Dan Roth brings a wealth of merger and acquisition expertise, specializing in the technology and healthcare fields.
Denver, Colorado (October 9, 2020) – The Forbes M+A Group, a leading transaction advisory firm, today announced Dan Roth has joined the firm as Managing Director. He is based in the firm’s Denver, Colorado headquarters.
Prior to Forbes, Dan’s transaction professional career included senior positions at IBG Business Group (former President and Managing Director), Eureka Capital Markets (co-founder), RSM McGladrey Capital Markets, and Arthur Andersen.
“With over four decades of deal-making experience as a transaction professional, business leader, and entrepreneur, Dan is an outstanding addition to our team,” said Bob Forbes, President of The Forbes M+A Group. “Our industry groups such as technology, healthcare, industrials, and more, will benefit from Dan’s insights and expertise.”
As an entrepreneur, Dan co-founded AccentCare (venture-backed, post-acute, home health, and hospice platform sold to Oak Hill Capital Partners), Aura (FinTech software acquired by SWIFT), and Diamond Data Corporation (accounting software and VAR).
As a business leader, Dan orchestrated M&A and several other critical strategic initiatives for McDonnell Douglas Information Systems International (global software and data business), Systems Management Specialists (IT outsourcing/data center business acquired by Marconi), Apria Healthcare (home respiratory services and medical equipment). He also served as interim CEO of two electronics companies.
“I have admired The Forbes M+A Group for many years,” said Dan Roth. “I am passionate about helping clients and the opportunity to join such an experienced team with a proven track record of success was extremely compelling. The energy at Forbes is invigorating, and I am excited to work in a top-heavy team of some of the best advisors in the business.”
Dan has a Master of Business Administration (MBA) degree from Loyola Marymount University and a bachelor’s degree in Information and Computer Science from the University of California at Irvine. He holds Series 63, 79, 82 FINRA licenses.
About The Forbes M+A Group
The Forbes M+A Group, founded in 2004 with offices in Denver, CO and Salt Lake City, UT is an award-winning investment bank with expertise in mergers and acquisitions, capital formation, and financial restructuring within the middle market. The group has over 15 years of experience delivering outstanding results for business owners, entrepreneurs and investors. Advisors at The Forbes M+A Group have 250+ years of combined experience in international transactions across a wide variety of industries. The Forbes M+A Group has been recognized as a leader within the middle market as a regional M&A Firm of the Year for the past 5 years. For more information, please visit us at: www.forbesma.com or phone at (303) 770-6017.
Media Contact: Sara Cody | +1(303)558.1462 | Sara.Cody@ForbesMA.com