David M.V. Barnes

Managing Director and Head of M&A

David M.V. Barnes is Managing Director and Head of Mergers & Acquisitions at Palm Tree. Mr. Barnes has over 30 years of investment banking experience, having closed over 350 M&A transactions with a combined enterprise value in excess of $10 billion.

Prior to joining Palm Tree, Mr. Barnes was Head of Corporate Development at Lumio, Inc. (www.lumio.com) where he created, built, and financed the fourth-largest photovoltaic solar sales & installation company in the country. During his tenure with Lumio, Mr. Barnes interviewed the owners of over 100 of the top solar sales & installation companies in the country, ultimately combining five of them into Lumio.  Mr. Barnes helped recruit senior management of the company, assisted integrate the five companies and engaged his former firm, Houlihan Lokey, to provide the $110 million of acquisition financing necessary to purchase and roll-up all five PV solar companies.

Prior to Lumio, Mr. Barnes was a Managing Director at Cowen & Company and Head of West Coast Financial Sponsor Coverage. Prior to Cowen, Mr. Barnes was a Managing Director at Houlihan Lokey, where he was the architect and co-founder of the Financial Sponsor and Hedge Fund Coverage groups that are now responsible for generating over 70% of Houlihan Lokey’s total revenue.

Prior to Houlihan Lokey, Mr. Barnes was Vice President in charge of Mergers & Acquisitions at Protection One, where he reported directly to the CEO and closed over 200 alarm acquisitions. He also has direct investing experience as an Associate at both Brentwood Associates and Hancock Park Associates. Mr. Barnes began his finance career with Morgan Stanley in the New York Office.

Mr. Barnes graduated with honors from Harvard University with a dual-major in Economics & Sociology. He has also earned an MBA from Anderson Graduate School of Management at UCLA with an emphasis on finance. He has been a member of the NASD with Series 7 and 63 licenses since 1997.

Mr. Barnes lives in Manhattan Beach, and is always busy chasing and adoring his five children. He has a professed addiction to long distance swimming (ocean and pool) which he calls meditation.  Golf will have to wait until his 70’s.

  • T +1 (310) 636-2050
Pardis Nasseri

CEO and President

Derek Alderton

Vice Chairman

Tracy Albert

Vice Chairman

David Wolinsky

Chief Talent Officer

Stephen E. Rossi

Managing Director and
Head of Investment Banking

David M.V. Barnes

Managing Director and Head of M&A

Chris Felderman

Managing Director and
Head of Financial Due Diligence

Mitchel Nakken

Managing Director and
Head of Transitions and Transformations

Britt Terrell

Managing Director and
Head of Capital Markets

Clayton Grindle

Chief Administrative Officer

Phillip Cooper

Managing Director

Dulce Martinez

Head of Client Coverage

Vincent Nguyen


Spencer Hong


Nick Fedorchak


Julien Nguyen Christensen

Director, Finance

M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton

Director, Talent

Steven Richards

Senior Vice President

Rishi Chellani

Senior Vice President

Joseph Wade

Senior Vice President

Matt Murray

Senior Vice President

Danny Arnaout

Senior Vice President

Careers with Palm Tree

We have select positions available at all levels of our organization. Contact us for a confidential discussion about joining a firm that L.A. Business Journal named among L.A.'s most influential M&A advisors.

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.

We currently have positions available within the organization for employees of top accounting and consulting firms and for recent graduates.