Palm Tree LLC Announces Three Senior Managing Director Promotions

Promotions Strengthen Strategic Service Line Expansion Efforts

LOS ANGELES – March 11, 2024

Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and consulting services to middle-market companies, today announced three senior managing director promotions across the firm: Chris Felderman, Mitchel Nakken, and Stephen Rossi. These promotions mark a strategic step in the firm’s service line expansion efforts, enhancing both direction and operational effectiveness to deliver greater value to clients.

The newly appointed Senior Managing Directors are:

Chris Felderman, Senior Managing Director, Co-Head of Consulting, is responsible for overseeing operations, quality product delivery, and client value creation across Palm Tree’s consulting service lines.

Mitchel Nakken, Senior Managing Director, Co-Head of Consulting, is responsible for developing and executing the growth strategy for the consulting business and is focused on deepening relationships with current customers and diversifying the firm’s customer base.

Stephen Rossi, Senior Managing Director, Head of Investment Banking, is focused on leading and further developing the firm’s investment banking operations and execution.

“In recognizing talent and dedication, we are proud to announce the elevation of our Senior Managing Directors, a testament to their invaluable contributions to Palm Tree’s success. This is a strategic move aimed at maturing our investment banking operations and expanding our consulting service lines,” said Pardis Nasseri, Chairman and CEO of Palm Tree. “Chris, Mitch and Stephen bring a wealth of experience and expertise to our team, and their leadership and direction will remain instrumental in supporting our growth across all verticals.”

These executive promotions are accompanied by 23 additional promotions previously announced across all investment banking and consulting service lines. This promotion class represents the firm’s largest promotion class to date and the commitment to nurturing talent and promoting from within to drive continued success.

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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