TA Invests in Forge

INVESTMENT MANAGEMENT DEALS BLOG

On February 2, 2026, TA Associates announced its investment in The Forge Companies.

TA Associates (“TA”) announced, on February 2, 2026, its investment in The Forge Companies (“Forge”). Under the terms of the transaction, Forge will retain control over its operations. Further terms of the transaction were not disclosed.

TA, based in Boston, is a registered investment advisor specializing in buyouts and minority recapitalizations of profitable growth companies. The firm has raised approximately $65 billion in capital.

Forge, based in Atlanta, is a provider of financial services to personal injury law firms and the families they serve by coordinating financial considerations through one integrated team. Forge’s platform includes Forge Consulting, Advocacy Wealth Management, Advocacy Trust, and Forge Capital. As of June 2025, Forge had over $2.9 billion in assets.

To read the press release: please click here

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