Associate, Investment Banking

Associate, Investment Banking About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services.

Founded in 2010, Palm Tree partners with private equity firms, business operators, and management teams through strategic events including acquisitions, carve-outs, recapitalizations, restructurings, integrations, and performance improvement initiatives.

Palm Tree’s Investment Banking division received its introduction letter from Financial Industry Regulatory Authority in October 2020 as an extension of Palm Tree’s consulting platform.

As a fully licensed broker-dealer, Palm Tree provides clients with a broad suite of M&A advisory and capital markets solutions, including deal origination, transaction execution, and capital raising.

The Investment Banking team works across a number of core industry verticals, including Business Services, Co...