The acquisition will allow Datamatics to expand its capabilities in the Salesforce ecosystem, enabling it to tap into the growing Salesforce market while further strengthening its position as a leading digital technologies provider.
MorePalm Tree announced the appointment of Britton Woolf as Managing Director within its Transaction Advisory Services division.
MoreThe process of selling a business can be complex and demanding, requiring meticulous preparation and attention to detail. For that reason, sell-side readiness is an essential component to ensuring a smooth and successful transaction.
MoreConsumer Packaged Goods (CPG) and Food & Beverage (F&B) Veteran to Represent Palm Tree in this Thriving Market
MorePalm Tree LLC today announced three senior managing director promotions across the firm: Chris Felderman, Mitchel Nakken, and Stephen Rossi. These promotions mark a strategic step in the firm’s service line expansion efforts, enhancing both direction and operational effectiveness to deliver greater value to clients.
MoreThese advancements are commensurate with the firm’s rapid growth and continued upward trajectory in assisting businesses in the preparation and execution of strategic events.
MoreAfter years of building and running a company, you might consider an exit to retire or pursue your next venture. While you could go through this process solo, hiring an investment bank and equipping yourself with a team can be a strategic decision with numerous benefits.
MoreIs the middle-market M&A landscape experiencing a revival? In short— it may not be at the levels of 2021, but activity is showing signs of optimism. In this environment, meticulous preparation and assembling the right team are pivotal for positioning sellers for success.
MoreHealthcare Finance and M&A Veteran to Grow the Firm’s Healthcare Vertical
MorePalm Tree ranked within the top 10% of the over 600 companies assessed based on direct employee feedback. Palm Tree offers industry-leading benefits to enable its employees to do what they do best: deliver industry-leading advisory and consultancy services to its clients.
MorePalm Tree LLC today announced the opening of a Dallas, TX office to cover the South Central region of the U.S. Palm Tree's latest establishment in Dallas complements its existing offices.
MoreWe have become aware of instances of fraudulent job offers being made purporting to be from Palm Tree LLC. These fraudulent offers are often made with requests for sensitive personal and financial information.
MorePalm Tree LLC announces that investment banking icons Tracy Albert and David M.V. Barnes have joined the firm in senior roles, bringing even greater experience and extensive personal networks.
MorePalm Tree LLC announced its Investment Banking team advised on a successful debt financing transaction for The Neato Company (“Neato”), with funds being provided by an institutional investment fund.
MoreLocated on Wacker Drive in a newly built 57-floor skyscraper with stunning views of the Chicago River and city skyline, the new space provides a central, collaborative work environment for its professionals that encompass all service offerings at Palm Tree.
MoreMr. Alderton was an early investor in Palm Tree, has been a trusted strategic advisor to the firm since 2016, and served on its advisory board since 2017. As Vice Chairman, he will expand his direct involvement in guiding the strategic direction of the firm as well as supporting future growth initiatives.
MoreThe new office, at 11755 Wilshire Boulevard, boasts panoramic views from the coast to downtown and positions the rapidly growing firm in a geographically advantageous location on a prestigious street for businesses in the city.
MoreMr. Grindle brings more than 35 years of leadership, strategy, operational effectiveness, and transformation experience to Palm Tree, including a distinguished career in the U.S. Navy where he retired as a Captain in 2015.
MoreMs. Martinez will utilize her experience as a trusted client advisor to institutionalize Palm Tree’s relationships with financial sponsors, entrepreneurs, family offices, and other capital providers.
MorePalm Tree LLC today announced five senior promotions as part of its largest-ever promotion class of 19 employees.
MorePalm Tree LLC today announced the firm has been recognized by leading M&A industry groups with numerous prestigious awards.
MorePalm Tree LLC announced changes to its executive leadership structure designed to propel the next phases of the firm’s growth. Palm Tree finished 2022 by breaking the previous year’s revenue record.
MorePalm Tree LLC announced that it has acquired Backbone Capital Advisors (“Backbone”), a middle market capital advisory firm. The Backbone team is joining Palm Tree’s capital markets group with Britt Terrell as a Managing Director, Head of Capital Markets.
MorePalm 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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