Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
 
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations.

Transactions

Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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Transitions

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

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Transformations

Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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VIDEO

The team at Palm Tree on its approach to transactions, transitions, and transformations.

Track Record

Founded in 2010 by Pardis Nasseri, Palm Tree was purpose-built for the time‑sensitive, demanding, uncompromising rigors of private equity and M&A.

0140+ Engagements We built our services around the phases of M&A. These specialized functions provide clarity and insight with each deliverable.04 Continents We engage with multinational firms on projects in a wide range of industries. Our engagements involve businesses at all stages of growth and size.$024B Transaction Value We approach each engagement as if our own money were at stake. What's important to our clients is important to us.

Leadership & Culture

A tested, proven, and responsive team, we strategically integrate with our clients throughout the investment lifecycle to own the problem and find solutions.

Leadership Team

Leadership Team

Led by seasoned M&A professionals, our experience includes private equity investing, investment banking, Big Four accounting, Elite Three consulting, and business operations.

Leadership
Careers with Palmtree

Careers with Palm Tree

Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.

Careers

Industry Experience

We are industry-agnostic, giving our clients a strategic advantage against the complexities of M&A regardless of sector.

Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.

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Automotive

While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.

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Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.

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Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.

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Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.

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Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.

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Healthcare

Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.

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Industrials

Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.

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Retail

To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.

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Technology

In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.

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Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.

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Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.

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Offices

Principal offices in Los Angeles and Chicago, engaged on projects worldwide.

Los Angeles

2121 Rosecrans Ave., Suite 2360
El Segundo,CA 90245

T +1 (424) 220-6800
F +1 (310) 341-0836

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Chicago

150 N. Riverside Plaza, Suite 2820
Chicago,IL 60606

T +1 (424) 220-6800
F +1 (310) 341-0836

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