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.
The Palazzo team’s perspectives on the market are both contemporary and timeless. They understand buyers and sellers in strategic, practical and human ways. They brought deep, actionable experience to bear on every aspect of our deal…and they worked damn hard!
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.
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.
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…
We couldn’t have had a better partner in this process than PALAZZO. Every facet of our transaction was executed flawlessly. They’re simply the best!