Integrated Services

We enable businesses to better prepare for and execute on strategic events.

Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

Download our Capabilities Brochure

Investment Banking

A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

Learn More

Financial Consulting

Perspectives on financial data that enable informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

Learn More


Palm Tree Presents: The Modern M&A Advisor


Established in 2010 by Pardis Nasseri, Palm Tree integrated investment banking and financial consulting services to better serve private equity firms, business operators, and management teams.

0600+ Engagements Serving private equity firms, business operators, and management teams.0120+ Team Members With private equity, Big-4 accounting, investment banking, and operations experience.$075B Transaction Value Integrated investment banking, transaction support, and strategic finance services
As of November 2023

Born Out of Private Equity

We approach our work with the perspective of owners and operators.


Our Team

Our team comes from private equity, Big-4 accounting, investment banking, and business operations experience.

Transformations icon


We have openings nationwide for exceptional professionals with all levels of experience, across all of our service lines.


Industry Experience

We give private equity firms, business operators, and management teams an advantage in strategic events.


Rapidly evolving with a focus on electric and autonomous vehicles, driving M&A activity in technology and sustainability.

Building Products

Growth due to construction demand, sustainability concerns, and digitalization, which fuels M&A interest.

Business Services

Seeing robust M&A activity driven by technology adoption, remote work trends, and a shift towards outsourcing and digital solutions.

Consumer Goods

Evolving with a focus on e-commerce, sustainability, and changing consumer preferences, leading to active M&A strategies.

Entertainment & Media

Rapidly transforming due to digital streaming, content creation, and evolving consumer behaviors, fostering dynamic M&A opportunities.


Undergoing substantial changes, with a focus on telehealth, biotechnology, and healthcare IT, driving M&A activity in pursuit of innovation and improved patient care.


Evolving through automation, sustainability initiatives, and supply chain optimization, stimulating M&A transactions for efficiency and innovation.

Power & Energy

Transitioning towards renewable energy sources, grid modernization, and sustainability, leading to active M&A activity to reshape the industry landscape.


Adapting to changing consumer preferences and e-commerce, resulting in M&A deals focused on omnichannel strategies, digitization, and supply chain optimization.


Dynamic and driven by innovation, digital transformation, and emerging tech like AI and cybersecurity, fueling continuous M&A opportunities for growth and competitiveness.

Transportation & Logistics

Evolving with autonomous tech, e-commerce, and sustainability, prompting M&A for efficiency and market adaptation.

Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.


Nationwide presence, global reach on client engagements around the world.

Call +1 (310) 636-2050.

Los Angeles

11755 Wilshire Blvd, Suite 2300
Los Angeles, CA 90025



110 N Wacker Dr, Suite 2175
Chicago, IL 60606



280 N Old Woodward Avenue, Suite 100
Birmingham, MI 48009



100 Crescent Court, Suite 700
Dallas, TX 75201