Charlesbank, TA Associates and Vista Equity Partners Invest in Aptean

TA Associates and Insight Partners Invest in Aptean as Vista Equity Exits

October 10, 2022

Cloud & SaaS

Aptean, a provider of industry-specific ERP and supply chain software headquartered in Alpharetta, Georgia, has received a strategic growth investment from Insight Partners and existing investor TA Associates, with TA becoming the lead shareholder. Charlesbank remains a shareholder while Vista Equity Partners fully exited its stake; the investment is intended to accelerate Aptean's cloud SaaS innovation and global expansion.

TA Associates and Vista Equity Partners Acquire Aptean

February 27, 2019

Software

TA Associates and Vista Equity Partners will make equal new equity investments to acquire Aptean from a separate Vista fund, with the transaction intended to accelerate Aptean's organic and inorganic growth. The partnership will leverage TA's add-on acquisition origination and integration capabilities alongside Vista's operational expertise to expand Aptean's manufacturing ERP, supply chain and compliance software offerings globally.

Clearlake Leads Strategic Investment in Aptean

July 1, 2024

Cloud & SaaS

Aptean, a provider of industry-specific ERP and supply chain software headquartered in Alpharetta, Georgia, received a strategic investment led by Clearlake Capital Group. Clearlake joins existing investors TA Associates, Insight Partners, and Charlesbank Capital Partners to support Aptean's product innovation, cloud/SaaS expansion, and global growth ambitions.

Charlesbank Capital Partners Makes Strategic Investment in Ivanti

March 9, 2021

Software

Charlesbank Capital Partners has signed a definitive agreement to make a strategic investment in Ivanti, joining existing investors Clearlake Capital and TA Associates as institutional shareholders. The capital injection will support Ivanti's product innovation and accelerate its M&A-driven growth strategy while Charlesbank, Clearlake and TA will have equal representation on Ivanti's board.

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.

Charlesbank Capital Partners Makes Growth Investment in Bridgepointe Technologies

January 11, 2022

IT Services

Charlesbank Capital Partners has made a strategic growth investment in Bridgepointe Technologies, a San Mateo-based IT strategy and advisory firm. Bridgepointe raised more than $100 million in total proceeds to fund partner recruitment and enablement, service and brand expansion, key hires, and future acquisitions.