M&A advisers

ListAlpha's guide to top M&A Advisers
Focus on mid-market and large-cap advisory firms for PE clients

Steven Richards

Managing Director
Palm Tree LLC
United States
LinkedIn profile link

Bio

Steven Richards is the Managing Director at Palm Tree LLC, based in the United States. He has been with Palm Tree LLC since 2022, initially serving as the Investment Banking Senior Vice President before being promoted to Managing Director in March 2024.

Prior to joining Palm Tree LLC, Steven held several key positions in the investment banking sector. He was an Assistant Vice President at Kaufman Hall from 2018 to 2020 and served as an Investment Banking Vice President at Madison Street Capital from 2017 to 2018. He also worked at Auctus Group, Inc. as an Investment Banking Vice President from 2015 to 2017.

Steven began his career in investment banking at Madison Street Capital, where he held various roles from 2010 to 2015, including Investment Banking Analyst and Associate. He also gained experience as a Trading Assistant at E*TRADE in 2006.

Steven is currently based in Chicago, Illinois.

Tags

Investment Banking
Financial Services
Healthcare
Mergers and Acquisitions
Corporate Finance

Experience

Palm Tree LLC
Managing Director
2024-03-01
Palm Tree LLC
Investment Banking Senior Vice President
2022-08-01
2024-02-01

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