A Boutique Firm. Personal Guidance.
Crafting your aspirational exit strategy. Enhancing your business value. Executing a transaction with maximum financial results and peace of mind. We provide expert, personal guidance on your M&A journey.
You have taken the risks, made the sacrifices, and worked tirelessly to build your business.
We leverage our deep expertise to ensure our clients are rewarded for these efforts. In addition to maximizing financial outcomes, we are uniquely qualified to ensure that the non-financial aspects of a transaction, such as the potential impact on your team and customers, are fully understood and considered.
Most owners will execute a transaction like this once in their lifetime. Going it alone is risky and unnecessary. Make sure you get the experience, resources, and support you need to move forward in your business and life journey with clarity and confidence.
Contact us for a complimentary consultation or to learn more about our services.
What Makes Us Different
Experienced | Rosen Advisory’s principal Brett Rosen has over 20 years of experience in M&A as both a buyer and advisor, as well as experience as an executive with a large brokerage. This gives him a different perspective than career bankers have. He uses this breadth and depth of experience to help you find your ideal destination in what is often a once-in-a-lifetime opportunity to sell your business.
Trusted | Brett works on all aspects of every deal, providing the highest level of personal service. He listens closely to what your ideal destination looks like in terms of fully realizing the value in the business you have built as well as writing the next chapter in your life.
Conflict Free | Rosen Advisory does not work for or accept incentives from buy-side firms. Our interests are completely aligned with our clients’ interests: maximizing the value of the transaction for you and finding the right fit for you, your employees, and your customers.
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