M&A Team

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Jacqueline Roth, CM&AA, CBI – Managing Partner

The Romaco Group, an affiliate of Walden Businesses, Inc., is led by Jacqueline Roth, a Certified Mergers & Acquisitions Advisor (CM&AA) and a Certified Business Intermediary (CBI), with experience as deep as it is diverse. Ms. Roth manages all aspects of Romaco Group’s client transactions, including mergers, acquisitions and divestitures.  As a credentialed member of the Alliance of M&A Advisors (AM&AA) and the International Business Brokers Association (IBBA), Ms. Roth upholds each Association’s high standards for continuing education, transaction experience, industry knowledge and ethics.  She has successfully originated, structured, and executed millions of dollars of private business transactions in manufacturing, distribution and specialty service markets.

As a longtime manufacturing, construction and engineering professional, Jacqui brings almost 20 years of industrial design experience in highly-regulated environments.  Having worked for mid-sized firms and founding a company of her own, her entrepreneurial and technical experience spans a number of industries – most notably, pharmaceuticals (primarily oral solid dosage production of controlled and non-controlled substances), pulp and paper manufacturing, chemical production and power generation.  She served on the Board of Directors with the International Society for Pharmaceutical Engineering (ISPE) for nearly 10 years.  During this time, Ms. Roth served on several committees, each position of the Executive Board, and ultimately serving as the Southeast Chapter President from 2008-2009.  The combination of technical expertise and transaction experience makes a unique combination that few, if any, other M&A intermediaries in the country have.

Ms. Roth performed undergraduate studies at the University of Wisconsin, has taken countless continuing education courses since then and served her country in the Army Reserves.  After six years of service, Ms. Roth was honorably discharged with a rank of Sergeant E-5.

Ms. Roth is an active member of the Raleigh business community, currently serving on the Government Affairs Committee of the Greater Raleigh Chamber of Commerce and a member of the Raleigh Rotary Club.  Nationally, she is a member of the Alliance of M&A Advisors (AM&AA), M&A Source and the International Business Brokers Association (IBBA). Her passion for small business and breadth of experience are the ideal combination to guide you through a successful exit transaction.

Richard Greene, Director – Exit Strategy Planning & Consultationrgreene-headshot

Rich Greene is a proven leader with a record of success in meeting and exceeding objectives.    His varied business experiences, both domestic and international, have provided him with a keen understanding of a wide array of industries, including; manufacturing, distribution, publishing, “green” technologies, health care, agriculture and retail.  He has worked with clients ranging in size from $1 million in revenue to over $1 billion.

A decisive strategist, collaborating with boards and executive teams, his design and implementation solutions have consistently led to the success of the operations in which he has been involved.  He has helped companies grow and thrive in an assortment of economic environments.  He works to ensure that the organizations’ tactics (sales, account & finance, IT, operational delivery and HR are aligned with the capital resources available, and that controls and processes are in place to achieve the company’s stated objectives.

He is a noted author (Building Value: The 5 Keys for Achieving Success) and speaker.  As a leader, Mr. Greene employs a holistic, open coaching style that empowers his clients to achieve both their organizational and personal goals.  In addition to his corporate achievements, Mr. Greene is committed to giving back to the community.  He serves on a variety of Not-for-Profit boards, encompassing health, family and poverty services, and the arts.

A proud affiliate of Walden Businesses, Inc.

Business owners in North Carolina have access to a full-range of professional transaction services. Our clients benefit from Romaco Group’s professional deal team as well as the added support of Walden Businesses’ team located in Atlanta. 

For more information about Walden Businesses, visit  www.waldenbus.com.