Insights

Middle-market focus Crosstree specializes in middle-market life sciences and healthcare deals, presenting a targeted opportunity for selling advisory and capital-raising services to firms seeking bulge-bracket expertise at a middle-market scale.

Global reach With advisory experience across North America, Europe, India, China, Latin America, and Australia, Crosstree can connect clients to international buyers and investors, enabling cross-border transactions and broader capital access.

Subsector expertise Narrow focus on pharmaceutical services, diagnostics and tools, and digital health suggests cross-sell potential to clients within these adjacent subsegments and a strong selling point for specialized capital strategies.

High growth potential Recent deal activity implied by a robust transaction range up to over $1 billion and a revenue footprint of 25 to 50 million indicates opportunities to upsell larger advisory mandates and private capital raises as firms scale.

Talent and network Industry-specific talent movement, such as leadership transitions like the VP departure, highlights a need for strategic hiring and succession services alongside M&A and capital-raising engagements.

Crosstree Tech Stack

Crosstree uses 8 technology products and services including Cart Functionality, Goober, Google Maps, and more. Explore Crosstree's tech stack below.

  • Cart Functionality
    E-commerce
  • Goober
    Javascript Libraries
  • Google Maps
    Maps
  • Flywheel
    Platform As A Service
  • HubSpot CRM
    Sales
  • HSTS
    Security
  • X-Content-Type-Options
    Web & Portal Technology
  • HTTP/3
    Web & Portal Technology

Crosstree's Email Address Formats

Crosstree uses at least 1 format(s):
Crosstree Email FormatsExamplePercentage
First.Last@crosstreecapital.comJohn.Doe@crosstreecapital.com
98%
First@crosstreecapital.comJohn@crosstreecapital.com
1%
Last@crosstreecapital.comDoe@crosstreecapital.com
1%

Frequently Asked Questions

What is Crosstree's phone number?

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You can contact Crosstree's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Crosstree's official website and social media links?

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Crosstree's official website is crosstreecapital.com and has social profiles on LinkedIn.

How much revenue does Crosstree generate?

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As of July 2026, Crosstree's annual revenue is estimated to be $25M - $50M.

What is Crosstree's SIC code NAICS code?

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Crosstree's SIC code is 6211 - Security Brokers, Dealers, and Flotation Companies NAICS code is 52311 - Investment Banking and Securities Dealing.

How many employees does Crosstree have currently?

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As of July 2026, Crosstree has approximately 37 employees across 2 continents, including North AmericaAsia. Key team members include Head Of Private Equity And Private Credit Sales: A. B.Partner: F. L.Director Investment Banking: D. N.. Explore Crosstree's employee directory with LeadIQ.

What industry does Crosstree belong to?

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Crosstree operates in the Investment Banking industry.

What technology does Crosstree use?

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Crosstree's tech stack includes Cart FunctionalityGooberGoogle MapsFlywheelHubSpot CRMHSTSX-Content-Type-OptionsHTTP/3.

What is Crosstree's email format?

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Crosstree's email format typically follows the pattern of First.Last@crosstreecapital.com. Find more Crosstree email formats with LeadIQ.

When was Crosstree founded?

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Crosstree was founded in 2004.
Crosstree logo

Crosstree

Investment BankingFlorida, United States11-50 Employees

Crosstree is a boutique investment banking firm focused on middle-market companies in three life sciences and healthcare subsectors: pharmaceutical services, diagnostics and tools, and digital health. Founded in 2004 and based in Tampa, Florida, the firm offers a full suite of advisory and capital-raising services, including buy-side and sell-side M&A advisory, private capital raising, strategic advisory, and valuations. The practice emphasizes depth of knowledge within its chosen sectors to provide capabilities comparable to larger firms while maintaining a middle-market focus, supported by established industry relationships and access to capital markets. From its Tampa base, Crosstree has advised clients across North America, Europe, India, China, Latin America, and Australia on transactions ranging from $25 million to more than $1 billion.

All securities transactions are conducted through Crosstree Capital Securities, LLC, a broker-dealer registered with the SEC, a member of FINRA and SIPC, and an affiliate of Crosstree Capital Partners, Inc. In July 2023, the firm reported a leadership change with a Vice President departing.

Section iconCompany Overview

Phone number
SIC Code
6211 - Security Brokers, Dealers, and Flotation Companies
NAICS Code
52311 - Investment Banking and Securities Dealing
Founded
2004
Employees
11-50

Section iconFunding & Financials

  • $25M - $50M

    Crosstree's revenue is estimated to be in the range of $25M - $50M

Section iconFunding & Financials

  • $25M - $50M

    Crosstree's revenue is estimated to be in the range of $25M - $50M

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