You’ve spent your life making the right decisions to successfully build your business. Let’s talk about your next one.

Whether you are a business owner or management team looking to sell your business, grow through acquisitions, or fund your operations, let’s talk about the next steps that make sense for you, your business, and your family.

Since 2003, Rockland Advisory Group partners have helped business owners, executives, and entrepreneurs build and realize value for their life’s work when they sell, grow or fund a business. We have walked in your shoes and understand the commitment required to succeed. We are seasoned business and investment banking professionals with a long history of guiding owners of middle-market, privately held businesses, or divisions of major corporations.

Vision. Experience. Results.

Having the right people in your corner matters. You know your business. We know how to help you buy, sell, or fund your business.
Let’s get to know each other better.

For more than 25 years, I’ve advised on hundreds of transactions — from multi-billion dollar global mergers to IPOs of start-up businesses. I’ve seen and addressed nearly every kind of deal challenge clients are likely to face. Rockland’s clients rely on me to guide them through every step of their transaction process and to identify and address potential challenges before they become problems. Click for bio

My experience is eclectic and wide-ranging. I’ve held positions in investment banking and corporate development and have advised on transactions ranging from cross-border to middle market. As director of corporate development for a major public company, I managed the acquisition and integration of over 30 businesses and the divestiture of five business units. Having sat on both sides of the table, I bring Rockland’s clients the perspective from every side of a deal. Click for bio

My mission and guiding principle for 30 years has been to serve clients and colleagues as a trusted adviser. I not only have an extensive background in investment banking, advising on a wide range of transactions and clients; I’ve also managed and founded companies, and served on public and private corporate Boards of Directors. I bring Rockland’s clients a valuable combination of deal expertise and CEO-level insight. Click for bio


Who do you want on your team? The right individuals bring a complementary mix of experience, chemistry, drive, and results specific to your needs and culture. Rockland’s partners have walked in your shoes. We’ve run companies, sat on corporate boards, managed divestitures, structured acquisitions, and raised capital for our own businesses and for clients like you.

Invite us to join your team, if you are ready to:

  • Sell or transition your business to new owners. Rockland can guide you.

  • Grow your business through acquisition. Let us advise you.

  • Fund your business through debt or equity. We can raise it.

Click here to learn how Rockland can help you realize value for your life’s work. 

Click here to learn how Rockland can help you get the right deal done.

Click here to learn how Rockland can help you move your business to the next level.

Rockland Advisory Group partners have experience in a wide range of industries including: 

  • Consumer goods and services

  • Building products

  • Business services

  • Distribution and logistics

  • Healthcare services

  • Hotels and restaurants

  • Media and publishing

  • Medical devices and equipment

  • Paper, packaging, and forest products

  • IT software and services

  • Manufacturing, capital equipment,and basic industrial goods

Sell Your Business


It’s complicated. Selling a company or division is not a decision made lightly — especially for owners of private companies, who may be taking this step for the first time.

Rockland Advisory Group helps owners of small and middle market companies transition their businesses to new ownership. We understand the importance of confidentiality, employee relations, customer concerns and market reaction, as well as the other “soft” issues involved in the sale of a business. Supporting companies like yours is all we do. And all we’ve ever done from our inception.

Rockland understands that selling your business is personal

For company owners and management teams, the decision to sell a business or division is personal. Frequently, it is the culmination of a life’s work.

We get that. As entrepreneurs, Rockland’s partners clearly understand there are many issues to be resolved and decisions to be made when selling a business. That’s why we partner with our clients early in the sales process to determine an appropriate strategy. And we provide objective advice — even, in some cases, advising against a transaction we do not believe is in a client’s interest. We understand that sometimes the best outcome is the deal that does not get done.

What Our Clients Say

Grow Your Business


The right alliance matters, whether you:

  • seek to acquire a business to take advantage of growth opportunities or to access new markets; or
  • are considering a management or leveraged buyout of your business.

Minimize risk, optimize value

To help clients minimize risk and optimize value, Rockland Advisory Group:

  • creates an appropriate acquisition or buyout strategy in keeping with your strategic and financial goals;
  • identifies, targets, and screens acquisition candidates;
  • delivers a strategic and valuation analysis of promising candidates;
  • manages the acquisition, due diligence and negotiation process; and
  • develops optimal financial structures and arranges necessary financing to complete the transaction.

What Our Clients Say

Fund Your Business


For business owners and managers, access to capital is critical. Whether you seek to fund internal growth, acquire new businesses, or pay yourself a dividend, Rockland guides you through the process of choosing the best sources of capital at the best price.

Rockland assembles the most attractive and flexible financing structures that meet client objectives

By analyzing each client’s objectives, financial position and operating characteristics, Rockland helps to choose among such alternative capital sources as:

  • commercial bank financing;
  • asset-based facilities;
  • subordinated or mezzanine debt financing; and
  • private placement of debt and equity.

We identify appropriate capital providers, structure the transaction, negotiate the terms, and manage the closing of the financing.

What Our Clients Say


Rockland’s partners have advised on hundreds of transactions. Click on a logo to see what some of our clients have said about their experience.



Click a logo to see what our clients say


To serve our clients best interests, we partner with the following firms in the U.S.:


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To provide clients with access to local expertise in the United Kingdom and Europe, Rockland partners with select firms. These affiliations ensure Rockland Advisory Group clients have access to international buyers, investors, and acquisition targets — sourced with local expertise.

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