Palm Tree LLC Announces Investment Banking Capabilities Offered Through its Own Registered Broker Dealer

LOS ANGELES, December 18, 2020 — Palm Tree LLC announced today that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, is now a FINRA member and will provide private placement of securities and merger and acquisition services.

Obtaining its broker-dealer license completes the comprehensive suite of services that Palm Tree offers its private equity and business clients in transaction support, strategic finance consulting, performance improvement, accounting advisory, and now investment banking solutions.

“This positions Palm Tree as the modern advisory firm,” said Stephen E. Rossi, Managing Director and Head of Capital Markets. “We can now augment our financial due diligence and advisory services by directly offering our clients capital markets, M&A, and restructuring solutions. This means that we provide total continuity across the mission-critical strategic and financial initiatives facing any organization.”

Pardis Nasseri, Founder, Managing Director, and President of Palm Tree, said that this investment in the firm’s growth was motivated by his vision to close the traditional gap between consultants and investment banks. “Ultimately, having our own registered broker-dealer means we’re now able to more rapidly provide seamless services to our clients throughout their investment and business lifecycles. Bringing these services together creates opportunities and adds value to our clients.”


About Palm Tree LLC

Palm Tree is an M&A consulting and advisory firm focused on transactions, transitions, and transformations. It was born out of private equity and purpose-built to provide custom solutions in complex situations, such as carve-outs and challenging integrations. Trusted through the entire M&A process, Palm Tree gives its private equity and corporate clients clarity to anticipate, act, and respond decisively to M&A opportunities. Its outcomes reduce deal friction, increase business performance, and create value.

Founded in 2010, Palm Tree has offices in Los Angeles and Chicago. It has worked on over 140 deals across 4 continents with aggregate transaction values of more than $24B.

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

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