Procter LLP
82
Kirkland & Ellis LLP
9
Travers Smith LLP
7

Deal Values

buy # Total
> $1B 2 $2.3B
$100M to $1B 14 $3.4B
< $100M 3 $120M
TOTAL $5.8B
Largest Frank Russell Co. (dba Russell Investments)
$1.2B (2015-10-08)
sell # Total
> $1B 8 $20.5B
$100M to $1B 48 $17.8B
< $100M 7 $309M
TOTAL $38.6B
Largest First Eagle Investment Management LLC
$4.0B (2015-07-20)

M&A Connections

Deals %
Acquired from
PE Firm(s)
91%
63 91%
Strategic(s)
9%
6 9%
Exited to
PE Firm(s)
27%
45 27%
Strategic(s)
73%
123 73%

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