Palm Tree LLC Recognized as Finalist in Six Award Categories for Consumer-Based Transactions

Los Angeles, November 8, 2022

Palm Tree LLC, an M&A advisory and investment banking firm, was recognized as a finalist in six award categories for consumer-based transactions. Overall, Palm Tree received a combined total of 13 finalist selections across the 21st Annual M&A Advisor Awards and the 14th Annual Americas M&A Atlas Awards.

The six award categories for consumer-based transactions are:

  • Consumer Discretionary Deal of the Year (between $100MM–$500MM)
  • Consumer Staples Deal of the Year (over $100MM)
  • M&A Deal of the Year (between $250MM–$500MM)
  • Cross-Border Deal of the Year (over $100MM)
  • Cross-Border Deal of the Year
  • Corporate/Strategic Deal of the Year (between $250–$500MM)

The six recognitions include the firm’s investment banking services on the acquisition of The Crème Shop by LG H&H and the financing of Detroit Manufacturing Services. Palm Tree was also listed as a finalist for Boutique Investment Banking Firm of the Year by both The M&A Advisor Awards and The Americas M&A Atlas Awards.

“These nominations validate what our investment banking team has achieved in less than two years since obtaining our broker-dealer license,” said Stephen Rossi, Managing Director and Co-Founder of Investment Banking at Palm Tree. “We’ve focused on providing seamless capital raising and financial advisory services to clients throughout their investment and business lifecycles, and we’ve seen a particularly positive response with consumer-focused companies.”

Within the past year, Palm Tree has completed or is currently in the market with 10 consumer transactions with an estimated combined value of $1 billion. “The nimbleness and in-depth sector knowledge of our team is maximizing value for clients,” added Mr. Rossi. “We look forward to expanding our focus on the consumer space.”

The annual M&A Advisor Awards recognizes deals across several categories, and this year’s finalists represent over 400 companies. Award winners in all categories will be announced at an awards gala on Tuesday, November 15 in New York City.

The Americas M&A Atlas Awards are hosted by the Global M&A Network and honor the best deals, firms, and leaders from North and South America’s corporate, investor, and transactional communities. Award winners in all categories will be announced at an awards gala on Tuesday, December 6 in New York City.

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.

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