Pardis Nasseri

CEO and President

Pardis Nasseri is a driven entrepreneur and the founder and architect of Palm Tree, where he provides strategic oversight across the firm’s lines of service.

Over the course of his career, Pardis has been personally involved in successful M&A transactions with an aggregate value of over $30 billion.

Pardis began his career in M&A with the transaction services practice of PwC, as an investment banker with Jefferies, and an investor with Platinum Equity. He founded Palm Tree in 2010 and grew the firm from its roots as a boutique M&A consultancy to a nationwide enterprise offering a suite of integrated financial services. The firm became a registered member of FINRA in 2020 and is led today by a team of accomplished managing directors who execute on engagements worldwide.

The Los Angeles Times has recognized Pardis as a visionary leader who prepares organizations for next-level growth, and The Los Angeles Business Journal has recognized Pardis among the most influential private equity advisors in the nation. Pardis is an active member of the Young Presidents Organization, where he serves on the board of its Santa Barbara chapter. He is a recurring guest lecturer at the UCLA Anderson School of Management, has served as a panelist at M&A and entrepreneurship events, and has moderated panels at the annual ACG business conference.

Pardis graduated from the University of California Santa Barbara with a double major in Business Economics and Philosophy and is currently attending the Owner/President Management Program at Harvard Business School. He and his wife, Dr. Sherry Nasseri, reside in Montecito, California with their two children.

Mr. Nasseri is available for a select number of speaking engagements annually on topics that include entrepreneurship, leadership, strategic business options, and M&A.

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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.