Roy is Managing Director & Principal of Corporate Finance Associates "CFA", a global middle-market investment bank founded in 1956. He has managed the firm's Austin/San Antonio office since 1997 and serves on the firm's Board of Directors and Executive Committee. He is also a shareholder and member of the Board of Directors of Corporate Finance Securities, Inc. an affiliated FINRA registered broker-dealer.
Prior to joining CFA in 1997, Roy launched several startup companies and served in leadership capacities in each including one that reached Inc 500 ranking before it was sold to a large national acquirer. He has combined his deep experience in investment banking with his understanding of business from an owner's perspective to produce solutions to challenging needs and to help clients accomplish their goals.
Roy's decades of experience have included hundreds of engagements in many industries on both domestic and cross-border transactions. He has worked with many family-owned businesses as well as more broadly owned private and public corporations, guiding them through business sales, acquisitions and recapitalization driven by various objectives.
Roy has been involved in industry leadership for many years, having served as past president of the Austin/San Antonio chapter of the Association for Corporate Growth "ACG", a global organization of 15,000 members from private equity, investment banking, corporate development and other professions focused on M&A issues. He served on the ACG chapter board of directors for 16 years and the ACG global board of directors for 3 years.
Roy is a graduate of Southern Methodist University with a BBA in finance from the Cox School of Business. He holds FINRA Series 7, 63, 79 and 99 securities licenses as well as a Texas real estate license.
Professional Activities
- Association for Corporate Growth Member Global Board of Directors: 2012 - 2015 Association for Corporate Growth, Austin/San Antonio Chapter President: 2006 & 2007 Director: 2006 - 2019
Publications
Publication date Jan 1, 2016 - Texas CEO Magazine
Taking a Second Bite of the Apple: Recapitalizing in Today's Economy
Publication date Mar 1, 2015 - Texas CEO Magazine
Securities offered through Corporate Finance Securities, Inc. Member FINRA/SIPC
