Shea & Company Advises TA Associates on its Majority Growth Investment in FinQuery
FinQuery Profile
- FinQuery is a leading provider of AI-powered accounting automation solutions designed to streamline lease management and compliance workflows from contracts and invoices to reporting and audits
- FinQuery’s CPA-approved SaaS platform empowers 40,000+ professionals by abstracting source documents like leases, contracts and invoices into a complete system of record
- The company’s platform includes features such as lease accounting and management, prepaid and accrual management, contract tracking with alerts, audit-ready reporting and seamless ERP integrations
- Headquartered in Atlanta, Georgia and founded in 2011, FinQuery empowers finance leaders to work smarter, move faster and make confident business decisions by transforming contracts into streamlined accounting workflows
TA Associates Profile
- TA Associates is a prominent global private equity firm dedicated to scaling growth in profitable companies
- With extensive industry knowledge and robust strategic resources, TA partners with management teams internationally to foster sustainable value creation
- TA has invested in more than 560 companies, raised $56 billion in capital to date and built a team of more than 160 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong
- TA Associates was founded in 1968 and is headquartered in Boston, MA
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Our customers have always been our focus, and this partnership with TA allows us to serve them in bigger and bolder ways. As accounting and finance teams face increasing complexity, the need for a unified subledger platform has never been greater. With TA’s support, we’re accelerating our ability to innovate, scale and deliver on our vision to redefine the controllership for organizations everywhere.
Joe Schab
CEO, FinQuery
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FinQuery has established itself as a category leader in accounting automation with advanced AI-powered solutions, a highly accomplished leadership team and a strong base of more than 8,700 customers. Our decision to become a majority investor, alongside management’s co-investment, reflects our deep conviction in FinQuery’s vision and market opportunity.
John Triebsch & Mike Libert
Vice President, TA Associates; Managing Director, TA Associates
Transaction Notes
- TA Associates’ majority growth investment in FinQuery was announced on October 2, 2025
- Shea & Company served as financial advisor to TA Associates