Mitchell Steffens Joins Palm Tree LLC as Vice President of Investment Banking

Healthcare Finance and M&A Veteran to Grow the Firm’s Healthcare Vertical

LOS ANGELES – December 13, 2023

Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle-market companies, is proud to announce that Mitchell Steffens has been appointed Vice President of Investment Banking and will focus his efforts on augmenting and growing the firm’s healthcare investment banking practice.

Mr. Steffens brings a wealth of healthcare industry expertise to the firm, and he will leverage his experience as a trusted sell-side M&A advisor and management consultant to expand the depth and breadth of Palm Tree’s healthcare investment banking services.

“Our expanding healthcare team complements our existing expertise in other sectors, including Technology, Business Services, Consumer & Retail, and Industrials,” said Stephen Rossi, Managing Director and Head of Investment Banking at Palm Tree. “Mitchell’s proven track record of providing tailored solutions and strategic insights to healthcare operators and financial sponsors makes him a perfect addition to the team, and he will play a vital role in our efforts to grow the healthcare vertical.”

Before joining Palm Tree, Mr. Steffens was a member of Baird’s Global Healthcare Investment Banking team, advising middle-market healthcare companies, private equity firms, and venture capital firms on various M&A transactions totaling more than $2 billion in transaction value. Before Baird, Mitchell served in various roles at Kaufman Hall & Associates, Capital One, and Healthcare Appraisers, where collectively, he gained valuable transaction experience, spanning Healthcare IT, Medical Devices, Biopharma & Pharma Services, and Provider Services.

“Palm Tree’s investment banking business has demonstrated impressive growth over the last few years, fueled by its core values and a focused middle-market strategy,” said Steffens. “It is a privilege to help lead Palm Tree’s investment banking efforts in healthcare, and I look forward to working with our talented team to continue delivering exceptional outcomes to our clients.”

Mr. Steffens holds a B.A. in Accounting and Finance from Michigan State University, Eli Broad College of Business.

About Palm Tree

Palm Tree is the modern M&A advisor. It provides integrated investment banking and financial consulting services that power strategic events and drive business. The analytical intelligence it delivers enables businesses to better prepare for and execute on transactions, transitions, and transformations. Founded in 2010, Palm Tree was born out of private equity, and its team comes from private equity, Big Four accounting, investment banking, and business operations experience. Its processes and deliverables enable clients to make critical business decisions efficiently and to realize advantageous outcomes in strategic events.

Securities products and services are offered through Palm Tree Securities LLC, member of FINRA, SIPC.

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