Insights

Expanding Presence Palm Tree LLC has recently expanded into the Texas market with a new Dallas office, indicating growth and a focus on capturing middle-market M&A opportunities in key U.S. regions, offering potential for corporate partnerships and local service expansion.

Leadership Growth The firm has appointed high-profile leadership including a managing director for transaction advisory and a vice chair, showcasing strategic investment in expertise that can attract clients seeking experienced advisory services and executive-level engagement.

Award Recognition Winning the Cross-Border M&A Deal of the Year at the Americas M&A Atlas Awards positions Palm Tree LLC as a credible player in international and cross-border transactions, providing opportunities to target clients involved in global M&A activities.

Technology Stack Utilizing sophisticated tools such as Tableau, Sage Intacct, and Asana, Palm Tree demonstrates a tech-savvy approach to M&A advisory, highlighting potential for offering advanced, data-driven consulting and operational services to clients.

Client Focus With a comprehensive suite of financial, operational, and strategic services aimed at middle-market businesses, Palm Tree presents opportunities to develop tailored service offerings and consulting packages for clients seeking integrated M&A and financial advisory solutions.

Palm Tree LLC Tech Stack

Palm Tree LLC uses 8 technology products and services including Sage Intacct, JazzHR, Tableau, and more. Explore Palm Tree LLC's tech stack below.

  • Sage Intacct
    Accounting
  • JazzHR
    Applicant Tracking Systems
  • Tableau
    Business Intelligence
  • Cookie Notice
    Cookie Compliance
  • Asana
    Issue Trackers
  • MediaElement.js
    Video Players
  • Apache
    Web Servers
  • Twitter
    Widgets

Media & News

Palm Tree LLC's Email Address Formats

Palm Tree LLC uses at least 2 format(s):
Palm Tree LLC Email FormatsExamplePercentage
FLast@palmtreeadvisors.comJDoe@palmtreeadvisors.com
82%
First@palmtreeadvisors.comJohn@palmtreeadvisors.com
12%
FirstLast@palmtreeadvisors.comJohnDoe@palmtreeadvisors.com
3%
First_L@palmtreeadvisors.comJohn_D@palmtreeadvisors.com
1%
Last_First@palmtreeadvisors.comDoe_John@palmtreeadvisors.com
2%
FLast@palmtreellc.comJDoe@palmtreellc.com
90%
Last@palmtreellc.comDoe@palmtreellc.com
10%

Frequently Asked Questions

Where is Palm Tree LLC's headquarters located?

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Palm Tree LLC's main headquarters is located at 11755 Wilshire Boulevard, Suite 2300. The company has employees across 4 continents, including North AmericaEuropeAsia.

What is Palm Tree LLC's phone number?

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You can contact Palm Tree LLC's main corporate office by phone at . For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Palm Tree LLC's official website and social media links?

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Palm Tree LLC's official website is palmtreellc.com and has social profiles on LinkedIn.

What is Palm Tree LLC's NAICS code?

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Palm Tree LLC's NAICS code is 5416 - Management, Scientific, and Technical Consulting Services.

How many employees does Palm Tree LLC have currently?

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As of December 2025, Palm Tree LLC has approximately 87 employees across 4 continents, including North AmericaEuropeAsia. Key team members include Chairman: P. S.Senior Vice President: S. K.Senior Vice President: K. G.. Explore Palm Tree LLC's employee directory with LeadIQ.

What industry does Palm Tree LLC belong to?

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Palm Tree LLC operates in the Business Consulting and Services industry.

What technology does Palm Tree LLC use?

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Palm Tree LLC's tech stack includes Sage IntacctJazzHRTableauCookie NoticeAsanaMediaElement.jsApacheTwitter.

What is Palm Tree LLC's email format?

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Palm Tree LLC's email format typically follows the pattern of FLast@palmtreeadvisors.com. Find more Palm Tree LLC email formats with LeadIQ.

When was Palm Tree LLC founded?

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Palm Tree LLC was founded in 2010.

Palm Tree LLC

Business Consulting and ServicesCalifornia, United States51-200 Employees

Palm Tree is the modern M&A advisor. Our model is a hybrid of financial, operational and investment banking services and we integrate with our clients to enable them to prepare for, respond to, and execute strategic events. Palm Tree navigates the time-sensitive, demanding, uncompromising rigors of M&A from the perspective of owners and investors. 

We provide comprehensive financial, transactional, and operational solutions to our private equity and corporate clients. This gives them the advantage of experience and expertise across the full continuum of transactions, transitions, and transformations.

Our elite teams at Palm Tree are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. We provide a unique opportunity for high-performing Big Four & Elite Three individuals to break into the M&A industry and experience accelerated career growth. 

We are presently hiring in the Los Angeles, Chicago, Detroit, and Dallas markets for all experience levels within each of Palm Tree’s service lines: financial consulting, operations advisory, and investment banking. If you have an interest in developing a unique skill set for the world of M&A, drawing from our direct middle market experience, don’t hesitate to reach out to us at www.palmtreellc.com/contact. We’d love to hear from you!

Section iconCompany Overview

Headquarters
11755 Wilshire Boulevard, Suite 2300
Phone number
NAICS Code
5416 - Management, Scientific, and Technical Consulting Services
Founded
2010
Employees
51-200

Section iconFunding & Financials

  • $100M$250M

    Palm Tree LLC's revenue is estimated to be in the range of $100M$250M

Section iconFunding & Financials

  • $100M$250M

    Palm Tree LLC's revenue is estimated to be in the range of $100M$250M

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