About Palma Associates

Trusted Advisors with Global Perspective

With over 100 years of collective leadership across investment banking, private equity, energy, and global markets, we bring unparalleled expertise to every client engagement.

Our Core Values

The principles that guide every decision and client relationship

Integrity

We uphold the highest ethical standards in every engagement, ensuring transparency, honesty, and accountability.

Client Success

Our clients' goals define our own. Success is measured by tangible results and sustainable growth.

Expertise

With specialized knowledge across finance, valuations, due diligence, and strategic consulting, we deliver insights that drive performance.

"Our approach combines Wall Street rigor with entrepreneurial agility, delivering tailored strategies that create lasting impact for our clients."

- Managing Partner, Palma Associates

Leadership Team

Seasoned professionals with decades of global experience

Executive team in conference room

Our leadership team unites decades of success across global investment banking, private equity, corporate finance, manufacturing, and energy markets. With a blend of Wall Street rigor, corporate leadership, and entrepreneurial agility, the team brings unmatched depth and vision.

Collective Highlights

  • 100+ years of combined global experience across investment banking, equity research, private equity, corporate finance, energy (renewable and traditional), EV infrastructure, natural resources, real estate, logistics, commodities, and advanced manufacturing.
  • C-suite and senior executive leadership including Managing Partner, COO, CEO, CFO, and Managing Director roles at multinational financial institutions, private equity funds, industrial enterprises, and high-growth ventures.
  • Proven transaction track record leading multi-billion-dollar IPOs, equity financings, M&A, debt restructurings, and large-scale infrastructure and energy projects across the U.S., Europe, Latin America, Middle East, and Asia.

Our Global Presence. Expertise with Integrity. Built on Partnership.

New York Wall Street

New York, USA

San Francisco

San Francisco, USA

Houston

Houston, USA

Miami

Miami, USA

Seoul Dongdaemun Design Plaza

Seoul, South Korea

Madrid

Madrid, Spain

Riyadh

Riyadh, Saudi Arabia

Beirut

Beirut, Lebanon

Istanbul

Istanbul, Turkey

Brussels

Brussels, Belgium

Mexico City

Mexico City, Mexico

Bogotá

Bogotá, Colombia

Doha

Doha, Qatar

Ho Chi Minh City

Ho Chi Minh City, Vietnam

Dubai

Dubai, UAE

Abu Dhabi

Abu Dhabi, UAE

Muscat

Muscat, Oman

Almaty

Almaty, Kazakhstan

Kuala Lumpur

Kuala Lumpur, Malaysia

Our multi-national and multi-cultural team—educated at top universities and with experience spanning four continents and leading blue-chip institutions—offers a unique perspective to understand your business needs. We are committed to executing with precision and integrity, aligning with your specific objectives. Through our extensive professional network and access to financial and operational entities worldwide, we deliver solutions tailored to your goals, grounded in partnership and trust.

We have influence in 15+ countries across the globe, providing us with local market insights and global perspective to serve your needs wherever you do business.

Ready to Partner with Experienced Advisors?

Connect with our leadership team to discuss how our expertise can drive your success.

LET'S TALK