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37th Annual
ROTH Conference
37th Annual ROTH Conference
March 16th – 18th, 2025
The Laguna Cliffs Marriott Resort & Spa, Dana Point, CA
B2I DIGITAL, Inc.is a marketing partner of the 37th Annual ROTH Conference. B2I DIGITAL, Inc. is not an affiliate of Roth and is not authorized to represent or act on behalf of Roth, in any capacity. Roth has not reviewed and approved the content contained on the b2idigital.com website. Content about any specific company was provided and approved by that company. B2I DIGITAL, Inc. has not independently verified the accuracy of the information contained herein. No content contained herein shall be considered an offer to solicit the sale of any security.
Sponsors
Partner
![Loeb & Loeb LLP Logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Loeb%20%26%20Loeb%20LLP%20Logo%20white.png?width=430&height=120&name=Loeb%20%26%20Loeb%20LLP%20Logo%20white.png)
Loeb & Loeb_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
It is an exciting time to be in the legal industry. As the rate of change in our society accelerates, digital transformation continues to alter the paradigms of business. Now, more than ever, our clients need lawyers who enable them to see beyond the next turn — and help them innovate, grow and evolve. At Loeb & Loeb, this is what we do every day. We represent a wide range of organizations, as well as high net worth individuals and families. We help these clients identify opportunities, expand into new markets, launch innovative products and services, protect their assets, resolve disputes, and connect with audiences in new ways. We know our clients’ businesses and understand their personal objectives. And we have tremendous multidisciplinary know-how in today’s technology and mobility trends, which continue to transcend all industries. As a multiservice law firm with approximately 450 lawyers across eight offices in the United States and Asia, we have you covered. Source: Company Website 11/05/2024
Premier
![Lowenstein Sandler LLP logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Lowenstein%20Sandler%20LLP%20logo%20white%20copy.webp?width=350&height=104&name=Lowenstein%20Sandler%20LLP%20logo%20white%20copy.webp)
Lowenstein-Sandler_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Lowenstein Sandler is a national law firm with over 350 lawyers working from five offices in New York, Palo Alto, New Jersey, Utah, and Washington, D.C. We represent clients in virtually every sector of the global economy, with particular strength in the areas of technology, life sciences, and investment funds. We have built a reputation for pursuing every matter with creativity and passion. Our industry knowledge, entrepreneurial drive, and proven commitment to our communities deliver a different and better law firm experience to our clients. We focus on building long-standing relationships and anticipating our clients’ needs, rather than responding to them. Working side-by-side with our clients, we serve not only as lawyers, but as trusted advisors. We approach each case, each client, and each other with integrity and respect, and our award winning pro-bono work enables us to connect individuals and communities with unimaginable success. We see our colleagues as family and commit to the personal development, support, and mentorship of all those under our roof. We work tirelessly to create a fully inclusive environment in which differing views and perspectives are welcomed and honored. (Source: Company Website - 2.14.24)
![CBIZ White Logo](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/CBIZ%20White%20Logo.png?width=352&height=90&name=CBIZ%20White%20Logo.png)
CBIZ_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
CBIZ CPAs P.C. is a national CPA firm headquartered in New York and operates under an alternative practice structure with CBIZ, Inc., a business consulting, tax and financial services provider. Together, we are proud to be one of the Top 10 accounting providers, as ranked by Accounting Today, and are associated members of international organizations, Ecovis International, Kreston Global, and LEA (Leading Edge Alliance) Global, providing unmatched support and global capabilities to our clients. Source: Company 12/18/2024
![equisolve logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/equisolve%20logo%20copy.webp?width=433&height=90&name=equisolve%20logo%20copy.webp)
Equisolve_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Equisolve provides website development and ongoing management services for public companies. Our core products are the IR website, Corporate Website, and Accessibility as a Service. Complementing our core products are Webcasting, Teleconferencing, Analytics, and Newswire. We love what we do and consistently deliver an exceptional client experience through our compelling designs, proactive client service, and consultative approach to ongoing management. Source: Company Website 11/18/2024
![Reed Smith LLP logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Reed%20Smith%20LLP%20logo%20white.webp?width=400&height=158&name=Reed%20Smith%20LLP%20logo%20white.webp)
Reed Smith LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Reed Smith, we believe that the practice of law has the power to drive progress. We know your time is valuable and your matters are important. We are focused on outcomes, are highly collaborative, and have deep industry insight that, when coupled with our local market knowledge, allows us to anticipate and address your needs. You deserve purposeful, highly engaged client service that drives progress for your business. Source: Company Website 2.14.24
Diamond
Calabrese Consulting LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Calabrese Consulting LLC and Albeck Financial Services bring together decades of combined financial accounting and advisory consulting services experience. With expertise in Audit Readiness & Advisory, Due Diligence, Financial Reporting, Initial Public Offerings, SPAC Transactions, Sarbanes-Oxley Compliance, Outsource Accounting, and Outsourced CFO / Controller Services, we provide the tailored support your company needs. We bring a unique approach to each engagement to ensure that whether your organization is an emerging public or private company, or whether your organization just needs some additional support to get through a deadline, we have the expertise to meet the demand at hand efficiently and effectively. Source: Company Website 11/06/2024
![Centri Logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Centri%20Logo%20white%20copy.webp?width=279&height=90&name=Centri%20Logo%20white%20copy.webp)
Centri Business Consulting LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Centri, we provide the highest quality advisory consulting services to our clients by being reliable and responsive to their needs. In addition, we provide companies with the expertise they need to meet their reporting demands. Our areas of expertise include financial reporting, internal controls, technical accounting research, valuation, mergers & acquisitions, and tax, CFO, and HR advisory services for companies of various sizes and industries. From complex technical accounting transactions to periodic financial reporting, our professionals can offer any organization the specialized expertise and multilayered skillsets to ensure the project is completed timely and accurately. Source: Company Website 11/18/2024
Pryor Cashman LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Pryor Cashman is an award-winning midsize law firm headquartered in New York City. With over 200 attorneys, our firm spans across three offices, including locations in both Miami and Los Angeles — but we serve a diverse client base that spans around the globe. No matter the office or location, we are known for getting the job done right, and doing it with integrity, efficiency, and style. Source: Company Website 11/18/2024
![withum logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/withum%20logo%20white.webp?width=300&height=55&name=withum%20logo%20white.webp)
withum_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
We believe that knowing who you are comes from knowing what you stand for. At Withum, we stand for doing things The Withum Way. This unique philosophy and culture, built on integrity, trust and transparency, give us the strength to create immense opportunities for our clients, team members and communities. We’re not your regular advisory, tax and accounting firm. Growth and success come from taking the time to understand your business, where you want to go and what you want to achieve. We put our clients at the forefront of the modern business environment through collaboration, an entrepreneurial lens and a technology-forward mindset. Source: Company Website 11/07/2024
Platinum
![Armanino LLP logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Armanino%20LLP%20logo%20white.webp?width=308&height=90&name=Armanino%20LLP%20logo%20white.webp)
Armanino_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Armanino - Possible (Re)Defined™ Armanino's impactful solutions increase clarity and spark success. We bring deep industry experience and integrated audit, tax, consulting and technology services to help organizations reach peak performance today, providing data-based guidance to optimize operations and finances for tomorrow. If you need guidance on a global scale, our association with the Moore Global Network allows us to seamlessly extend our full range of services and resources to over 100 countries. No matter what’s next, Armanino has the insight and foresight to help you redefine what’s possible for your organization. Source - Company 2/9/24
![Crowe LLP logo White](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Crowe%20LLP%20logo%20White.webp?width=320&height=90&name=Crowe%20LLP%20logo%20White.webp)
Crowe LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Crowe LLP (www.crowe.com) is a public accounting, consulting and technology firm that uses its deep industry expertise to provide audit services to public and private entities. The firm and its subsidiaries also help clients make smart decisions that lead to lasting value with its tax, advisory and consulting services. Crowe is recognized by many organizations as one of the best places to work in the U.S. As an independent member of Crowe Global, one of the largest global accounting networks in the world, Crowe serves clients worldwide. The network consists of more than 200 independent accounting and advisory services firms in more than 130 countries around the world. Source: Company Website 11.24.24
![Kelley Drye logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Kelley%20Drye%20logo%20white.webp?width=176&height=110&name=Kelley%20Drye%20logo%20white.webp)
Kelley Drye_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
A powerhouse firm, Kelley Drye is tenacious in court, strategic in problem-solving, and savvy at the deal table. We concentrate on litigation, trials, and government investigations; regulatory; trade; real estate; corporate; and bankruptcy matters, combining talent and experience to address the unique complexities of our clients’ legal challenges. We are practical in our advice, creative in our approach, and committed to your success. Source: Company Website 1/27/25
![Pillsbury Winthrop Shaw Pittman LLP logo copy white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Pillsbury%20Winthrop%20Shaw%20Pittman%20LLP%20logo%20copy%20white.webp?width=160&height=90&name=Pillsbury%20Winthrop%20Shaw%20Pittman%20LLP%20logo%20copy%20white.webp)
Pillsbury Law_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Pillsbury Winthrop Shaw Pittman LLP is an international law firm with a particular focus on the technology & life sciences, energy, financial, and real estate & construction sectors. Recognized as one of the most innovative law firms by Financial Times and one of the top firms for client service by BTI Consulting, Pillsbury and its lawyers are highly regarded for their forward-thinking approach, their enthusiasm for collaborating across disciplines and their authoritative commercial awareness. Source: Company Website 11/21/2024
![S&P-Global-Market-Intelligence-logo_white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/S%26P-Global-Market-Intelligence-logo_white.png?width=326&height=90&name=S%26P-Global-Market-Intelligence-logo_white.png)
S&P Global Market Intelligence_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At S&P Global Market Intelligence, we understand the importance of accurate, deep, and insightful information. Our team of experts delivers unrivaled insights and leading data and technology solutions, partnering with customers to expand their perspective, operate with confidence, and make decisions with conviction. S&P Global Market Intelligence is a division of S&P Global (NYSE: SPGI). We are the world’s foremost provider of credit ratings, benchmarks, analytics, and workflow solutions in the global capital, commodity, and automotive markets. With every one of our offerings, we help many of the world’s leading organizations navigate the economic landscape so they can plan for tomorrow, today. For more information, visit spglobal.com/marketintelligence. Source- Company Website 3/6/24
![SLS-Logo](https://b2idigital.com/hs-fs/hubfs/chub_backup/SLS-Logo.jpg?width=300&height=150&name=SLS-Logo.jpg)
SLS Group LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Since 2008, SLS Group has functioned primarily as a non-bank lender to accredited investors along with making direct investments to private and public companies. Our premiere service is providing investors with securities-backed, non-recourse loans. Our borrowers often hold shares that are hard to deposit or are ineligible for a margin loan from their broker. We help solve their liquidity problems. We launched our payment solutions business in 2023. Source - Company Website 2/16/24
![Sullivan & Worcester LLP logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Sullivan%20%26%20Worcester%20LLP%20logo%20white.webp?width=218&height=90&name=Sullivan%20%26%20Worcester%20LLP%20logo%20white.webp)
Sullivan & Worcester LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sullivan & Worcester is a truly international law firm, offering a team of approximately 200 attorneys in offices spanning New York, Tel Aviv, Boston, Washington and London. The firm provides counsel to U.S and foreign companies on a variety of legal matters, with extensive domestic and global acumen. Our size and philosophy uniquely position us to deliver a small-firm feel with large-firm expertise. We are known for our business-minded approach to advice international corporations, healthcare institutions, private equity investors and financial institutions on all legal aspects relating to their operation, expansion and long-term strategic objectives. Source – Company Website 2/6/24
![The Baldwin Group logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/The%20Baldwin%20Group%20logo%20white.webp?width=500&height=68&name=The%20Baldwin%20Group%20logo%20white.webp)
The Baldwin Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Achieve new possibilities with a partnership that helps simplify the complex. Businesses and individuals partner with us to help them simplify the complex and develop comprehensive, streamlined solutions. As a top-ranked national advisory firm, we identify your unique needs to deliver customized insurance, risk mitigation, employee benefits, and wealth management solutions. If you can imagine it. If you can dream it. If you can see it when others can’t. We can protect it Source: Company 1/27/2025
![money_logo_white-e564dee7-1920w](https://b2idigital.com/hs-fs/hubfs/chub_backup/money_logo_white-e564dee7-1920w.png?width=500&height=64&name=money_logo_white-e564dee7-1920w.png)
The Money Channel NYC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Our team has an extensive background encompassing decades of experience in capital markets and investor relations. Our database includes thousands of active market participants. This provides our clients access to thousands of investment professionals, including institutional investors, investment bankers, stockbrokers, and financial planners. Through this network, we help our clients meet their capital market's objectives. Source: Company Website 11.25.24
Gold
![Baker McKenzie logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Baker%20McKenzie%20logo%20white.webp?width=255&height=90&name=Baker%20McKenzie%20logo%20white.webp)
Baker McKenzie_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
For 75 years, Baker McKenzie has helped clients navigate the complexities of an ever changing world. From the civil rights movement, to fall of the Berlin wall and the invention of the world wide web, we've witnessed fundamental shifts in business and society over the last eight decades. But as the original global law firm, we've been steadfast in solving our clients’ problems – wherever they are in the world – by providing a unique blend of local expertise and global context. With a rich history and a commitment to the future, we look forward to seeing what we can achieve in partnership with our clients over the next 75 years. But before there was Baker McKenzie, Russell Baker and John McKenzie shared a taxi ride home by chance – planting the seeds for what would later become the world's leading global law firm. Hear from some of our colleagues about what it's like working for the Firm today. Source: Company Website 1/8/2025
![Cboe Canada Inc logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Cboe%20Canada%20Inc%20logo%20white%20copy.webp?width=262&height=90&name=Cboe%20Canada%20Inc%20logo%20white%20copy.webp)
Cboe Canada Inc_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Cboe is the world's go-to derivatives and exchange network, delivering cutting-edge trading, clearing and investment solutions to people around the world. We provide trading solutions and products in multiple asset classes, including equities, derivatives, FX and digital assets, across North America, Europe and Asia Pacific. But we're more than just transactions. We are an exchange of ideas that spark innovation and a provider of services and education that help you navigate any market environment. Source: Company Website 1/7/2025
![EdgarAgents light logo](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/EdgarAgents%20light%20logo.webp?width=329&height=90&name=EdgarAgents%20light%20logo.webp)
EdgarAgents_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
EdgarAgents is an industry leading, full-service SEC EDGAR filing agent, specializing in financial regulatory and compliance solutions for public and private companies, private equity firms, corporate attorneys, asset management companies, and various other financial institutions. We specialize in both transactional and regulatory SEC reporting for ongoing shareholder communication services. Source: Company Website 11/07/2024
![Ellenoff Grossman & Schole LLP logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Ellenoff%20Grossman%20%26%20Schole%20LLP%20logo%20white%20copy.webp?width=333&height=120&name=Ellenoff%20Grossman%20%26%20Schole%20LLP%20logo%20white%20copy.webp)
Ellenoff Grossman & Schole LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Ellenoff Grossman & Schole LLP has been in business since 1992. The Firm’s senior founding partners are Douglas S. Ellenoff, Barry I. Grossman and Allen Schole. Doug, Barry and Allen brought together three different but important professional disciplines: Corporate/Securities, Taxation and Real Estate. Over the course of the next three decades, the Firm brought in additional lateral partners, as well as, internally trained associates who have become partners. The Firm has added a range of additional practice groups: Litigation, Intellectual Property, Labor and Employment, Bankruptcy and Immigration. The Firm currently has over 125 lawyers based primarily in New York City, although the Firm services clients from around the world. The Firm also has a presence in Irvine, California, where our Securities Litigation department has an office, and in Los Angeles, California, where we have additional Labor and Employment attorneys – expanding the firm’s capacity to advise and represent employers in California’s challenging regulatory environment. And also adding to the firm’s workplace investigation and corporate business litigation capacities in California. Source - Company Website 11/12/2024
![GRASSI logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/GRASSI%20logo%20copy.webp?width=227&height=100&name=GRASSI%20logo%20copy.webp)
GRASSI_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. We thrive on helping you solve problems, plan for growth and prepare for the future – all while remaining fully committed to reducing your tax liabilities, easing the financial audit process and preserving your wealth. Source: Company Website 12/23/2024
![IRTH Communications logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/IRTH%20Communications%20logo%20white.webp?width=226&height=90&name=IRTH%20Communications%20logo%20white.webp)
IRTH Communications_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
IRTH Communications provides Financial Communications, Investor Marketing Services, and Strategic Consulting to our clients. Our senior capital markets team has roughly 100 years of cumulative experience in communications, capital markets and corporate management. We assist entrepreneurs, corporate executives and investors to realize their visions and achieve their goals by delivering effective communications, strategic consulting, and financial communications and services. These services have proven to help create and maintain strong relationships with a corporation’s investor base, resulting in strong valuations in the marketplace and the establishment of leadership positions for our clients. Through the delivery of high value strategic consulting and advisory services we assist our clients to achieve success in the marketplace. We can also provide direct access to investment funds, investment banks, directors, outsourced executives, accountants, lawyers and other industry professionals. Source: Company Website 11/05/2024
![Katten Muchin Rosenman LLP logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Katten%20Muchin%20Rosenman%20LLP%20logo%20white.webp?width=275&height=70&name=Katten%20Muchin%20Rosenman%20LLP%20logo%20white.webp)
Katten Muchin Rosenman LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Our attorneys really understand your business and approach the law with a commercial sense —to get the deal done or the case resolved. We provide strategic and creative solutions, but offer pragmatic advice that keeps your business objectives top-of-mind. And we forge collegial and collaborative partnerships with our clients to help their businesses succeed. That is why companies hire Katten. Our philosophy remains centered around the same principles that guided the firm’s founding: A desire to be nimble, strategic, creative and client-centric. Most importantly, a desire to be different. Source: Company Website 12/09/2024
![Lytham Partners logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Lytham%20Partners%20logo%20white.webp?width=245&height=120&name=Lytham%20Partners%20logo%20white.webp)
Lytham Partners_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Lytham Partners is one of the country’s leading investor relations firms. With more than two decades of Corporate Access experience, we have built one of the industry’s most diverse and effective platforms for connecting small cap companies with high-quality and focused institutional investors. Source: Company Website 1/21/2025
![Marcum Asia logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Marcum%20Asia%20logo%20white.webp?width=400&height=51&name=Marcum%20Asia%20logo%20white.webp)
Marcum Asia_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
MarcumAsia is a top-ranked provider of SEC audit, accounting, and consulting services to Chinese companies listed in the U.S. capital markets. We provide financial due diligence and forensic accounting services for overseas investors and companies seeking to invest in China. And we offer comprehensive services to Chinese companies and individuals for overseas expansion, including M&A, global tax, capital verification, financial due diligence, real estate, and EB-5 investment services. Source: Company Website 1/13/25
![Moss Adams logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Moss%20Adams%20logo%20white.webp?width=415&height=120&name=Moss%20Adams%20logo%20white.webp)
Moss Adams_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Moss Adams is a fully integrated professional services firm dedicated to assisting clients with growing, managing, and protecting prosperity. With more than 4,750 professionals across more than 30 locations in the West and beyond, we work with many of the world’s most innovative companies and leaders. Our strength in the middle market enables us to advise clients at all intervals of development—from start-up, to rapid growth and expansion, to transition. Source: Company Website 11/07/2024
![MZ Group white logo](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/MZ%20Group%20white%20logo.webp?width=177&height=90&name=MZ%20Group%20white%20logo.webp)
MZ Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
MZ North America is the US division of MZ Group, a global leader in investor relations and corporate communications. We provide innovative, customized services to domestic and multinational private and public companies through a unique, fully-integrated “one-stop-shop” business model. By delivering a comprehensive suite of products and services through one point of contact, MZ offers services to all relevant markets geared to helping our clients build a sustainable public brand. We ensure that our clients are effective communicators who correctly set and manage investor expectations. We act as a premier informational resource for institutional investors, brokers, analysts and private investors, which enables us to help diversify our clients’ shareholder base. All clients have access to a comprehensive platform that includes a broad selection of integrated corporate communication services, customized investor relations technologies, board portals, value monitoring, stock surveillance, market intelligence, video applications, media relations and corporate governance training & tools, all of which are seamlessly delivered through a single point of contact. Source- Company Website 1/7/25
![NSI-Insurance-Group-Logo-800-Unison-Risk-White](https://b2idigital.com/hs-fs/hubfs/chub_backup/NSI-Insurance-Group-Logo-800-Unison-Risk-White.png?width=349&height=120&name=NSI-Insurance-Group-Logo-800-Unison-Risk-White.png)
NSI Insurance Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
NSI Insurance Group provides insurance and risk management advice to families and business owners across all 50 states and in more than 100 countries. Our agency has the expertise to service the largest clients all while maintaining our flexibility as an entrepreneurial independent firm. Watch our video to learn more about our culture and dynamic team. Source: Company Website 12.26.2024
![Odyssey Trust Company logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Odyssey%20Trust%20Company%20logo%20white.webp?width=407&height=90&name=Odyssey%20Trust%20Company%20logo%20white.webp)
Odyssey Trust Company_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Odyssey Transfer and Trust Company (Odyssey) is a leading independent transfer agent and trust company providing streamlined, tailor-made, and paperless solutions to companies across North America. With offices across the US and Canada, and co-agents in London, Hong Kong, and Australia, our client portfolio includes over 1300 issuers and more than $15B in Corporate Trust transactions. Whether engaged as transfer agent, trustee, paying agent for mergers, or in equity plan management, our role is to streamline operations and ensure smooth transactions. Odyssey has disrupted our industry and redefined the market's expectations of transfer agent and trust services by making complex processes simple, fast, and easy. Source: Company 12/19/2024
![TAAD LLP logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/TAAD%20LLP%20logo%20copy.webp?width=222&height=110&name=TAAD%20LLP%20logo%20copy.webp)
TAAD, LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
TAAD, registered with both the PCAOB and the AICPA, is headquartered in Los Angeles, California, with additional offices in New York, Hong Kong, Taipei, and Tokyo. We specialize in offering assurance, tax, and advisory services to companies that are either planning to go public or are already publicly traded in the United States. We specialize in serving small to middle market companies across the United States, Hong Kong, Taiwan, Japan, Korea, Southeast Asia, China, and Europe. Our extensive network of consultants, business advisors, and directors spans international, national, and local levels. In addition to providing accounting services, we leverage our key business contacts to assist with raising capital, private equity, public shell company due diligence, tax minimization, audit preparation, part-time and full-time staff augmentation, bookkeeping, CFO/controller services, and business valuation. Your success is paramount to our firm. Leveraging the extensive experience of our professionals, we are committed to assisting you with any business need. All our partners have backgrounds with the Big 4 or various national accounting firms, ensuring we can address any business issue you encounter. Our team is also fluent in multiple languages, including Chinese, Japanese, Korean, and Spanish, enhancing our ability to serve a diverse clientele. Source: Company 1/24/2025
![Weaver logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Weaver%20logo%20white.webp?width=323&height=90&name=Weaver%20logo%20white.webp)
Weaver_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Weaver is a national accounting and advisory firm with offices from coast to coast. But we’re no ordinary accounting firm. We have an unwavering commitment to our clients’ success, acting with integrity and always striving to transcend expectations. We are nationally ranked by both INSIDE Public Accounting (IPA) and Accounting Today, including recognition as a Best of the Best firm by IPA in 2023. Visit us while at the conference to learn more. Source: Company 3/13/24
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Harter Secrest & Emery LLP_Featured Expert_Conference_37th Annual ROTH
Harter Secrest & Emery is a full-service law firm founded in 1894, with offices in Rochester, Buffalo, Albany, Corning, and New York City. With over 125 lawyers, we offer the depth and breadth of legal talent and experience necessary to achieve exceptional results for our local, regional, and national clients. Source: Company Website 1/13/2025
![Alpha IR Logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Alpha%20IR%20Logo%20white%20copy.webp?width=450&height=77&name=Alpha%20IR%20Logo%20white%20copy.webp)
Alpha IR _Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Alpha Companies, including Alpha Advisory and Alpha IR, bring deep sector expertise and senior-driven programs focused on our clients’ most critical stakeholders. Our work includes strategic investor relations consulting, corporate reputation advisory, stakeholder communications research, as well as transactions and special situations counsel. We are the right choice to manage our clients’ reputations, credibility, and ultimately, their corporate brand. Our offices are located in Chicago, New York, Boston, Dallas and Minneapolis, and we have served companies across all industries and through multiple inflection points in the business cycle. Source: Company 1/30/24
![Baker Tilly logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Baker%20Tilly%20logo%20white.webp?width=342&height=90&name=Baker%20Tilly%20logo%20white.webp)
Baker Tilly_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Baker Tilly is a leading advisory, tax and assurance firm whose specialized professionals guide clients through an ever-changing business world, helping them win now and anticipate tomorrow. We work with life sciences, healthcare and software/technology companies through all stages of their life cycle, addressing needs such as securing ongoing capital, addressing growth challenges and adapting to ongoing industry and regulatory changes. Source: Company Website - 12.17.24
![Bevilacqua PLLC logo White](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Bevilacqua%20PLLC%20logo%20White.webp?width=500&height=80&name=Bevilacqua%20PLLC%20logo%20White.webp)
Bevilacqua PLLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
At Bevilacqua PLLC, we understand the entrepreneurial spirit and are passionate about fostering potential. As a transactional law firm, our business lawyers work on behalf of various private and publicly held companies, tackling the most complex domestic and international business challenges. This level of proficiency allows our clients to benefit from seasoned and proactive legal guidance at every stage, no matter what issues arise. From financing a startup and business planning to going public, and everything in between, our team offers unique legal insight into the marketplace and the creative solutions necessary to meet and exceed your goals. Source: Company Website 1/28/2025
![Bloomberg_2023_600x350 copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Bloomberg_2023_600x350%20copy.webp?width=400&height=81&name=Bloomberg_2023_600x350%20copy.webp)
Bloomberg_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Bloomberg is a global leader in business and financial information, delivering trusted data, news, and insights that bring transparency, efficiency, and fairness to markets. The company helps connect influential communities across the global financial ecosystem via reliable technology solutions that enable our customers to make more informed decisions and foster better collaboration. Source: Company Website 1/27/25
![CMA capital market access logo with background](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/CMA%20capital%20market%20access%20logo%20with%20background.webp?width=90&height=90&name=CMA%20capital%20market%20access%20logo%20with%20background.webp)
CMA_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
CMA is a premier global capital markets and media advisory firm, powered by decades of experience.
We connect senior management of public and private companies to right capital market players and industry influencers in the U.S., Canada, and around the world.
We provide turnkey access to an expansive, proprietary network of high-net worth investors, institutional investors, equity analysts, money managers, investment bankers, media (traditional & social), along with other valuable resources that meet your particular needs, timeline and goals.
Working in partnership, CMA proactively connects these market players to opportunities like you that match their particular criteria and capabilities.
Our highly-experienced team of advisors provides the strategies, catalysts and communications that create win-wins for all.
Source: Company website 2/10/2025
![Colonial Stock Transfer logo with background](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Colonial%20Stock%20Transfer%20logo%20with%20background.webp?width=356&height=90&name=Colonial%20Stock%20Transfer%20logo%20with%20background.webp)
Colonial Stock Transfer_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
An SEC registered transfer agent and cap table management provider is a key component for not only having happy shareholders, but also ensuring your stock and its most important transactions are handled correctly. Colonial provides issuers with the most professional and innovative services in the industry by going beyond standard transfer agency agendas and incorporating a more personal touch with competent, efficient employees and unmatched customer service. Source: Company Website 1/21/2025
![Crone Law Group logo White](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Crone%20Law%20Group%20logo%20White.webp?width=317&height=90&name=Crone%20Law%20Group%20logo%20White.webp)
Crone Law Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Crone Law Group is an international law firm headquartered in New York. Our lawyers have trained at several of the largest, most well-respected law firms in the United States and have an average of 20 years of legal experience per lawyer. Our firm is focused in the areas of securities law and regulation, corporate finance, capital markets, litigation, mergers and acquisitions, commercial contracts and commercial real estate, and collaborates closely with special counsel in the areas of immigration law, tax law, and intellectual property and patent law. In addition to out New York location, we have U.S. offices in Atlanta, Los Angeles and Reno, and international presence through our offices in Tel Aviv and Beijing. With our locations and our language capabilities including Hebrew, Russian, French, Farsi, Mandarin and Cantonese, our firm can support our clients’ business goals with global reach and local law capabilities. Our lawyers have joined together to provide high quality legal services in a more flexible environment, benefitting our clients with the reasonable rates we can charge, our focused skills, and broader availability. We pride ourselves on our ability to handle complex securities transactions, mergers and acquisitions, and corporate finance matters, while providing our clients with personal and tailored service – not often available at larger, less intimate law firms. We have world-class experience in guiding business ventures through all the stages of growth, from start-up and capital financing through acquisition, reverse merger, or initial public offering. We also offer counsel on the ongoing securities and periodic reporting obligations that follow public offerings. Our expertise enables us to provide cost effective and creative solutions to the issues confronted by modern corporations. We represent a select clientele that includes domestic and foreign publicly traded corporations, emerging companies in a variety of industries, and entrepreneurs & investors. Source: Company Website 11/11/2024
![Duane Morris LLP logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Duane%20Morris%20LLP%20logo%20copy.webp?width=400&height=61&name=Duane%20Morris%20LLP%20logo%20copy.webp)
Duane Morris LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Duane Morris LLP, a law firm with more than 900 attorneys in offices across the United States and internationally, is asked by a broad array of clients to provide innovative solutions to today's legal and business challenges. Evolving from a partnership of prominent lawyers in Philadelphia a century ago, Duane Morris' modern organization stretches from the U.S. to Europe and across Asia. Throughout this global expansion, Duane Morris has remained committed to preserving its collegial, collaborative culture that has attracted many talented attorneys. The firm's leadership, and outside observers like the Harvard Business School, believe this culture is truly unique among large law firms, and helps account for the firm continuing to prosper throughout changing economic and industry conditions. Source: Company Website 1/22/2025
![Elev8 New Media logo](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Elev8%20New%20Media%20logo.webp?width=311&height=120&name=Elev8%20New%20Media%20logo.webp)
Elev8 New Media_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Elev8 New Media stands as a leading boutique public relations agency for companies spanning sectors from tech to retail, fostering collaborations with pioneers championing transformative change in industries as diverse as life sciences to interactive gaming. Marrying the craft of compelling storytelling with the precision of strategic planning, our approach is tailored to further our clients’ vision and mission. With an arsenal of award-winning public relations and social media experts, we design and deploy innovative campaigns that strive for maximum visibility and engagement. While our roots are in Los Angeles, our commitment is global, consistently dedicated to elevating brands on an international scale. We pride ourselves on a dynamic team culture – fueled by a collective of individual passions and expertise. This synergy not only defines our work ethic but also underpins our numerous accolades. Whether it’s a short-term campaign or a lasting partnership you seek, Elev8 New Media is dedicated to sculpting narratives that resonate. Source: Company Website 11/21/2024
![GuzmanGray logo with background](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/GuzmanGray%20logo%20with%20background.webp?width=400&height=80&name=GuzmanGray%20logo%20with%20background.webp)
GuzmanGray_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
A rapidly growing global CPA firm that provides innovative and high-quality assurance and tax accounting services to clients across various industries and regions. While leveraging the latest technology, including artificial intelligence, cloud computing, and data analytics, we are able to deliver efficient and effective solutions to enhance our capabilities and optimize our processes while meeting the needs and expectations of our clients. We are proud to offer high quality service that is delivered by seasoned professionals who are specialized in relevant industry experiences. We understand the challenges and opportunities that our clients face in their respective markets and sectors. We provide them with tailored and practical solutions that suite their specific needs and objectives. We also comply with all relevant professional standards and regulations in our field. We are more than just a CPA firm. We are your trusted partner and advisor. We help you achieve your goals and grow your business. We are GuzmanGray, the CPA firm of the future. Source: Company Website 2/3/2025
![Kreit & Chiu CPA, LLP logo](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Kreit%20%26%20Chiu%20CPA%2c%20LLP%20logo.webp?width=199&height=130&name=Kreit%20%26%20Chiu%20CPA%2c%20LLP%20logo.webp)
Kreit & Chiu CPA, LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
KC LLP is a leading global public accounting and consulting firm committed to providing our clients with an extraordinary level of service. Integrity, honesty, professionalism, and quality are the prevailing principles that guide our firm, which ensures that each client receives the personal attention they deserve. We strive to build long-term relationships based on outstanding teamwork, consistency, and reliability. Source: Company Website 11/7/2024
![M2 Compliance logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/M2%20Compliance%20logo%20white.webp?width=192&height=120&name=M2%20Compliance%20logo%20white.webp)
M2 Compliance_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
M2 Compliance is a market leader and innovative provider of disclosure management and dedicated regulatory compliance solutions. M2 Compliance has distinguished itself as a leading Filing Agency registered with the Securities and Exchange Commission providing a turnkey solution for your regulatory requirements, streamlining your process by becoming part of your team and enabling you to focus on your core business. Source: Company Website 11/05/2024
![MGO logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/MGO%20logo%20white.webp?width=280&height=70&name=MGO%20logo%20white.webp)
MGO_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
As a global team of more than 600 financial service professionals, we stand ready to serve you through assurance, tax, consulting, outsourcing, and private client services where and when you need us. Source: Company 1/27/2025
![Nasdaq logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Nasdaq%20logo%20copy.webp?width=317&height=90&name=Nasdaq%20logo%20copy.webp)
Nasdaq_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Positioned at the nexus of technology and the capital markets, Nasdaq provides premier platforms and services for global capital markets and beyond with unmatched technology, insights and markets expertise. To learn more about the company, technology solutions and career opportunities, visit us on LinkedIn, on Twitter @Nasdaq, or at www.nasdaq.com. Source- Company Website 2/23/24
![Securities Transfer Corporation logo with background](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Securities%20Transfer%20Corporation%20logo%20with%20background.webp?width=365&height=120&name=Securities%20Transfer%20Corporation%20logo%20with%20background.webp)
Securities Transfer Corporation_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Securities Transfer Corporation combines people-oriented service with the latest technology to ensure that stock transfers and shareholder activities are carried out promptly and efficiently. We provide the most responsive transfer services available anywhere, and we’re proud of our reputation for personal attention to client needs.
We’re a team of customer-focused industry experts dedicated to providing individualized service and support.
![Sheppard Mullin logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Sheppard%20Mullin%20logo%20white.webp?width=450&height=44&name=Sheppard%20Mullin%20logo%20white.webp)
Sheppard Mullin_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Sheppard Mullin is a full-service law firm with over 1000 attorneys working in 16 offices worldwide. But what is the Sheppard Mullin difference? The answer is: YOU. Our clients are our focus. We believe in service, service and...more service. We are a firm that truly puts clients first. And this sets us apart. We don’t just give lip service to client service. Every attorney and staff member has a plaque in his/her work space listing what we, along with our clients, consider to be Service Essentials. We regularly give “Clients First” awards to attorneys and staff who “go the extra mile” for our clients. Client service is part of our culture and permeates everything we do. At the end of the day, however, these are just words. It’s all about how we work with you. Service is job number one. You will be able to tell once we meet you and begin working together. Source: Company Website -11/11/2024
![The Blueshirt Group logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/The%20Blueshirt%20Group%20logo%20copy.webp?width=450&height=52&name=The%20Blueshirt%20Group%20logo%20copy.webp)
The Blueshirt Group_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
The Blueshirt Group has earned its reputation as a leader in investor relations (IR), IPO advisory, financial communications, financial media relations and crisis management. Founded in 1999, our firm provides capital markets expertise and strategic financial media relations counsel to growth companies and venture capital firms globally. Blueshirt has managed IR programs for more technology-related IPOs than any other firm and represents many of the best-known and top-performing IPOs. Our client base also includes existing public companies as well as pre-IPO companies at various stages of development. In addition to technology, our expertise spans the consumer, healthcare, energy and industrial sectors. The Blueshirt team is comprised of Wall Street and industry veterans who have extensive relationships and established credibility with analysts, bankers, institutional investors, VCs and the media through years of strong execution. Deep knowledge of our clients, their industries and the capital markets enables us to deliver strategic value and give our clients a competitive advantage. Through our collective experience, we have managed virtually every financial communications challenge that our clients may face. We offer our clients a highly differentiated business model compared to traditional agencies. We limit the number of clients with whom each senior member of our team works. We do this for one simple reason: working with fewer clients per team enables us to focus on each client and to understand their business in depth. We are able to offer an in-house level of service with the benefits of an outsourced approach. This unique model has resulted in extremely high client retention and long-term engagements, paired with a strong growth profile for our clients. Source – Company Website 3/6/24
![Toppan Merrill logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Toppan%20Merrill%20logo%20white.webp?width=320&height=90&name=Toppan%20Merrill%20logo%20white.webp)
Toppan Merrill_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Toppan Merrill is a global leader committed to simplifying the process of regulatory disclosure and regulated communications for clients around the world. Simply, Toppan Merrill's teams provide industry-leading technology and service expertise to help and support their financial and healthcare clients as they create required business communications for capital market transactions, regulatory disclosure filings, shareholder and member communications, and sustainability reporting. Source – Company Website 11/20/24
![Troutman Pepper Locke LLP Logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Troutman%20Pepper%20Locke%20LLP%20Logo%20white.webp?width=333&height=110&name=Troutman%20Pepper%20Locke%20LLP%20Logo%20white.webp)
Troutman Pepper Locke LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Troutman Pepper guides clients from startups to multinationals in their most critical legal and business matters. Our attorneys and other professionals provide comprehensive and practical advice that advances our clients’ business objectives, anticipates hurdles, and positions each client to succeed in rapidly evolving markets and regulatory environments. Our platform of more than 20 offices across the U.S. allows us to meet our clients where they are – and wherever they need us to be. We have deep, unique experience in the industry sectors that will power the national and global economy in the years ahead, including energy, financial services, health sciences, insurance, and private equity. Our service offerings span transactional, regulatory, and litigation practices, covering everything from advertising to zoning. Our culture is built around service – including always putting clients first. Our service ethic manifests itself in everything we do, including through Troutman Plus, our market-leading client listening and client value program. Through Troutman Plus, our attorneys and knowledge professionals collaborate to understand each client’s needs, and co-create bespoke solutions that add real value to the client’s business. Often, that means doing things differently – and we leverage all of the firm’s resources to deliver a client-attorney experience that makes everyone’s life easier. A service culture also means supporting each other. We know that delivering the best counsel and service to our clients depends on a work environment that embraces mutual respect, inclusiveness, and teamwork, and empowers every individual to contribute. The best ideas arise when everyone has a seat at the table. We also support the communities where we work and live. Individuals and groups firmwide contribute time and talent to a wide range of civic, cultural, charitable, educational, and professional organizations, and to providing pro bono legal services in support of important cases and causes. Source: Company Website 12/09/2024
![UHY Advisors logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/UHY%20Advisors%20logo%20white.webp?width=269&height=60&name=UHY%20Advisors%20logo%20white.webp)
UHY Advisors_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
UHY is one of the nation’s largest professional services firms providing audit, tax, consulting and advisory services to clients primarily in the dynamic middle market. They are trailblazers who bring their experience from working within numerous industries to their clients so that they can provide them a 360-degree view of their businesses. Source: Company - 12/2/2024
![Water Tower Research logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Water%20Tower%20Research%20logo%20white%20copy.webp?width=202&height=130&name=Water%20Tower%20Research%20logo%20white%20copy.webp)
Water Tower Research_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Water Tower Research is built on the foundation of democratizing information flow. We bridge the growing information gap between companies and investors through our investor engagement strategies and open-access research platform. Our research analysts are Wall Street veterans with the experience and knowledge to work with companies and investors in tandem. We provide access to the information and content that anchors the due diligence process for both professional money managers and individual investors. We leverage traditional research distribution channels and the best of modern digital strategies and tactics to amplify this information flow globally to engage all categories of investors and stakeholders. Information flow is the foundation for creating investor awareness, knowledge, and engagement. Our mission is to help companies and investors have the tools they need and achieve their goals. Source: Company Website 2/6/25
![Weinberg logo copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Weinberg%20logo%20copy.webp?width=257&height=120&name=Weinberg%20logo%20copy.webp)
Weinberg_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
WEINBERG & Company is a leading international, full service, multi-office CPA firm serving the compliance needs of publicly-traded and middle market private companies internationally. Our membership in the Morison Global association extends our reach into 75 countries, enabling us to help support clients’ cross-border accounting, auditing, tax and consulting needs in five continents. Our major practice groups include: Assurance & Audit, Tax & Accounting, Private Client Services, Business Management, and Consulting. WEINBERG is registered with both the Public Company Accounting Oversight Board (PCAOB) and the Canadian Public Accountability Board (CPAB). Our Audit and Assurance practice provides the highest level of technical expertise. Industries served include: Consumer Products, Healthcare, Technology, Internet & Media, Business Services, CleanTech and industries which support Oil & Gas. In addition to serving the needs of companies, our Family Office and Business Management practices serve the compliance needs of those who have grown those businesses, including high net worth individuals and entrepreneurs. For more information visit www.weinbergla.com or contact Corey Fischer, Firm Managing Partner at 310-601-2200 or coreyf@weinbergla.com. Offices: Los Angeles, CA, West Palm Beach, FL, Boca Raton, FL Source – Company 3/6/24
![Winston & Strawn LLP Logo white copy](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Winston%20%26%20Strawn%20LLP%20Logo%20white%20copy.webp?width=222&height=120&name=Winston%20%26%20Strawn%20LLP%20Logo%20white%20copy.webp)
Winston & Strawn LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
For more than 170 years, Winston & Strawn has served as a trusted adviser and advocate for clients across virtually every industry. Our law practice—built on the talent, creativity, and determination of our lawyers and an unwavering commitment to our clients—has grown into a global firm of tremendous breadth. While many things have changed since the firm’s inception, our goal has remained steadfast: provide the highest echelon of service by developing strategic partnerships with our clients, creating and implementing tailored business solutions, and identifying opportunities for innovation. Complementing this service model is the priority we place on diversity and inclusion, as well as our role in serving critical needs in our communities. We continue to learn from our storied history, while looking ahead to effect change in our industry. Source: Company Website 12/17/2024
Bronze
![Assurtrak Logo White](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Assurtrak%20Logo%20White.webp?width=400&height=76&name=Assurtrak%20Logo%20White.webp)
Assurtrak_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
Welcome to Assurtrak! We are specialty commercial insurance brokers that believe starting with a great plan is the only way to finish with the best result. Let us help you re-think how you buy insurance and we will show you there is a better way. Source: company website 1/7/2025
![Campaign Management Logo with background](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/Campaign%20Management%20Logo%20with%20background.webp?width=293&height=90&name=Campaign%20Management%20Logo%20with%20background.webp)
Campaign Management_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
CAMPAIGN MANAGEMENT was founded on the premise that corporate elections have become increasingly more nuanced, requiring a combination of high-level strategic advice and operational excellence to achieve success. We provide proxy solicitation and shareholder advisory services to clients that value meaningful insight on the voting guidelines of institutional investors and the proxy advisory firms. We also have a deep appreciation for the mindset of retail shareholders and have developed proven tactics to generate their support. We leverage this expertise to craft and manage the most effective campaigns that achieve our clients’ objectives. Source: Company Website 2/5/2025
![CohnReznick logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/CohnReznick%20logo%20white.webp?width=390&height=90&name=CohnReznick%20logo%20white.webp)
CohnReznick_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
As a leading advisory, assurance, and tax firm, CohnReznick helps forward-thinking organizations achieve their vision by optimizing performance, maximizing value, and managing risk. Clients benefit from the right team with the right capabilities; proven processes customized to their individual needs; and leaders with vital industry knowledge and relationships. With offices nationwide, the firm serves organizations around the world as an independent member of Nexia. For more information, visit www.cohnreznick.com. Source: Company Provided 12/30/2024
![Eventusdes_Logo_Superside_White](https://b2idigital.com/hs-fs/hubfs/DealFlow%20Microcap%20Conference%202025/Eventusdes_Logo_Superside_White.png?width=215&height=160&name=Eventusdes_Logo_Superside_White.png)
Eventus Advisory Group, LLC_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
We’re a proven team of seasoned professionals – from the minutiae to the megadeal – ready to provide any or all of the specialized finance and accounting expertise you require without the burdensome expense of in-house staff. Whatever your most urgent compliance needs, your imminent funding challenges, your long-term growth objectives, Eventus gives you the ability to achieve all of your company’s financial goals. Source: Company Website 2/6/25
![HAdvisors Abernathy logo white](https://b2idigital.com/hs-fs/hubfs/37th%20Annual%20ROTH%20Conference/HAdvisors%20Abernathy%20logo%20white.webp?width=400&height=66&name=HAdvisors%20Abernathy%20logo%20white.webp)
H/Advisors Abernathy_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
H/Advisors is a leading global strategic advisory group for cross-border communications, with best-in-class local experts. Our best-in-class approach brings together local-market leaders with unrivalled knowledge of stakeholder perceptions, financial markets, and cross-border transactions in the key financial centers of Europe, Asia and the Americas. Source: Company website 2/5/2025
![PCG Advisory logo white](https://b2idigital.com/hs-fs/hubfs/PCG%20Advisory%20logo%20white.webp?width=450&height=72&name=PCG%20Advisory%20logo%20white.webp)
PCG Advisory_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
When you’re facing the complexity of the market, you need a strategic partner who understands and integrates both the traditional and digital aspects of investor relations and puts it to maximum effect for you. Since 2008, PCG Advisory has been that partner for our clients. We offer a comprehensive, fully integrated suite of strategic advisory services. At PCG Advisory, we are innovators at finding, creating, and sustaining value for public microcap companies and private emerging growth companies. Source: Company Website 2/6/25
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Sidley Austin LLP_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
More than 150 years after the founding of our firm, Sidley today comprises a diverse group of legal professionals from many cultures who are dedicated to teamwork, collaboration and superior client service. The firm has built a reputation for successfully representing clients in more than 70 countries on complex transactional, investigation, regulatory, and litigation matters spanning a range of legal areas. With 21 offices strategically situated in key commercial and financial hubs across the United States, Europe, and Asia Pacific, our perspective and our reach are truly global. Our 2,300 lawyers, fluent in more than 80 languages, possess the cultural awareness and cross-border legal acumen needed to bring clarity to a dynamic business landscape. Committed to Positive Change We are passionate about making a meaningful impact and fostering positive change across the world. We strongly believe in creating opportunities for people of all backgrounds and are committed to building an inclusive and welcoming culture. Through our firmwide pro bono projects, our lawyers and staff devote more than 125,000 hours annually to pro bono work, playing a vital role in the communities we serve. In addition, we partner with many local charitable organizations as part of our social responsibility program, enabling our professionals to contribute their talents to a variety of volunteer projects that benefit those in need. Source- Company Website 2/4/25
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Assurtrak_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH
For nearly 50 years, top companies and municipalities have counted on Stradling to have the right team and skills to meet their toughest challenges 24/7, 365 days a year. Stradling is a leading business law firm with 115 lawyers providing experienced counsel in critical transactions and disputes from 12 offices across California, Nevada, Texas, and Washington. By focusing on its clients’ core needs, Stradling’s size, structure and culture provide big-firm counsel with small-firm flexibility and responsiveness. That deliberate focus on client success has helped the firm attract and retain many of the most accomplished lawyers in their fields. The Stradling teams work together to provide clients with innovative solutions to their corporate and securities, finance, private equity, litigation, M&A, employment, tax, venture capital, intellectual property, securities litigation and enforcement, white collar, bankruptcy, environmental, real estate, and public finance needs. Source: Company Website 2/3/2025
Marketing Partner
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Values-based Approach to Investment Banking
ROTH is a relationship-driven investment bank focused on serving growth companies and their investors. Our full-service platform provides capital raising, high-impact equity research, macroeconomics, sales and trading, technical insights, derivatives strategies, M&A advisory, and corporate access. We strive to produce innovative, actionable, and proprietary content for our clients, while being part of the lifecycle of the companies we service. Our track record of success is driven by our workforce, many of whom have been with us for more than 20 years.
Headquartered in Newport Beach, CA, and with our global trading floor in Stamford, CT, we treat our employees and clients like family. Our culture is based on valuing individual talents and finding ways that we can work together as well as build on everyone’s strengths. Welcome to ROTH!
100%
Employee owned
$100.5B+
Raised for small-cap public companies since 19921.
1 As of November 2, 2023
425+
Merger, acquisitions, advisory assignments since 19921.
To view Roth Capital Partners, LLC recent news and all upcoming events, please visit roth.com.
Loeb & Loeb_Sponsor-Tile_B2i Digital Featured Conference_37th Annual ROTH