Palm Tree Appoints Clayton Grindle as Chief Administrative Officer

Financial Services and Former Naval Commander Joins Leadership Team

LOS ANGELES—April 18, 2023

Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced the appointment of Clayton  Grindle as Chief Administrative Officer.

Mr. Grindle brings more than 35 years of leadership, strategy, operational effectiveness, and transformation experience to Palm Tree, including a distinguished career in the U.S. Navy where he retired as a Captain in 2015.  During his naval career he served in and commanded various aviation and intelligence organizations, led transformation programs for the Director of the Joint Chiefs of Staff, and as Naval and Defense Attaché in Malaysia and China (Hong Kong) respectively.

After his naval career, Mr. Grindle earned an M.B.A. in Finance at the University of North Carolina’s Kenan-Flagler Business School, and following graduation focused on leading strategy, execution, and transformation in the SaaS, banking, and financial services sectors. He most recently served as Chief of Staff and Director of Strategic Initiatives at Mitsubishi Union Financial Group and prior to that as a Senior Vice President at Wells Fargo Wholesale Banking.

“Clayton has a proven track record as an executive at sophisticated financial services providers,” said Pardis Nasseri, CEO and President of Palm Tree. “He is skilled in implementing initiatives to measure progress, analyze risks, and hone in on areas that require deft guidance as an organization grows.”

“As Palm Tree continues to enhance our services for clients, Clayton’s decades of disciplined leadership experience will be beneficial to the team,” said David Wolinsky, Chief Talent Officer of Palm Tree. “Our firm has more than doubled in size since the beginning of the pandemic, and his operational expertise will help us continue to expand to meet the needs of our clients.”

About Palm Tree

Palm Tree is the modern M&A advisor. It provides integrated investment banking, transaction support, and finance services that power strategic events and drive business. The analytical intelligence it delivers enables businesses to better prepare for and execute on transactions, transitions, and transformations. Founded in 2010, Palm Tree was born out of private equity, and its team comes from private equity, Big-4 accounting, investment banking, and business operations experience. Its processes and deliverables enable clients to efficiently make critical business decisions and to realize advantageous outcomes in strategic events.

Securities products and services are offered through Palm Tree Securities LLC, member of FINRA, SIPC.

More information is available in our corporate video, on, and on LinkedIn.

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