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Unlocking Your Business’s Full Value: The Power of an Investment Banker in a Sale

After years of building and running a company, you might consider an exit to retire or pursue your next venture. While you could go through this process solo, hiring an investment bank and equipping yourself with a team can be a strategic decision with numerous benefits.

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Navigating Market Resurgence: Insights for Sellers in the Current Landscape

Is the middle-market M&A landscape experiencing a revival? In short— it may not be at the levels of 2021, but activity is showing signs of optimism. In this environment, meticulous preparation and assembling the right team are pivotal for positioning sellers for success.

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Mitchell Steffens Joins Palm Tree LLC as Vice President of Investment Banking

Healthcare Finance and M&A Veteran to Grow the Firm’s Healthcare Vertical

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Palm Tree Recognized as a ‘Top Rated Company to Work For’ by The Los Angeles Times

Palm Tree ranked within the top 10% of the over 600 companies assessed based on direct employee feedback. Palm Tree offers industry-leading benefits to enable its employees to do what they do best: deliver industry-leading advisory and consultancy services to its clients.

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Palm Tree LLC Opens Dallas Office to Serve Growing Market

Palm Tree LLC today announced the opening of a Dallas, TX office to cover the South Central region of the U.S. Palm Tree's latest establishment in Dallas complements its existing offices.

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Recruitment Fraud Alert

We have become aware of instances of fraudulent job offers being made purporting to be from Palm Tree LLC. These fraudulent offers are often made with requests for sensitive personal and financial information.

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Palm Tree Supplements Growing Investment Banking Team with Industry Veterans

Palm Tree LLC announces that investment banking icons Tracy Albert and David M.V. Barnes have joined the firm in senior roles, bringing even greater experience and extensive personal networks.

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Palm Tree Advises The Neato Company on Debt Financing to Support Rapid Growth

Palm Tree LLC announced its Investment Banking team advised on a successful debt financing transaction for The Neato Company (“Neato”), with funds being provided by an institutional investment fund.

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Palm Tree LLC Opens New Office in the Heart of Chicago’s Loop

Located on Wacker Drive in a newly built 57-floor skyscraper with stunning views of the Chicago River and city skyline, the new space provides a central, collaborative work environment for its professionals that encompass all service offerings at Palm Tree.

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Palm Tree LLC Appoints Derek Alderton as Vice Chairman

Mr. Alderton was an early investor in Palm Tree, has been a trusted strategic advisor to the firm since 2016, and served on its advisory board since 2017. As Vice Chairman, he will expand his direct involvement in guiding the strategic direction of the firm as well as supporting future growth initiatives.

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Palm Tree Expands into New Los Angeles Headquarters

The new office, at 11755 Wilshire Boulevard, boasts panoramic views from the coast to downtown and positions the rapidly growing firm in a geographically advantageous location on a prestigious street for businesses in the city.

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Palm Tree Appoints Clayton Grindle as Chief Administrative Officer

Mr. Grindle brings more than 35 years of leadership, strategy, operational effectiveness, and transformation experience to Palm Tree, including a distinguished career in the U.S. Navy where he retired as a Captain in 2015.

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Dulce Martinez Joins Palm Tree to Launch Client Coverage Efforts

Ms. Martinez will utilize her experience as a trusted client advisor to institutionalize Palm Tree’s relationships with financial sponsors, entrepreneurs, family offices, and other capital providers.

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Palm Tree Announces Five Senior Promotions

Palm Tree LLC today announced five senior promotions as part of its largest-ever promotion class of 19 employees.

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Palm Tree Earns Multiple M&A Industry Awards

Palm Tree LLC today announced the firm has been recognized by leading M&A industry groups with numerous prestigious awards.

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Palm Tree Continues Growth Trajectory and Announces Strategic Changes within Executive Leadership Team

Palm Tree LLC announced changes to its executive leadership structure designed to propel the next phases of the firm’s growth. Palm Tree finished 2022 by breaking the previous year’s revenue record.

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Palm Tree Acquires Backbone Capital Advisors to Expand Capital Markets Team

Palm Tree LLC announced that it has acquired Backbone Capital Advisors (“Backbone”), a middle market capital advisory firm. The Backbone team is joining Palm Tree’s capital markets group with Britt Terrell as a Managing Director, Head of Capital Markets.

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Palm Tree Expands Service Lines by Adding Four More Vice Presidents

Palm Tree LLC is pleased to announce that Alex Savitt, Kathleen Obiala, Stephanie Kersey, and Michael Sieglen have joined the firm as vice presidents across the firm’s service lines, Investment Banking, Financial Due Diligence, and Transitions and Transformations.

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Palm Tree LLC Recognized as Finalist in Six Award Categories for Consumer-Based Transactions

Within the past year, Palm Tree has completed or is currently in the market with 10 consumer transactions with an estimated combined value of $1 billion.

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Palm Tree LLC Promotes Steven Richards to Senior Vice President

Palm Tree LLC is pleased to announce the promotion of Steven Richards to the position of Senior Vice President of Investment Banking. Since joining as a Vice President in 2021, Mr. Richards has contributed to the inception and growth of the firm’s Investment Banking service line.

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Palm Tree LLC Announces Senior Leadership Promotions within the Transitions and Transformation Service Line

Palm Tree LLC is pleased to announce the senior leadership promotions of Vincent Nguyen to Director, Chris Walling to Director, and Spencer Hong to Senior Vice President. These promotions come as Palm Tree is seeing substantial growth within its Transitions and Transformation service line.

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Palm Tree LLC Named as Finalist in the 21st Annual M&A Advisor Awards

Palm Tree LLC was named among the finalists 11 times across 9 categories including: Boutique Investment Banking Firm of the Year, M&A Deal of the Year ($250MM–$500MM), Corporate/Strategic Deal of the Year ($250MM-$500MM), Cross Border Deal of the Year (Over $100MM), and Restructuring Deal of the Year, among others.

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Palm Tree LLC Promotes Rouzheen Myrick to Senior Vice President

Palm Tree LLC is pleased to announce the promotion of Rouzheen Myrick to the position of Senior Vice President of Financial Due Diligence. Ms. Myrick has acted as an outstanding leader of junior and mid-tier team members within the Financial Due Diligence service line of Palm Tree.

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Palm Tree LLC Advises The Crème Shop in its Sale to LG H&H

Palm Tree LLC is pleased to announce that its wholly-owned subsidiary and registered broker-dealer, Palm Tree Securities LLC, served as the exclusive financial advisor to The Crème Shop in its sale to LG Household & Health Care. The all-cash transaction included $120 million paid at closing, with an aggregate value of up to $250 million over the next five years.

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Palm Tree LLC is Pleased to Announce the Successful Close of Senior Credit Facilities for Detroit Manufacturing Systems

Palm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned subsidiary and registered broker-dealer, Palm Tree Securities LLC, served as the exclusive financial advisor to Detroit Manufacturing Systems, a portfolio company of Solace Capital Partners, in securing a $185 million credit facility from Wells Fargo Capital Finance.

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Palm Tree LLC is Pleased to Announce the Successful Close of Senior Credit Facilities for CST Industries

Palm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned subsidiary and registered broker-dealer, Palm Tree Securities LLC, served as the exclusive financial advisor to CST Industries, a portfolio company of Solace Capital Partners, in securing a $30 million revolving credit facility from Siena Lending Group.

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Palm Tree LLC is Pleased to Announce the Successful Close of Senior Credit Facilities for Coaster Cycles

Palm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, served as the exclusive financial advisor to Coaster Cycles in the placement of a debt facility of up to $20 million of new working capital financing. 

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Veteran Investment Banker Phillip Cooper Joins Palm Tree LLC

Palm Tree LLC announced today that Phillip Cooper has joined the firm’s investment banking division to focus on its M&A Advisory and Capital Markets offerings.

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Palm Tree LLC Announces the Promotion of Vincent Nguyen to Senior Vice President

Palm Tree LLC is please to announce the promotion of Vincent Nguyen to Senior Vice President.

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Industry Veteran Marino Petropoulos Joins Palm Tree LLC, Bringing Over 30 years of Consulting and Industry Experience

Palm Tree LLC, a consulting and advisory firm focused on M&A and the private equity investment cycle is pleased to announce that Marino Petropoulos has joined the firm as a Principal based in the Chicago office.

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Palm Tree LLC Promotes Key Team Members, Continuing its Growth Trajectory

Palm Tree LLC, a consulting and advisory firm focused on M&A and the private equity investment cycle is pleased to announce the promotions of three team members: Danny Arnaout and Spencer Hong to Vice President and Michael Duffy to Senior Associate.

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Palm Tree LLC Announces the Successful Close of Senior Credit Facilities for Rotorcraft Services Group

LOS ANGELES, March 4, 2021 – Palm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, served as the exclusive financial advisor to Rotorcraft Services Group (RSG) as it refinanced existing debt to allow for growth capital.

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Palm Tree LLC Announces the Successful Close of Senior Credit Facilities for American United Home Care

Palm Tree Securities LLC, served as the exclusive financial advisor to American United Home Care (AUHC) through its debt refinancing and restructuring to gain liquidity for add-on acquisitions. American United Home Care is a portfolio company of The Pine Street Group, a private equity firm headquartered in Los Angeles, CA.

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Palm Tree LLC Closes Three Financing Transactions in December

Palm Tree Securities LLC, successfully closed three financings during the month of December.

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Tom Hill Joins Palm Tree LLC, Bringing Decades of Banking and Finance Experience to the Firm’s Capital Markets Team

Palm Tree LLC, an M&A advisory with a wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, announced today that banking executive Tom Hill has joined the firm.

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Palm Tree LLC Announces Investment Banking Capabilities Offered Through its Own Registered Broker Dealer

Palm Tree LLC announced today that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, is now a FINRA member and will provide private placement of securities and merger and acquisition services.

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Mitchel Nakken LLC Joins Palm Tree as Managing Director and Head of Transitions

Palm Tree LLC, a consulting and advisory firm focused on M&A and the private equity investment cycle, announced today that Mitchel Nakken has joined the firm as Managing Director and Head of Transitions. In addition to leading the Transitions practice for Palm Tree, he is also responsible for driving growth across all areas of the firm.

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Bryan Crutchfield Joins Palm Tree LLC as Senior Vice President

Mr. Crutchfield is a New York-based senior leader who will focus on growing the consulting and capital markets advisory practices of Palm Tree LLC in the Northeast.

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Palm Tree LLC Promotes David Wolinsky to Managing Director

Palm Tree LLC is pleased to announce the promotion of David Wolinsky to Managing Director.

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Palm Tree LLC Promotes Chris Felderman to Managing Director and Head of Financial Due Diligence.

Palm Tree LLC is pleased to announce the promotion earlier this year of Chris Felderman to the position of Managing Director and Head of Financial Due Diligence.

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Palm Tree LLC Expands Capabilities to Include Capital Markets and Special Situations Advisory

Palm Tree LLC announces an expansion of its services to include transactional and full-service solutions for capital markets and special situations needs.

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