Interested in joining the team but not seeing the right position?  Learn more below, and apply to our General Employment Inquiry for opportunistic consideration.  (*Please note that you may not hear from us immediately, but we actively monitor our database and will be in touch when we have an appropriate opening; we appreciate your understanding, interest, and patience in the meantime!)


About Palm Tree:

Join an elite team of respected experts who approach the needs of M&A differently, in a demanding, yet supportive and collaborative culture. Founded in 2010, Palm Tree is the modern M&A advisor. We are the single source for integrated investment banking and financial consulting services that enable businesses to better prepare for and execute on transactions, transitions, and transformations.

Palm Tree approaches strategic events from the perspectives of owners and operators. Our processes and deliverables enable our clients to make critical business decisions efficiently and to create value in strategic events. Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

We were born out of private equity. It gives us the resilience, flexibility, and perspective of owners and operators. Our team comes from private equity, Big-4 accounting, investment banking, and business operations experience. We understand the time-sensitive, uncompromising demands of M&A to deliver advantageous outcomes for private equity firms and business operators alike.
 

What we offer:

• Accelerated, merit-based career advancement compared with more rigid, bureaucratic firms
• An opportunity to have an impact with a rapidly scaling, entrepreneurial, collaborative culture centered on growing people’s skills inside of fast-paced M&A environments
• Working with top private equity firms, M&A advisors, and corporations
• Experience with multiple facets of M&A and investment banking projects that require engagement and communication at all levels of the organization
• A principled culture that lives its core values through the actions of the firm and its individuals
• High-performing yet supportive and interconnected teams throughout the organization
• Highly competitive salary, bonus, and benefits structure
• A flexible, hybrid work environment with access to open office plans in strategic markets

Qualities we look for in a candidate:

• Is dedicated to delivering high-quality work products and always pushing themselves to do their best
• Is committed to a “team first” atmosphere and has the will to support their teammates and learn from those around them in each engagement
• Is proactive, motivated, and has a self-starter attitude with a desire to improve continuously
• Has an inquisitive personality that enjoys puzzles, combining strong analytical and critical thinking skills with attention to detail
• Has an ability to “stay cool” under pressure and thrive in demanding work environments
• Has excellent written, presentation, leadership, and interpersonal communication skills
• Is highly organized with strong project management skills

Our Commitment to Diversity, Inclusion, Equity, & Access

Our people are our greatest asset.

As skilled professionals faced with complex challenges, we value unique and creative ideas that help us grow stronger, smarter, and more adaptable for tomorrow. At Palm Tree, we view inclusion, diversity, equity, and access as critical to achieving excellence and belonging to foster an authentic culture where creative solutions flourish.

We believe that our work for clients and the well-being of our company are strengthened by the diversity of our people. We recognize the systemic barriers that have limited opportunities, access, and representation for women and minorities in the financial services industry. We are committed to developing a new paradigm to create a diverse and inclusive financial services firm of the future. We actively seek and welcome people of differences in background, from culture, experience, national origin, religion, sexual orientation, and age to gender, gender identity, gender expression, race, ethnicity, ability, neurodiversity, political views, veteran status, and more.

Together, we strive to create an environment that values diversity, promotes an inclusive culture, and establishes a profound sense of belonging for each team member.