Dan Roth, Managing Director
“Selling a business will likely be the largest and most consequential financial event in the life of a business owner. I am passionate about helping those owners during this ultimate phase of their business life. At Forbes, we align our knowledge, experience, and attention to detail to execute the process in the right way, at the right time, and with the right team.”
Dan Roth is a Managing Director at Forbes Partners. He is a trusted advisor, strategist, renowned expert, and acclaimed speaker that has helped thousands of business owners navigate business sales, mergers, acquisitions, capital raises and debt restructuring.
At Forbes, Dan advises companies across a wide range of verticals, with particular emphasis on technology. Dan is known for his ability to partner alongside his clients, drawing on his own extensive entrepreneurial experience and passion, to unlock multiple avenues for value creation and ultimately position companies for outlier transaction results.
Dan has over 4 decades of deal making experience as a transaction professional, entrepreneur and executive business leader.
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.
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 a number of 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.
Outside of work, Dan enjoys spending time with his wife Shawn in the Colorado mountains, camping, hiking, biking, running, golfing, playing tennis, exploring new restaurants, and traveling. In his free time, he enjoys mentoring aspiring entrepreneurs, public speaking, and developing software.
- Computers, Servers, Storage
- Data Centers
- Disaster Recovery
- Software & Internet
- Cyber Security
- eCommerce and Fulfillment
- Fin Tech
- Home Health Care
- Durable Medical Equipment (DME)
- Home Oxygen Supply
- Care Coordination
- Senior Care
- Medical Billing
- Practice Management
- Mail Order Pharmacy
- Business Services
- IT Managed Services (MSP)
- For-profit Training & Education
- Defense Contracting
- Oil & Gas
- Value Added Reseller (VAR)
- Data Aggregation
- Logistics & Transportation
- Manufacturing and Distribution
- Consumer Products
- Building Materials
- Niche Manufacturing
- Contract Manufacturing
- Wholesale Distribution
Education & Certifications
- B.S. in Information and Computer Science from University of California at Irvine
- Master of Business Administration (MBA) degree from Loyola Marymount University
- FINRA – Series 79 & 63 Registered Investment Banking Representative
- FINRA – Series 82 Private Securities Offerings Representative