Roth MKM

Roth Capital Partners, LLC

ROTH MKM was the name under which Roth Capital Partners, a Newport Beach, California investment bank serving small- and mid-cap growth companies, operated after acquiring MKM Partners in 2023. The firm has since returned to the ROTH Capital name.

Company history

Roth traces to Cruttenden & Co., which began offering brokerage services in 1984; Byron Roth joined in 1992, the firm became Cruttenden Roth in 1994 and Roth Capital Partners in 2000. In 2023 it completed its first acquisition, Stamford-based MKM Partners, and began doing business as ROTH MKM, with MKM's Sagar Sheth as CEO and Byron Roth as executive chairman. By late 2024 its research again carried the ROTH Capital name.

  1. 1984Cruttenden & Co. begins offering brokerage services
  2. 1994Renamed Cruttenden Roth
  3. 2000Renamed Roth Capital Partners
  4. 2023Acquires MKM Partners and does business as ROTH MKM

Research

The combined firm launched with about 45 research analysts and more than 500 stocks under coverage (2023), with MKM adding trading, derivatives, event-driven and high-yield research to Roth's small-cap franchise. Its annual investor conference in Orange County, California, drew about 500 companies in 2024. Ratings are Buy (expected total return of at least 10% over 12 months), Neutral (−10% to +10%) and Sell (decline of more than 10%).

Coverage12M

Stocks
1
Ratings
1
Price targets
0
Upgrades
0
Downgrades
0
Initiations
0
Reiterations
1
  • Positive100%1
  • Neutral0%0
  • Negative0%0

Sectors

  • Financials100%

Ratings

  • Buy100%

Listing

  • United States100%

Activity24M

RatingsPrice targets54
Oct 2024 · Ratings 34 · Price targets 0Nov 2024 · Ratings 54 · Price targets 0Dec 2024 · Ratings 21 · Price targets 0Jan 2025 · Ratings 13 · Price targets 0Feb 2025 · Ratings 36 · Price targets 0Mar 2025 · Ratings 28 · Price targets 0Apr 2025 · Ratings 13 · Price targets 0May 2025 · Ratings 16 · Price targets 0Jun 2025 · Ratings 1 · Price targets 0Jul 2025 · Ratings 0 · Price targets 0Aug 2025 · Ratings 0 · Price targets 0Sep 2025 · Ratings 1 · Price targets 0Oct 2025 · Ratings 0 · Price targets 0Nov 2025 · Ratings 0 · Price targets 0Dec 2025 · Ratings 0 · Price targets 0Jan 2026 · Ratings 0 · Price targets 0Feb 2026 · Ratings 0 · Price targets 0Mar 2026 · Ratings 0 · Price targets 0Apr 2026 · Ratings 0 · Price targets 0May 2026 · Ratings 0 · Price targets 0Jun 2026 · Ratings 0 · Price targets 0Jul 2026 · Ratings 0 · Price targets 0Aug 2026 · Ratings 1 · Price targets 0Sep 2026 · Ratings 0 · Price targets 0
Oct '24Oct '25Sep '26

Most covered24M

StockRatingTargetActionsLast action
CELHCelsius Holdings, Inc.Buy4Feb 21
LYVLive Nation Entertainment, Inc.Buy4May 2
RDDTReddit, Inc.Neutral4May 2
SEDGSolarEdge Technologies, Inc.Neutral4Feb 21
BTDRBitdeer Technologies GroupBuy3Feb 26
BYRNByrna Technologies Inc.Buy3Mar 20
CDECoeur Mining, Inc.Buy3Feb 21
CORZCore Scientific, Inc.Buy3Jun 26
ISPRIspire Technology Inc.Buy3May 15
LOVEThe Lovesac CompanyBuy3Apr 11

Recent actions

StockRating actionRatingDate
The Allstate CorporationALLReiterateBuyAug 6
The Kroger Co.KRUpgradeNeutralBuySep 17, 2025
Core Scientific, Inc.CORZReiterateBuyJun 26, 2025
Ispire Technology Inc.ISPRReiterateBuyMay 15, 2025
Monster Beverage CorporationMNSTReiterateNeutralMay 14, 2025
EnerSysENSReiterateBuyMay 14, 2025
TransAct Technologies IncorporatedTACTReiterateBuyMay 14, 2025
Perion Network Ltd.PERIUpgradeNeutralBuyMay 14, 2025
SoundThinking, Inc.SSTIReiterateBuyMay 14, 2025
Pixelworks, Inc.PXLWReiterateBuyMay 14, 2025
Carriage Services, Inc.CSVReiterateBuyMay 2, 2025
Patrick Industries, Inc.PATKReiterateBuyMay 2, 2025

References

  1. Roth Capital Partners Completes Acquisition of MKM Partnersbusinesswire.com
  2. Roth Capital Partners - Wikipediaen.wikipedia.org
  3. Roth Capital Partners, LLC statement of financial condition (SEC, 2025)sec.gov
  4. ROTH MKM research note on PodcastOne with rating system definitions (2024)s24.q4cdn.com
  5. ROTH Capital research report with rating system definitions (September 2024)cdn-ceo-ca.s3.amazonaws.com
  6. Disclosures for ROTH Capital Partners research (December 2025)streetwisereports.com