Expert Insights for Health Science Companies

As a global leader in health science M&A, recapitalization, and growth financing strategies, Crosstree has led 100+ transactions for companies at the center of this fast-moving industry.

White Paper

Positioning Biobanking Assets for Maximum Value
Leveraging the Precision Medicine Opportunity for Biobanks.

September 9, 2021

As precision medicine grows, so, too, does demand for biobanking services. In this white paper, learn how to evaluate biobank platforms and develop growth strategies that leverage the market shift towards precision medicine.

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Deal Insights

Protocol First Joins Flatiron Health® to Help Bridge the Gap Between Real-World Care and Clinical Research

December 17, 2021

White Paper

Precision and Specialty Medicines’ Impact on the Future of Clinical Trials

December 15, 2021

Precision and Specialty Medicine are shaping the future of clinical trials. In this white paper, learn how these changes impact the clinical trial space and how to build successful growth…

Deal Insights

pharmasol Acquired by PharmaLex to Offer Turnkey End-to-End Pharmacovigilance Solutions

December 7, 2021

Deal Insights

UpStream Completes $45 Million Funding Round Led by Dragoneer to Revolutionize Care for Older Adults

December 6, 2021

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We were impressed with the intensity and thoroughness of Crosstree’s preparation. Their team worked tirelessly on analytics and positioning, ultimately giving us the flexibility to efficiently navigate various strategic options involving our business and each of its two divisions. I wouldn’t think twice about using Crosstree again.

Crosstree did an exceptional job with our process. We benefited greatly from their industry knowledge, expansive network, deal expertise and just plain hard work. Most importantly, their bankers demonstrated sterling integrity and always gave us sound advice that resulted in an excellent outcome, despite numerous twists and turns along the way.

Crosstree’s specific knowledge of our market segment allowed them to precisely target potential buyers. Further, Crosstree guided management to the right “value drivers” for each potential buyer, optimally tuning our various presentations, and ultimately driving enhanced valuations during the auction process.

Explore greater market insights and financial possibilities with the leading experts in health science.

Jeff Ellis

Jeff Ellis

Co-Founder & Managing Director
Shane Senior, CFA

Shane Senior, CFA

Co-Founder & Managing Director
Zeke Navar

Zeke Navar

Managing Director
Gordon Ryerson

Gordon Ryerson

Managing Director
Lance Converse

Lance Converse

Managing Partner - Crosstree Equity Fund
Roman Margolin

Roman Margolin

Managing Partner - Crosstree Equity Fund
Jason Layton

Jason Layton

Director
Reid Petersen

Reid Petersen

Director
Patti-Ann Dresback

Patti-Ann Dresback

Director of Operations
Zach Hungate

Zach Hungate

Vice President
Adam Johnston

Adam Johnston

Associate
Ryan Silvester

Ryan Silvester

Associate
Jay Sojdehei

Jay Sojdehei

Associate
Evan Ball

Evan Ball

Analyst
Navin Buxani

Navin Buxani

Analyst
Jake Curtis

Jake Curtis

Analyst
Nic Gianelli

Nic Gianelli

Analyst
Frank Harris

Frank Harris

Analyst
Anne Juarez

Anne Juarez

Analyst
Brandon Little

Brandon Little

Analyst
Merrin Opp

Merrin Opp

Analyst
Dominic Stockey

Dominic Stockey

Analyst
Michael Levin

Michael Levin

Associate
Andy Kipps

Andy Kipps

Analyst
Shravann Raja

Shravann Raja

Analyst
Zach Zientarski

Zach Zientarski

Analyst
Ray Lens

Ray Lens

Research Analyst
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