Mitchel Nakken

Managing Director and
Head of Transitions and Transformations

Mitchel Nakken leads the Palm Tree Transitions and Transformations service lines, which focuses on improving client processes to yield actionable insights and fast-paced plans to minimize business disruption during strategic events.

Mr. Nakken helped establish the Palm Tree Transitions and Transformations service lines and has developed a sophisticated team with deep experience across a wide range of financial disciplines including FP&A, M&A, treasury, accounting, performance improvement, and personnel development for companies ranging from $50 million to over $2 billion. He has extensive post-close integration experience and has helped ease business transitions to new ownership by establishing continuity, improving information flow, and augmenting key implementation work streams within the Office of the CFO for both private equity and corporate clients.

Mr. Nakken built his career in the financial markets supporting all aspects of sell- and buy-side processes for private equity, large corporate, and middle market companies. His expertise includes cash flow forecasting, working capital management, Order to Cash and Procure to Pay process improvement, financial and operational modeling and reporting, sale preparation, budget development, M&A advisory, and capital planning.

He began his career at Plante & Moran Corporate Finance, a boutique middle-market investment bank, where he advised on sell- and buy-side transactions. He then joined FINNEA Group, a middle-market investment banking and consulting firm, where he established and expanded the firm’s Performance Improvement practice that worked exclusively with the firm’s largest private equity clients and portfolio companies.

Mr. Nakken received his BA in Finance, with distinction, from the Honors College and Eli Broad College of Business at Michigan State University, where he was also a member of the Financial Markets Institute. He lives with his family in Bloomfield Hills, Michigan, where he volunteers as a Finance Committee member of the Detroit chapter of Boys Hope Girls Hope, an organization that nurtures and guides motivated young people to become well-educated and career ready.

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Pardis Nasseri

CEO and President

Derek Alderton

Vice Chairman

Portrait of a male executive in a blue plaid shirt
Tracy Albert

Vice Chairman, Investment Banking

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

Ryan Kanaley

Managing Director, Finance and Corporate Deveopment

Phillip Cooper

Managing Director

Dulce Martinez

Head of Client Coverage

Vincent Nguyen


Spencer Hong


Nick Fedorchak


M. Charles Festa

Director, Talent Acquisition

Dieema Wheaton

Director, Talent Management

Steven Richards

Senior Vice President

Rishi Chellani

Senior Vice President

Joseph Wade

Senior Vice President

Matt Murray

Senior Vice President

Portrait of a male executive in a blue tie
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.