THE ANGEL, April 12, 2023 /PRNewswire/ — Palm Tree LLC (“Palm Tree”), the modern M&A advisor providing integrated investment banking, strategic finance and transaction support services to mid-market companies, announced today Sweet Martinez was appointed Head of Client Coverage for Investment Banking based in Palm Tree’s The angel Headquarters.
Sweet Martinez
Ms. Martinez will use her experience as a trusted client advisor to institutionalize Palm Tree’s relationships with financial sponsors, entrepreneurs, family offices and other lenders. As a key executive in the firm’s investment banking team, she will leverage Palm Tree’s skills and expertise to provide tailored solutions for a variety of transactions including recapitalizations, leveraged buyouts, restructurings and special situations, and mergers and acquisitions.
“Palm Tree was born out of private equity; strong relationships with a wide range of financial sponsors are critical to our continued success,” he said Stephen Ross, Head of Investment Banking at Palm Tree. “Dulce is well known in financial circles Southern California and beyond, and we look forward to the new partnerships and connections she can bring to our clients as they pursue their development and transformation goals.”
Prior to joining Palm Tree, Ms. Martinez was Managing Director at Stradling Yocca Carlson & Rauth, where she drove growth and expanded the company’s client base. She primarily supported the firm’s mid-market mergers and acquisitions, debt advisory and venture capital practice groups. Ms. Martinez began her career at Morgan Stanley before holding senior positions at several other companies and has over 16 years of experience creating, managing and executing business development mandates across multiple sectors.
“Palm Tree has shown impressive and thoughtful growth,” Martinez said. “The company’s remarkable culture and leadership are a testament to their unwavering pursuit of excellence. It is a privilege to lead Palm Tree’s reporting efforts and I look forward to working with our talented team to deliver innovative and strategic solutions to our clients.”
Ms. Martinez is Co-Chair of Invest in Hope Los Angelesan annual charity benefiting St. Jude Children’s Research Hospital, which has more than raised 3 million dollars for research and care of children nationwide. Ms. Martinez was born in Guadalajara Jaliscoand studied English literature University of Arizona. She lived in it The angel for over a decade, where she lives with her husband and young daughter.
About palm
Palm Tree is the modern M&A advisor. A blend of advisory, accounting advisory and investment banking, the firm offers clients comprehensive financial, transactional and operational solutions. Born out of private equity, Palm Tree navigates the time-sensitive, demanding and uncompromising rigors of mergers and acquisitions from the perspective of owners and investors, offering clients the advantage of experience and expertise across the entire continuum of transactions, transitions and transformations. Since its inception in 2010, Palm Tree has advised on more than 300 transactions, totaling more than $45 billion worth. Securities products and services are offered through Palm Tree Securities LLC, a member of FINRA, SIPC.
Learn more in our corporate video, on PalmTreeLLC.com and on LinkedIn.
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