Associated tags: FINRA, Tree, SIPC, Arecaceae, Professional Services, Finance, Consulting, Financial services, Banking, University, Other Professional Services
Locations: NEW YORK, ARIZONA, CHINA, MALAYSIA, BRENTWOOD, CHICAGO, CENTURY CITY, NEVADA, TEXAS, TX, UNITED STATES, NORTH AMERICA, CALIFORNIA, BS, COSTA, VERMONT, LOS ANGELES
Salesforce,
Investment banking,
Arecaceae,
Palm,
Knowledge,
Digital electronics,
Investment,
ISV,
Senior,
Acquisition,
Platinum,
Growth,
Operation LOS ANGELES, April 16, 2024 /PRNewswire/ -- Palm Tree LLC ("Palm Tree"), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, is pleased to announce its Investment Banking division has successfully advised Datamatics, a leading global Digital Technologies, Operations, and Experiences company, on its acquisition of Dextara Digital, a premier provider of Salesforce services. 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.
Key Points:
- LOS ANGELES, April 16, 2024 /PRNewswire/ -- Palm Tree LLC ("Palm Tree"), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, is pleased to announce its Investment Banking division has successfully advised Datamatics , a leading global Digital Technologies, Operations, and Experiences company, on its acquisition of Dextara Digital, a premier provider of Salesforce services.
- Dextara Digital is a Salesforce Summit (Platinum) Consulting and ISV partner and has more than 250 Salesforce certifications.
- Additionally, Dextara Digital has developed purpose-built products such as Dextara CPQ, DXHealth+, and DXTemplates, all available on Salesforce AppExchange.
- "We're thrilled with the successful acquisition of Dextara Digital by Datamatics.
Consulting,
Professional Services,
Finance,
Growth,
Brigham Young University,
Business administration,
Alvarez and Marsal,
Columbia Business School,
Senior,
MBA,
PwC,
Tree Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle market businesses, today announced the appointment of Britton Woolf as Managing Director leading its Transaction Advisory Services discipline.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle market businesses, today announced the appointment of Britton Woolf as Managing Director leading its Transaction Advisory Services discipline.
- “We are excited to leverage his prior experience at large, world-class organizations to enhance our industry insights and bolster transaction discipline at Palm Tree as we pursue further growth and expansion.
- Prior to joining Palm Tree, Mr. Woolf held positions with Alvarez & Marsal and PwC.
- “Britton is an experienced finance and dealmaking professional with extensive consulting and transaction advisory expertise, possessing a national network of private equity and corporate clients,” said Mitchel Nakken , Senior Managing Director & Co-Head of Consulting at Palm Tree.
Finance,
Consulting,
Banking,
Accounting,
Professional Services,
F&B,
Food technology,
Growth,
California State University,
Business,
Conscious business,
Business development,
Arecaceae,
Marshall School,
CPG,
Senior,
MBA,
University,
Senior advisor,
Investment,
Tree,
Sugarman,
Whole Foods Market,
Foodservice,
Fast-moving consumer goods,
Food Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle market businesses, today announced Michael Schall as a strategic industry advisor on the Consumer Packaged Goods (CPG) and Food & Beverage (F&B) industries for its investment banking operations.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking and financial consulting services to middle market businesses, today announced Michael Schall as a strategic industry advisor on the Consumer Packaged Goods (CPG) and Food & Beverage (F&B) industries for its investment banking operations.
- “Michael is uniquely qualified to advise on growth efforts within this comprehensive industry, given his extensive experience within CPG and F&B-focused operations spanning over 40 years.
- “I am honored by the opportunity to advise Palm Tree on driving growth and maintaining forward momentum for its CPG and F&B investment banking practice,” said Mr. Schall.
- He is also a partner at Meaningful Partners , a Senior Advisor to Conscious Capitalism , and an operating adviser for Graham Partners .
Retrieved on:
Wednesday, September 27, 2023
Professional Services,
Small Business,
Other Professional Services,
Finance,
Consulting,
Banking,
Tourism,
Education,
EY,
AECOM,
Sale,
Tree,
Restaurant,
City,
Growth,
Central U.S. hardwood forests,
Transport,
Family,
Dallas–Fort Worth metroplex,
Palm tree,
Financial services,
Rattan,
Arecaceae "Palm Tree recognizes a significant opportunity in Dallas, a thriving metropolitan hub within Texas, aligning seamlessly with our core sectors of focus.
Key Points:
- "Palm Tree recognizes a significant opportunity in Dallas, a thriving metropolitan hub within Texas, aligning seamlessly with our core sectors of focus.
- These encompass industrials, manufacturing, energy, business services, consumer, education, tourism, and hospitality," explained Pardis Nasseri, CEO and President of Palm Tree.
- In May 2023, Phillip Cooper, a Texas native and an investment banking Managing Director at Palm Tree, joined Rouzheen Myrick in Dallas to provide the full suite of Palm Tree services to clients.
- As an original Palm Tree consultant in these cities, I have witnessed the rapid growth within the Dallas-Fort Worth middle market.
Retrieved on:
Tuesday, September 12, 2023
Finance,
Consulting,
Banking,
Professional Services,
Other Professional Services,
Insurance,
Investment banking,
Vice,
Partnership,
Financial sponsor,
University,
Harvard University,
Mergers & Acquisitions,
MBA,
Negotiation,
BFI,
Senior management,
Tree,
Barnes,
Houlihan Lokey,
JD,
Mergers and acquisitions,
Growth,
UCLA,
Investment,
A. Gary Anderson Graduate School of Management,
Financial services,
Management,
Bank,
Arecaceae Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, today announced that investment banking icons Tracy Albert and David M.V.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, today announced that investment banking icons Tracy Albert and David M.V.
- “We are excited to share the appointment of a storied dealmaking partnership in the M&A and sponsor communities to our investment banking team,” said Pardis Nasseri, Chief Executive Officer and President of Palm Tree.
- Tracy Albert joins as Vice Chairman of Investment Banking and will lead client coverage and business development initiatives to support Palm Tree’s continued growth.
- Albert previously held several senior investment banking roles, most recently at JD Merit and Company, where he was Vice Chairman and responsible for planning and strategic direction of the firm.
Cosmos,
Investment banking,
Dot,
INC,
Amazon,
Acquisition,
Growth,
Arecaceae,
Marketplace,
Financial services,
Online shopping,
Neato Today, Neato is a top 500 storefront on Amazon with a presence in eight countries around the world.
Key Points:
- Today, Neato is a top 500 storefront on Amazon with a presence in eight countries around the world.
- The financing will help the company to execute its aggressive growth goals globally.
- "We were very pleased to assist Neato with raising debt to support the company's rapid growth," said Phillip Cooper , Managing Director of Palm Tree.
- "As a strategic partner that accelerates brand success on digital marketplaces, Neato saw explosive growth during the pandemic, when many retailers refocused on e-commerce," said Anthony Connelly, CEO of Neato.
Professional Services,
Other Professional Services,
Small Business,
Finance,
Consulting,
Banking,
Accounting,
Loop,
Heart,
University,
Tree,
Marv Felderman,
Wacker Drive,
Multimedia,
Chicago River,
Interior design,
Arecaceae Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, today announced the opening of its new Chicago office in the heart of the Loop.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking and consulting services for private equity firms and businesses worldwide, today announced the opening of its new Chicago office in the heart of the Loop.
- View the full release here: https://www.businesswire.com/news/home/20230711592786/en/
In 2020, Chris Felderman, Managing Director and Head of Financial Due Diligence at Palm Tree, was tapped to establish a Chicago office to serve as a central hub to serve client needs and business interests.
- In the past three years, Felderman has expanded the Chicago presence to nearly 30 people, making it the fastest-growing office outside of Palm Tree’s Los Angeles headquarters.
- “Palm Tree sees Chicago as a growing, critical hub for Midwest industrials, high finance, and the tech and biotech sectors,” said Pardis Nasseri, CEO and President of Palm Tree.
Consulting,
Banking,
Professional Services,
Finance,
Entrepreneurship,
University,
Bankruptcy,
Private equity,
Vice,
Pardis,
UCLA Anderson School of Management,
Media,
MBA,
McKinsey & Company,
Economics,
Tree,
Trust,
Macquarie Group,
CPA,
Growth,
UCLA,
Canadian Securities Institute,
Management,
Arecaceae Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced the appointment of Derek J. Alderton to the newly created role of Vice Chairman.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced the appointment of Derek J. Alderton to the newly created role of Vice Chairman.
- Mr. 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.
- “Derek has been instrumental in providing wise and valuable counsel to me, and integral in elevating Palm Tree to new heights,” said Pardis Nasseri , CEO of Palm Tree.
Specialty,
Office Products,
Food,
Beverage,
Fashion,
Cosmetics,
Home Goods,
Retail,
Small Business,
Other Professional Services,
Restaurant,
Bar,
Finance,
Consulting,
Professional Services,
Convenience Store,
Catalog,
Bridal,
Supply Chain Management,
Online Retail,
Commercial Building & Real Estate,
Luxury,
Construction & Property,
Discount,
Variety,
Department Stores,
Tree,
Wilshire Boulevard,
Multimedia,
Friends,
Financial services,
Arecaceae Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced that it has completed its move to Brentwood in West Los Angeles.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced that it has completed its move to Brentwood in West Los Angeles.
- View the full release here: https://www.businesswire.com/news/home/20230502005412/en/
New headquarters of Palm Tree in the Brentwood district of Los Angeles, Calif. (Photo: Business Wire)
“Southern California attracts significant pools of capital, considerable businesses, as well as sizeable private equity activity,” said Pardis Nasseri, CEO and President of Palm Tree.
- “In an era when many companies have shifted to remote work," said David Wolinsky, Chief Talent Officer of Palm Tree.
- “Palm Tree will continue to grow its presence around the country, but Los Angeles will always be a key market.
Finance,
Consulting,
Banking,
Professional Services,
Small Business,
Software as a service,
Joint Chiefs of Staff,
University,
Peter H. Daly (U.S. Navy),
Senior,
Defense,
Chief of staff,
Aviation,
Intelligence,
Multimedia,
Tree,
Management,
Arecaceae Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced the appointment of Clayton Grindle as Chief Administrative Officer.
Key Points:
- Palm Tree LLC (“Palm Tree”), the modern M&A advisor that provides integrated investment banking, transaction support, and strategic finance services for private equity firms and businesses worldwide, today announced the appointment of Clayton Grindle as Chief Administrative Officer.
- View the full release here: https://www.businesswire.com/news/home/20230418005533/en/
Clayton Grindle joins Palm Tree LLC as Chief Administrative Officer.
- (Photo: Business Wire)
Mr. 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.
- “Clayton has a proven track record as an executive at sophisticated financial services providers,” said Pardis Nasseri , CEO and President of Palm Tree.
