STAX Consulting

Roy Lockhart

Managing Director

Boston

Roy Lockhart

Managing Director

About

Roy Lockhart serves as a Managing Director in the Boston office, offering almost 15 years of experience providing strategic counsel to a range of clients across the private equity investment ecosystem.


Additionally, he leads Stax's sell-side and exit planning practice, supporting equity sponsors, management teams, and investors in developing investor-friendly narratives to drive successful capital raises and exits.


His contributions to growth strategy development, alongside his involvement in sell-side engagements, provide investors with data-driven analyses spanning diverse sectors, with a particular emphasis on software and technology.


Prior to joining Stax, Lockhart supported private equity-centric engagements at Investor Group Services.


Lockhart holds a Bachelor of Arts in History from Bates College.

Extracurricular

Roy resides in Boston with his wife and their dog, Rodney, whom he enjoys taking on long walks. He loves traveling throughout the year, but on fall Sundays, you'll often find him at Gillette Stadium, cheering on the Patriots.





Stax Sell-side Support: Vision Government Solutions on its Recapitalization by Great Hill Partners
May 6, 2025
Stax provided sell-side support to Vision Government Solutions on its Recapitalization by Great Hill Partners, working closely with the Vision management team and their investment bank, Shea & Co. ​Click to read more.
Beyond the Sale: Why Exit Planning Starts on Day One
By Will Barden, Roy Lockhart, & Sam McCabe May 5, 2025
Exit planning is critical from day one in today’s competitive M&A landscape. Learn how proactive value creation, sell-side market studies, and strategic diligence help private equity firms and management teams maximize deal outcomes and attract premium buyers.
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STAX Consulting

Roy Lockhart

Managing Director

Boston

About

Roy Lockhart is a Managing Director in the Boston office and brings nearly 15 years of expertise providing strategic advice to diverse clients, including private equity firms, their portfolio companies, and large corporations.


At Stax, Lockhart specializes in exit planning/sell-side engagements as well as growth strategy development efforts providing data-driven analysis across a variety of sectors with an emphasis on software/technology.


Prior to joining Stax, Lockhart supported private equity-centric engagements at Investor Group Services.


Lockhart holds a Bachelor of Arts in History from Bates College.

Extracurricular

Roy enjoys spending time with his dog Rodney where they go on long walks outside and keep each other busy. His Fall Sundays are usually reserved for football where he will likely be watching the Patriots game live at Gillette Stadium.

Stax Sell-side Support: Vision Government Solutions on its Recapitalization by Great Hill Partners
May 6, 2025
Stax provided sell-side support to Vision Government Solutions on its Recapitalization by Great Hill Partners, working closely with the Vision management team and their investment bank, Shea & Co. ​Click to read more.
Beyond the Sale: Why Exit Planning Starts on Day One
By Will Barden, Roy Lockhart, & Sam McCabe May 5, 2025
Exit planning is critical from day one in today’s competitive M&A landscape. Learn how proactive value creation, sell-side market studies, and strategic diligence help private equity firms and management teams maximize deal outcomes and attract premium buyers.
Stax Provides Sell-side Support to Koozie Group on its Acquisition by Garyline​
April 17, 2025
Stax congratulates Koozie Group, a leading US-based manufacturer, decorator, and supplier of promotional products, on its recent acquisition by Garyline. Learn more about the deal here.
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