Palm Tree LLC is pleased to announce that Alex Savitt, Kathleen Obiala, Stephanie Kersey, and Michael Sieglen have joined the firm as vice presidents across the firm’s service lines, Investment Banking, Financial Due Diligence, and Transitions and Transformations.
MoreWithin the past year, Palm Tree has completed or is currently in the market with 10 consumer transactions with an estimated combined value of $1 billion.
MorePalm Tree LLC is pleased to announce the promotion of Steven Richards to the position of Senior Vice President of Investment Banking. Since joining as a Vice President in 2021, Mr. Richards has contributed to the inception and growth of the firm’s Investment Banking service line.
MorePalm Tree LLC is pleased to announce the senior leadership promotions of Vincent Nguyen to Director, Chris Walling to Director, and Spencer Hong to Senior Vice President. These promotions come as Palm Tree is seeing substantial growth within its Transitions and Transformation service line.
MorePalm Tree LLC was named among the finalists 11 times across 9 categories including: Boutique Investment Banking Firm of the Year, M&A Deal of the Year ($250MM–$500MM), Corporate/Strategic Deal of the Year ($250MM-$500MM), Cross Border Deal of the Year (Over $100MM), and Restructuring Deal of the Year, among others.
MorePalm Tree LLC is pleased to announce the promotion of Rouzheen Myrick to the position of Senior Vice President of Financial Due Diligence. Ms. Myrick has acted as an outstanding leader of junior and mid-tier team members within the Financial Due Diligence service line of Palm Tree.
MorePalm Tree LLC is pleased to announce that its wholly-owned subsidiary and registered broker-dealer, Palm Tree Securities LLC, served as the exclusive financial advisor to The Crème Shop in its sale to LG Household & Health Care. The all-cash transaction included $120 million paid at closing, with an aggregate value of up to $250 million over the next five years.
MorePalm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned subsidiary and registered broker-dealer, Palm Tree Securities LLC, served as the exclusive financial advisor to Detroit Manufacturing Systems, a portfolio company of Solace Capital Partners, in securing a $185 million credit facility from Wells Fargo Capital Finance.
MorePalm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned subsidiary and registered broker-dealer, Palm Tree Securities LLC, served as the exclusive financial advisor to CST Industries, a portfolio company of Solace Capital Partners, in securing a $30 million revolving credit facility from Siena Lending Group.
MorePalm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, served as the exclusive financial advisor to Coaster Cycles in the placement of a debt facility of up to $20 million of new working capital financing.
MorePalm Tree LLC announced today that Phillip Cooper has joined the firm’s investment banking division to focus on its M&A Advisory and Capital Markets offerings.
MorePalm Tree LLC is please to announce the promotion of Vincent Nguyen to Senior Vice President.
MorePalm Tree LLC, a consulting and advisory firm focused on M&A and the private equity investment cycle is pleased to announce that Marino Petropoulos has joined the firm as a Principal based in the Chicago office.
MorePalm Tree LLC, a consulting and advisory firm focused on M&A and the private equity investment cycle is pleased to announce the promotions of three team members: Danny Arnaout and Spencer Hong to Vice President and Michael Duffy to Senior Associate.
MoreLOS ANGELES, March 4, 2021 – Palm Tree LLC, a consulting and advisory firm, is pleased to announce that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, served as the exclusive financial advisor to Rotorcraft Services Group (RSG) as it refinanced existing debt to allow for growth capital.
MorePalm Tree Securities LLC, served as the exclusive financial advisor to American United Home Care (AUHC) through its debt refinancing and restructuring to gain liquidity for add-on acquisitions. American United Home Care is a portfolio company of The Pine Street Group, a private equity firm headquartered in Los Angeles, CA.
MorePalm Tree Securities LLC, successfully closed three financings during the month of December.
MorePalm Tree LLC, an M&A advisory with a wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, announced today that banking executive Tom Hill has joined the firm.
MorePalm Tree LLC announced today that its wholly-owned broker-dealer subsidiary, Palm Tree Securities LLC, is now a FINRA member and will provide private placement of securities and merger and acquisition services.
MorePalm Tree LLC, a consulting and advisory firm focused on M&A and the private equity investment cycle, announced today that Mitchel Nakken has joined the firm as Managing Director and Head of Transitions. In addition to leading the Transitions practice for Palm Tree, he is also responsible for driving growth across all areas of the firm.
MoreMr. Crutchfield is a New York-based senior leader who will focus on growing the consulting and capital markets advisory practices of Palm Tree LLC in the Northeast.
MorePalm Tree LLC is pleased to announce the promotion of David Wolinsky to Managing Director.
MorePalm Tree LLC is pleased to announce the promotion earlier this year of Chris Felderman to the position of Managing Director and Head of Financial Due Diligence.
MorePalm Tree LLC announces an expansion of its services to include transactional and full-service solutions for capital markets and special situations needs.
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