Press Releases
Updates and announcements
from Palm Tree
2025
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November 13, 2025
Palm Tree Advises TalentSmart, Inc. on Refinancing Led by Northstar Capital
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October 15, 2025
Palm Tree Announces Four Senior Leadership Promotions
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October 15, 2025
Palm Tree Promotes Chris Felderman to President
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October 9, 2025
Palm Tree Secures Financing for Integrity Landscape’s Acquisition of Serpico Landscaping
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March 13, 2025
Palm Tree LLC Promotes Matt Murray to Managing Director, Accounting Advisory
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March 13, 2025
Palm Tree LLC Promotes Joseph Wade to Principal, Operations Advisory
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March 13, 2025
Palm Tree LLC Announces Three Senior Vice President Promotions Across Service Lines
2024
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October 1, 2024
Palm Tree LLC Promotes Kathleen Obiala to Director, Transaction Advisory Services
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July 31, 2024
Palm Tree LLC Announces Expansion of Operations Consulting
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May 29, 2024
Palm Tree Advises Brait Builders Corporation in a Management Buyout Transaction
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April 16, 2024
Palm Tree Advises Datamatics in its Acquisition of Dextara Digital
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April 1, 2024
Palm Tree Names Britton Woolf as Managing Director, Transaction Advisory Services
2023
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December 13, 2023
Mitchell Steffens Joins Palm Tree LLC as Vice President of Investment Banking
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December 5, 2023
Palm Tree Recognized as a ‘Top Rated Company to Work For’ by The Los Angeles Times
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August 15, 2023
Palm Tree Advises The Neato Company on Debt Financing to Support Rapid Growth
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July 11, 2023
Palm Tree LLC Opens New Office in the Heart of Chicago’s Loop
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May 2, 2023
Palm Tree Expands into New Los Angeles Headquarters
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February 22, 2023
Palm Tree Earns Multiple M&A Industry Awards
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January 10, 2023
Palm Tree Acquires Backbone Capital Advisors to Expand Capital Markets Team