Marcus Lyu

Marcus Lyu

Vice President

Marcus Lyu is a Vice President of Palm Tree’s Financial Consulting service line, specializing in Strategic Finance.

Mr. Lyu brings extensive expertise in managing transition and integration projects across diverse industries, specializing in FP&A reporting, annual operating plans, forecast modeling, cash management, financial analysis, working capital optimization, and carveout support and transition planning.

Prior to joining Palm Tree, Mr. Lyu served as a Senior Consultant with Deloitte’s business valuation practice in New York City, providing both business and intangible assets valuation services for private equity, telecom, and technology clients. Before Deloitte, Mr. Lyu also worked in PwC’s risk assurance practice in Los Angeles, where he helps financial services clients assess their internal control environments.

Mr. Lyu has earned a bachelor’s degree in business economics from the University of California, Los Angeles, and a master’s degree in finance from Simon Business School at the University of Rochester. He is also a licensed CPA in the state of California and has passed the CFA Level III exam.

Outside of work, Mr. Lyu enjoys traveling and cooking. He is also passionate about aviation.

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PalmTree LLC - Pardis Nasseri
Pardis Nasseri

Chairman and CEO

Derek Alderton
Derek Alderton

Vice Chairman

Christopher Bray
Christopher Bray

Chief Financial Officer

Chris Felderman
Chris Felderman

Senior Managing Director

Stephen E. Rossi
Stephen E. Rossi

Senior Managing Director

Phillip Cooper
Phillip Cooper

Managing Director

Matt Murray
Matt Murray

Managing Director

Rouzheen Myrick
Rouzheen Myrick

Managing Director

Steven Richards
Steven Richards

Managing Director

Britt Terrell
Britt Terrell

Managing Director

PalmTree LLC - Faye Zhang
Britton Woolf

Managing Director

Joseph Wade
Joseph Wade

Principal

PalmTree LLC - Danny Arnaout
Danny Arnaout

Senior Vice President

PlmTree LLC - Patrick Brackett
Patrick Brackett

Senior Vice President

PalmTree LLC - Alex Savitt
Alex Savitt

Senior Vice President

PalmTree LLC - Stephanie Kersey
Stephanie Kersey

Senior Vice President

PalmTree LLC - Boze Xu
Boze Xu

Senior Vice President, Strategy

Matt McGwire
Matt McGwire

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.