Carol Roth makes people think, makes them laugh and makes them money.
She is a 'recovering' investment banker, entrepreneur, investor, speaker, small business advocate and author of The New York Times bestselling book, "The Entrepreneur Equation." She contributes op-eds and columns to a variety of outlets, including a weekly column on Entrepreneur.com.
Carol Roth began her career at investment banking firm Montgomery Securities (subsequently Banc of America Securities), where she rapidly rose internally to become one of the youngest officers of the company by age 25. She also owned her own broker-dealer, Intercap Merchant Partners, which is now a holding company for her varied business and investment activities.
Carol has worked with hundreds of companies, ranging from solopreneurs to Fortune 500 businesses, on all aspects of business and financial strategy. As a dealmaker, she has helped her clients complete more than $2 billion in transactions. Her transaction experience includes initial public offerings (IPOs), private equity & debt placements, buy- & sell-side M&A, LBOs/MBOs, recaps, fairness opinions, licensing, marketing services, and start-up & general strategic advisory work. She has also completed licenses and joint ventures between her clients and a variety of high profile entities including Paramount, Fox, Hasbro and even pop singer Katy Perry.
Carol's company currently focuses on monetization and other efforts in the customer loyalty/enthusiast space, creating 7-figure brand loyalty programs. The company also makes a variety of investments and launches products, including currently developing a software product. Carol personally acts as a brand spokesperson, ambassador and advisor for a number of companies and brands that are seeking to reach a broader audience as well, with a focus on those looking to reach small business owners and entrepreneurs.
As a speaker, emcee and event moderator, Carol has worked with a variety of high profile events and companies, including Microsoft, The Chicago Cubs, The New York Times Small Business Summit, MBBI, SCORE, PCMA, MPI, BlogWorld Expo and many others.
Carol is a noted small business advocate and was named a Top 100 Small Business Influencer for 2011, 2012, 2013 & 2014 by Small Biz Trends. She is a former public company director, previously serving on the Board of Directors of Travelzoo (NASD:TZOO). Carol holds a B.S. Degree from the Wharton School of Business, Magna Cum Laude. She is a huge professional sports fan and also has an action figure made in her own likeness.