Roger B. Kafker

Managing Director

Roger focuses on investments in financial and business services companies with a focus on asset management and transaction processing.

Roger is a member of TA’s Executive, Core Investment and Portfolio Committees. He joined TA in 1989 and has more than 26 years of experience in the private equity industry. Over his career, Roger has sponsored numerous investments in the asset management and transaction processing sectors. He has served on the board of seven investments in private companies that have gone public, raising well over a billion dollars of capital, including Affiliated Managers Group and ANSYS, both of which have market capitalizations of more than $5 billion today.

Career Highlights

  • Sponsored 30 investments, 26 of which are fully or partially exited, totaling over $2.2 billion of invested capital
  • Significant experience investing in asset management companies having made eight investments in this sector
  • Experience investing in transaction processing companies, including Cardtronics and BluePay Processing; helped source and close multiple acquisitions for both companies with an aim to accelerate growth by building scale
  • Served on the Board of Directors of numerous public companies

Former Experience

  • Bankers Trust Company – focused on leveraged acquisitions

Education

  • Harvard Business School – MBA, with Honors
  • Haverford College – BA, magna cum laude, Phi Beta Kappa, History

Board Representation

Current

  • BluePay Processing
  • Evanston Capital Management
  • Keeley Asset Management
  • Russell Investments
  • Stadion Money Management

Former

  • Affiliated Managers Group
  • Allegis Realty Investors (now UBS Realty Investors)
  • And 1
  • ANSYS
  • Boron, LePore & Associates
  • Cardtronics
  • Clayton Holdings
  • CompBenefits
  • Cupertino Electric
  • EYP Mission Critical Facilities
  • First Eagle Investment Management
  • Florida Career College
  • HVL
  • K2 Advisors
  • Monarch Dental
  • Preferred Freezer Services
  • Thomson Advisory Group (now PIMCO Advisors)
  • Vatterott Educational Centers

Board Observer

  • Full Sail

Other

  • Co-Founder of the Down Syndrome Research and Treatment Foundation (now LuMind Foundation)
  • Haverford College, Member of the Board of Managers

Featured Investments