TA partners with managers of growth companies to help build outstanding businesses. We focus on profitable businesses with strong management teams. We also provide flexible financial structures that are driven by company and management objectives as described more fully in the Transaction Type section.

In general, our investment profile can be summarized as follows:

Our Role
TA’s ownership position has ranged in recent years from 15% to 90%, but we are an active, lead investor regardless of our ownership. We are comfortable in minority or majority positions. Whatever our ownership position, TA leaves the day-to-day operations to the management team. We recognize that outstanding companies are built by great executives, not great investors.

Adding Value
TA has developed an extensive network of contacts in our targeted industries over the past 40 years that is readily available to our portfolio companies. These relationships are resourced to assist companies in recruiting additional management and board members, provide valuable market intelligence in those industries, and present strategic business opportunities including mergers, acquisitions, or divestitures when appropriate. With our successful track record, we also have built a comprehensive network within the financial community that is utilized to assist companies in accessing the capital markets.

Investment Size
The size of our investments ranges from $60 million to $600 million in equity and $10 million to $75 million in subordinated debt transactions that value businesses generally from $200 million to $5 billion.

Use of Our Capital

• Working capital for growth
• Provide liquidity to shareholders by purchasing their stock
• Financing acquisitions

Industry Focus

• Technology
• Financial services
• Healthcare
• Business services
• Consumer

Company Stage

• Profitable growth companies
• Emphasis on growth opportunities