Wisevoter
U.S.

Citrin Cooperman Has Acquired Rosetree Solutions

The accounting and advisory firm expanded its artificial intelligence capabilities with the addition of 60 new employees.

Updated on Oct. 6, 2026 in Artificial Intelligence

Isometric editorial illustration of modular containers and conduits, representing the integration of business systems.
Citrin Cooperman has acquired Rosetree Solutions, a move aimed at enhancing AI implementation capabilities for the firm’s middle-market client base. AI Illustration. Upload story photo >

Live Poll

Do you plan to integrate more AI tools into your own business or household operations?

Citrin Cooperman acquired Rosetree Solutions to bolster its AI implementation services for middle-market clients. The integration adds 60 employees to the firm, which ranked 16th on the 2026 Top 100 Firms list.

Why it matters

The firm seeks to provide AI implementation access to middle-market clients by leveraging the expertise of Rosetree, which is a partner of OpenAI and Anthropic.

Citrin Cooperman operates across 38 offices with 480 partners and annual revenue of $985 million. Rosetree Solutions focuses on designing and deploying AI systems for client businesses.

The players

Citrin Cooperman

This professional services firm ranked 16th on the 2026 Top 100 Firms list and reported $985 million in annual revenue.

Rosetree Solutions

This company is a partner of OpenAI and Anthropic that designs and deploys AI systems for business clients.

Blackstone

This investment firm acquired a majority stake in Citrin Cooperman in January 2025.

Envoy Capital Advisors

This entity served as the exclusive financial advisor for the acquisition transaction.

The details

Rosetree Solutions specializes in designing and deploying AI systems within client organizations, now operating under Citrin Cooperman Advisors. The transaction was facilitated by Envoy Capital Advisors, which served as the exclusive financial advisor.

Timeline

  1. Blackstone acquired a majority stake in Citrin Cooperman in January 2025.

  2. Citrin acquired Browne Consulting Group in February 2026.

  3. Citrin acquired Sharff, Wittmer, Kurtz, Jackson & Diaz in May 2026.

  4. Citrin acquired LGA in July 2026.

  5. Citrin Cooperman acquired Rosetree Solutions on October 1, 2026.

The Tech Race

This acquisition reflects a broader industry push to integrate specialized AI technical expertise into established professional service firms. It positions Citrin Cooperman to capture demand from the 76% of small businesses that currently use AI.

Middle-market business clients can expect expanded access to professional AI deployment services through their existing Citrin Cooperman advisors. This move aims to bridge the gap between complex AI systems and practical business applications for smaller organizations.

The takeaway

Businesses looking to adopt AI can now leverage the specialized technical partnerships maintained by their professional service providers. This consolidation suggests that firms are prioritizing internal AI capabilities to remain competitive in the middle-market sector.

Further reading

For more on how firms are integrating new technologies, explore our Artificial Intelligence section.

Live Poll

Do you plan to integrate more AI tools into your own business or household operations?