Private Equity Advisory from Deal to Exit: A Conversation with Roy Lockhart of Stax

Stax is hiring! See open roles at this private equity consulting firm.

In this episode, Jenny Rae chats with Roy Lockhart - a Stax Managing Director. Roy leads the exit planning/sell-side practice at Stax and has been involved in over 100 deals!

Jenny Rae and Roy break down:

• The key seasons Roy has stayed with Stax for so long
• What career development looks like at Stax - and how it evolves
• Advice for young professionals
• Stax’ integrated approach to private equity consulting
• Roy’s most memorable client projects

Stax Links and Previous Episodes

• Who is Stax? Learn more
• Stax careers page
• S11E10: Stax Private Equity Case Interview - Portfolio Company Growth
• S4E29: Stax Inc: the Entrepreneurial Firm Combining Strategy, Meritocracy, and Fun

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Roy Lockhart Bio

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.

Transcription: Coming Soon!