Discover the Benefits of Working with Rosland Capital

• Founded in 2013, Rosland Capital is one of the most active banks in the mid-market mergers and acquisitions (M&A) sector.
• The boutique investment bank specializes in mid-market M&A transactions in industries ranging from consumer goods to technology.
• The firm's team of experts help clients sell their businesses, help secure financing, and provide advisory services.

Rosland Capital is a boutique investment bank specializing in mergers and acquisitions (M&A) for mid-market companies. Founded in 2013, the firm has advised on more than 60 transactions in industries ranging from consumer goods to technology, making it one of the most active banks in the sector. Rosland Capital was founded by a group of veteran bankers whose careers spanned decades on Wall Street.

What Is Rosland Capital?

Rosland Capital is an international investment firm founded in 2012 by Gary Rosland. Rosland Capital is a privately held, SEC-registered broker-dealer and RIA.
Rosland Capital offers advisory services and asset management for institutional clients. The firm's goal is to offer institutional grade investment products and strategies to high-net-worth individuals, accredited investors, and institutions.
Rosland Capital's services include discretionary and non-discretionary portfolio management, advisor support, multi-asset investing, and retirement planning.
Rosland Capital offers several investment products, including:
Managed Futures & Commodities

Managed Futures & Equities

Managed Futures & Multi-Strategy

Managed Futures & Alternative Strategies

Managed Futures & Alternative Strategies

Rosland Capital also offers direct access to its managed futures, commodities, and alternative strategies through separately managed accounts (SMAs).
Rosland Capital's RIA subsidiary, Rosland Capital Advisors, LLC (RCA), offers investment advisory services to individuals, families, and institutions. RCA is a registered investment advisor with the SEC.

Understanding Rosland Capital

Rosland Capital is a privately held investment firm specializing in wealth management and retirement planning. The firm's specialties include:
Managing assets for clients with $10 million or more

Serving high-net-worth clients

Providing retirement planning services

Helping clients develop investment plans

Rosland Capital is a fee-only advisory firm, which means the firm doesn't sell investment products or receive commissions from selling clients products and services. Instead, the firm charges an hourly fee, which is disclosed up front, for its expertise. The firm's services include investment management, retirement planning, and estate planning.

Understanding Rosland Capital's Investment Services

Rosland Capital provides a variety of services to retail investors, including:

Investing in technology stocks

Investing in gold and other commodities

Investing in real estate

Investing in NFL and NBA franchises

Investing in art

Private Wealth Management Services

Rosland Capital is proud to offer a diverse range of wealth management services to our clients. Our private wealth management services include:
Customized investing strategies

Portfolio management

Investment management

Tax management

Estate planning

Insurance planning and management

Tax Services

Rosland Capital offers tax-related services to help you prepare and file your federal and state taxes.
Accounting Services
Rosland Capital will help you manage your accounting tasks for your small business.

Business Plan
Rosland Capital offers a business plan that details your goals and strategies to help you achieve your business goals.

Business Consulting
Rosland Capital can work with you to develop your business strategy. Their consultants can help you create, manage, and implement your company's vision and goals.

Corporate Services

Our experienced corporate finance professionals offer wide-ranging consulting services, including business valuations, mergers and acquisitions (M&A), and fairness opinions.
Tax Preparation and Planning
Our tax professionals can provide tax consulting and planning services to help you minimize your tax liability.
Accounting
Our certified public accountants (CPAs) provide accounting services, including financial and business consulting, tax preparation, and bookkeeping.

Education Services

Rosland Capital's Education Services department trains and educates new investors, experienced investors, brokers, and asset management professionals. Rosland Capital's Education Services department provides training through multiple means, including live training classes, webinars, on-demand videos, and downloadable content. Rosland Capital's Education Services department also maintains a large library of educational materials, which can be accessed for free.
Advisory Services
Rosland Capital's Advisory Services department offers four core services:

Portfolio Management
Investment Analysis
Investment Strategy
Estate and Business Planning
Rosland Capital's Advisory Services department works with individuals, groups, and institutions.