Palm Tree
Finance · California, United States · 51-200 Employees
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Overview
Headquarters
11755 Wilshire Blvd Ste 2300, Los Angele...Phone Number
(310) 636-2050Website
www.palmtreellc.comRevenue
$103.1 MillionIndustry
ZI Rank: 3
Signal Type
Dec
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ZI Rank
2
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About Palm Tree
Palm Tree is the modern M&A advisor. It provides integrated investment banking, transaction support, and strategic finance 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-4 accounting, investment banking, and business operations experience. Its processes and deliverables enable clients to efficiently make critical business decisions and to realize advantageous outcomes in strategic events. Securities products and services are offered through Palm Tree Securities LLC, member of FINRA, SIPC.Explore more
Palm Tree Org Chart
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Revenue
Number of Employees
Type
Funding
Founded In
$5.7M
51-200
Private
<$5M
2013
SL
Sundeep LalHead Senior Managing Director, Healthcare Investment Banking
Company Profile Activity
Activity Insights
Palm Tree is experiencing very low activity levels compared to other companies in the Finance sector.
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Palm Tree is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Palm Tree.
Palm Tree financials insights
Gather financial insights about Palm Tree, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.
2020
Debt
$350K
2021
Debt
$806K
Palm Tree Tech Stack
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Palm Tree News & Media
Palm Tree Securities Serves as Exclusive Financial Advisor to Sun Mountain Sports on New Credit Facilities from Sagard and J.P. Morgan
LOS ANGELES, March 3, 2026 /PRNewswire/ -- Palm Tree Securities LLC ("Palm Tree") announces that it served as the exclusive financial advisor to Sun Mountain Sports, LLC ("Sun Mountain"), a portfolio company of Solace Capital Partners ("Solace"), in connection with securing a new...Palm Tree Appoints John Cunningham as Senior Managing Director
30-year M&A veteran to support client expansion, leadership development, and execution quality LOS ANGELES and CHICAGO, Feb. 10, 2026 /PRNewswire/ -- Palm Tree LLC ("Palm Tree"), the single-source value creation partner to private equity, today announced that John Cunningham has joined...JURY OF TWELVE - a Gripping Courtroom Drama Based on True Events — Now Available to Rent or Own on Streaming
What if Justice Comes Down to Just One Voice? LOS ANGELES, CA, UNITED STATES, November 4, 2025 /EINPresswire.com/ -- A harrowing UK trial. A divided jury. A life hanging in the balance. JURY OF TWELVE, the latest feature from award-winning director …Palm Tree LLC Announces Expansion of Operations Consulting
Nick Fedorchak to Head Operations; Chris Nichols Joins as Principal to Bolster Expansion LOS ANGELES, Aug. 1, 2024 /PRNewswire/ -- Palm Tree LLC ("Palm Tree"), the modern M&A advisor providing integrated financial, operational, and investment banking services to middle-market businesses,...
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Palm Tree is the modern M&A advisor. It provides integrated investment banking, transaction support, and strategic finance 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... Read More
