Daniel J. Roth

Managing Director



Daniel J. Roth is a veteran dealmaker, entrepreneur and corporate executive with both domestic and international business experience. Throughout his extensive career, Dan has assisted businesses owners in every phase of planning and development including advising start-ups, fostering growth and planning exit strategies.


Dan's entrepreneurial experience includes co-founding a merger and acquisition, corporate finance and exit planning company serving small and middle-market business owners. He's also built and sold several software and technology firms, including a company that created automated banking software to operate "nostro" reconciliation departments for international banks throughout the world, which he eventually sold to a European buyer. He also created an online ecommerce and catalogue business selling more than 10,000 products as a senior executive with a Fortune 500.

Education and Awards:

B.S. - Information & Computer Science, University of California, Irvine
MBA - Loyola Marymount University

Areas of Expertise:

Information Technology
Oil & Gas
Professional Services