Research

Our Research Informs Your Growth Strategy

Roth MKM’s focus is helping rapidly-growing companies fund investments in long-term growth prospects. Our network of over 450 covered companies around the world has a average market cap of over $1.4 billion.

What Differentiates Us

The relationships we build are game-changing. Roth MKM’s Analysts maintain close relationships with their industry contacts and covered companies in order to provide valuable insight. These relationships are leveraged in order to provide accounts access to management through physical or virtual roadshows, and with specialized conferences. Our analysts generate company-specific research, and the sector teams also work with our macro, technical, derivatives and event-driven research teams to identify investment ideas.

In 2022, we had over 300 analyst marketing interactions, ~750 industry expert and KOL calls, and over 2700 specialized investor conference meetings.

  • Our Research Team provides differentiated research that is timely and award-winning. Multiple Research Analysts have been awarded top rankings in The Wall Street Journal, Starmine, Thomson Reuters Analyst Surveys, Institutional Investor, and TipRanks surveys. Our Research Team consistently stands out from our peers.
  • Roth MKM analysts appear regularly on mainstream media, including CNBC, Bloomberg, Wall Street Journal, Barron's, and Yahoo Finance. 
  • Our mission is to provide proprietary insights into institutionally relevant companies, and our analysts strive to be thought leaders in their respective industries. To accomplish this mission, our analysts utilize their well-established networks of industry contacts, perform extensive channel checks and generate comprehensive returns-based analysis.
  • Additionally, Roth MKM’s research analysts are credentialed; many analysts on our team have earned Masters degrees, Ph.Ds., and/or CFA Charter certifications.
  • We’re timely — our daily research is distributed to every major Wall Street platform and reaches thousands of targeted investors and clients.

Research Reports

Roth MKM clients can access our proprietary research on a variety of platforms and from our library. The strength and presence of our research in the investment community is valuable information for growth companies to gain institutional sponsorship.

Contact Us About Our Services

Covering a Spectrum of Dynamic Companies

New Coverage Activity (Initiations)
Roth MKM Research Coverage by Market Cap (mm) Percentage & Company Count
Roth MKM Research Coverage by Sector Company Count

Coverage Universe

For a copy of our coverage universe, please contact your Roth representative.

Business Services

Companies under our Business Services sector benefit from our deep industry knowledge and comprehensive solutions.

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Consumer

The Consumer companies in our network are divided span sub-sectors including Beverages, Entertainment, Gaming & Leisure, Health & Wellness, Retail, and eCommerce. 

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Industrial Growth

Our Industrial Growth companies are comprised of the following sub-sectors: Automotive, Energy infrastructure and equipment, Manufacturing and process technologies and Real Estate and REITs. 

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Energy

Our Energy companies cover Oil & Gas and Exploration & Production.

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Healthcare

The sub-sectors are BioPharmaceuticals, Biotechnology, Medical Technology and Pharmaceuticals.

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Metals & Mining

Our Metals & Mining companies have one dedicated analyst.

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Technology & Media

The sub-sectors include Applied Technology, Communications, Wireless & IoT, Internet & Media, Gaming, Semiconductors, IT Hardware & Software, and AgTech

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Sustainability

The sub-sectors are Advanced Materials, Clean Fuels & Green Chemistries, eMobility, Smart Cities, Environmental: Water, Waste, Recycling & Agtech, and Solar &Wind

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Detailed Coverage Universe Listing

For a copy of our coverage universe, please contact your Roth representative.

For More Information, Contact:

Jeff Martin, CFA
Co-Director of Research & Senior Research Analyst
949-720-7184
jmartin@roth.com

Patrick Hearns
Co-Director of Research
203-569-0612
phearns@roth.com

Our Research Team

Roth's 30 Research Analysts cover over 500 companies. Our experienced team is intensely focused on the diverse industries we serve.

Bill Kirk, CFA

Managing Director, Senior Research Analyst

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Chip Moore, CFA

Managing Director, Senior Research Analyst

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Craig Irwin

Managing Director, Senior Research Analyst

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Darren Aftahi

Managing Director, Senior Research Analyst

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Eric Handler

Managing Director, Senior Research Analyst

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George Kelly, CFA

Managing Director, Senior Research Analyst

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Gerard "Gerry" Sweeney

Managing Director, Senior Research Analyst

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Harry Fong

Managing Director, Senior Research Analyst

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Jason Wittes

Managing Director, Senior Research Analyst

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John White

Managing Director, Senior Research Analyst

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Jonathan Aschoff, Ph.D.

Managing Director, Senior Research Analyst

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Joseph Reagor

Managing Director, Senior Research Analyst

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Justin Clare, CFA

Managing Director, Senior Research Analyst

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Leo Mariani, CFA

Managing Director, Senior Research Analyst

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Matthew Koranda

Managing Director, Senior Research Analyst

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Michael "Richard" Niehuser

Managing Director, Senior Research Analyst

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Philip Shen

Managing Director, Senior Research Analyst

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Richard Baldry, CFA

Managing Director, Senior Research Analyst

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Rohit Kulkarni

Managing Director, Senior Research Analyst

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Scott Fortune

Managing Director, Senior Research Analyst

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Scott Searle, CFA

Managing Director, Senior Research Analyst

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Scott Stember

Executive Director, Senior Research Analyst

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Sean McGowan

Managing Director, Senior Research Analyst

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Suji Desilva, CFA

Managing Director, Senior Research Analyst

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