Palm Tree is an integrated M&A advisory and financial consulting firm founded in 2010, combining financial consulting, operational excellence, data analytics, and capital solutions across the transaction lifecycle.
Palm Tree is an integrated M&A advisory and financial consulting firm founded in 2010 by Pardis Nasseri, born out of private equity experience and structured to bring an owner/operator perspective to transactions. The firm combines financial consulting, operational excellence, data analytics, and capital solutions under one roof, an integrated model designed to eliminate workstream silos across a deal's lifecycle.
Its core offering, Integrated M&A Advisory, spans end-to-end support for strategic events - from pre-transaction analysis, through the hold period, to exit planning. Financial consulting, operational improvement, and data analytics capabilities are embedded within these engagements rather than delivered as standalone reports, with capital solutions provided alongside the advisory and consulting workstreams. The firm supports private equity, investment banking, M&A, management consulting, accounting, and business operations contexts, including private equity transaction support for portfolio and target companies.
Team backgrounds span private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. Palm Tree was ranked #1 Management Consulting Firm by In Her Sight and named Most Innovative Team of 2025 by the L.A. Business Journal, with a presence in Los Angeles. Internally, the firm describes an entrepreneurial, fast-growing environment in which collaboration is operational rather than aspirational: employees work directly with senior leaders and clients, and mentorship and coaching underpin career development.
