Koby Chadick, MBA

Koby Chadick serves as Director of Operations and Wealth Management Advisor at The Roth Companies, where he plays a central role in shaping the firm’s strategic advisory direction, investment philosophy, and operational execution. He is responsible for developing strategic recommendations for business advisory and exit-related engagements, drawing on deep experience across private equity, capital markets, and operating company advisory. In addition to his leadership responsibilities, Koby serves as a wealth advisor to individuals, families, and business leaders, providing comprehensive wealth planning that integrates investments, tax planning, estate planning, risk management, and long-term financial decision-making within a disciplined advisory framework. His work frequently includes in-depth financial modeling and outsourced CFO-style advisory support for closely held and founder-led businesses.

Koby brings more than a decade of investment and transaction experience, including as a principal investor in private equity and private credit spanning leveraged buyouts, growth equity, and structured preferred equity and debt investments in middle-market companies. He has deployed more than $350 million of equity and debt capital across 17 companies and helped execute nearly $1.5 billion of capital markets transactions. Koby has been an observer of the board of directors of multiple companies, where he has worked closely with management teams to drive growth, improve profitability, develop executive leadership, support mergers and acquisitions and refinancings, and execute strategic initiatives.

Most recently, Koby was an investment professional at Freedom 3 Capital, a private capital fund manager with $2 billion of invested capital, where he was involved in all phases of the investment process, including sourcing, evaluation, transaction execution, and portfolio company support. Prior to Freedom 3, he served as an investment professional at Midwest Growth Partners, a lower middle-market private equity firm, where he focused on the evaluation and execution of control investments across multiple industries. Prior to Midwest Growth, Koby worked in corporate finance and development for a multi-billion-dollar bank holding company, and began his professional career at The Roth Companies, where he focused on portfolio management.

Koby earned an MBA with concentrations in Finance and Strategic Management from the University of Kansas School of Business, graduating with honors, and a Bachelor of Business Administration from the University of Arkansas–Fort Smith, where he was an Academic All-Conference selection and team captain on the baseball team. Koby serves as a volunteer with the Salvation Army and Big Brothers Big Sisters, where he previously served on the junior boards for the Des Moines and Kansas City chapters. Outside the office, Koby enjoys golf, the outdoors, and spending time with family and friends.