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Mitchell Steffens

November 6, 2024

About Us
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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. Its teams draw from experience in private equity, financial consulting, Big-4 accounting, investment banking, and business operations to deliver on the time-sensitive, uncompromising demands of strategic events.

Los Angeles \\\

Chicago \\\

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Dallas

Securities products and services are offered through Palm Tree Securities LLC.
Member FINRA, SIPC.

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