Palazzo - Palazzo

INVESTMENT BANKERS TO MARKETING SERVICES,
TECHNOLOGY SERVICES AND CONSULTING SERVICES COMPANIES

INVESTMENT BANKERS TO MARKETING SERVICES, TECHNOLOGY SERVICES AND CONSULTING SERVICES COMPANIES

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

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PALAZZO was an exceptional partner throughout our process – thoughtful, tireless, and deeply aligned with our goals. Their guidance and execution were instrumental in helping us find the right strategic partner, and their founder-first approach made all the difference.

Will Trowbridge, Founder CEO of Saylor

In the high-stakes world of M&A, PALAZZO is the partner you want by your side. They have an invaluable perspective based on decades of experience, and their substantive knowledge and temperament brought clarity and confidence at every stage. We could not have asked for a better partner

Ashton Wall, Co-Founder GateMaker Community Marketing

PALAZZO was the go-to partner for our transaction because they understand the digital agency ecosystem better than anyone, and they delivered. Their insight, judgment, and execution gave us confidence at every step and helped us achieve the best outcome.

Kevin Simonson, CEO of adMixt

PALAZZO was an exceptional partner throughout our process — thoughtful, tireless, and deeply aligned with our goals. Their guidance and execution were instrumental in helping us find the right strategic partner, and their founder-first approach made all the difference.

Owen Loft & Sam Sherman, Co-Founders, Socium Media

This was my first acquisition, and I couldn’t have done it without the PALAZZO team. From day one, I knew I was in expert hands – they know the industry inside and out and made sure we connected with exactly the right people. They ensured every step of the process went smoothly, served as trusted a sounding board throughout, and ultimately delivered results that exceeded every expectation, all while keeping us on track for a fast close.

Caroline Levere, CEO & Co-Founder, GrapevineAI

As first-time navigators of the agency M&A world, we needed true stewards as much as advocates – and PALAZZO delivered both. They paired patience and mentorship with deep, hard-earned expertise, elevating the process while relentlessly advancing our interests. They raised the bar for what excellence in agency M&A truly looks like.

Mark Fitzloff, Founder, The Opinionated Group

There’s no better investment bank to have in your corner than PALAZZO. Their ability to navigate the process was invaluable, and their sector intelligence and relentless support during the push to close made a meaningful difference in getting the deal done.

Xavier Armand, Co-Founder, Vaan Group

Anyone can promise expertise, but PALAZZO delivered on it. Their team brought clarity to complex situations, discipline to chaos and, most importantly, conviction when it mattered. This was not only transaction advice – it was a true partnership backed by deep market knowledge and an unwavering commitment to getting it right. They are the best in the business.

Derek Rubinstein, Co-Founder, Taktical Digital

In the high-stakes world of M&A, PALAZZO is the partner you want by your side. They have an invaluable perspective based on decades of experience, and their substantive knowledge and temperament brought clarity and confidence at every stage. We could not have asked for a better partner.

Jamie Diaferia, Founder & CEO, Infinite Global Consulting

Selling our business was one of the most intense experiences of my career, and PALAZZO was an invaluable partner throughout. They guided us through every challenge, asked tough questions, and gave honest advice when it mattered most. Most importantly, they introduced us to the ideal buyer, financially and culturally, and saw the deal through to a successful close.

Bill Durrant, Co-Founder, Exverus Media

Working with PALAZZO was one of the best decisions we made. They believed in us before the process even began, offering guidance and education well before any formal engagement. Once underway, they helped us craft a compelling story, sourced a broad pool of potential partners, and presented our business in a way that generated real excitement. They didn’t just find us a deal, they helped us find the right partner, both financially and culturally. Through a complex negotiation process, they were steady, strategic, and relentless. We wouldn’t have achieved the outcome we did without them.

Taylor Holiday, CEO, Common Thread Collective

Selling a business is incredibly complicated. All the work necessary to begin marketing the company — the financials, positioning and due diligence, not to mention the emotions of an owner who spent over three decades building the business — are daunting at best. The PALAZZO team were experts in every detail. They guided us through every obstacle to a very favorable conclusion. And they put up with me, which wasn’t always easy. You couldn’t find better partners.

Dick Wechsler, Founder and CEO, Lockard & Wechsler

Working with PALAZZO throughout our acquisition process was an absolute pleasure. Their subject matter expertise and strategic insights were invaluable, but what truly set them apart was their shared ‘do whatever it takes’ mindset, which mirrored our own agency’s approach. More than just advisors, they were true thought partners, providing valuable insights at every stage and ensuring we made informed decisions. Their professionalism and commitment to excellence were evident in every interaction, and they worked with remarkable speed to keep the process on track. Thanks to their unwavering dedication and strategic guidance, we successfully closed the deal, and I couldn’t be more grateful for their partnership.

Brian Kim, Co-Founder, Donut Digital

PALAZZO’s expertise and guidance were instrumental in successfully marketing and selling our business. From the initial consultation to the final negotiations, PALAZZO’s professionals provided well-informed support every step of the way. They expertly helped us navigate the complexities of the process with confidence and achieve our desired outcome.

Jack Miller, Founder and CEO, True Independent Holdings

Right from our very first meeting, it was clear that PALAZZO strove to really understand our business and our goals. I have no doubt that because of their leadership and counsel, we ended up with the best possible outcome for us and our team. They not only helped us orchestrate and navigate a complex process, they educated us every step of the way with great patience and empathy. I fully endorse this team and their client-centric, outcome-focused approach.

Roy Yang, Co-Founder, Giant Machines