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- According to the terms of the deal, Craigs’ existing employee and director shareholders will retain 50 percent ownership of the firm, partnering closely with TA
- Founded in 1968, TA invests in technology, healthcare, financial services, consumer and businesses services
- The firm has raised $65 billion in capital to date and has offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong
TA Associates has agreed to make an investment in Craigs Investment Partners, a wealth management firm in New Zealand. No financial terms were disclosed.
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According to the terms of the deal, Craigs’ existing employee and director shareholders will retain 50 percent ownership of the Firm, partnering closely with TA.
“Over the past 40 years, Craigs has established itself as one of the largest and most respected wealth management firms in New Zealand, offering a comprehensive range of personalized wealth advice and services to its clients,” said Edward Sippel, head of TA Associates Asia Pacific Ltd. and a managing director at TA in a statement. “We deeply respect this history and are honored to support the firm’s continued growth strategy and commitment to delivering best-in-class client outcomes.”
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The closing of the transaction is expected to occur late in the first quarter of 2025.
Founded in 1968, TA invests in technology, healthcare, financial services, consumer and businesses services. The firm has raised $65 billion in capital to date and has offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong.
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