Palm Tree Recognized as a ‘Top Rated Company to Work For’ by The Los Angeles Times

LOS ANGELES— December 5, 2023

Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to private equity firms and businesses worldwide, today announced the firm has been named a ‘Top Rated Company to Work For’ by the Los Angeles Times. Palm Tree ranked within the top 10% of the over 600 companies assessed based on direct employee feedback.

“We are proud to be recognized by the Los Angeles Times. This is a testament to our commitment to creating a strong culture, and our emphasis on “IDEA,” Inclusion, Diversity, Equity, and Access, which offers employees a strong sense of purpose and value,” said David Wolinsky, Chief Talent Officer of Palm Tree. “M&A advisory and consultancy work is fundamentally a people-oriented business, and our culture, formed through our core values, is central to delivering first-rate insights, expertise, guidance, and results that our clients expect.”

“When Palm Tree was founded, we wanted to build an employee and culture-first organization that could be a positive example to other firms, and we’re grateful to see – from the results of this survey – that our employees enjoy working at Palm Tree and appreciate the differences our culture offers,” said Pardis Nasseri, CEO and President of Palm Tree. “We’ve put a great deal of thought into building a positive work environment through offering a first-class benefits package and related policies that allow our employees to thrive in their careers and personal lives,” Nasseri added.

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. Palm Tree provides medical, dental, and premium vision coverage, life insurance, a competitive 401k program, several paid holidays, and an unlimited paid time off policy. The company also has robust PTO, maternity/paternity leave programs, and many other fringe benefits, including on-site learning opportunities, additional career support, remote work options, and company retreats and social activities.

The recognition by the Los Angeles Times is reflective of the growth the company has seen with top industry talent attracted to Palm Tree’s culture, with the company growing by 30% in 2022 and 2023 and 50% in 2021. It also follows several awards earlier this year, recognizing Palm Tree’s specialized expertise as a middle market-focused M&A advisor:

  • In April, M&A Advisor awarded Palm Tree the Restructuring of the Year ($100MM to $250MM) award for the firm’s role as financing advisor to a large-scale contract manufacturer supplying the automotive, defense, and aerospace industries. The company was also recognized with the Refinancing of the Year ($10MM to $100MM) and Restructuring of the Year ($25MM to $50MM) awards for the firm’s work with a global manufacturer of industrial storage tanks and covers.
  • In January, Palm Tree was honored with the Cross-Border M&A Deal of the Year award at the 14th Annual Americas M&A Atlas Awards. The firm was recognized for investment banking services supporting the successful sale of The Crème Shop, a consumer beauty products company, to LG H&H, the Household & Health Care division of South Korea’s LG.

To view the Los Angeles Times feature, click here.

About Palm Tree

Palm Tree is the modern M&A advisor. It provides integrated investment banking and financial consulting services that power strategic events and drive business. The analytical intelligence it delivers enables businesses to better prepare for and execute on transactions, transitions, and transformations. Founded in 2010, Palm Tree was born out of private equity, and its team comes from private equity, Big Four accounting, investment banking, and business operations experience. Its processes and deliverables enable clients to make critical business decisions efficiently and to realize advantageous outcomes in strategic events.

Securities products and services are offered through Palm Tree Securities LLC, member of FINRA, SIPC.

More information is available in our corporate video, on PalmTreeLLC.com, and on LinkedIn.

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