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 ›

In 21 years of business, I’ve yet to experience a group as hardworking and effective as PALAZZO. They had all the right contacts and provided flawless execution at every stage of the process. A true partner that delivered an outstanding result!

Michael Gellman, CEO, Spire Digital

PALAZZO was an amazing partner from the very beginning. They took the time and effort to truly understand our business—what’s important to us and what differentiates us from everyone else. Juan and I are forever grateful for their support and the incredible work the PALAZZO team put into making this a successful transaction.

Lanya Zambrano, Co-Founder and President, Firewood Marketing

The PALAZZO team exceeded our expectations in every way. I’d give them an A+ on educating us on the process, developing our pitch materials, generating interest, securing offers, negotiating terms and getting the deal across the finish line. We ended up with the ideal partner for us, and much of the credit goes to PALAZZO. If you want to work with the best, PALAZZO is the right choice.

Ken Gaebler, Founder & CEO, Walker Sands

The PALAZZO team worked at breakneck speed to get us to market in record time. Their understanding of digital transformation services and knowledge of market dynamics enabled them to instantly connect with Skookum’s unique value proposition and quickly map the entire universe of potential buyers. The sale process they managed was intensely competitive, which drove a great outcome for Skookum’s shareholders and a perfect strategic fit for GlobalLogic. We are grateful for PALAZZO’s expertise and counsel throughout the process, and for their unrelenting determination to deliver a successful exit for the founders and find a great home for our company. I can’t imagine any other advisor working harder or caring more than PALAZZO does about their clients’ success.

JAMES HARTSELL, CO-FOUNDER, SKOOKUM

PALAZZO was the perfect choice to lead us through the M&A process and identify the best partner for Soulsight. Their experience, expertise, negotiation skills, and passion for our business were evident throughout – often going above and beyond to ensure we were confidently informed and prepared. The entire Palazzo team made us feel genuinely cared for the entire way and we could not have been happier with the outcome they delivered.

GEORGE ARGYROS, PARTNER & CEO, SOULSIGHT

Phil and his team are the best of the best. To say we were beyond impressed is an understatement. To say they over-delivered is an understatement.

MATT HOFFER, CHIEF STRATEGIC OFFICER & CO-FOUNDER, MUHTAYZIK HOFFER

It was clear early on that I knew absolutely nothing about the intricacies of selling a company, turns out there are many. Good news – Phil and his talented team know them all. They established trust early on, took time to explain but also genuinely listen, and helped us find a deal that was right for both parties. I can’t imagine having gone down the path we did with anyone else by our side – PALAZZO was an absolute pleasure to work with accomplishing our goals with a precision and cool I still find humbling. A wonderful experience from end to end, these guys are simply the best.

ANDY PRAY, FOUNDER, PRAYTELL

When we were looking for advisors for Clearhead, we were looking for trust and alignment in a partner. More than the network or the size of the last deal they did, we wanted an advisor that would be in the trenches with us every step of the way and put the needs of the client and the founders first. The PALAZZO team made the most convincing case to us that they operated around those same principles and they were true to their word every day and night. Phil, Eric and the whole team were extraordinary…

MATTY WISHNOW, CEO & FOUNDER, CLEARHEAD