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Oxford Financial Group, LTD

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Oxford Financial Group, LTD

800-722-2289

Expert Teams

Expert teams dedicated to family office services, trust administration, investment research, investment consulting and performance reporting.

Michael A. Rosen

Mike Rosen became Oxford Financial Group, Ltd.’s Managing Director of Private Equity in 2005. This role was created in direct response to increasing market need and client expectations for private equity investment options—more specifically, direct private equity investments. This role significantly enhanced the firm’s already established and highly reputed private equity investment initiatives. Mike is chair of the Mayfair Investment Committee.

The Mayfair Initiative focuses on creating direct private equity vehicles, primarily in the form of limited liability companies (LLCs) for high-end investment opportunities. Under Mike’s direction, the direct private equity initiative creates investor groups for the purpose of pursuing majority investments in privately held companies.

Our Mayfair investment strategy, like our other alternative strategies, creates a true partnership with a complete alignment of interests. Our clients and management teams have come to expect this and appreciate the value it provides. It is one of many means by which Oxford differentiates itself from the competition.

Mike brings a distinguished background in both acquisition experience and financial advisory roles. Prior to Oxford, he served as managing director of Hillenbrand Capital Partners. He was responsible for leading projects to analyze, invest in, and monitor privately held companies and investment partnerships, as well as issues related to more liquid investments. Prior to that, he was associate director of the mergers and acquisitions group of Banc One Capital Markets, Inc. Mike focused on advising middle-market companies on a variety of growth and liquidity opportunities.

Mike’s mergers and acquisition experience also includes executive positions with Hillenbrand Industries and NatCity Investments.

Mike received his Bachelor’s degree in Business Administration from Butler University and his Master’s degree from the University of Notre Dame. Mike continues to be involved in numerous community and not-for-profit organizations.