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.
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.
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.
Established in 2010 by Pardis Nasseri, Palm Tree was purpose-built for the time‑sensitive, demanding, uncompromising rigors of private equity and M&A.
0300+EngagementsWe built our services around the phases of M&A. These specialized functions provide clarity and insight with each deliverable.06ContinentsWe engage with multinational firms on projects in a wide range of industries. Our engagements involve businesses at all stages of growth and size.$045BTransaction ValueWe approach each engagement as if our own money were at stake. What's important to our clients is important to us.
Note: All figures as of June 2, 2021, unless otherwise indicated.
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.
Led by seasoned M&A professionals, our experience includes private equity investing, investment banking, Big Four accounting, Elite Three consulting, and business operations.