Palm Tree LLC

Phillip Cooper, Palm Tree Managing Director, was recently featured on the Exit Plan podcast with host Dana Robinson. They delved into the crucial topics every business owner should think about before selling their business. The key themes discussed included: - Business Valuation and Market Impact - Challenges of Failed Deals - Financial Reporting and Due Diligence - Importance of Trust in Transactions - Deal Structure and Valuation Gaps - Seller Preparedness and Exit Planning - Role of Investment Bankers "Understanding stakeholder goals and how to prepare your company to meet those objectives is critical for an owner considering the sale of their business.” – Phillip Cooper Tune in to the full episode here: https://lnkd.in/gwjGZWgs #BusinessOwners #SellingYourBusiness #ExitPlanning

Pardis Nasseri, Palm Tree Chairman & CEO, spoke with Jordan Selleck on the 51 Labs Podcast, Investors and Operators, discussing his evolution in entrepreneurship, starting Palm Tree, and so much more. Here are some of the key takeaways from their conversation: - Partnerships play a vital role in entrepreneurship. - The Importance of Mission, Vision, and Values - Passion, Relationships, and Leadership To listen to the full episode, visit: https://lnkd.in/ggE2HMvA   #privateequity #mergersacquisitionsdivestitures #investorsandoperators

Palm Tree was proud to sponsor and attend the Big Brothers Big Sisters of Greater Los Angeles 31st Annual Golf Classic! Pardis Nasseri, Mitchel Nakken and Vincent N. had incredible day on the course filled with great people supporting a great cause. Supporting the mentorship and development of our youth is a mission close to our firm. A big thank you to Big Brothers Big Sisters of Greater Los Angeles for continuing to organize this fantastic event. #BBBSLA #GolfClassic #GivingBack

We are pleased to announce our Investment Banking division served as the exclusive financial advisor to Brait Builders Corporation in a management buyout transaction by Brait Holdings, Inc. Brait Builders is a leading provider of construction management services to the K-12 public education market in Massachusetts and surrounding states. The buyout positions the company for continued growth by taking advantage of the growing and favorable school building market in the Northeast Region of the U.S. The transaction builds on our expertise in advising on complex M&A transactions in the industrial sector. To learn more, visit: https://lnkd.in/gUJeJkGq

Stephen Rossi, Head of Investment Banking, has recently published an insightful article in Mergers and Acquisitions - themiddlemarket.com titled "What Business Owners Should Do When They Can't Sell." In this article, Stephen offers valuable strategies for business owners facing the challenges of selling their businesses, focusing on alternative deal structures and ways to enhance business value. Additionally, the piece highlights how we helped a founder-owned business achieve several objectives earlier this year. To read the full article, visit: https://lnkd.in/gBHwGH6r

On this Memorial Day, Palm Tree would like to express our heartfelt gratitude to the men and women who have given their lives in the defense of our great nation. They have paid the ultimate sacrifice so that we may be free. #MemorialDay

Are you ready to gain invaluable insights from top industry leaders? We're thrilled to unveil a sneak peek of our upcoming montage featuring advice tailored for college students and young professionals, courtesy of Northstar's Private Equity Fast Pitch®! In anticipation of our "150th Episode" posting on May 23rd, we couldn't help but share this empowering quote from Chairman and CEO of Palm Tree LLC, Pardis Nasseri: "I would say for anyone who is in school right now, go after whatever it is that is going to be fulfilling to you, whatever it is that's going to be exciting to you, and whatever it is that you think is going to have growth opportunities." These words encapsulate the essence of what it takes to navigate the dynamic landscape of academia and career-building. Whether you're a student mapping out your future or a young professional seeking guidance, this montage is designed to equip you with the wisdom and inspiration needed to thrive in your endeavors. Stay tuned as we count down to the release date! Listen to our full interview with Pardis here: https://lnkd.in/g8BCA4-V #PrivateEquity #InvestmentBanking #Podcast #IndustryLeader UC Santa Barbara Harvard Business School

Happy Mother’s Day! To celebrate working moms, we asked moms at our partner companies to tell us how their company supports them as a working parent and what advice they have for other working parents. Here’s what Palm Tree LLC's Stephanie Kersey had to say 💛 Read more here: https://lnkd.in/eK9cJ22w

Happy Mother’s Day! To celebrate working moms, we asked moms at our partner companies to tell us how their company supports them as a working parent and what advice they have for other working parents. Here’s what Palm Tree LLC's Tiffany James Francis had to say 💛 Read more here: https://lnkd.in/eK9cJ22w

Congratulations to Dulce Martinez, Head of Client Coverage, for being recognized as one of the top 10 investment bankers to watch by Middle Market Growth Magazine! This year’s list was curated from more than 100 nominations from the ACG dealmaking community. The editors from Middle Market Growth selected 10 honorees for their outstanding performance in M&A advisory, representing the diverse range of professionals in the investment banking ecosystem. Dulce's dedication, expertise, and innovative approach to business development and client service have made her a standout in the industry. Congratulations once again, Dulce, on this well-deserved recognition! To read more about Dulce and the other honorees excelling within the industry, visit: https://lnkd.in/gPbyVCUK