Executive Leadership & History

A Global Strategy Consulting Firm

Why Stax

A global strategy consulting firm providing actionable, data-driven answers to clients' critical strategic questions. Relationships spanning more than two decades with public and private corporations, private equity firms, their portfolio operations groups and portfolio companies. Deep expertise across industries, continents, and business cycles to help firms drive growth, enhance profits, increase value, and make better investment decisions.

Executive Leadership

Managing Directors

Directors & Associate Directors

Operational Leadership

Board of Directors

Stax 2024 Wrapped

2024 was a year of growth and exciting milestones for our team and clients. From celebrating 30 years to welcoming new faces, we’re proud of what we’ve accomplished together. Here’s a quick look back at the highlights!

Stax News

Stax Sell-side: Nuqleous on Investment by Rubicon
July 16, 2025
Stax supported Nuqleous, a leading provider of space planning and retail analytics software, on its recent strategic growth investment from Rubicon Technology Partners. Read more here.
Stax Advises Nautic Partners on Acquisition of AccessIT Group
July 16, 2025
Stax supported Nautic Partners on its recent acquisition of AccessIT Group, a trusted provider of specialized cybersecurity services and solutions. Read more here.
Stax Advises WilliamsMarston on its Recent Acquisition of AIT Consulting Services
July 16, 2025
Stax supported WilliamsMarston, a national leader in various financial advisory services, on its acquisition of AIT Consulting Services, a OneStream Software firm. Read more.
Stax Wins 2025 Sammy—Sales and Marketing Award in the Power Players Category
July 15, 2025
Stax announced today that it has been named a winner in the 2025 Sammy—Sales and Marketing Awards, presented by the Business Intelligence Group. Click here to read more.
Stax Provides Sell-side Support to Bow River Capital on its Sale of Progressive Roofing to TopBuild
July 8, 2025
Stax congratulates Bow River Capital on the successful sale of Progressive Roofing, provider commercial roofing installation services, to TopBuild. Click here to read more.
Featured by Reuters: How China's new auto giants left GM, VW and Tesla in the dust
By Phil Dunne July 3, 2025
In this recent Reuters special report, Phil Dunne highlights why automakers struggle to match Chinese carmakers—but still hold key advantages, especially in Europe. Click here to read more.
Featured by Carta: Tariffs bring uncertainty—and opportunities—for PE and M&A
By Robert Lytle July 2, 2025
Senior Managing Director Robert Lytle was featured by Carta in their latest article, discussing the impacts of tariffs on M&A and portfolio companies. Click here to read more.
Stax Provides Sell-side Support to Peak Rock Capital on its Sale of Amtech to Vista Equity Partners​
June 25, 2025
Stax congratulates Peak Rock Capital on its recent sale of Amtech Software, a leading provider of industrial software to the global packaging industry, to Vista Equity Partners. Read more here.
Stax Provides Sell-Side Support to ProfitSolv on its Investment co-led by FTV Capital and Lightyear
June 25, 2025
Stax supported ProfitSolv, a practice management software & payments provider, on its recent investment co-led by FTV Capital and existing investor Lightyear Capital. Read more.
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