Stephen Rossi, Senior Managing Director at Palm Tree LLC, has been named among the Los Angeles Business Journal’s inaugural “Top 100 Bankers” in its special edition titled “LA’s Finance Class of 2025.” The recognition highlights leaders driving significant impact across the city’s business landscape.
Rossi, who heads Palm Tree’s investment banking services and Growth Transaction Services, also serves as co-founder of the firm’s broker-dealer arm, Palm Tree Securities. The publication cited his decades-long expertise and strategic guidance in mergers and acquisitions (M&A), capital markets, and business operations as key reasons for his selection.
Recognized for M&A Expertise and Strategic Leadership
Rossi’s inclusion in the “Top 100 Bankers” reflects his proven ability to lead clients through complex M&A transactions, unlock business growth, and deliver successful outcomes. His leadership has been instrumental in expanding Palm Tree’s investment banking capabilities, with nearly $1 billion in closed transaction value since 2020, spanning multiple industries.
The Los Angeles Business Journal noted his strategic perspective and hands-on leadership as essential drivers of the firm’s success. “Stephen’s commitment to helping clients navigate complex deals is a testament to why he’s among the best in the business,” the firm stated in response to the award.
Career Background and Previous Achievements
Before joining Palm Tree, Rossi co-founded CounterPoint Capital Partners and served in senior roles at Platinum Equity, where he supported over 100 acquisitions and helped secure more than $9 billion in financing commitments. He holds an MBA from Georgetown University and a B.A. from the University of California, Berkeley.
Rossi’s career has been recognized with multiple M&A Advisor Awards and previous honors from the Los Angeles Business Journal, including recognition as a “Leader of Influence.”
About Palm Tree LLC and the Los Angeles Business Journal
Palm Tree LLC is a modern M&A advisory firm that integrates financial consulting, operational strategy, and investment banking services. The firm supports private equity firms and businesses through high-impact transactions, transitions, and transformations.
The Los Angeles Business Journal, a premier B2B media company, has provided essential news and analysis to the region’s business community for more than 40 years. Its “Top 100 Bankers” list celebrates professionals whose contributions shape the economic success and vitality of Los Angeles.
Rossi’s recognition not only celebrates his personal accomplishments but also underscores the client-centric values and high standards upheld by Palm Tree across its services and teams.
