Stephen Rossi leads the firm's capital markets solutions, providing clients with private debt and equity sourcing, structuring, and execution as well as ongoing portfolio debt management.
Mr. Rossi brings deep expertise in negotiating and executing ABL, factoring, floorplan, cash flow, junior-lien, high yield, mezzanine, and structured majority/minority equity transactions. He has over 20 years of experience specializing in corporate finance, providing debt and equity capital structuring and negotiations, business diligence and performance analysis, and operational leadership to companies in a variety of sectors including, distribution and logistics, food and beverage, industrials, manufacturing, media, and telecom. He has led or supported over 100 acquisitions and restructurings throughout his career, including serving as a board member, operating committee member, interim CEO, and Chief Restructuring Officer.
Before joining Palm Tree, Mr. Rossi spent nine years as a Founder and Managing Partner of CounterPont Capital Partners, a lower-middle market private equity sponsor where he managed all capital markets activities for the firm and its portfolio companies across North America. He was also a member of the CounterPoint investment committee.
Prior to CounterPoint, Mr. Rossi served as the Managing Director and VP of Corporate Finance for Platinum Equity, LLC, a multi-billion dollar private equity fund based in Los Angeles. During his nearly fifteen years in private equity, he closed over $9 Billion in financing commitments with over 200 different lending partners, supporting nearly 100 different platform acquisitions, add-on acquisitions, and refinancings while also forming a private debt lender to provide unitranche and 2nd lien debt facilities. Before becoming a private equity professional, he spent eight years as a direct lender in Bank of America’s asset-based lending division.
Mr. Rossi holds an M.B.A. from the McDonough School of Business at Georgetown University and a B.A. in the History of Art from the University of California, Berkeley.
He was awarded the M&A Advisor Turnaround Award lower middle market Deal of the Year in 2012 and 2017, and was named to the M&A Advisor 40 Under 40 in 2013.