Consumer

Delivering Value for Consumer Growth Businesses

Roth's Consumer Investment Banking Team is focused on serving the needs of public and private growth companies. Our team focuses exclusively on consumer businesses, having cultivated an effective network of investors, companies and senior industry executives. This focus provides us with unique insight into the changing dynamics of the industry, along with its underlying challenges and opportunities. Our long-term relationships allow us to gain an in-depth understanding of our client’s businesses, adding significant value as they continue to grow both organically and through acquisition.

Investment Banking

Sector Focus

  • Agriculture
  • Apparel, Footwear & Accessories
  • Beauty & Personal Care
  • Beverage
  • Cannabis
  • Consumer Products
  • E-commerce
  • Fitness & Sporting Goods
  • Healthy Food & Snacks
  • Gaming & Leisure
  • Infant, Juvenile & Toys
  • Nutrition & Weight Management 
  • Restaurants
  • Retail

Investment Banking Team

Hershel Gerson

Managing Director & Co-Head of Consumer Investment Banking

310-445-5875

Paul Zaffaroni

Managing Director & Co-Head of Consumer Investment Banking

Gerald L. Mars

Managing Director, Investment Banking

949-720-7196

Jonathan Alyn

Director, Investment Banking

949-720-7156

Jacob Frank

Director, Investment Banking

949-720-7135

Adam Roth

Director, Investment Banking

858-335-5500

Select Transactions

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$94,000,000

Cadre Holdings

Follow-On

Co-Manager June 2022

$103,500,000

Xponential Fitness

Follow-On

Co-Manager April 2022
JustCBD

has been acquired by

M&A Advisory

Financial Advisor February 2022
Pedego

has received an investment from

M&A Advisory

Financial Advisor December 2021

$150,000,000

Revelstone Capital Acquisition Corp.

IPO

Joint Book-Running Manager December 2021

$85,387,500

Clarus Corp.

Follow-On

Joint Book-Running Manager October 2021

$349,631,100

F45 Training Holdings Inc.

IPO

Co-Manager July 2021

$461,963,000

Celsius Holdings Inc.

Follow-On

Co-Manager June 2021

Research

Research Team

Edward Engel, CFA

Senior Research Analyst

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George Kelly, CFA

Managing Director, Senior Research Analyst

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Matthew Koranda

Managing Director, Senior Research Analyst

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Sean McGowan

Managing Director, Senior Research Analyst

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Gerard "Gerry" Sweeney

Managing Director, Senior Research Analyst

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Scott Fortune

Managing Director, Senior Research Analyst

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