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 Leadership Team at Palm Tree is responsible for setting the strategic direction and vision of the firm, leveraging their extensive experience in M&A consulting to guide clients through complex transactions and transformations. They oversee operational initiatives, talent development, and foster a culture of excellence, ensuring the firm delivers high-impact advisory services tailored to the unique needs of each client. Their collective expertise empowers the firm to navigate the intricacies of M&A with precision and insight.

Leadership Team

Investment Banking Team

Finance Team

Leadership Team

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Team members

Other teams at Palm Tree

Investment Banking Team

Finance Team