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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 Provides Sell-Side Support to Casepoint on Merger with OPEXUS​

Stax Provides Sell-Side Support to Casepoint on Merger with OPEXUS​

January 28, 2025
Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.
Stax Provides Sell-Side Support to Marketplace Events, the Largest B2C Shows in North America, on it

Stax Provides Sell-Side Support to Marketplace Events, the Largest Organizer of B2C Shows in North America, on its Acquisition by Clarion Capital Partners​

January 15, 2025
Stax recently supported Marketplace Events, the largest organizer of business-to-consumer shows in North America, on its recent acquisition by Clarion Capital Partners. Read more here.
Show More
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 Provides Sell-Side Support to Casepoint on Merger with OPEXUS​

Stax Provides Sell-Side Support to Casepoint on Merger with OPEXUS​

January 28, 2025
Stax recently supported Casepoint, a leading provider of government process management software, on its merger with OPEXUS. Click here to learn more.
Stax Provides Sell-Side Support to Marketplace Events, the Largest B2C Shows in North America, on it

Stax Provides Sell-Side Support to Marketplace Events, the Largest Organizer of B2C Shows in North America, on its Acquisition by Clarion Capital Partners​

January 15, 2025
Stax recently supported Marketplace Events, the largest organizer of business-to-consumer shows in North America, on its recent acquisition by Clarion Capital Partners. Read more here.
Stax Support: Principal Industries Acquisition by Wynnchurch

Stax Provides Sell-side Support to Principal Industries, a Leader in LED Solutions, on its Acquisition by Wynnchurch Capital

November 13, 2024
Stax recently supported Principal Industries, a leading provider of LED solutions, on its recent acquisition by Wynnchurch Capital. Click here to read about the deal.
Show More
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