Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations. For more details, download our capabilities brochure.


Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

Learn More


The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

Learn More


Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

Learn More


The team at Palm Tree on its approach to transactions, transitions, and transformations.

Track Record

Established in 2010 by Pardis Nasseri, Palm Tree was purpose-built for the time‑sensitive, demanding, uncompromising rigors of private equity and M&A.

0300+ Engagements We built our services around the phases of M&A. These specialized functions provide clarity and insight with each deliverable.06 Continents We engage with multinational firms on projects in a wide range of industries. Our engagements involve businesses at all stages of growth and size.$045B Transaction Value We approach each engagement as if our own money were at stake. What's important to our clients is important to us.
Note: All figures as of June 2, 2021, unless otherwise indicated.

Leadership & Culture

A tested, proven, and responsive team, we strategically integrate with our clients throughout the investment lifecycle to own the problem and find solutions.

Leadership Team

Leadership Team

Led by seasoned M&A professionals, our experience includes private equity investing, investment banking, Big Four accounting, Elite Three consulting, and business operations.

Careers with Palmtree

Careers with Palm Tree

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.


Industry Experience

We are industry-agnostic, giving our clients a strategic advantage against the complexities of M&A regardless of sector.


While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.


Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.


Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.


Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.


Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.



Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.



Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.


Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.



To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.



In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.


Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.


Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.



Principal offices in Los Angeles and Chicago, engaged on projects worldwide.

open plan office with several office workers sitting at desks working on computers

Los Angeles

2121 Rosecrans Ave., Suite 2360
El Segundo,CA 90245

T +1 (424) 220-6800
F +1 (310) 341-0836



444 West Lake Street , Suite 1700
Chicago,IL 60606

T +1 (424) 220-6800
F +1 (310) 341-0836

Copy link
Powered by Social Snap