Citrin Cooperman Buys Rosetree to Bring AI Implementation to Middle-Market Clients

Citrin Cooperman is promising to help middle-market companies move beyond AI experiments. Its acquisition of Rosetree Solutions, completed October 1, 2026, adds a consultancy that builds AI into business operations. The deal gives the tax and advisory provider implementation expertise; the companies’ stated ambition is to change how clients work, not merely which tools they use.

Citrin Cooperman announced the purchase on October 6. Financial terms were not disclosed. Rosetree is now part of Citrin Cooperman Advisors LLC, the business advisory arm that provides nonattest services, distinct from the brand’s licensed independent accounting firm.

Connecting customer work to finance and operations

The combination pairs two kinds of expertise. Citrin Cooperman says it understands clients’ costs, margins, pricing and cash flow. Rosetree contributes engineers who build and integrate AI systems into daily operations. The intended service extends across workflows and business processes, rather than stopping at an experimental use of a chatbot.

Rosetree’s work connects customer-facing activities—marketing, sales and service—to the back-office systems used for finance and operations. In the acquisition announcement, Citrin Cooperman describes that connection as a way to give business leaders a shared set of solutions and visibility across those functions.

The implementation work Rosetree brings

• Building or improving business technology systems with Salesforce, including connections to software a company already uses.
• Training employees to adopt AI as part of their work, alongside the engineering needed to deploy it.
• Building autonomous AI agents intended to run alongside existing teams, rather than offering only a stand-alone chat interface.

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.

David Rosenbaum, Rosetree co-founder, in the acquisition announcement

A practice leader and a smaller-company pitch

Rosenbaum will become Citrin Cooperman’s Applied AI Practice Leader. He founded Rosetree with his brother Craig in 2013. The consultancy says its senior, fully remote team has delivered hundreds of engagements across retail, consumer goods, hospitality, manufacturing, technology and services.

Citrin Cooperman Advisors CEO Alan Badey framed the purchase around access to engineering talent. He compared a national food distributor with a smaller regional business doing the same work. The larger company, he said, has the resources to rebuild operations around AI; the regional company needs similar expertise and a plan sized to its business.

Rosenbaum’s pitch also rests on reusing approaches developed through client engagements. He said executives’ questions have shifted from wanting to do something with AI to deciding where to start and how to sustain it. Citrin Cooperman says the acquired team will help clients grow and compete, not just reduce costs.