Lucca Kolberg focuses on supporting private equity sponsors and their portfolio companies across transaction execution and office of the CFO initiatives. He works directly with management teams, portfolio operations, and deal teams on financial modeling, liquidity forecasting, covenant compliance, performance reporting, and dashboarding throughout the hold period.

At Palm Tree, Lucca supports post-close financial integration as well as ongoing financial transformation and monitoring efforts for sponsor-backed businesses. His work frequently centers on cash flow forecasting, working capital management, debt modeling, and board- and lender-level reporting.

Prior to Palm Tree, Lucca worked with Whittier Trust’s investment team, supporting portfolio analysis and investment evaluation for a $19 billion AUM platform. Earlier in his career, he advised middle-market companies in investment banking engagements involving mergers, acquisitions, divestitures, recapitalizations, and restructurings.

Lucca holds a B.A. in Economics and a B.S. in Finance from Chapman University, graduating magna cum laude. He is a Chartered Financial Analyst and a member of CFA Society Los Angeles. He was a Regional and Global Finalist in the CFA Institute Research Challenge.

Outside of work, Lucca enjoys spending time with his wife and kids, camping trips, and building overly ambitious March Madness brackets.