TA Associates Makes Strategic Minority Investment in Kline Hill Partners

TA Associates Makes Strategic Investment in Craigs Investment Partners

December 19, 2024

Financial Services

TA Associates has signed a conditional agreement to make a strategic minority investment in Craigs Investment Partners, a leading New Zealand wealth management firm headquartered in Tauranga. Under the deal Craigs' existing employee and director shareholders will retain 50% ownership; the transaction is subject to regulatory and shareholder approvals and is expected to settle late in Q1 2025 (financial terms not disclosed).

TA Associates Makes $130M Growth Investment in Stackline

June 8, 2021

Cloud & SaaS

Stackline, a Seattle-based ecommerce SaaS platform, received a $130 million strategic growth investment from TA Associates to accelerate product innovation and expand its global footprint. The capital will support continued product development and international expansion; Stackline was previously backed by a $50 million investment from Goldman Sachs Asset Management in 2020.

TA Associates Makes Strategic Growth Investment in Caprock

September 28, 2021

Wealth Management

TA Associates has signed a definitive agreement to make a strategic growth investment in Caprock, a privately owned multi-family office. Financial terms were not disclosed; TA will partner with Caprock to scale the firm's platform and solution set, and TA principals Clara Jackson and Roy Burns will join Caprock's board.

TA Associates Makes Strategic Growth Investment in HealthMark Group

July 30, 2025

Healthcare Services

TA Associates has made a strategic growth investment in HealthMark Group, a Dallas-based provider of clinical information exchange solutions. Management and existing investor Ridgemont Equity Partners rolled meaningful stakes as TA becomes the new lead investor to accelerate HealthMark's growth, expand capabilities, and broaden market reach.

TA Associates Makes Strategic Growth Investment in Apex Group

June 17, 2021

Financial Services

TA Associates announced a significant minority growth investment in global financial services provider Apex Group Ltd., alongside existing majority owner Genstar Capital and founder Peter Hughes. The capital will support Apex's continued global expansion and capability-building across fund services, digital banking, custody/depositary and tech-enabled offerings; Apex operates ~47 offices with ~4,500 employees.

Hg and TA Associates Make Strategic Investment in The Access Group

October 20, 2020

Software

The Access Group, a UK-based provider of business management software, secured a substantial strategic investment from its two largest shareholders, Hg and TA Associates, who will retain joint control alongside the management team. The transaction (terms undisclosed) is intended to accelerate The Access Group's organic and acquisitive growth and support geographic expansion.