Roy helps lead TA’s investments in financial services and financial technology markets, including electronic payments, investment management and wealth management end markets.
Roy joined TA in 2001 as an Associate and returned to TA in 2006 following graduate school. Roy has closed nine investments totaling over $4 billion in enterprise value since joining TA. Prior to TA, he was involved in 10 leveraged financings for sponsors and strategics totaling over $7 billion. Roy’s primary focus is on services and technology providers in electronic payments, investment management and wealth management, and he also has experience in business services.
Career Highlights
- Partnered with management to complete nine investments totaling over $4 billion in enterprise value
- Over the last three years, engineered liquidity events totaling nearly $6 billion of enterprise value
- Over the last three years, completed four strategic acquisitions on behalf of TA portfolio companies
- Prior to TA, involved in financings for 10 companies to support M&A and organic growth efforts
Former Experience
- Davidson Kempner Partners – Public Company Investments
- Banc of America Securities – High Yield and Leveraged Finance
Education
- Stanford Graduate School of Business – MBA, Arjay Miller Scholar
- Washington and Lee University – BS, with Special Attainments, Business Administration
Board Representation
Current
- NorthStar Financial Services Group
- Retriever Payments
- Stadion Money Management
Former
- BluePay
- Dealer Tire
- First Eagle Investment Management (Observer)
- K2 Advisors
Other
- Trustee of Boston Ballet
- Advisor to Museum of Fine Arts, Boston
