Crosstree Capital Partners Inc

  • Investment Bank/Securities Brokerage
  • Tampa FL
  • 76 employees
  • Investment Banking
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Company Overview

Headquarters
5411 Skycenter Drive Suite 625, Tampa FL
Website
crosstreecapital.com
Phone
(813) 774-4750
Employees
76
Founded in
2004
Industry
Investment Bank/Securities Brokerage
NAICS Code
NAICS Code 52 Companies
NAICS Code 523 Companies
NAICS Code 5239 Companies
NAICS Code 5231 Companies
NAICS Code 52393 Companies
SIC Code
SIC Code 62 Companies
SIC Code 628 Companies
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Financials & Stats

Revenue

$8B

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Who is Crosstree Capital Partners Inc

Crosstree Capital Partners Inc. is a boutique investment banking firm based in Tampa, Florida. The company employs 76 people and generates $8 million in annual revenue. Crosstree specializes in serving middle-market companies within the life sciences and healthcare industries, focusing specifically on pharmaceutical services, diagnostics and tools, and digital health. They offer a comprehensive range of services, including buy-and-sell-side mergers and acquisitions advisory, private capital raising, strategic advisory, and valuations. The firm distinguishes itself through its deep industry expertise, cultivated through years of experience advising on transactions within these specialized subsectors. Crosstree leverages its well-established strategic relationships and access to capital markets to provide clients with the same level of service typically found at larger investment banks. For inquiries or to learn more about Crosstree Capital Partners Inc., visit their website at crosstreecapital.com.

Company Leadership

Roman Margolin

Managing Partner - Crosstree Equity Fund

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Crosstree Capital Partners Inc Industry Tags

M&A
divestiture
recapitalization
buyout
equity
merger
acquisition
M&A
Investment Bank/Securities Brokerage
Security Brokers and Dealers
Investment Banking
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Crosstree Capital Partners Inc Tech Stack

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FAQ

What is the location of Crosstree Capital Partners Inc's headquarters?
The headquarters of Crosstree Capital Partners Inc are situated at 5411 Skycenter Drive Suite 625, Tampa FL
What is Crosstree Capital Partners Inc's phone number?
Crosstree Capital Partners Inc's contact number is (813) 774-4750.
What is Crosstree Capital Partners Inc's official website?
The official website of Crosstree Capital Partners Inc can be found at crosstreecapital.com.
What is Crosstree Capital Partners Inc's current revenue?
As of October 2023, Crosstree Capital Partners Inc's annual revenue reached $8B.
How many employees does Crosstree Capital Partners Inc currently have?
Crosstree Capital Partners Inc employs approximately 76+ people as of October 2023
Which industries is Crosstree Capital Partners Inc primarily operating in?
Crosstree Capital Partners Inc operates in the following industries: Hedge Funds
Who is the Managing Partner - Crosstree Equity Fund of Crosstree Capital Partners Inc?
Crosstree Capital Partners Inc's Managing Partner - Crosstree Equity Fund is Roman Margolin
What are Crosstree Capital Partners Inc's industry tags?
Crosstree Capital Partners Inc's industry tags include: M&A, divestiture, recapitalization
When was Crosstree Capital Partners Inc founded?
Crosstree Capital Partners Inc was founded in 2004.

Employee Directory

Key Employees

Lance Converse

Managing Partner - Crosstree Equity Fund

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Tracy Ferrill

Talent Development Manager

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Cynthia Perez

Executive Sales Assistant

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Jeff Ellis

Managing Director and Co-Founder

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Taylor Blease

Marketing Manager

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Brett Andrews

Sr. Consultant

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