Palm Tree LLC Named as Finalist in the 21st Annual M&A Advisor Awards

Los Angeles, September 13, 2022

Palm Tree LLC, an M&A advisory and investment banking firm, was named among the finalists 11 times across 9 categories of the 21st annual M&A Advisor Awards, presented by The M&A Advisor. Award winners will be announced at an awards gala on Tuesday, November 15, 2022, in New York City.

Categories in which Palm Tree was named include Boutique Investment Banking Firm of the Year, M&A Deal of the Year ($250MM–$500MM), Corporate/Strategic Deal of the Year ($250MM-$500MM), Cross Border Deal of the Year (Over $100MM), Debt Financing of the Year, and Restructuring Deal of the Year, among others.

“Palm Tree represents the best of the M&A industry in 2021–22 and earned these finalist honors by standing out in a group of very impressive candidates,” said Roger Aguinaldo, Founder and CEO of The M&A Advisor.

“It is motivating that our firm’s work is being recognized by The M&A Advisor Awards,” said Stephen Rossi, Managing Director and Co-Founder of Investment Banking at Palm Tree. “This underscores the success of our M&A advisory services as well as the expansive growth of our investment banking offering.”

“We are honored to receive this recognition just two years after obtaining our welcome letter from FINRA,” said Pardis Nasseri, Founder, President, and Managing Director at Palm Tree. “This is a testament to the leadership of Stephen Rossi, the dedication of our talented bankers, and our differentiating approach that combines M&A consulting services with investment banking.”

The black-tie awards gala, where winners will be announced, will be the capstone of the 2022 Future of Dealmaking Summit, an annual symposium for industry professionals which features M&A industry stalwarts and business media experts.

The complete list of finalists for the 21st annual M&A Advisor Awards is available here.

About Palm Tree:

Palm Tree is the modern M&A Advisor. A hybrid of consulting, accounting advisory, and investment banking, it provides clients with comprehensive financial, transactional, and operational solutions. Born out of private equity, Palm Tree navigates the time-sensitive, demanding, and uncompromising rigors of M&A from the perspective of owners and investors. This gives its clients the advantage of experience and expertise across the full continuum of transactions, transitions, and transformations. Since its inception in 2010, Palm Tree collectively has advised on more than 300 transactions totaling more than $45 billion in value. Securities products and services are offered through Palm Tree Securities LLC, member FINRA, SIPC.

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

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