TA Associates Makes Growth Investment in Green Street; WCAS Retains Minority Stake

Welsh, Carson, Anderson & Stowe Acquires Green Street Advisors from Golden Gate Capital

June 3, 2019

Data & Analytics

Welsh, Carson, Anderson & Stowe (WCAS) has signed a definitive agreement to acquire Green Street Advisors from Golden Gate Capital. Management will reinvest and WCAS plans to accelerate organic growth, invest in product innovation and pursue strategic M&A to expand Green Street's research, data and analytics offerings for the commercial real estate market.

Green Street Advisors Acquires Four Publications from Harrison Scott Publications

February 6, 2020

Media & Entertainment

Green Street Advisors has entered into an agreement to acquire four trade publications—Real Estate Alert, Commercial Mortgage Alert, Hedge Fund Alert, and Asset-Backed Alert—from Harrison Scott Publications. The acquisition, funded in part by parent investor Welsh, Carson, Anderson & Stowe (WCAS), will expand Green Street's research and analytics offering by adding independent news and trade publishing capabilities and will maintain the titles' editorial independence in Hoboken, New Jersey.

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 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.

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.

Welsh, Carson, Anderson & Stowe Makes Strategic Growth Investment in ImageTrend, Inc.

February 10, 2023

Software

Welsh, Carson, Anderson & Stowe (WCAS) made an equity growth investment in ImageTrend, Inc., a market-leading provider of public safety and healthcare software, to accelerate growth and product innovation. WCAS partners with ImageTrend’s management and will add investment team members to the board to support continued expansion of the company’s software, analytics, and services across EMS, hospitals, fire, and public safety end markets.