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.

Find Crosstree employees' phone numbers or email addresses

Crosstree Global Highlights

Location
Employees

North America
56

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  • United States Of America
    56

Asia
1

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  • India
    1

Crosstree's Leadership

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    S. C.
    Vice President Operations
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    A. B.
    Head Of Private Equity And Private Credit Sales
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    J. E.
    Managing Director And Co-Founder
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    F. L.
    Partner
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    D. S.
    Vice President, Investment Banking
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    A. J.
    Vice President, Investment Banking
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    S. T.
    Vice President
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    B. A.
    Vice President, Talent Acquisition
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Crosstree Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Finance
  • Consultant
  • Accounting
  • Business Development
  • Other
  • Community & Social Services

Contact profiles from Crosstree

Name
Title
Contact Info
Location
Last Update
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    S. S.
    Managing Director
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    United StatesFlorida
    Mar 13, 2026
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    G. B.
    Managing Director
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    United StatesNew York
    May 30, 2026
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    D. N.
    Director Investment Banking
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    Apr 14, 2025
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    M. L.
    Director
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    Apr 27, 2026
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    C. S.
    Director
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    United StatesNew York
    Oct 22, 2024
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    R. R.
    Managing Director
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    Oct 16, 2024
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    R. L.
    Financial Planning And Analysis Manager
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    United StatesFlorida
    Apr 28, 2025
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    F. S.
    Ontology Manager
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    United StatesMassachusetts
    Apr 14, 2026
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    J. G.
    Campus Recruiting Manager
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    United StatesMichigan
    May 01, 2025
  • Stylized image of a person
    K. W.
    Project Manager
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    Apr 28, 2026

Frequently Asked Questions

What is Crosstree known for?

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Crosstree was founded in 2004 operates in the Investment Banking industry. The company's main headquarters is located in 5411 Skycenter Drive Suite 625 Tampa, Florida 33607 United States; you can contact the main corporate office by phone at . Explore Crosstree's company overview page for more information.

What is Crosstree's most common email format?

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Crosstree employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Crosstree email formats with LeadIQ.

How many employees does Crosstree have currently?

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Crosstree has approximately 37 employees as of May 2026. These team members are located across 2 continents, including North AmericaAsia.

Who are Crosstree's key employees and leadership?

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As of May 2026, Crosstree's key employees include:

  • Vice President Operations: S. C.
  • Head Of Private Equity And Private Credit Sales: A. B.
  • Managing Director And Co-Founder: J. E.
  • Partner: F. L.
  • Vice President, Investment Banking: D. S.

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