Palm Tree is an M&A consulting and advisory firm born out of private equity. A hybrid of accounting consultancy and investment bank, it consults on financial, operational, and investment solutions. They navigate the time-sensitive, demanding, uncompromising rigors of M&A with the perspective of owners and investors. It gives their clients the advantage of experience and expertise across the full continuum of transactions, transitions, and transformations. 

Venture Capital

Palm Tree

Pardis Nasseri

Matt Murray

Britt Terrell

Clayton Grindle

M. Charles Festa

Dieema Wheaton

Julien Nguyen Christensen

Steven Richards

Rishi Chellani

Joseph Wade

David Wolinsky

Stephen E. Rossi

Chris Felderman

Rouzheen Myrick

Vincent Nguyen

Phillip Cooper

Mitchel Nakken

Marino Petropoulos

Chris Walling

The Finance Team at Palm Tree is responsible for managing the firm's financial strategies, overseeing capital markets activities, and ensuring robust financial analysis and reporting. They collaborate closely with other teams to support M&A transactions, provide insights on financial performance, and optimize investment solutions, leveraging their expertise to enhance the firm's advisory capabilities and drive client success.

Finance Team

Investment Banking Team

Leadership Team

Finance Team

About

Team members

Other teams at Palm Tree

Investment Banking Team

Leadership Team