Stephen E. Rossi

Stephen E. Rossi

Senior Managing Director

Stephen E. Rossi is a Senior Managing Director and leads Growth Transaction Services at Palm Tree.

Over the course of his nearly three-decade career, Mr. Rossi has led M&A deals, business operations, and capital markets and investment banking solutions—a unique range of experience that gives him multifaceted perspectives on strategic business events. 

Prior to joining Palm Tree, Mr. Rossi was a Co-Founder and Managing Partner of CounterPoint Capital Partners, where he was also a member of its investment committee. He also worked with Platinum Equity as a Managing Director and VP of Corporate Finance, and he began his career with Bank of America in its asset-based lending division.

Across sectors and around the globe, Mr. Rossi has worked with private equity firms, lenders, investment banks, and business owners and operators to resolve complex M&A negotiations, restructurings and special situations, equity and debt capital markets solutions, divestitures, and strategic advisory assignments. He has also served on operating committees and boards of directors, as well as in C-suite leadership roles.

Mr. Rossi holds an M.B.A. from the McDonough School of Business at Georgetown University and a B.A. from the University of California, Berkeley. He was recognized with the M&A Advisor Turnaround Deal of the Year Award in 2012 and 2017, the M&A Advisor Healthcare/Life Sciences Deal of the Year Award in 2021, and the M&A Advisor Restructuring Deal of the Year Award and Industrials Deal of the Year Award in 2022. He was named to the M&A Advisor 40-Under-40 in 2013, the Los Angeles Business Journal Leaders of Influence: Private Equity Investors & Advisors in 2021, the Los Angeles Business Journal Leaders of Influence: Investment Banking in 2022, and the Los Angeles Times Banking and Finance Magazine Visionaries in 2023.

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PalmTree LLC - Pardis Nasseri
Pardis Nasseri

Chairman and CEO

Derek Alderton
Derek Alderton

Vice Chairman

Clayton Grindle
Clayton Grindle

President and COO

Christopher Bray
Christopher Bray

Chief Financial Officer

Chris Felderman
Chris Felderman

Senior Managing Director

Mitchel Nakken
Mitchel Nakken

Senior Managing Director

Stephen E. Rossi
Stephen E. Rossi

Senior Managing Director

Phillip Cooper
Phillip Cooper

Managing Director

Matt Murray
Matt Murray

Managing Director

Rouzheen Myrick
Rouzheen Myrick

Managing Director

Steven Richards
Steven Richards

Managing Director

Britt Terrell
Britt Terrell

Managing Director

PalmTree LLC - Faye Zhang
Britton Woolf

Managing Director

Joseph Wade
Joseph Wade

Principal

PalmTree LLC - Danny Arnaout
Danny Arnaout

Senior Vice President

PlmTree LLC - Patrick Brackett
Patrick Brackett

Senior Vice President

PalmTree LLC - Alex Savitt
Alex Savitt

Senior Vice President

PalmTree LLC - Stephanie Kersey
Stephanie Kersey

Senior Vice President

PalmTree LLC - Boze Xu
Boze Xu

Senior Vice President, Strategy

Matt McGwire
Matt McGwire

Senior Vice President

Careers with Palm Tree

We have select positions available at all levels of our organization. Contact us for a confidential discussion about joining a firm that L.A. Business Journal named among L.A.'s most influential M&A advisors.

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.

We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.