Managing Director / Co-Founder

The Palmstone Group is a private international holding and investment group with operations across the United States, Europe, the Middle East, and Asia.

Overview

This is a co-founder-level partnership — an opportunity to build and lead your own investment-banking or capital-advisory firm, fully backed by Palmstone Group, a global financial-services and venture-building platform. Palmstone provides the systems, infrastructure, and operations — including CRM, automation, investor databases, and marketing. You’ll step into a ready-to-go pipeline of warm leads — founders and business owners who’ve already responded positively to our services. Your role is to lead conversations, convert interest into paid mandates, and scale the firm, with Palmstone’s full operational backing. This is ideal for a commercially-minded operator who wants to own equity, lead deals, and build a firm — without the need to start from scratch or set up infrastructure.

What You’ll Do

• Engage with warm leads (founders and CEOs who’ve already expressed interest).
• Lead discovery and qualification calls, understand funding or M&A needs, and guide clients through our advisory process.
• Convert qualified opportunities into signed engagement mandates.
• Oversee client relationships and transaction execution, supported by you, as well as Palmstone’s analysts and investor-relations systems.
• Build and manage your own team of originators, analysts, and associates as the firm scales.
• Collaborate with Palmstone’s investor network across family offices, funds, and strategic buyers.
• Drive revenue and firm growth with full operational autonomy inside an established platform.

What You’ll Get

Compensation

Who You Are

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