Summary
Overview
Work History
Education
Skills
Certification
Selected Mergers And Acquisitions
Selected Transactions
Affiliations
Timeline
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Jonathan Roth

Montclair,NJ

Summary

Senior investment banker with over 20 years of experience, and more than $2 billion in closed M&A and capital raise transactions. Expertise in sell-side mandates, cross-border deals, and growth financings across digital media, business services, manufacturing, and distribution. Trusted advisor to founder-led companies and PE sponsors, known for hands-on execution, strategic insight, and strong business development capabilities.

Overview

21
21
years of professional experience
1
1
Certification

Work History

Director, Investment Banking

The DAK Group
Rochelle Park, NJ
03.2019 - Current
  • Executed sell-side M&A transactions in digital media, business services, manufacturing, and distribution sectors at a 40-year investment bank.
  • Co-directed business development initiatives across technology and business services sectors.
  • Managed resource allocation for teams from Analyst to VP level, enhancing operational efficiency.

Executive Director, Corp Dev

The Ayzenberg Group
Pasadena, California
03.2015 - 03.2018
  • Created business plan and financial models for growth equity raise and M&A initiatives to enhance ION Influencer Network Platform division.
  • Led over 50 buyout engagements, successfully managing multiple offers.
  • Sourced approximately $40 million in mezzanine and senior debt term sheets.
  • Identified acquisition opportunities and growth equity investments, securing LOI stage with The Stagwell Group (NASDAQ: STGW).

Director, Investment Banking

C.W. Downer & Co.
Santa Monica, California
03.2014 - 03.2015
  • Executed multiple acquisition and capital-raise projects for global middle-market bank.
  • Directed junior bankers in developing financial models, research, and management presentations.
  • Established data rooms for M&A and capital raise assignments across U.S., EU, and China.

Managing Director, M&A

Digital Capital Advisors
Santa Monica, California
06.2012 - 01.2014
  • Executed sell-side M&A assignments, ensuring strategic alignment and thorough completion.
  • Published sector-specific white papers to strengthen cross-border boutique specialty bank model.
  • Developed and delivered presentations for SaaS/OnDemand sector to strategic acquirers and financial sponsors.
  • Directed junior bankers in creating confidential information memoranda, financial models, and management presentations.

Director/Managing Director

Siemer and Associates
Santa Monica, California
04.2010 - 06.2012
  • Originated and executed multiple acquisition and capital raise projects for boutique bank.
  • Directed junior bankers in developing confidential information memoranda and financial models.
  • Oversaw preparation of management presentations and conducted comprehensive industry research.
  • Created detailed industry sub-sector books, focusing on Advertising Technology.

Senior Vice President

Cascadia Capital
Seattle, Washington
04.2007 - 04.2010
  • Directed M&A sell-side transactions, securing buyers such as Google and Amazon.
  • Created and presented global industry sector reports in collaboration with Managing Director.
  • Oversaw junior bankers in developing confidential information memoranda and financial models.
  • Managed junior staff, conducting performance reviews to enhance team performance.

Managing Director

DeSilva and Phillips
New York, New York
09.2004 - 04.2007
  • Originated and executed multiple acquisition and capital-raise projects.
  • Developed confidential information memoranda, financial models, and management presentations.
  • Created persuasive pitch materials to support fundraising initiatives.
  • Established and managed data rooms to facilitate due diligence processes.

Education

B.A. -

Columbia College
New York

MBA - Finance Concentration

Columbia Business School
New York

Skills

  • Business development and M&A transactions
  • Capital raising strategies
  • Market and financial analysis
  • Valuation techniques

Certification

FINRA Licenses (Inactive), Series 7, Series 79, SIE, Series 82, Series 63

Selected Mergers And Acquisitions

  • Project Drape, M&A, Event Services, Sold to Quest Events (owned by TZP), 2025
  • Project Core, M&A, Technology Consulting KJS sold to SRM, 2024
  • Project Press, M&A, Parts Manufacturing Tryco sold to Connecticut Spring, 2024
  • Project Hart, M&A, Building Services ESC Systems sold to Fidelity (PE), 2023
  • Project Phoenix, M&A, Information Technology TEquipment sold to TestEquity, 2022
  • Project Blind, M&A, Healthcare Staffing Astrix Sold to QuadC (PE), 2021
  • Project Chrome, M&A, Industrial Distribution Bearings LTD. sold to Audax (PE), 2021
  • Project Avenger, M&A, Industrial manufacturing ENDOT sold to Wynnchurch (PE), 2020
  • Project Flex, M&A, Veterinary Orthopedics Biomedtrix sold to Fidelio (PE), 2020
  • Project Influencer, M&A, Digital Advertising agency Buy-Side Corp Dev Role, 2015-2018
  • Project Molto, M&A, K12 learning platform Zula sold to WordWorld, 2014
  • Project Smith, Raise, Digital advertising agency Debt Raise from Comerica, 2014
  • Project Social, M&A, Online tracking and analytics Trendrr sold to Twitter, 2014
  • Project Commerce, M&A, eCommerce Platform Group Commerce sold to Nimble Commerce, 2013
  • Project Fetch, M&A, Big Data enterprise platform Fetch sold to Connotate, 2012
  • Project Video, M&A, Video advertising platform Smartclip sold to Adconion, 2011
  • Project Toronto, Raise, Mobile technology platform mDialog Series B from Blackberry Fund, 2011
  • Project Music, M&A, Digital music platform Countdown sold to BMG, 2011
  • Project Pringo, M&A, Collaboration platform Pringo sold to MobileBits, 2011
  • Project Aculight, M&A, Military Laser technology Aculight sold to Lockheed-Martin, 2008
  • Project Book, M&A, Online books community Shelfari sold to Amazon, 2008
  • Project Listen, M&A, Social listening platform Umbria sold to McGraw-Hill, 2008
  • Project Answer, M&A, Social answers platform Answerology sold to Hearst, 2008
  • Project Bistro, M&A, Online media community Mediabistro sold to Jupitermedia, 2007
  • Project School, M&A, Online education lead gen All Star Directors sold to Austin Ventures, 2006
  • Project Medical, M&A, Online medical media Vestar acquired MediMedia, 09/01/06
  • Project Yacht, M&A, Online database platform InfoUSA acquired Opinion Research, 2005
  • Project Gator, M&A, Franchise lead generation Franchise Gator sold to Microsoft, 2005
  • Project Build, M&A, Online construction media JPMorgan Partners acquired Hanley Wood, 2005

Selected Transactions

  • Sale of Bearings Limited to Audax
  • Sale of Endot to Wynnchurch Capital
  • Sale of Biomedtrix to Fidelio
  • Sale of Trendrr to Twitter
  • Sale of Smartclip to Adconion
  • Sale of Countdown Media to BMG Rights Management
  • Sale of Umbria to McGraw-Hill

Affiliations

  • 17 time marathon finisher
  • Accomplished running coach
  • Red Cross Volunteer (Ventura County, CA)

Timeline

Director, Investment Banking

The DAK Group
03.2019 - Current

Executive Director, Corp Dev

The Ayzenberg Group
03.2015 - 03.2018

Director, Investment Banking

C.W. Downer & Co.
03.2014 - 03.2015

Managing Director, M&A

Digital Capital Advisors
06.2012 - 01.2014

Director/Managing Director

Siemer and Associates
04.2010 - 06.2012

Senior Vice President

Cascadia Capital
04.2007 - 04.2010

Managing Director

DeSilva and Phillips
09.2004 - 04.2007

B.A. -

Columbia College

MBA - Finance Concentration

Columbia Business School

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