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 Talent Acquisition and HR team at Palm Tree is dedicated to attracting, selecting, and onboarding top talent to support the firm’s growth and strategic objectives in the M&A landscape. This team fosters a dynamic workplace culture by implementing effective HR practices, enhancing employee engagement, and ensuring alignment with the firm's goals. They play a crucial role in building a strong, skilled workforce that can navigate the complexities of financial and operational consulting in a fast-paced environment.

Talent Acquisition and HR

Investment Banking Team

Finance Team

Leadership Team

Talent Acquisition and HR

About

Team members

Other teams at Palm Tree

Investment Banking Team

Finance Team

Leadership Team