Crosstree Employee Directory

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.

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