Sagar Sheth

Examiner
DISC Type : sc

Chief Executive Officer at ROTH Capital Partners

New York, New York, United States

Overview

Sagar Sheth is the Chief Executive Officer at Roth Capital Partners, where he is responsible for the firms vision, mission, and strategic direction. He transitioned into this role following Roths acquisition of MKM Partners in 2023, where he also served as CEO. He holds an MBA from the University of Chicago Booth School of Business.

Sagar appears to be passionate about fostering the next generation of financial professionals, personally welcoming the firms summer internship class. His active schedule includes hosting conferences and media appearances, such as a recent interview on the floor of the New York Stock Exchange.

He successfully led his previous firm through an acquisition and was appointed CEO of the newly combined entity.

Personality Overview

Status Quo Seeker

Overcautious

Late Adopter

They are always well-planned and adopt a systematic approach.  The only way to convince them is by showing them examples and ample proof. They do not like taking risks at all and go for proven options in the end.

Topics They Care About

Capital Markets
In a recent interview from the NYSE, he discussed the current state of the markets, IPOs, and AI, demonstrating his focus on market dynamics and investment trends.
Corporate Expansion
His role explicitly involves creating and implementing Roth's direction across all business lines and evaluating new opportunities for expansion.
Sustainable Investing
He recently promoted an upcoming Roth conference with a specific focus on the sustainability sector, indicating a professional interest in this growing investment area.

Media Appearances

Sagar has no verified media appearances

Work History

2-2023
Chief Executive Officer at ROTH Capital Partners
4-2022 - 2-2023
Chief Executive Officer at MKM Partners
8-2018 - 4-2022
President at MKM Partners
8-2017 - 8-2018
Chairman of the Operating Committee and Co-Head of US Institutional Sales at MKM Partners
5-2010 - 2-2014
Director: Global Markets at Deutsche Bank

Education

Master of Business Administration (MBA) from The University of Chicago Booth School of Business
Bachelor of Arts (BA) from University of Michigan

More Information

Social Presence :

Prographics :

Exp : 18 Location : New York, New York, United States Job Level : Leadership Designation : Chief Executive Officer at ROTH Capital Partners
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Insights For Selling To Sagar

During A Call Or A Meeting

DO's

  • Expect them to be slow and cautious, encourage them to ask more questions
  • Expect them to be vague in response to your questions, ask firmly and pointedly
  • Be firm in your communication and stay in control

DONT's

  • Avoid getting into storytelling mode, especially when they ask specific questions
  • Don't use phrases like 'do not worry', 'i promise' etc.
  • Don't push them too hard to make fast decisions, give them time

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with Sagar is

  • Proof of usage by others in the industry, case studies showing ROI are likely to work the best with them.
  • Will you ever get a clear answer from Sagar

  • They are unlikely to say no, it's better to stop yourself once you have exhausted all the options.

Insights For Deal Planning

    How fast (or slow) will Sagar move?

  • They are some of the slowest movers and take their time reaching decisions.
  • Can Sagar take some risk or not?

  • They have very low acceptance of risk even if they do not say it directly.

You And Sagar

Personality Compatibility


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