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Cover Image Todd Crockett

Todd Crockett

Managing Director at TA ASSOCIATES

Investor

Deal Bio

Total Deals5

Valued Deals1

Total Value£ 835 M

Avg. Deal Size£ 835 M

Market Context

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31 Jul 2019|United States|Asset Managers and Custodians

Target: WEALTH ENHANCEMENT GROUP

Bidder: TA ASSOCIATES

3 Service Providers

2 Target | 1 Bidder

3 Dealmakers

1 Target | 2 Bidder

n/a

Value

29 Jun 2020|United States|Diversified Financials

Target: ORION ADVISOR SOLUTIONS LLC

Bidder: GENSTAR CAPITAL LLC

17 Service Providers

6 Target | 11 Bidder

38 Dealmakers

6 Target | 32 Bidder

n/a

Value

19 Jul 2022|United States|Real Estate Services

Target: GREEN STREET ADVISORS

Bidder: TA ASSOCIATES

9 Service Providers

4 Target | 3 Bidder | 2 Vendor

19 Dealmakers

4 Target | 12 Bidder | 3 Vendor

£ 834 M

Value

08 Oct 2015|United States|Asset Managers and Custodians

Target: RUSSELL INVESTMENTS

Bidder: TA ASSOCIATES

3 Service Providers

1 Target | 1 Bidder | 1 Vendor

4 Dealmakers

1 Target | 2 Bidder | 1 Vendor

n/a

Value

30 Jan 2025|United States|IT Services: Other

Target: BRYCER

Bidder: TA ASSOCIATES

6 Service Providers

3 Target | 3 Bidder

4 Dealmakers

2 Target | 2 Bidder

n/a

Value

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