Palm Tree Overview

  • Service
  • Investment Bank

  • Year Founded
  • 2010

Year Founded

  • Employees
  • 134

Employees

  • Serviced Companies
  • 7

  • Serviced Deals
  • 8

  • Serviced Investors
  • 1

Palm Tree General Information

Description

Founded in 2010, Palm Tree is an Investment bank headquartered in Los Angeles City, California. The firm provides integrated investment banking, transaction support, and strategic financial services that power strategic events and drive business. The analytical intelligence it delivers enables businesses to prepare for and execute transactions, transitions, and transformations. Palm Tree was born out of private equity and its team comes from private equity, Big-4 accounting, investment banking, and business operations experience. Its processes and deliverables enable clients to make critical business decisions and to realize outcomes in strategic events. Securities products and services are offered through Palm Tree Securities LLC, a member of FINRA, and SIPC.

Contact Information

Year Founded
2010
Service Provider Type
Investment Bank
Corporate Office
  • 11755 Wilshire Boulevard
  • Suite 2300
  • Los Angeles, CA 90025
  • United States
+1 (310) 000-0000

Palm Tree Services to Companies

Service on a Deal (8)

Company Name Service Provided Deal Date Deal Type Deal Amount
TegraGlobal Advisor: General Apr 2024 00000 0000000
Neato (Las Vegas) Advisor: General Aug 2023 00000 0000000
Detroit Manufacturing Systems Advisor: General May 2022 00000 0000000
CST Industries Advisor: General May 2022 00000 0000000
The Crème Shop Advisor: General Apr 2022 00000 0000000
Coaster Cycles Advisor: General Sep 2021 00000 0000000
Detroit Manufacturing Systems Advisor: General May 2021 00000 0000000
Prime Home Health Advisor: General Dec 2020 00000 0000000
To view Palm Tree’s complete services to companies history, request access »

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Palm Tree Services to Investors

Service on a Deal — Buy Side (1)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Datamatics Global Services Advisor: General Apr 2024 00000 0000000
To view Palm Tree’s complete services on a deal — buy side history, request access »

Palm Tree Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Palm Tree Team (45)

Name Title Deals Office
Pardis Nasseri Founder, Chief Executive Officer and Chairman 0 Los Angeles, CA
Clayton Grindle President & Chief Operating Officer Los Angeles, CA
Ryan Kanaley Chief Financial Officer and Head of Corporate Development Los Angeles, CA
Britton Woolf Managing Director & leader of transaction advisory services. Los Angeles, CA
Britton Terrell Managing Director and Head of Capital Markets 0 Los Angeles, CA
You’re viewing 5 of 45 team members. Get the full list »

Palm Tree Board Members (1)

Name Representing Role Since
Tracy Albert Palm Tree Vice Chairman, Investment Banking 000 0000
To view Palm Tree’s complete board members history, request access »

Palm Tree Subsidiaries (1)

Company Name Industry Location Founded
Backbone Capital Advisors Financing Advisory Studio City, CA 0000
To view Palm Tree’s complete subsidiaries history, request access »

Palm Tree FAQs

  • When was Palm Tree founded?

    Palm Tree was founded in 2010.

  • Who is the founder of Palm Tree?

    Pardis Nasseri is the founder of Palm Tree.

  • Who is the CEO of Palm Tree?

    Pardis Nasseri is the CEO of Palm Tree.

  • Where is Palm Tree headquartered?

    Palm Tree is headquartered in Los Angeles, CA.

  • What is the size of Palm Tree?

    Palm Tree total number of employees/professionals is 134.

  • What service provider type is Palm Tree?

    Palm Tree's service provider type is Investment Bank.

  • What companies has Palm Tree invested in or acquired?

    Palm Tree has invested in or acquired Backbone Capital Advisors.

  • What are Palm Tree subsidiaries?

    Backbone Capital Advisors is a subsidiary of Palm Tree.

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