Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses, is pleased to announce four senior leadership promotions as part of the firm’s continued growth and evolution.
These accomplished professionals have been instrumental in driving Palm Tree’s success across service lines and exemplify the firm’s values of collaboration, excellence, and client dedication:
Nick Fedorchak to Managing Director – A senior leader within Operations Advisory, Nick brings extensive experience in operations, corporate strategy, and finance. He has a proven track record of driving transformational change across private equity, consulting, and industry roles.
Patrick Brackett to Director – As a senior leader in Accounting Advisory, Patrick offers deep expertise in technical accounting, financial reporting, and purchase price allocation, with significant experience supporting private equity groups in onboarding new portfolio companies.
Jordan Geiersbach to Senior Vice President: As a leader of Transaction Advisory Services, Jordan leads due diligence engagements and advises private equity clients on buy-side, sell-side, and carve-out transactions.
Kevin Goldsmith to Senior Vice President: As a key member within Operations Advisory, Kevin brings over a decade of experience in private equity consulting, strategic finance, FP&A, and operations. He specializes in performance improvement, carve-out and integration PMO, and financial modeling.
Each of these leaders has played a significant role in shaping Palm Tree’s integrated service model. Their continued leadership and expanded responsibilities in client relationship management, engagement leadership, and execution will be vital as the firm advances its strategy to be the value creation partner to private equity firms.
“These promotions reflect not only the outstanding contributions of each of these individuals, but also the depth of talent we’ve built across Palm Tree,” said Pardis Nasseri, Founder and CEO of Palm Tree. “Nick, Patrick, Kevin, and Jordan have each demonstrated exceptional leadership, technical expertise, and client focus that embody what Palm Tree stands for. These leaders are integral to executing our strategy and expanding how we partner with private equity firms to create value across every stage of the investment lifecycle.”
In addition to these promotions, Palm Tree is proud to recognize 14 additional mid and junior-tier team members across financial and operational consulting service lines and internal operations for their well-deserved advancements. These promotions represent the firm’s continued commitment to investing in its people, fostering career development, and empowering the next generation of leaders who will drive Palm Tree’s evolution forward.
Congratulations to these exceptional senior leaders and to every team member whose hard work and dedication continue to shape Palm Tree’s future.
Palm Tree is the modern M&A advisor. It integrates financial, operational, and investment banking services in a single-source platform that advises and executes on value creation initiatives that power transactions, transitions, and transformations. Founded in 2010, Palm Tree was born out of private equity and approaches engagements with the results-driven focus of owners and operators.