Phillip Cooper

Phillip Cooper Email and Phone Number

Investment Banking Managing Director focused on M&A advisory and capital raises for family/founder owned businesses @ Palm Tree LLC
Phillip Cooper's Location
Dallas, Texas, United States, United States
Phillip Cooper's Contact Details

Phillip Cooper personal email

n/a
About Phillip Cooper

Mr. Cooper is a Managing Director at Palm Tree, and is focused on advising clients on M&A and capital raise transactions for middle market companies. Mr. Cooper holds Series 82 and 63 licenses. Mr. Cooper has over 30 years of work experience in diverse roles encompassing investment banking and commercial banking, and founding a startup company. Mr. Cooper started his career as a national bank examiner with the Comptroller of the Currency, an agency of the U.S. Treasury Department, performing safety and soundness, consumer compliance and Community Reinvestment Act examinations of nationally chartered commercial banks. Mr. Cooper was a Senior Vice President at Jefferies & Company, Inc., an investment bank, where he completed a number of transactions, primarily focused on debt financings, restructurings and acquisition related activities in a number of industries, including, Oil and Gas, Restaurant, Aerospace and Defense, Industrials, Airline, Communications, Transportation, Sporting Goods and Consumer. Mr. Cooper was head of M&A activity for a telecommunications company specializing in wholesale carrier operations. Mr. Cooper then founded Certain Communications Corporation, a startup company in the telecommunications industry. Mr. Cooper holds a Bachelor of Arts degree from the University of Texas at Austin and a Masters in Business Administration from the University of Colorado at Boulder.

Phillip Cooper's Current Company Details
Palm Tree LLC

Palm Tree Llc

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Investment Banking Managing Director focused on M&A advisory and capital raises for family/founder owned businesses
Phillip Cooper Work Experience Details
  • Palm Tree Llc
    Managing Director
    Palm Tree Llc Apr 2023 - Present
    Los Angeles, California, Us
  • Palm Tree Llc
    Managing Director
    Palm Tree Llc Aug 2021 - Present
    Los Angeles, California, Us
    Palm Tree is an M&A consulting and advisory firm focused on transactions, transitions, and transformations. It was born out of private equity and purpose-built to provide custom solutions in complex situations, such as carve-outs and challenging integrations. Trusted through the entire M&A process, Palm Tree gives its private equity and corporate clients clarity to anticipate, act, and respond decisively to M&A opportunities. Its outcomes reduce deal friction, increase business performance, and create value.In March 2020, Palm Tree announced an expansion of its services to include transactional and full-service solutions for capital markets and special situations needs.Founded in 2010, Palm Tree has offices in Los Angeles and Chicago. It has worked on over 300 deals across 6 continents with aggregate transaction values of more than $45 billion.
  • Jd Merit
    Managing Director
    Jd Merit Mar 2017 - Jun 2021
    Gig Harbor, Washington, Us
    Boutique investment bank focused on M&A, capital raises, and restructurings/bankruptcies.
  • Certain Communications Corporation
    President/Owner
    Certain Communications Corporation Jan 2009 - Sep 2015
    Sherman Oaks, Ca, Us
    Certain Communications Corporation delivers customized high quality telecommunications and enhanced communications services to phone companies at attractive rates.
  • Intermetro Communications, Inc.
    Executive Vice President, Mergers & Acquisitions
    Intermetro Communications, Inc. Oct 2005 - Oct 2008
    Simi Valley, Ca, Us
    Responsible for handling all acquisition related activities for telecommunications company specializing in wholesale carrier activities in California. Performed legal and financial due diligence, prepared financial analyses and negotiated purchase agreements with several potential targets. Completed acquisition of company almost doubling size of InterMetro. Participated in company's reverse merger into a public company. Prepared offering documents, attended roadshow meetings and presented acquisition opportunities to financial institutions as part of capital raising activities to finance the business.
  • Jefferies
    Senior Vice President Investment Banking
    Jefferies Jun 1996 - Sep 2005
    New York City, New York, Us
    Assisted companies in a variety of industries in raising debt and equity capital in the $75 million to $200 million range. Transactions included funds for acquisitions, restructurings and refinancings.Industries: Oil and Gas (E&P, Oil Service, Geophysical), Restaurant, Aerospace and Defense, Industrial, Airline, Communications, Transportation, Consumer.
  • U.S. Treasury Department/Comptroller Of The Currency
    National Bank Examiner
    U.S. Treasury Department/Comptroller Of The Currency Mar 1991 - Aug 1994
    Performed safety and soundness, consumer compliance and Community Reinvestment Act examinations of over 35 nationally chartered commercial banks. Advised bank management and board of directors regarding examination findings and recommendations for improvements in operations.

Phillip Cooper Skills

Mergers And Acquisitions Strategic Partnerships Telecommunications Business Development Product Management Start Ups Due Diligence Entrepreneurship Finance Voip Executive Management Vendor Management Financial Analysis Negotiation Management Managed Services Process Improvement Mobile Devices

Phillip Cooper Education Details

  • University Of Colorado Boulder - Leeds School Of Business
    University Of Colorado Boulder - Leeds School Of Business
    Finance
  • The University Of Texas At Austin
    The University Of Texas At Austin
    Communications

Frequently Asked Questions about Phillip Cooper

What company does Phillip Cooper work for?

Phillip Cooper works for Palm Tree Llc

What is Phillip Cooper's role at the current company?

Phillip Cooper's current role is Investment Banking Managing Director focused on M&A advisory and capital raises for family/founder owned businesses.

What is Phillip Cooper's email address?

Phillip Cooper's email address is pc****@****orp.com

What schools did Phillip Cooper attend?

Phillip Cooper attended University Of Colorado Boulder - Leeds School Of Business, The University Of Texas At Austin.

What skills is Phillip Cooper known for?

Phillip Cooper has skills like Mergers And Acquisitions, Strategic Partnerships, Telecommunications, Business Development, Product Management, Start Ups, Due Diligence, Entrepreneurship, Finance, Voip, Executive Management, Vendor Management.

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