People

Jeff Ellis, CFA

Jeff Ellis, CFA

Co-Founder and Managing Director

Office: 813-774-4753
jeff.ellis@crosstreecapital.com


Jeff Ellis co-founded Crosstree Capital Partners in 2004 and is responsible for leading the firm’s coverage of diagnostic products and services, life sciences tools and pharmaceutical testing laboratories. He has over fifteen years of advisory experience working with clients ranging from large multinational corporations to entrepreneur-owned companies. Mr. Ellis has successfully completed transactions throughout North America, Europe and Asia. Prior to Crosstree, Mr. Ellis was employed as an investment banker with Banc of America Securities. Mr. Ellis holds a B.S. in Finance from the University of Florida and a M.B.A. from the University of South Florida. Mr. Ellis is a Chartered Financial Analyst charter holder.

Shane Senior, CFA

Shane Senior, CFA

Co-Founder and Managing Director

Office: 813-774-4755
shane.senior@crosstreecapital.com


Shane Senior has over 20 years of investment banking experience, with 15 years of cultivating industry relationships with investors and strategic executives within Pharma Services. Prior to co-founding Crosstree Capital Partners, Mr. Senior established the corporate finance practice at William R. Hough & Co. (later acquired by the Royal Bank of Canada) and spent six years providing M&A investment banking services with Citigroup. Mr. Senior has advised more than 150 companies and has managed or participated in more than 90 successful transactions. Mr. Senior is a Chartered Financial Analyst charter holder, a member of the Chartered Financial Analyst Institute, and a member of the Drug Industry Association (DIA).

Rusty Ray

Rusty Ray

Managing Director

Office: 212-500-5016
rusty.ray@crosstreecapital.com


Rusty Ray covers a clients across the healthcare sector, ranging from large pharmaceutical companies to early-stage drug development companies as well as many service companies. For the last 15 years, Mr. Ray has worked in banking focused exclusively on healthcare. Mr. Ray served as Deputy Director for eight years with Washington-based think tank that conducts independent economic research. During his tenure, the organization conducted a number of studies related to the pharmaceutical and biotechnology industries. Mr. Ray also worked with The Meningitis Research Foundation in London where he worked to support basic research to cure the disease. Mr. Ray is currently on the Board of Directors of Apricus Bio (NASDAQ: APRI). He has been a Director since 2009 and served as a member of Compensation, Audit, Corporate Governance/Nominating (Chair). Mr. Ray holds an M.B.A. from the Fordham University and received a B.S. in Biology from Wake Forest University.

Frederic Laurier

Frederic Laurier

Managing Director

Office: 646-455-2701
frederic.laurier@crosstreecapital.com


Frederic Laurier has covered technology companies across the globe for the last 20 years for bulge bracket investment banks, including CIBC World Markets and Bear Stearns, as well as boutiques. During his investment banking career, he has successfully executed over 50 transactions of all sizes. Before joining Crosstree as a Partner, he was responsible for covering Digital Health for the Healthcare investment bank boutique, 11T Partners. Mr. Laurier holds a Masters in Finance from London Business School.

Christian Carlson, PhD

Christian Carlson, PhD

Director

Office: 212-500-5016
christian.carlson@crosstreecapital.com


Christian has over five years of investment banking experience, working with a variety of clients, including life science tools, services and software companies as well as biopharmaceutical and medical technology companies. Christian began his investment banking career with 11T Partners, a Healthcare and Life Sciences focused investment bank in New York. Prior to 11T Partners, Christian worked as a research scientist in academia and industry. At ARMGO Pharma, a spin-out from Columbia University, Christian worked in drug discovery and development leading to clinical development of multiple novel chemical entities. Prior to ARMGO, Christian performed academic research as a research fellow at the Albert Einstein College of Medicine and drug discovery research as a fellow at Abbot Laboratories. Christian is the recipient of multiple research awards, including a NIH National Research Service Award, the Abbott Laboratories/Northwestern University Fellowship in Diabetes Research, and an American College of Sports Medicine Research Award. Christian is an author of 11 peer-reviewed publications and numerous presentations at international scientific meetings. Christian has a PhD from the University of Texas Health Science Center in Houston and a MBA from the Leonard N. Stern School of Business at New York University.

Charles Sydlaske

Charles Sydlaske

Director

Office: 212-500-5016
charles.sydlaske@crosstreecapital.com


Charles Sydlaske has 10 years of investment banking experience, working with a variety of clients across the healthcare landscape, including health care services businesses, over-the-counter pharmaceutical firms, medical device, and various pharmaceutical service companies. Prior to 11T Partners, Charles worked at Brocair Partners, a healthcare-focused investment banking firm. Charles began his career working in commercial real estate investment banking. Charles holds a degree from New York University and lives in New York City.

William Rock, CFA

William Rock, CFA

Senior Associate

Office: 813-574-1943
william.rock@crosstreecapital.com


William Rock leads production efforts for clients in the firm’s pharma services and diagnostics & tools practices. Prior to joining Crosstree, Mr. Rock was responsible for corporate finance and estate planning analysis for a regional consulting firm. Mr. Rock holds a BS and MS in Finance from Louisiana State University. Mr. Rock is a Chartered Financial Analyst charter holder.

Stephen Tackney

Stephen Tackney

Associate

Office: 813-774-4260
stephen.tackney@crosstreecapital.com


Prior to joining Crosstree, Mr. Tackney was in the Technology, Media, and Telecommunications investment banking group at SunTrust Robinson Humphrey. Mr. Tackney holds a BS in Finance from the University of Florida.

Stefanie Hilton

Stefanie Hilton

Associate

Office: 813-463-9782
stefanie.hilton@crosstreecapital.com


Prior to joining Crosstree, Ms. Hilton was an analyst in the Leveraged Finance Group at Wells Fargo Securities and has experience in oncology clinical research. Ms. Hilton studied Health Sciences at Columbia University and holds a BA in Finance from Michigan State University.

John Darden

John Darden

Analyst

Office: 813-774-4752
john.darden@crosstreecapital.com


Prior to joining Crosstree, Mr. Darden was a Tax and Valuation Associate at KPMG in Atlanta. Mr. Darden holds a BS in Accounting and MS in Taxation from the University of Georgia.

William Young

William Young

Analyst

Office: 813-217-5914
william.young@crosstreecapital.com


Prior to joining Crosstree, Mr. Young was an Analyst at a boutique healthcare-focused investment bank based in New York, where he provided buy-side and sell-side M&A advisory services for middle market healthcare companies. Mr. Young holds a BSBA in Finance & Accounting from Georgetown University.

Marc Costello

Marc Costello

Research Analyst

Office: 813-774-4754
marc.costello@crosstreecapital.com


Marc Costello joined Crosstree Capital Partners after completing a year-long internship with the company. Mr. Costello holds a B.S. in Finance from the University of South Florida.

Tara Mobley

Tara Mobley

Office, Accounting & Human Resource Manager

Office: 813-774-4751
tara.mobley@crosstreecapital.com


Mrs. Mobley has more than 7 years of experience in Accounting, Human Resource and Operations Management in the software, manufacturing and public accounting industries. Mrs. Mobley holds an M.B.A from Capella University and BS in Business Management from St. Petersburg College.

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