David Rosen

EVP, Strategy & M&A at The Heritage Group

David Rosen serves as Executive Vice President, Strategy + M&A at The Heritage Group. Prior to joining The Heritage Group, David was an Investment Partner at Pritzker Group Private Capital, leading the firm’s services sector investing. He previously served as Managing Director at Equity Group Investments, the holding company for the corporate investments of Sam Zell.

He has broad investment and finance experience across a wide variety of industries in both public and private equity investments. He headed the Distressed M&A Group for Houlihan Lokey in Chicago, where he was responsible for advising on mergers and acquisitions of companies involved in complex financial and operational restructurings. He was also a Partner of the Zell/Chilmark Fund, a private equity fund that invested in distressed companies.

He received his B.A. in economics from Northwestern University.

Timeline

  • EVP, Strategy & M&A

    Current role

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