
The CMO CLUB is pleased to announce that Carol Roth will be interviewing CMOs at the upcoming CMO CLUB Innovation Summit, for CMO CLUB TV. Details and more about Carol.....
Carol Roth is a business strategist, content producer, deal maker, former investment banker and author of the New York Times bestselling book, The Entrepreneur Equation. Carol has worked with hundreds of companies, ranging from a single entrepreneur with an idea to Fortune 500 businesses, on all aspects of business and financial strategy. Collectively, she has helped her clients raise more than $1 billion in capital, complete $750+ million in mergers and acquisitions, secure high-profile licensing and partnership deals and create 7-figure brand loyalty programs.
Carol is known for her tough love style- she tells it like it is, but as she says, she will give you a hug afterwards. She draws upon her broad experience base to provide advice ranging from the business basics to the bold (think firing your customers) with a fresh, no-holds-barred approach. She refers to her advisory style as the “Spinach in Your Teeth®” philosophy, warning business owners to never trust anyone who won’t tell them that they have spinach stuck in their teeth. She brings both the sugar and the spice to everything she does.
Ms. Roth puts her vast experience with the “good, bad and ugly of business” to work on a daily basis. She has over 16 years of business advisory experience, which began at investment banking firm Montgomery Securities in San Francisco (subsequently Banc of America Securities), where she rapidly rose internally to become one of the youngest officers of the company by age 25. She is known for her significant knowledge base, can-do attitude, extreme efficiency, client dedication, frank opinions and “colorful” vocabulary. Her experience has encompassed a wide variety of products and services, including initial public offerings (IPOs), secondary offerings, private equity placements, private debt placements, buy-side M&A, sell-side M&A, LBOs/MBOs, recapitalizations, valuations, fairness opinions, licensing, marketing services, franchise work, start-up advisory and general strategic advisory work. She will also go out on a limb for her clients, who have asked her to do some very strange things, including filling-in as an auctioneer for a charity event auction.
Ms. Roth has truly “seen it all” from her diverse client base. Over her career she has worked with a wide variety of branded entities (her specialty is branded/consumer companies). Some of her noteworthy clients have included Integrity Toys, Applica and Pelstar/Pelouze, among many others. Ms. Roth is also a shareholder of and investor in several of her clients.
Carol is a frequent radio, television and print media contributor on the topics of business and entrepreneurship, appearing regularly on Fox News, MSNBC, Fox Business, WGN TV Chicago, among others.
