Roy helps lead TA’s investments in financial services and financial technology, including electronic payments, investment management and wealth management end markets.
Roy joined TA in 2001 as an Associate in the Boston office and returned to TA in 2006 following graduate school. His 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 11 investments totaling nearly $6 billion in enterprise value
- Achieved exits on six investments totaling nearly $7 billion of enterprise value
- Completed 12 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
- Financial Information Technologies (Fintech)
- Orion Advisor Solutions
- Rectangle Health
- Stadion Money Management
- Wealth Enhancement Group
Former
- BluePay
- Dealer Tire
- First Eagle Investment Management (Observer)
- K2 Advisors
Former Active Investor
- Cardtronics
- Numeric Investors
Other
- Trustee of Boston Ballet
- Advisor to Museum of Fine Arts, Boston
