TripleTree: Detailed Company Information & Corporate Profile

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Summary

Founded 1997 in Bloomington, MN, TripleTree operates as an independent investment firm with a revenue range of $50M to $100M and a workforce of 100 to 200 employees. Based in the Twin Cities, the company has served clients across the region for more than two decades.

TripleTree’s specialties include M&A advisory, investment banking, and strategic advisory services, with a pronounced focus on healthcare. The firm delivers solutions in Healthcare IT, Healthcare Services, and Healthcare Outsourcing, supporting clients through complex transactions and operational improvements.

Leadership is anchored by Vice Presidents Matthew Yates, John Gonos, Mike Acosta, Max Tweedale, Nate Chivers, Kara Stessl, William Hayden (Healthcare Investment Banking), Mark Holliday, along with Chief Marketing Officer & Head of Research Chris Hoffmann and Head of Investment Banking Justin Roth. The firm also includes analysts and associates such as Whit Hobbs, James Kirkpatrick, and incoming summer analysts for 2026 and 2027.

TripleTree Websitetriple-tree.com
Social Links
facebooklinkedIn
Phone Number952-223-8400
Industries
TripleTree Headquarters Address8200 Normandale Lake Blvd, Bloomington, MN, 55437 US
Company Size100-200 employees
Specialities & ServicesM&A Advisory, Investment Banking, Strategic Advisory, Healthcare IT, Healthcare Services, Healthcare Outsourcing
TechnologiesAngular, AWS, AWS CloudFront, Flask, Magento, PHP, ASP.NET, Laravel
SIC Code6199, 6411
NAICS Code524210 Insurance Agencies and Brokerages, 524291 Claims Adjusting, 524292 Third Party Administration of Insurance and Pension Funds, 524298 All Other Insurance Related Activities
DMA CodeTwin Cities
Founded1997
Estimated Annual Revenue$50M - 100M
Operating StatusIndependent Company
Updated:2026-09-14

Competitors

Name
Founded
Type
Employees
1972Public
Company
1.0K - 5.0K
1848Public
Company
1.0K - 5.0K
1996Public
Company
250 - 500
1933Privately
Held
1.0K - 5.0K

Estimated Website Traffic

The chart shows a decline in traffic to the triple-tree.com website. In August, traffic decreased to 4920, compared to 5553 in the previous month. The highest traffic in 2026 was recorded in May, reaching 7035 visits.

Workforce Turnover

Number of employees switched from or switched to

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Total employee turnover

Departmental sample breakdown

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Turnover activity captured in SignalHire's departmental sample ( employees):

Length of Employment

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TripleTree's workforce includes employees across a wide range of tenure levels.

17% have been with the company for 1 to 2 years17% have been with the company for 3 to 4 years21% have been with the company for 5 to 7 years13% have been with the company for 8 to 10 years33% have been with the company for more than 11 years

Former Employees: Role Changes

Role at Former Company
Role at New Company
Contact top employees from TripleTree
Matthew Yates
Matthew YatesVice President
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Mike Acosta
Mike AcostaVice President
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Max Tweedale
Max TweedaleVice President
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Chris Hoffmann
Chris HoffmannChief Marketing Officer & Head of Research
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Justin Roth
Justin RothHead of Investment Banking
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Nate Chivers
Nate ChiversVice President
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Kara Stessl
Kara StesslVice President
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William Hayden
William HaydenHealthcare Investment Banking Vice President
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Mark Holliday
Mark HollidayVice President
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Sam Robinson
Sam RobinsonVice President
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Matt Vander Vort
Matt Vander VortIncoming Investment Banking Analyst
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Lochlan Laitala
Lochlan LaitalaIncoming 2026 Investment Banking Summer Analyst
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Whit Hobbs
Whit HobbsInvestment Banking Associate
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James Kirkpatrick
James KirkpatrickSenior Analyst
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Benjamin Stecklein
Benjamin SteckleinIncoming 2027 Investment Banking Summer Analyst
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Elizabeth Tarney
Elizabeth TarneyManager, Executive Office
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TripleTree Corporate Information: FAQ

TripleTree operates in the Investment industries. More details can be found on the official website: triple-tree.com.
TripleTree has offices located in Bloomington, US.
The headquarters of TripleTree are located in Bloomington, United States.
The current CEO of TripleTree is Dawn Owens
You can contact TripleTree by phone at 952-223-8400.
TripleTree currently employs 100-200 people.
Well-known competitors of TripleTree include Houlihan Lokey, Lazard, Greenhill & Co. and Stephens.

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