Rosen Advisory

Rosen Advisory is a United States-based consulting firm specializing in mergers and acquisitions (M&A) and growth strategies. With a team of three employees and generating $2.5 million in annual revenue, Rosen Advisory provides bespoke services to a range of clients in the insurance and human resources sectors. Rosen Advisory focuses on helping business owners maximize the value of their firms through strategic guidance and support during the M&A process. Their services encompass valuations, equity value enhancement strategies, buyer identification and assessment, negotiation support, and deal closure assistance. The firm distinguishes itself through its personalized approach, ensuring each client receives tailored attention and support to achieve their specific business objectives. Their expertise extends to various insurance sub-sectors, including property and casualty, employee benefits, retirement and wealth management, and human resource consulting, as well as HR and benefits technology companies. For further information on how Rosen Advisory can assist in unlocking your business potential, contact Brett at (404) 992-5541 or via email at [email protected]. You can also visit their website at rosenadvisory.com.