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Steven Richards

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Steven Richards

Managing Director | Palm Tree LLC

Chicago, Illinois, United States

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Steven Richards

Summary

Steven Richards is a seasoned investment banking professional with extensive experience in advising companies on capital raising and M&A processes across various sectors, particularly Healthcare. With a career spanning since 2007, he specializes in working with emerging growth and middle market firms, providing strategic insights to entrepreneur-led businesses and portfolio companies alike. Steven's educational background includes an MBA from Northwestern University's Kellogg School of Management, where he focused on Finance, Accounting, and Information Management. His notable roles have included Managing Director at Palm Tree and various vice president positions at leading investment banking firms. He is recognized for his deep expertise in financial analysis, due diligence, and corporate finance, making him a valuable asset in the financial services industry. Beyond his professional pursuits, Steven is passionate about developing innovative financial strategies that drive growth and sustainability in the healthcare sector.

General

Specialist

Technical Background

Leadership Experience

Long-Term Tenure

Professional interests

Industry-specific interests

Emerging Technologies

Leadership Development

Innovation

Organisational experience

Corporate Experience

Consulting Experience

Steven Richards

Work Experience

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Managing Director at

Palm Tree LLC

March 2024 - Present

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Investment Banking Senior Vice President at

Palm Tree LLC

August 2022 - February 2024

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Investment Banking Vice President at

Palm Tree LLC

April 2021 - August 2022

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Assistant Vice President at

Kaufman Hall

July 2018 - June 2020

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Investment Banking Vice President at

Madison Street Capital

October 2017 - June 2018

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Investment Banking Vice President at

Auctus Capital Partners

August 2015 - April 2017

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Associate Instructor (Seasonal) at

Training The Street

April 2014 - October 2015

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Investment Banking Associate at

Brown Gibbons Lang & Company

October 2013 - February 2014

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Investment Banking Associate at

Madison Street Capital

April 2012 - September 2013

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Investment Banking Analyst at

Madison Street Capital

November 2010 - April 2012

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Investment Banking Deal Origination at

Madison Street Capital

January 2007 - October 2010

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Trading Assistant at

E*TRADE from Morgan Stanley

June 2006 - December 2006

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Steven Richards

Education

Kellogg School of Management, Master Of Business Administration (Mba)

January 2016

Kelley School of Business, Bachelor Of Science (B.S.)

January 2006

Frequently Asked Questions about Steven Richards

What is Steven Richards email address?

Steven Richards's primary email address is *********@palmtreellc.com. To view the full verified email and additional contact details, sign up for free with Muraena.

What company does Steven Richards work for?

Steven Richards is a Managing Director at Palm Tree LLC, a company specializing in Business consulting, nec.

Where Steven Richards graduated from?

Steven Richards holds a degree in Finance, Accounting & Information Management from Kellogg School of Management.

How can I directly contact Steven Richards?

To contact Steven Richards directly, you can use the email address *********@palmtreellc.com. Complete contact information is available upon registration with Muraena.

Who is Steven Richards?

Steven Richards is a seasoned investment banking professional with extensive experience in advising companies on capital raising and M&A processes across various sectors, particularly Healthcare. With a career spanning since 2007, he specializes in working with emerging growth and middle market firms, providing strategic insights to entrepreneur-led businesses and portfolio companies alike. Steven's educational background includes an MBA from Northwestern University's Kellogg School of Management, where he focused on Finance, Accounting, and Information Management. His notable roles have included Managing Director at Palm Tree and various vice president positions at leading investment banking firms. He is recognized for his deep expertise in financial analysis, due diligence, and corporate finance, making him a valuable asset in the financial services industry. Beyond his professional pursuits, Steven is passionate about developing innovative financial strategies that drive growth and sustainability in the healthcare sector.

Steven`s contact details

mail

*********@palmtreellc.com

*********@palmtreeadvisors.com

Colleagues

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Phillip Cooper

Managing Director

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Britt Terrell

Managing Director - Head of Capital Markets

Steven Richards

Investment Banking Senior Vice President

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Stephen Rossi

Senior Managing Director, Head of Investment Banking

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Rouzheen Myrick

Managing Director

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Mitchel Nakken

Senior Managing Director, Co-Head of Consulting

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Stephanie Kersey

Senior Vice President

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Eric Uquillas

Vice President

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Chris Felderman

Senior Managing Director

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Boze Xu

Senior Vice President Strategy & Operations

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