Roth MKM
ROTH MKM was the name used by Roth Capital Partners after its 2023 acquisition of MKM Partners. The investment bank, based in Newport Beach, California, serves small- and mid-cap growth companies and has since returned to the ROTH Capital name.
Activity24M
RatingsPrice targetsKey figures
- Stocks covered
- 112M
- Actions
- 112M
- Ratings / Price targets
- 1 / 0
- Buy-rated
- 100%of 1 rated
- On record
- May 2020 – Aug 2026
Overview
ROTH MKM is committed to proprietary research and trading for growth-oriented companies.
At its launch in 2023, the combined firm had about 45 research analysts covering more than 500 stocks. MKM added trading, derivatives, event-driven and high-yield research to Roth's small-cap coverage. Its annual investor conference in Orange County, California, drew about 500 companies in 2024.
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.
Milestones
- 1984
Cruttenden & Co. begins offering brokerage services
- 1994
Renamed Cruttenden Roth
- 2000
Renamed Roth Capital Partners
- 2023
Acquires MKM Partners and does business as ROTH MKM
Firm facts
- Legal name
- Roth Capital Partners, LLC
- Type
- Boutique
- Founded
- 1984
- Headquarters
- Newport Beach, United States
- Parent
- CR Financial Holdings, Inc.
- Rating scale
- BuyNeutralSell12 months
- Status
- RetiredSucceeded by Roth Capital Partners
- Predecessors
- MKM Partners
- Website
- roth.com
Research philosophy
ROTH MKM described itself as an employee-owned investment bank built on long-term relationships with growth companies and their investors. It aimed to support companies throughout their development. When Roth agreed to acquire MKM in 2022, Byron Roth said the two firms shared a commitment to lasting relationships with issuers and institutional investors.
Rating methodology
ROTH MKM used Buy (expected total return of at least 10% over 12 months), Neutral (−10% to +10%) and Sell (decline of more than 10%).
Coverage12M
Sectors
Most covered24M
| Stock | Rating | Target |
|---|---|---|
 Celsius Holdings, Inc.CELH | Buy | — |
 Live Nation Entertainment, Inc.LYV | Buy | — |
 Reddit, Inc.RDDT | Neutral | — |
 SolarEdge Technologies, Inc.SEDG | Neutral | — |
 Bitdeer Technologies GroupBTDR | Buy | — |
 Byrna Technologies Inc.BYRN | Buy | — |
 Coeur Mining, Inc.CDE | Buy | — |
 Core Scientific, Inc.CORZ | Buy | — |
 Ispire Technology Inc.ISPR | Buy | — |
 The Lovesac CompanyLOVE | Buy | — |
Recent actions
| Date | Stock | Rating action | Rating |
|---|---|---|---|
| Aug 6 |  The Allstate CorporationALL | Reiterate | Buy |
| Sep 17, 2025 | KRThe Kroger Co.KR | Upgrade | Neutral →Buy |
| Jun 26, 2025 | Core Scientific, Inc.CORZ | Reiterate | Buy |
| May 15, 2025 | Ispire Technology Inc.ISPR | Reiterate | Buy |
| May 14, 2025 |  Monster Beverage CorporationMNST | Reiterate | Neutral |
| May 14, 2025 | ENEnerSysENS | Reiterate | Buy |
| May 14, 2025 | TATransAct Technologies IncorporatedTACT | Reiterate | Buy |
| May 14, 2025 | PEPerion Network Ltd.PERI | Upgrade | Neutral →Buy |
| May 14, 2025 | SSSoundThinking, Inc.SSTI | Reiterate | Buy |
| May 14, 2025 | PXPixelworks, Inc.PXLW | Reiterate | Buy |
| May 2, 2025 | CSCarriage Services, Inc.CSV | Reiterate | Buy |
| May 2, 2025 | PAPatrick Industries, Inc.PATK | Reiterate | Buy |