Stephen Rossi

Stephen Rossi Email and Phone Number

Senior Managing Director, Co-Founder of Investment Banking @ Palm Tree LLC
Los Angeles, CA, US
Stephen Rossi's Location
Los Angeles Metropolitan Area, United States, United States
About Stephen Rossi

Stephen E. Rossi has multidisciplinary leadership experience with nearly three decades of experience working with private equity funds, lenders, investment banks, and business owners and operators. Over the course of his career Mr. Rossi has acquired a unique range of experience that gives him multifaceted perspectives on strategic business events, including M&A deals, business operations, capital markets, and investment banking solutions. He has also served on operating committees and boards of directors, as well as in C-suite leadership roles. He has been recognized numerous times for his leadership expertise by publications including M&A Advisor, the Los Angeles Business Journal, and the Los Angeles Times.Registered Representative of and Securities offered through Palm Tree Securities LLC member FINRA (www.FINRA.org) SIPC (www.SIPC.org). Any testimonial or endorsement may not be representative of the experience of other customers and is no guarantee of future performance or success.

Stephen Rossi's Current Company Details
Palm Tree LLC

Palm Tree Llc

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Senior Managing Director, Co-Founder of Investment Banking
Los Angeles, CA, US
Stephen Rossi Work Experience Details
  • Palm Tree Llc
    Senior Managing Director, Co-Founder Of Investment Banking
    Palm Tree Llc
    Los Angeles, Ca, Us
  • Palm Tree Llc
    Senior Managing Director, Head Of Investment Banking
    Palm Tree Llc Sep 2019 - Present
    Los Angeles, California, Us
    Co-founded the investment banking practice at Palm Tree LLC, leading all of the firm’s capital markets and investment banking engagements for private equity and corporate clients. Palm Tree is an integrated investment banking, strategic finance, and transaction support services firm that helps private equity sponsors, business owners, and management teams drive business evolution and create value. Engagements often include complex circumstances that require collaboration with the consulting and accounting advisories at Palm Tree, calling on unique and diverse analytical skills to identify and act on the most advantageous opportunities for clients.
  • Counterpoint Capital Partners, Llc
    Founder And Managing Partner
    Counterpoint Capital Partners, Llc Jun 2010 - Sep 2019
    Los Angeles, Ca, Us
    Founded the private investment firm and led its investment committee in making control equity investments in mature, lower-middle-market companies faced with complex situations caused by operational or financial challenges throughout North America. Also served on portfolio company operating committees, boards of directors, and as C-suite leadership, working closely with management teams and other stakeholders to implement structural and operational improvements that put the firms on successful trajectories.
  • Platinum Equity, Llc
    Managing Director And Vp Of Corporate Finance
    Platinum Equity, Llc Mar 2005 - Jun 2010
    Beverly Hills, Ca, Us
    Structured, negotiated, and closed all working capital and acquisition financings for Platinum Equity as well as its portfolio of operating companies, funding over $8 billion in financing over five years while managing a portfolio of more than 30 different loans comprising over $5 billion in total commitments from over 100 different lending sources. Platinum Equity is the premier West Coast private equity firm that manages billions of dollars of diversified assets around the world.
  • Bank Of America
    Vice President And Senior Underwriter
    Bank Of America Jul 2003 - Mar 2005
    Charlotte, Nc, Us
    Structured asset-based revolving loans to middle-market companies, converting assets into immediate working capital for deals ranging from $15 million to over $1 billion. Notable transactions include Advanced Micro Devices, Bumble Bee Tuna, Levi Strauss, and Kaiser Aluminum. Bank of America Business Capital is one of the nation’s largest asset-based lenders and has offices throughout the U.S., Canada, and Europe.
  • Deutsche Bank Ag London
    Global Corporate Finance, Strategy Consultant
    Deutsche Bank Ag London May 2002 - Aug 2002
    Frankfurt Am Main, Hessen, De
    Took part in a cross-functional team that identified opportunities and solutions for a post-merger integration at Deutsche Bank. The engagement included conducting a strategic and financial review of U.K. corporate real estate operations with annual operating costs of over $220 million; developing an enterprise business model with Deloitte Consulting that incorporated analysis criteria, disposal and restructuring costs, and comparison benchmarks; and identifying global issues and solutions related to the Deutsche Bank merger. Deutsche Bank is one of the world’s leading financial service providers.
  • Bank Of America
    Assistant Vice President And Account Executive
    Bank Of America Sep 1997 - Jul 2001
    Charlotte, Nc, Us

Stephen Rossi Skills

Private Equity Mergers And Acquisitions Corporate Finance Finance Restructuring Mezzanine Financial Structuring Venture Capital Negotiation Portfolio Management Structured Finance Strategy Funding Due Diligence Asset Based Lending Capital Markets Financial Modeling Mergers Loans Valuation Management Business Development Strategic Planning Cross Functional Team Leadership Leadership Financial Analysis Business Strategy Investments Investment Banking Contract Negotiation Direct Lending Underwriting Investor Relations Capital Structure Deal Sourcing

Stephen Rossi Education Details

  • Georgetown University Mcdonough School Of Business
    Georgetown University Mcdonough School Of Business
    International Strategy And Operations
  • University Of California, Berkeley
    University Of California, Berkeley
    History Of Art

Frequently Asked Questions about Stephen Rossi

What company does Stephen Rossi work for?

Stephen Rossi works for Palm Tree Llc

What is Stephen Rossi's role at the current company?

Stephen Rossi's current role is Senior Managing Director, Co-Founder of Investment Banking.

What is Stephen Rossi's email address?

Stephen Rossi's email address is sr****@****ors.com

What is Stephen Rossi's direct phone number?

Stephen Rossi's direct phone number is +142425*****

What schools did Stephen Rossi attend?

Stephen Rossi attended Georgetown University Mcdonough School Of Business, University Of California, Berkeley.

What skills is Stephen Rossi known for?

Stephen Rossi has skills like Private Equity, Mergers And Acquisitions, Corporate Finance, Finance, Restructuring, Mezzanine, Financial Structuring, Venture Capital, Negotiation, Portfolio Management, Structured Finance, Strategy.

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