M&A Expertise for Families and Founders

At Roseate, our integrity and hands-on experience in operating, scaling, buying, selling, and raising capital earn the trust of our clients, professionals, and buyers. We bring practical insights and a commitment to excellence to every transaction.


About Our Company

Roseate is an investment bank and business brokerage firm specializing in the web-based software and tech-enabled services industries. With a strong focus on technology and value, we assist clients in achieving their goals of finding investors, buyers, or strategic partners. Our comprehensive services include mergers and acquisitions, capital raising transactions, and business valuations, ensuring that founders, private equity firms, venture capitalists, and strategic partners achieve optimal outcomes. At Roseate, we are committed to understanding our clients' aspirations and guiding them towards success in the ever-evolving tech landscape through our expertise, personalized service, and unwavering integrity.


Extensive Network and Reach

At Roseate, our extensive network connects clients with top investors, buyers, and strategic partners in the tech industry. Our reach ensures maximum visibility and optimal outcomes, leveraging relationships with private equity firms, venture capitalists, and industry leaders. With Roseate, you gain access to influential contacts that drive your business forward in the competitive tech landscape.


Measuring Success by Outcomes

We measure the success of our process by the outcomes it produces. Whether you need transaction advisory (M&A), capital raising, or financial advisory services, Roseate is dedicated to delivering exceptional results. Our focus on achieving your goals ensures that we are your trusted partner in navigating complex financial landscapes and driving your business forward.

Our Culture

At Roseate, our approach to partnering with clients is grounded in building strong, meaningful relationships and delivering exceptional results. We believe in the power of collaboration, authenticity, and integrity to drive success and foster lasting partnerships.



We prioritize building deep, enduring relationships with our clients. By understanding your unique needs and aspirations, we create customized strategies that align with your goals. Our commitment to open communication and mutual respect ensures a strong foundation for long-term success.


Client Focus

Our clients are at the heart of everything we do. We are dedicated to understanding your unique challenges and opportunities, tailoring our services to meet your specific needs. This client-focused approach ensures that we provide solutions that truly make a difference.


Pursuit of Excellence

Our unwavering dedication to excellence drives everything we do. We focus on delivering outstanding results that exceed our clients' expectations. Whether through meticulous transaction advisory, innovative capital raising, or comprehensive financial services, our commitment to excellence guarantees your satisfaction.



Authenticity is at the core of our values. We believe in being genuine and transparent in all our interactions. By fostering an environment of trust and honesty, we create authentic connections with our clients, ensuring that every decision is made with your best interests in mind.

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Collaboration is key to our success. Our team of experts works together seamlessly, combining diverse skills and perspectives to tackle complex challenges. We believe that teamwork amplifies our strengths and leads to innovative solutions that benefit our clients.

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Integrity is the cornerstone of our business. We uphold the highest ethical standards in every aspect of our work. Our clients trust us to act with honesty and integrity, making decisions that are not only legally compliant but also morally sound. This unwavering commitment to integrity ensures we always act in your best interests.



At Roseate, we offer more than just financial expertise – we provide firsthand experience. As seasoned entrepreneurs and operators, we understand the exhilarating highs and challenging lows of building and scaling businesses. We’ve navigated market fluctuations, executed strategic pivots, and charted courses through uncertain terrains. From the excitement of inception to the demands of expansion, we’ve been there every step of the way. This deep, practical understanding allows us to empathize with our clients, anticipate their needs, and deliver solutions rooted in real-world experience. When you partner with Roseate, you’re not just getting a financial advisor – you’re gaining a trusted ally who shares your journey and is dedicated to your success.


"Working with Roseate was a game-changer for our company. Their deep understanding of the tech industry and hands-on experience helped us navigate a complex acquisition process with ease. The team was professional, responsive, and truly invested in our success. We couldn't have asked for a better partner."

"Roseate exceeded our expectations in every way. Their expertise in capital raising and strategic advice provided us with the funding and direction we needed to scale our business. The personal attention and tailored solutions we received made all the difference. We highly recommend Roseate to any business looking to grow."

"The team at Roseate demonstrated exceptional integrity and dedication throughout our engagement. They took the time to understand our unique challenges and offered practical, real-world solutions. Their support and guidance were invaluable, and we felt confident knowing we had a trusted ally by our side."

Tailored Solutions for


At Roseate, we offer a comprehensive suite of investment banking and business brokerage services to meet the diverse needs of our clients. Whether you need capital raising, M&A advisory, strategic planning, or performance optimization, we provide customized solutions that align with your business objectives and drive sustainable growth. Leveraging our deep industry knowledge and extensive network, we guide companies through every step of their financial journey, helping them unlock value and seize opportunities in today's dynamic marketplace.





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