Roy is co-head of TA's North America financial services investing efforts, and leads investments in financial services and financial technology, including electronic payment, investment management and wealth management end markets.
Roy joined TA in 2001 as an Associate in the Boston office until 2004, and returned to TA in 2006 following graduate school. Over his career, he has partnered with founders and high-energy executives to sustain and improve rapid organic growth and use M&A to increase portfolio company capabilities.
Career Highlights
- Partnered with management to complete 15 platform investments
- Achieved exits or recaps on 10 investments
- Completed 46 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
- AffiniPay
- Caprock
- Financial Information Technologies (Fintech)
- Orion Advisor Solutions
- Rectangle Health
- Stadion Money Management
- Wealth Enhancement Group
Former
- BluePay
- Dealer Tire
- Exeter Property Group
- 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
