TA Convenes EMEA Portfolio Company Leaders for CTPO Forum

On September 23 and 24, TA's Strategic Resource Group (SRG) convened senior Product and Technology executives from across TA's EMEA portfolio in London for a dedicated forum on how AI is transforming the product and technology functions.

Connecting portfolio leaders is central to how TA partners with its global network of companies. In a field that evolves as quickly as AI, peer exchange gives leaders a place to share what is working, test ideas, and gather new perspectives to bring back to their teams.

Over the course of the two-day program, attendees engaged in presentations, case studies, breakout discussions and roundtables on reimagining product strategy in an AI-first world, how AI is reshaping operating models across product and engineering teams, and cybersecurity.

Portfolio company leaders, industry partners, and TA operating advisors drove the dynamic agenda, including:

• A fireside chat between Naman Joshi, Head of Applied AI Architects, EMEA at OpenAI, and Max Bulger, SRG Principal;
• Real-world case studies on AI product strategy from Sean Higgins and Greg Cardiff (Lanas), Greg Anzel and Alexis Fabre-Ringborg (Qima), Laurent Danesi and Nicolas Ciaravola (smartTrade) and Jon Coello (The Access Group);
• Orla Brady (The Access Group) on running a winning cross-functional AI program;
• Jen Sherman and Mark Fairbrother (Unit4) on building an AI-centric R&D operating model;
• Nihar Malik (MRI Software) on rebuilding a 50-year software portfolio with an agentic delivery model;
• And a roundtable on how AI is changing services businesses, led by Milan Bhatt and Ed Roffe (Artizent).

Thank you to our presenters, to everyone who joined us, and to TA's Alexander Henderson Russell, SRG Senior Vice President, for leading the program.

About TA
TA is a leading global private equity firm focused on scaling growth in profitable companies. Since 1968, TA has invested in more than 560 companies across its core sectors, including technology, business services, financial services, and healthcare. Leveraging its deep industry expertise and strategic resources, TA collaborates with management teams worldwide to help high-quality companies deliver lasting value. The firm has raised $65 billion in capital to date and has more than 160 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai, and Hong Kong. Learn more at www.ta.com.