CMA Certified Partners

Trusted Relationships You Can Depend On


Roth Capital Partners

ROTH is an investment banking firm dedicated to the small-cap public market. Since its inception in 1984, ROTH has been a market innovator, offering a full spectrum of investment banking services, including capital raising, research coverage, trading and market making, M&A advisory services, and investor conferences.

ROTH has raised more than $30 billion for small-cap public companies and completed 250+ merger, acquisition and advisory assignments. Headquartered in Newport Beach, California, it maintains regional offices in Boston, Chicago, Larkspur, Los Angeles, New York City, San Diego, and Hong Kong. 


As a leading full-service investment bank, B Riley provides a full array of corporate finance, research, sales and trading services to corporate, institutional and high net worth clients. 

Headquartered in Los Angeles, with offices in San Francisco, New York, and Newport Beach, the firm is recognized for its distinguished Equity Research. Its investment banking services include merger and acquisitions advisory to public and private companies, initial and secondary public offerings, and institutional private placements.

Sustain OC logo

Sustain OC

Sustain OC is a non-profit organization that accelerates sustainability in the greater Orange County area through innovation, collaboration and education. It fosters cooperation and collaboration among the public, private and academic sectors in the area of sustainability and Clean-tech within and around the greater Orange County region. It also serves as the voice for its members and industry in Orange County, Sacramento and Washington D.C.

The organization also services the community by mentoring and advising toward sustainable growth inclusive of sustainable practices, including business planning, strategic partnerships, supply chain management, human capital management, recycling, Clean-tech assessment and integration.

WATB Group

The WATB Group offers consultative management, sales and marketing expertise to businesses looking to achieve accelerated growth. Services include development and implementation of structured business plans for both start-ups and existing organizations. 

WATB's focus is on companies operating in the tourism, hospitality, automotive, marine, aeronautics, transportation, retail, food service, and technology sectors.

WATB advisors can facilitate business diversification into global markets or entry into the North American market, including new global strategic business partnership opportunities.

The firm offers focused strategies for improved financial performance, as well as professional sales, marketing, viral and PR platforms that promote product brand awareness and increased market share. WATB also assists in establishing effective B2B (business to business) and B2C (business to customer) relationships.