STEPHEN ROSSI
Senior Managing Director
Palm Tree LLC
Senior managing director Stephen Rossi 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 the co-founder of Palm Tree’s Investment Bank, Palm Tree Securities, which received its broker-dealer license in November 2020. Over the past 5 years, Palm Tree’s investment bank has consummated many transactions across a variety of sectors. The firm’s total closed transaction value has grown to nearly $1 billion since 2020.
