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.
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.
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.
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.
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