Investment Banking

Strategically integrated with financial consulting services for a full perspective on financial positions and opportunities.

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

We bring sophistication and expertise to buy- or sell-side transactions, M&A structuring, and strategic processes as well debt and equity capital advisory services—especially in special situations.

  • Stephen E. Rossi
  • Managing Director and
    Head of Investment Banking
  • T +1 (310) 636-2094
  • David M.V. Barnes
  • Managing Director and Head of M&A
  • T +1 (310) 636-2020
  • Britt Terrell
  • Managing Director and
    Head of Capital Markets
  • T +1 (310) 636-2015

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Palm Tree Presents: Investment Banking
 

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.

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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.

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Financial Consulting

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

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