Palm Tree Announces Five Senior Promotions

Palm Tree Announces Five Senior Promotions
Palm Tree Announces Five Senior Promotions

Company Continues Record Growth With Largest Class Of Carriage

THE ANGEL, March 14, 2023 /PRNewswire/ — Palm Tree LLC (“Palm Tree” or “the Company”), the modern M&A advisor providing integrated investment banking, transaction support and strategic finance services to private equity firms and corporations worldwide, today announced its five Promotions of Seniors known as part of its largest promotion class to date, with 19 employees.

“Palm Tree takes great pride in recognizing the contributions and advancing the careers of our hard-working colleagues,” he said David Wollinsky, Chief Talent Officer at Palm Tree. “We have doubled our size in the last three years and that is a testament to the vision and strategy we have and that our recruitment and professional development teams have implemented to help us address the most pressing needs of today’s mid-market businesses to fulfil.”

The newly filled leadership positions at Palm Tree are:

Philip Cooper, Managing Director, Investment Bank, has over three decades of experience in sectors ranging from Industrials & Manufacturing, Oil & Gas & Communications to Restaurants, and Aerospace & Defense. He advises on purchase and sale transactions, capital increases and debt restructuring.

Rouzheen Myrick, Director, Financial Due Diligence, has nearly two decades of M&A and finance experience, including over 7 billion dollars in transaction value with expertise in financial due diligence for both buy-side and sell-side transactions, integration, purchase price calculation and financial planning and analysis.

Spencer Hong, Director, Transitions & Transformations, has over a decade of experience in Mergers & Acquisitions, Corporate FP&A, and Data & Analytics across multiple industries. He works on client engagements and business development efforts across the business, with a focus on post-closing financial integration, transitions and transformations, and value creation initiatives.

Rishi Chellani, Senior Vice President, Financial Due Diligence, began his career at Palm Tree as an associate in 2019. He focuses on financial due diligence for both buy-side and sell-side transactions, as well as post-closing support of transition. He has worked on deals and transactions across a variety of industries including but not limited to consumer products, industrial services and SaaS.

Garret AdameVice President, Transitions & Transformations, joined Palm Tree in 2020 as an Analyst. Mainly focused on post-closing integration, FP&A support and accounting consulting, he leads the day-to-day client engagement activities and deliverables preparation.

In addition to senior promotions, Palm Tree has also hired 14 junior executives on both the finance and operations sides of the company. In addition to Hong and Myrick, three Operations colleagues have been appointed directors. Elsewhere, the firm promoted two senior associates, four associates, three senior analysts and two executive assistants.

In connection with the recent promotions, Palm Tree also announced that it will host the largest summer internship program in the company’s history, drawing a record number of applicants. More than 30 college students from numerous prestigious universities coast to coast will bring their academic experience to help Palm Tree achieve clients’ strategic goals. The Company is seeing growing interest from students nationwide to enter the unique Palm Tree internship program, which offers training and education across multiple M&A service lines.

About palm

Palm Tree is the modern M&A advisor. It provides integrated investment banking, transaction support and strategic financial services that drive strategic events and drive business. The analytical intelligence it delivers enables organizations to better prepare for and execute transactions, transitions and transformations. Founded in 2010, Palm Tree grew out of private equity and its team has experience in private equity, Big 4 accounting, investment banking and business operations. Its processes and results enable clients to make important business decisions efficiently and achieve beneficial outcomes in strategic events.

Securities products and services are offered through Palm Tree Securities LLC, a member of FINRA, SIPC.

Learn more in our corporate video, on and on LinkedIn.

Media contact:
Charlie Lusk
[email protected]


Palm Tree Announces Five Senior Promotions