Phil Palazzo, founder of PALAZZO Investment Bankers

Philip A. Palazzo, Jr.
Founder and President

Phil Palazzo founded PALAZZO in 2009 with the desire to create an M&A firm focused on the strategic deal making and operational advisory services needed by management of today’s marketing services agencies. To date, Phil has acted as advisor on some of the industry’s high-profile transactions and also designed long-term growth strategies for clients looking to improve their firms’ operations and build their enterprise value.

Phil brings nearly 30 years of experience in advertising, marketing and investment banking to his New York City based firm, including:

  • Partner and Managing Director of an M&A advisory firm focused on the marketing services industry.
  • CEO of MC2, an event-marketing firm for corporate events, meetings, exhibits and environments.
  • President of Ammirati Puris Lintas, where he oversaw $600 million in revenue as a member of the worldwide board.
  • General Manager, CFO and Partner of the renowned and highly respected Ammirati & Puris advertising agency. Phil led the highly successful sale of the agency to IPG delivering a remarkable 25:1 return on equity to shareholders.

His experience within the banking and marketing worlds as a former owner and seller provides a unique perspective to clients in digital advertising, public relations, media buying, and other marketing services sectors seeking M&A and financial counsel.

Phil is often quoted in the press, and is a frequent speaker at industry conferences, where he is a recognized expert in developing practical strategies for creating and driving shareholder value, and in helping owners formulate succession and exit strategies.

Email Phil

"A great team that delivered a great result." Tom Luckie
President & CEO
Luckie & Company
"Engine is fortunate to have partnered with PALAZZO.
The team was fully committed to our success throughout the process and we found the firm’s experience and technical expertise unsurpassed."
Peter Scott
Chairman and Joint Chief Executive
The Engine Group
"Phil Palazzo was instrumental in making my acquisition of The Dowd Agency a reality. His sound counsel helped me understand the nuances of the deal and his negotiating skill was greatly appreciated by both agencies. I have been in the PR business for 30 years and Phil's counsel is as good as it gets." Don Middleberg
CEO
Middleberg Communications, LLC
"Hiring Phil Palazzo proved to be one of the best investments I’ve made for my company. He’s provided invaluable counsel for us on acquisitions, valuation models and compensation plans. His vast financial and business experience enable him to provide insight for business owners on many fronts." John Gallegos
President, CEO
Grupo Gallegos
"Phil has been a key counselor to McKinney on a wide range of issues. His experience, judgment and negotiating skills were all in full display during the recent buy-back of our agency. We were very fortunate to have him on our side of the transaction." Brad Brinegar
Partner, Chairman, CEO
McKinney
"When I hired Phil to help me sell my business I had no idea how valuable he would prove to be. His help with positioning my company, and his insights and negotiating skills, proved to be of significant value to the sale. I am forever in his debt." Richard Shaw
Founder
Shaw Marketing Group
"Phil developed an innovative incentive compensation plan for our key executives delivering significant value to the agency. He is truly an outstanding advisor and his knowledge of our industry is unparalleled." Peter Stern
President
Strategic Agency
"When I started my agency
I knew Phil’s advice would prove to be a key to our success. Today, he is a trusted advisor, providing counsel on a host of issues ranging from management compensation to acquisitions."
Steve Farella
CEO, President
TargetCast tcm
"Phil provided invaluable insight and counsel throughout a highly confidential sales process. His commitment to our company and his unrelenting focus on maximizing shareholder value led to an outstanding result." Bob Chandler
CEO
Chandler Chicco
"Phil helps entrepreneurs by showing how the price they will get for their business seven years from now can be dramatically enhanced by the decisions, processes, and planning they put in place today." Steve Gardner
President
Gardner Nelson & Partners
"For us, results count, and for us, Phil Palazzo delivers. Phil has drawn on his rich experience as a communication executive to provide our firm strategic and financial counsel that has been instrumental in our growth." Liz Kaplow
President & CEO
Kaplow Communications
Incentive Compensation

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