Palazzo - Palazzo

PALAZZO is a boutique investment bank with a singular focus on creating value for our clients. The firm is unique in its ability to offer a powerful combination of investment banking and advisory services, all designed to maximize value and wealth for our clients, no matter where they are in their business lifecycle.

SERVICES & CAPABILITIES

Leveraging decades of experience as owners, operators and bankers, our services are tailored to match the needs of middle market companies facing change and opportunities. Our collective experience with individual companies and investors, and our knowledge of specific markets, enables us to flawlessly execute M&A transactions and provide strategic advisory solutions.

INVESTMENT BANKING

Sell-side M&A
Buy-side M&A
Capital Raising & Private Placements
Valuations

ADVISORY

Sale Readiness Assessment
Compensation
Corporate Strategy
Board Advisory

EXPERIENCE

150+ M&A transactions in our sectors

Managing Directors have decades worth
of experience in investment banking and
operations in the industries we serve

INDUSTRY FOCUS

Positioned at the epicenter of converging sectors

Knowledge and insights into
business models, technologies, trends
and valuations

RELATIONSHIPS

Embedded and connected with the active buyers and sellers

Deep relationships with the leading and
emerging strategic acquirers and private
equity investors in the marketplace

SELECT TRANSACTIONS

VIEW ALL TRANSACTIONS ›

The PALAZZO team is a group of exceptional advisors who helped shepherd our company through the complex and often fraught M&A process. We will be forever grateful for their guidance, passion, and always putting our needs and goals at the forefront of this process. Thank you, PALAZZO, for helping OeP reach the next stage in the evolution of our business.

Colin Jones, CEO, OeP

PALAZZO and every member of its team is that rare breed of a true partner, mentor, and advisor who exceeds your expectations. Their expertise in the digital market, fluidity in managing and navigating a very complex process, always championing your goals, and bringing to bear decades of experience with gravitas, humility, and heart, I feel, is unparalleled. When an investment banking firm causes you to have withdrawal symptoms from your daily chats after the conclusion of an incredibly successful acquisition, I can only exclaim, “Kudos. You got game!”

DS Anderson Song, Co-Founder, Raybeam

When choosing an advisory firm to lead the sale of Zemoga, I turned again to my long-term trusted advisor PALAZZO. For over 10 years they have advised me and my firm in preparation for an event that made sense not only for the shareholders, but also for the buyer and our clients. They masterfully guided us through an impeccably-timed sale process that led to the highest valuation for my business of 20 years. The entire PALAZZO team did so with expertise and gusto, I could not recommend them more. They overdelivered in every manner possible.

DJ Edgerton, Founder and CEO, Zemoga

Armed with a deep knowledge of our market and crystal-clear understanding of our value proposition, the PALAZZO team flawlessly guided us through the most important juncture of our company’s history (and my entrepreneurial journey). Every member of the team is an A+ player, easy to work with, and fully committed to making the process run as smoothly as possible. I can’t imagine having gotten this outcome without PALAZZO on our side!

Anna Walz, Founder, MedEvoke

I had no intentions of ever selling my Company. I didn’t think it was possible to find a buyer that was a perfect fit and was beneficial to both my employees and my customers. PALAZZO took on the challenge and found us a perfect match. It is very clear that they are the most experienced Investment Bank in the Digital Marketing vertical and I can’t imagine working with anyone else.

Dan Soha, Founder and CEO, Five Mill

I greatly appreciate the hard work and huge impact the PALAZZO team had on this transaction. Their support and professionalism throughout this process were instrumental in guiding this deal to close. A team of all-stars!

Ariel Haroush, Founder and CEO, Outform

At Decoded, we believe in partnership – it’s what we seek in all of our relationships. In PALAZZO, we found a team who embody that ethos. Through their tireless efforts, decades of expertise, and intuitive problem-solving ability, they were able to ensure the optimal outcome for our shareholders and the future of Decoded. That’s true partnership.

Matt Rednor, Founder and CEO, Decoded

The PALAZZO team made a multiyear commitment to Arteric while we matured, grew, and prepared for a strategic transaction. They offered sage guidance at each stage. The team worked tirelessly to guide us through the complexities of the sale, successfully negotiating a great deal and ensuring that we made wise decisions. They anticipated challenges and hedged the risks successfully. We are delighted with the outcome and credit PALAZZO with a lot of our success.

Hans Kaspersetz, CEO & Co-Founder, Arteric

We needed expert advisors who we could trust to not only guide us through the transaction, but also to translate the intricacies of the process so we could make thoughtful, informed, confident decisions at every milestone. The PALAZZO team were valuable partners to us in what was easily one of the most important decisions in the life of our firm.

David Jarrard, CEO and Co-founder, Jarrard Phillips Cate & Hancock

The PALAZZO team really understood the market, but more importantly how to position Camp + King within it to help maximize the value of our brand. They were true advocates throughout the process and Roger and I always felt they did everything possible to help us achieve our goals. We felt fortunate to have them represent us.

JAMIE KING, CO-FOUNDER AND CEO, CAMP + KING