About Palm Tree
Palm Tree is a Financial Services company based in Los Angeles (United States) founded in 2010. Integrated financial, operational, and investment banking services are provided. It operates on a Professional Services model in Financial Services and Business Services sectors. Palm Tree has completed 1 acquisition, including Backbone Capital. Palm Tree offers products and services including Financial Consulting, Operations Advisory, and Investment Banking. Its focus areas include Financials, Capital Markets, Investment Banking and Professional Services.
Company details
Integrated financial, operational, and investment banking services are offered by Palm Tree to private equity firms, business operators, and management teams. Strategic events such as mergers, acquisitions, divestitures, and restructurings are supported. Solutions are delivered across industries including automotive, healthcare, technology, and retail. A results-driven approach is adopted, drawing from private equity and Big-4 accounting expertise. Value creation initiatives are executed to power transactions, transitions, and transformations.
- Headquarters Los Angeles, United States
- SectorsFinancial ServicesBusiness Services
- Phone•••• ••••
- Website palmtreellc.com
- Social LinkedIn
- Investments & Acquisitions
Products & Services of Palm Tree
Palm Tree offers a comprehensive portfolio of products and services, including Financial Consulting, Operations Advisory, and Investment Banking.
Financial data perspectives are provided for informed decision-making.
Operational data insights are offered for business optimization strategies.
Comprehensive services are delivered for business positioning and capital.
People of Palm Tree
40 people are tracked at Palm Tree (23 in leadership, 1 in board & advisors, 16 in team).
| Name | Role | Group |
|---|---|---|
Vincent Nguyen | Director | Leadership |
Dieema Wheaton | Talent Director | Leadership |
M. Charles Festa | Talent Acquisition Director | Leadership |
Clayton Grindle | Chief Administrative Officer | Leadership |
Britt Terrell | Managing Director & Head of Capital Markets | Leadership |
Rouzheen Myrick | Managing Director | Leadership |
Alex Jiang | Investment Banking Vice President | Leadership |
Danny Arnaout | Senior Vice President | Leadership |
Michael Scorzo | Vice President | Leadership |
Matthew McGwire | Vice President | Leadership |
Jerrit Anderson | Vice President | Leadership |
Eric Uquillas | Vice President | Leadership |
Pardis Nasseri | Founder, MD & President | Leadership |
Stephen E. Rossi | MD & Head of Investment Banking | Leadership |
Jordan Geiersbach | Vice President | Leadership |
Marcus Lyu | Senior Vice President | Leadership |
Chris Walling | Director | Leadership |
Rebecca Wu | Vice President | Leadership |
Phillip Cooper | Managing Director | Leadership |
Kathleen Obiala | Director - Transaction Advisory Services | Leadership |
20 more people are available in the full profile.
Complete people profiles for Palm Tree
Full employee and board profiles, team structure, tenure and professional contact details require an active premium plan.
- Full employee list
- Team structure
- Board tenure
- Professional contacts
Verified entity values are shown only after access is granted.
Investments & Acquisitions by Palm Tree
Palm Tree has strategically engaged in corporate development activities, having acquired 1 company. Notable acquisitions include Backbone Capital.
| Company Name | Description | Domain | Location | Founded | Acquired | Amount |
|---|---|---|---|---|---|---|
Financial services are provided by Backbone Capital to various clients. | backbonecap.com | Studio, United States | 2011 | Jan 2023 | •••• |
Complete acquisition details for Palm Tree
Acquired stakes, deal sources and the complete acquisition history require an active premium plan.
- Acquired stakes
- Deal sources
- Complete history
- Exports
Verified entity values are shown only after access is granted.
Timeline of Palm Tree
2 dated milestones of Palm Tree across 13 years, from founding to its latest funding, stage changes and deals.
- Founded Palm Tree is founded.
- Acquisition Acquires Backbone Capital.
Top companies in Investment Banks
3 companies that operate in the same segment as Palm Tree (Investment Banks) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Investment banking services are delivered across multiple financial sectors. | 1869 | New York, New York, United States | USD 126.21 B | 46,500 | ||
Comprehensive financial services are provided to corporations and individuals. | 1799 | New York, New York, United States | USD 42.22 M | |||
Wealth management, investment advisory, and financial services are provided. | 1935 | New York, New York, United States | USD 7.55 M | USD 119.72 B | 80,000 |
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Frequently Asked Questions about Palm Tree
Palm Tree was founded in 2010.
Palm Tree is headquartered in Los Angeles, United States. It is registered at Los Angeles, California, United States.
Integrated financial, operational, and investment banking services are offered by Palm Tree to private equity firms, business operators, and management teams. Strategic events such as mergers, acquisitions, divestitures, and restructurings are supported. Solutions are delivered across industries including automotive, healthcare, technology, and retail. A results-driven approach is adopted, drawing from private equity and Big-4 accounting expertise. Value creation initiatives are executed to power transactions, transitions, and transformations.
Palm Tree offers Financial Consulting, Operations Advisory, and Investment Banking.
Palm Tree has made 1 acquisition, including Backbone Capital.