Jonathan Roth is deeply vested in understanding and working hand-in-hand with business owners in the middle market. He plays a key role in managing all aspects of buy-side and sell-side analysis and transactions. And, works directly with business owners and the DAK team supporting the execution of acquisitions, divestitures as well as capital markets transactions, including equity and debt placement.
Jonathan brings over 25 years of business management experience with 15 years in Mergers & Acquisitions and Equity & Debt Capital markets. Prior to joining DAK, he was the Executive Director, Corporate Development at a leading digital advertising and marketing agency based in the Los Angeles area with a primary focus on acquisition targeting, equity and debt markets, and financial planning initiatives.
Prior to that, Jonathan was a digital media, internet, technology, and media banker at several globally-recognized middle-market investment banking firms, including Oaklins DeSilva + Phillips and Cascadia Capital.
Prior to investment banking, Jonathan was a co-founder and C-level operator of two venture-backed startups in the financial services software and online healthcare sectors.
Jonathan graduated with a B.A. from Columbia College, Columbia University and an MBA in Corporate Finance from Columbia Business School, Columbia University. In addition he is registered with FINRA for the Securities Industry Essentials Exam (“SIE”), the Series 7, Series 82 and Series 63.