Named by LA Business Journal, Palm Tree joined this esteemed list of M&A advisors in 2019.
We are the only consulting and advisory firm that was born out of private equity and focused solely on M&A and the private equity investment cycle: Transactions, Transitions, and Transformations.
Palm Tree is a collaborative, supportive environment built around the demanding expectations of M&A. We offer a breadth of experience, professional networking, and the opportunity to drive the firm’s growth.
Our team is composed of exceptional professionals from private equity investing, investment banking, Big Four accounting, Elite Three consulting, and business operations.
We currently have positions available for employees of leading accounting and consulting firms, as well as for recent graduates of top schools.
Exposure to projects and opportunities to work closely with clients offers Palm Tree employees lateral and progressive advancement inside the firm.
The Palm Tree experience and our executive network provide a foundation for career growth. Our team members have gone on to positions in private equity, investment banking, corporate finance, strategy, operations, and startup ventures.
Policy Regarding Recruiters: Palm Tree LLC (the “Company”) does not accept unsolicited resumes or employment referrals from recruiters, employment agencies or other persons or entities (collectively “Recruiters”). Any recruiting agreement must be in writing and signed by the Company’s president. Verbal or written commitments from any other employee of the Company will not bind the Company to any recruiting agreement. Any Recruiter that submits an unsolicited resume or employment referral without an authorized recruiting agreement in place with the Company does so with the understanding that (1) the Company will have the right to hire that candidate at its discretion; and (2) the Company will not pay any placement or other fees to the Recruiter as a result of hiring that candidate.
As part of our commitment to grooming our next generation of M&A professionals, Palm Tree offers a robust Summer Internship to elite, qualifying Undergraduate and MBA students in partnership with a select group of Universities.
The program serves as a knowledge transfer of “best practices” and application of skills from our group’s collective, direct experience in Big 4 Accounting, Private Equity, Investment Banking, Operations and Management Consulting. Our curriculum is designed to pull on the most impactful concepts from each of these specialties to provide students with a unique perspective and skillset to make them successful in a private equity atmosphere.
The first phase of the internship program consists of a proprietary, in-depth classroom training where students learn the basic skills used in private equity, including the structure of a M&A Deal, financial statements analysis, revenue and cashflow forecasting, constructing 3-statement models, ascribing valuations, financial due diligence, and other forms of operations and financial analysis.
Following the classroom training, Interns break into teams to compete in a simulated M&A setting as a “case study,” applying the skills and concepts learned in the classroom phase of the internship. Interns work together at each stage of the simulated M&A process, including completing financial due diligence, communicating with an investment banker and CFO, composing an investment thesis, and presenting the investment thesis to the Palm Tree Board of Directors acting as an Investment Committee. This case study gives Interns hands-on experience of what it is like to participate in a M&A process using a simulated environment, bringing a unique perspective beyond anything an Intern could otherwise learn in a classroom.
Upon completion of the case study, top performers are invited back for to participate on actual live engagements with clients, as necessary (travel may be required).