Palm Tree LLC Announces Multiple Promotions Tied to Firm’s Continuous Growth

Promotions Recognize Successful Strategy Execution and Valuable Contributions of Senior Professionals

LOS ANGELES – March 8, 2024

Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle-market companies, today announced several promotions across the firm. These advancements are commensurate with the firm’s rapid growth and continued upward trajectory in assisting businesses in the preparation and execution of strategic events such as corporate development transactions, transitions, and transformations.

Today’s announced promotions included the following:

Spencer Hong: Managing Director, Data & Analytics

Rouzheen Myrick: Managing Director, Transaction Advisory Services

Vincent Nguyen: Managing Director, Strategic Finance

Steven Richards: Managing Director, Investment Banking

Rishi Chellani: Director, Transaction Advisory Services

Matthew Murray: Director, Accounting Advisory

Stephanie Kersey: Senior Vice President, Accounting Advisory

Kathleen Obiala: Senior Vice President, Transaction Advisory Services

Michael Sieglen: Senior Vice President, Strategic Finance

“These individuals have demonstrated continued excellence in their respective areas of finance while contributing greatly to the ongoing success of Palm Tree and the clients we serve,” said Pardis Nasseri, who will now assume the role of Chairman and Chief Executive Officer of Palm Tree. “I am proud of their individual and collective outstanding achievements and am honored to recognize their unwavering commitment to our clients and the firm as we continue to scale our overall skill set, transaction and sector expertise, and global presence.”

In addition, the firm announced today the promotion of 14 other mid- and junior-tier employees for a total of 23 promotions across all financial consulting and investment banking service lines.

About Palm Tree

Palm Tree is the modern M&A advisor. It provides integrated investment banking and financial consulting 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 Four accounting, investment banking, and business operations experience. Its processes and deliverables enable clients to make critical business decisions efficiently 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 in our corporate video, on, and on LinkedIn.

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