TA投资公司介绍

GROWTHPRIVATEEQUITYBuyoutsandMinorityInvestmentsTAAssociates,Inc.JohnHancockTower56thFloor200ClarendonStreetBoston,MA02116T:617.574.6700F:617.574.6728TAAssociates,Inc.64WillowPlaceSuite100MenloPark,CA94025T:650.473.2200F:650.473.2235TAAssociatesLtd.2ndFloor25KnightsbridgeLondonSW1X7RZUnitedKingdomT:[phone]F:[phone]RegulatedbytheFSABoston·MenloPark·London·Mumbai·:[phone]F:+91(22)61443101403678_Brochure_Cvr-Cs5.indd19/27/1010:50PMTAAssociateshelpsmanagementteamsofgrowthcompaniesrealizetheirambitions.FlexibleTransactionsforGrowthCompanies—Aleadingprivateequityfirm,TAAssociatesinvestsinprofitablegrowthcompanies,structuringequityanddebttransactionstofitacompanyanditsshare-holders’needs.Managing$16billion,weinvest$60to$500millioninbuyoutsandminorityinvestments,andfrequentlyprovideliquiditytoearlyshareholders,includingmanagement.Knowledgeable,HelpfulShareholders—Foundedin1968,TAAssociatesisoneoftheoldestandlargestprivateequityfirmsintheworld.TAisknowledgeableandexperiencedingrowthindustries,withparticularexpertiseintechnology,financialservices,businessservices,healthcareandconsumerbusinesses.Wehelpmanagementteamsincreasethelong-termvalueoftheirbusinessesthroughstrategicadvice,recruiting,acquisitionsandfinancings.Werespondpromptlyandconfidentiallytotheneedsofcompanyman-agement.Weinvitedirectinquiriesfromyouandyourfinancialadvisors.1casestudies“TA’ssignificantwirelessindustryinvestmentexperience,combinedwiththeirknowledgeandunderstandingofstructuringcomplexinvestments,madethemanaturalpartnerforMetroPCS.WithTA’sguidance,wewereabletocreatesubstantialadditionalvalueinthecompany,leadingtoaverysuccessfulpublicoffering.”ROGERLINQUIST,CEOANDCHAIRMAN“Weappreciatedworkingwithanexperienced,financiallysophisticatedinvestorwhounderstoodourindustryandwascommittedtothelong-termgrowthofAmeritrade.”JOEMOGLIA,CHAIRMANTAinvestedinDatekOnline,apioneerintheonlinebrokerageindustry,in1999tosupporttherapidgrowthofitsbusiness.In2000,TAincreaseditsinvestmentina$700millionleveragedrecapitalization,buyingoutsomeoftheoriginalshare-holders.DatekmergedwithAmeritrade(NASDAQ:AMTD)in2002.Followingthemerg-er,Ameritraderealized$245millionofsynergiesanditsstockpriceincreasedover500%.Finally,TAtookaleadroleinguidingAmeritrade’smergerwithTDWaterhouseinJanuary2006toformTDAmeritradeHoldingCorporation.MetroPCSCommunications(NYSE:PCS)isarapidlygrowingproviderofwirelesscom-municationsservices.Thecompanyofferssimple,flat-ratecallingplansthatprovideunlimitedusagewithnolong-termcontracts.MetroPCSfocusesondenselypopulatedmarkets,whichprovidesignificantoperationalefficiencies,andisoneofthelowestcostprovidersofwirelesscommunicationsservicesintheU.S.TAandMadisonDear-bornPartnerscompleteda$746millioninvestmentinMetroPCSin2005.InApril2007,thecompanycompleteda$1.15billionIPOandhasacurrentmarketcapitaliza-tionof$2.9billionasofJune2010.AmeritradeMetroPCSHistoryofSuccess—TAAssociates’uniqueapproachhasbeendevelopedthroughmorethanfourdecadesofexperienceandsuccessfulinvestinginover400businesses.Weuseourequity,ourexperienceandouraccesstoworldwidesourcesofcapitaltohelpcompaniesseizeopportunitiesandsolveproblems.TAhasachievedsignificantlong-terminvestmentreturnsconsistentlyinthetopquartileofcomparableprivateequityfirms.Ourpremierinvestmentrecordisthedirectresultoftheproductive,straightforwardrelationshipswehavewiththemanagementteamsweback.KnowledgeableInvestorswithYearsofExperience—Withover100employeesinofficesinBoston,MenloPark,LondonandMumbai,ourmorethan60investmentprofessionalsbring600collectiveyearsofrelevantexperiencetoeveryinvestmentwemake.ThemajorityofTA’sManagingDirectorshaveworkedtogetherfornearly20yearsandthroughfivegenerationsoffunds.Ourteammembersfocusonspecificindustriesand,therefore,havetheknowledgeandabilitytoactdecisivelyandthoughtfullyinthoseindustries,andtoaddvalueasDirectors.Asprivateequityisouronlybusiness,wearetotallyfocusedonthesuccessofourportfoliocompanies.AboutTAAssociates3casestudies“TAwastrulyourpartneringrowth.AsuriongrewmorethansevenfoldduringTA’ssixyearinvestment,encounteringtheinevitablebumpsintheroadinherentinsuchrapidexpansion.TAwaspatientandconsistentlysupportive.Today,Asurionistheestablishedleaderinthemobiledeviceinsur-ancemarket,expandingourproductofferingsandbroadeningourglobalpresence.”BRETCOMOLLI(CEO)ANDKEVINTAWEEL(CHAIRMAN)“WhenourprincipalownersdecidedtosellTempurWorld,wewantedafairprice,‘one-stopshop-ping’forequityandsub-debtandamanagement-supportivefinancialpartner.WithTA,allthreeofourrequirementsweremet.”BOBTRUSSELL,FOUNDER,VICECHAIRMANANDFORMERCEOTempur-PedicInternational(NYSE:TPX)manufacturesanddistributesviscoelasticfoammattressesandpillowsandistheworldwideleaderinpremiumandspecialtysleepproducts.InNovember2002,TApurchasedamajorityinterestinTempur-Pedicina$390millionbuyoutofthecompany,providing$130millioninequityandsubor-dinateddebt.Fr