Deal Details

SER Receives Strategic Growth Investment from TA

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Summary

We are delighted to welcome TA to SER as an investor and we are proud that they share our perspective on the significant opportunities ahead for our business. SER is revolutionizing the way enterprise content is automated, understood and managed. We have amazing customers, a fantastic team and market-leading technology. We have had an outstanding partnership with Carlyle, with incredible support throughout the journey, and we are delighted that TA now joins us to supercharge the next phase of growth.

John Bates (CEO, SER)

About

Trusted by over 5 million users worldwide, SER is defining Intelligent Content Automation (ICA), the next generation of Enterprise Content Management, which leverages AI to provide intelligent content understanding and process automation. SER’s highly scalable Doxis platform brings ICA capabilities into a single, unified platform that works seamlessly across multiple applications and vendor ecosystems, such as SAP, Salesforce and Microsoft. Offering many pre-built solutions and user-friendly no-code tooling, SER’s Doxis delivers rapid time-to-value, superior ROI and lower total cost of ownership for next-generation content applications. SER has a well-established market leadership position in DACH and a fast-growing international business with blue-chip customers around the world. SER is headquartered in Bonn, Germany.

Carlyle is a global investment firm with deep industry expertise that deploys private capital across its business and conducts its operations through three business segments: Global Private Equity, Global Credit and Global Investment Solutions. With $426 billion of assets under management as of December 31, 2023, Carlyle’s purpose is to invest wisely and create value on behalf of its investors, portfolio companies and the communities in which they live and invest. Carlyle employs more than 2,200 people in 28 offices across four continents. Carlyle is headquartered in Washington, D.C.

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 five target industries – technology, healthcare, financial services, consumer and business services. 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 over 150 investment professionals across offices in Boston, Menlo Park, Austin, London, Mumbai and Hong Kong. TA is headquartered in Boston, Massachusetts.

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