STEPHEN ROSSI
Senior Managing Director;
Head of Investment Banking
Palm Tree LLC
Stephen Rossi is senior managing director and leads the investment banking service line at Palm Tree, which helps clients position their businesses, structure acquisitions, and divestitures, run targeted strategic processes, and raise capital. Over the course of his nearly three-decade career, Rossi has led M&A deals, business operations, and capital markets and investment banking solutions—a unique range of experience that gives him multifaceted perspectives on strategic business events.
Rossi is also the co-founder of Palm Tree’s investment bank, Palm Tree Securities. Palm Tree Securities was founded in October 2019 and received its broker-dealer license in November 2020. Over the past two years, Palm Tree’s investment bank has consummated 12 transactions across a variety of sectors, including but not limited to automotive, beauty, consumer products, healthcare, industrials, technology and special situations. This deal flow has resulted in, on average, one closing every other month.
