Insights

Mid-market focus Crosstree specializes in middle-market life sciences and healthcare companies, suggesting sales opportunities with firms seeking targeted advisory, buy-side/sell-side M&A, private capital raising, and valuations.

Global reach With experience advising across North America, Europe, India, China, Latin America, and Australia, there are outbound cross-border deal opportunities for clients expanding internationally.

Industry depth Narrow sub-sector expertise in pharmaceutical services, diagnostics and tools, and digital health positions Crosstree to connect clients with specialized investors and strategic buyers seeking these niches.

Revenue springboard Annual revenue range of 25–50 million signals readiness for growth equity, strategic partnerships, or later-stage capital raises from institutional investors and strategic buyers.

Talent movements Recent leadership transitions and a notable departure in HealthTech & Services indicate active talent shifts; potential upsell of advisory services around leadership transitions, succession planning, and retained executive search or advisory mandates.

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Crosstree Tech Stack

Crosstree uses 8 technology products and services including HubSpot Analytics, iCIMS, HubSpot Content Hub, and more. Explore Crosstree's tech stack below.

Crosstree's Email Address Formats

Crosstree uses at least 3 email formats:
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 October 2026, Crosstree's annual revenue is estimated to be $25M - $50M.

What is Crosstree's SIC code and NAICS code?

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

How many employees does Crosstree have currently?

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As of October 2026, Crosstree has approximately 28 employees across 2 continents, including North America and Asia. Key team members include Head Of Private Equity And Private Credit Sales: A. B., Partner: F. L. and Managing Director: R. R. 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 HubSpot Analytics, iCIMS, HubSpot Content Hub, Shopify, WooCommerce, Greenhouse, Adobe Creative Suite and Piwik PRO Core.

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

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