Citrin Cooperman Acquires AI Consultancy Rosetree to Help Middle-Market Companies Put AI to Work

Combination will help clients move from experimenting with AI to integrating it into the systems and workflows that run their businesses
Rosetree is a 2027 Salesforce Partner of the Year award winner for forward-deployed engineering and a launch partner of Anthropic and OpenAI

NEW YORK, Oct. 6, 2026 /PRNewswire/ -- Citrin Cooperman Advisors LLC, the premier tax, advisory and accounting provider for private middle-market businesses and high-net-worth individuals, has acquired Rosetree Solutions, a consultancy that designs and deploys AI systems inside client businesses. The transaction accelerates Citrin Cooperman's AI strategy while adding new capabilities to help make sure America's smaller and middle-market businesses are not left behind as AI remakes how companies compete.

The transaction combines Citrin Cooperman's deep understanding of its clients' businesses, from costs and margins to pricing and cash flow, with Rosetree's ability to build and integrate AI systems into day-to-day operations. Together, the firms will help middle-market businesses move beyond experimenting with AI to applying it across workflows, systems and business processes.

The need for AI adoption is growing quickly among small and middle-market businesses, but integration remains challenging. Seventy-six percent of small businesses now use AI, but only 14% have it fully embedded in their core operations, according to a Goldman Sachs 10,000 Small Businesses Voices survey published in March. While most have tried ChatGPT or Claude, few have fundamentally changed how their business operates. By contrast, heavily funded large corporations are moving quickly to redesign workflows and operations around AI.

Citrin Cooperman intends to help close this gap by pairing its understanding of middle-market businesses with Rosetree engineers who build and run AI systems.

"Everything we're doing with AI is focused on delivering more value to our clients," said Alan Badey, chief executive of Citrin Cooperman Advisors LLC. "Think about a large national food distributor and a smaller regional company that do exactly the same thing. The national one can rebuild how it operates around AI because it has the resources and access to top talent. The regional distributor needs that same access and an AI plan sized to its business. Rosetree helps us provide that."

"The companies that benefit most from AI will be the ones that rethink their workflows and bring their people along, not just add new tools," said David Rosenbaum, co-founder of Rosetree, who will serve as Applied AI Practice Leader at Citrin Cooperman. "For two years, every executive we met wanted to do something with AI. Now the question is where to start and how to make it stick. Every engagement leaves us with approaches we can repeat, and because our own delivery is AI-native, we can bring that to Citrin Cooperman's clients with more agility and more value from day one."

Inside Citrin Cooperman, Rosetree will bring those proven approaches to the firm's clients, helping them use AI to grow and compete, not just cut costs.

The acquisition builds on AI work already underway at Citrin Cooperman, focused on driving value to clients. In August, Citrin Cooperman engaged Ode, the AI engineering venture formed by Anthropic with Blackstone and others, to accelerate high-impact AI use cases across its tax, accounting and advisory practices. Additional AI-driven alliances and investments have been announced with Priority Software, Caseware, Intuit, and Tellen.

Rosetree specializes in connecting AI to the systems a business already runs. Its work spans the front office, how companies market to, sell to and serve their customers, and connects it to the back-office systems that run finance and operations, giving leaders across the C-suite one connected set of solutions and visibility. It builds these systems, trains workforces to use AI and builds autonomous AI agents that work alongside existing teams.

Rosetree is a launch partner of both Anthropic and OpenAI and an inaugural member of Anthropic's program for small businesses. Salesforce named Rosetree its 2027 Partner of the Year. Rosetree is a Summit-level Salesforce partner, the top tier of the program.

"David, Craig and the Rosetree team have built a strong business with capabilities that complement Citrin Cooperman services," Badey said. "Together, we can help clients put AI to work in ways that create lasting value and strengthen their businesses for what comes next."

The transaction closed October 1, 2026. Financial terms were not disclosed. Envoy Capital Advisors served as the exclusive financial advisor and Kai Hsiung served as exclusive strategic advisor to Rosetree.

ABOUT CITRIN COOPERMAN

Citrin Cooperman is the nation's premier accounting, tax and advisory provider for private, middle-market businesses and high net-worth individuals. Recently recognized as the 16th largest firm in the U.S. and among the fastest growing, our more than 3,600 professionals focus on what counts to positively impact the lives of our people, clients, and communities.

Citrin Cooperman is an independent member firm of the Moore North America, Inc. (MNA) Association, which is itself a regional member of Moore Global Network Limited (MGNL), one of the world's leading accountancy and advisory networks with over 37,000 professionals in 563 offices across 116 countries. All the firms associated with MNA are independently owned and managed entities. Their membership in, or association with, MNA should not be construed as constituting or implying any partnership between them.

"Citrin Cooperman" is the brand under which Citrin Cooperman & Company, LLP, and Citrin Cooperman Advisors LLC serve clients' business needs in an alternative practice structure in accordance with the AICPA's Code of Professional Conduct and applicable law, regulations, and professional standards. Citrin Cooperman & Company, LLP, a licensed independent CPA firm, provides attest services and Citrin Cooperman Advisors LLC provides business advisory and nonattest services. Learn more about Citrin Cooperman at www.citrincooperman.com.

ABOUT ROSETREE

Rosetree Solutions is an enterprise technology and AI consultancy that helps mid-market and enterprise companies create value by optimizing or building new technology systems with Salesforce, empowering their workforce to adopt AI, or building autonomous AI agents that run alongside their current teams. Founded in 2013 by brothers David and Craig Rosenbaum, Rosetree is a Summit-level Salesforce partner, a member of Salesforce's Agentforce Partner Advisory Board, and a launch partner in the Anthropic and OpenAI partner programs. Its senior, fully remote team has delivered hundreds of engagements across retail, consumer goods, hospitality, manufacturing, technology, and services industries. Rosetree is now part of Citrin Cooperman Advisors LLC.

SOURCE Citrin Cooperman