TA Associates

5 statements across 5 episodes · 2 bullish · 1 bearish · 5 people on the record · first statement Apr 27, 2017 by Tom Lenehan · said 18 times in 8 episodes since 2017 · across every show →

Mentions by year

brought up most by Marshall Boyd (9), John Toomey (3), Tom Lenehan (1), Orlando Bravo (1), Mitchell Green (1), David Rosenthal (1), Bruce Ou (1), Annie Lamont (1)

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Everything said about TA Associates, oldest first

Apr 27, 2017 neutral
Assertion Supported
Summit Partners and TA Associates pioneered private equity cold-calling
“This was the cold call model was being implemented, but by, you know, a handful of the summit and TA type folks, they were the pioneers. Now it seems like it's complete commonplace for any group, you know, almost any size, they have some element of kind of rea…”
Tom Lenehan Apr 27, 2017 ▶ 26:44 Tom Lenehan – Perpetual Thinking at Rockefeller University (Capital Allocators, EP.04)
Jun 21, 2021 positive
Insight
Numerical investment committee ratings filter out lukewarm deals better than binary voting
“What we heard from TA was they adopted a numerical rating, one through five, and you had to have a collective number across The total voting members. And the reason why is, what they were trying to do was control for what I'd call the, I'm willing to go along …”
John Toomey Jun 21, 2021 ▶ 49:17 Private Equity Masters 1: John Toomey – HarbourVest Partners (Capital Allocators, EP.200)
Mar 7, 2022 negative
Disclosure
Oak HC/FT rejects cold-calling sourcing models used by TA and Insight
“We don't cold call. We're not like a TA or an insight, have a bank of kids that are, they're trying to find deals. Just not the way it works.”
Annie Lamont Mar 7, 2022 ▶ 21:47 Annie Lamont – A Lifetime in Venture, Venture is Eating the Investment World 9 (Capital Allocators, EP. 238)
Feb 6, 2023 positive
Assertion Not checkable as stated
Boyd: Early Interstate Equities returns matched or beat TA Associates
“These returns are on par or in some cases better than what TA was doing.”
Marshall Boyd Feb 6, 2023 ▶ 8:22 Marshall Boyd – Meat and Potatoes Multi-Family Real Estate at IEC (Capital Allocators, EP.295)
Jan 27, 2025 neutral
Assertion Supported
Green: Insight Partners replicated Summit and TA's 20-year-old cold-calling playbook
“And all Insight was doing was replicating what Summit and TA Associates had done for the 20 years prior in software and internet.”
Mitchell Green Jan 27, 2025 ▶ 9:36 Mitchell Green - Lead Edge of Harnessing Networks (EP.429)
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