Transformations

Driving changes that produce strategic, long-term improvements and create enterprise value

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

Business transformation and evolution are common in today’s dynamic business world. Rapid changes to competitive environments, digital technologies, and financial markets drive the need for businesses to adapt and make strategic long-term improvements, alongside key capital expenditure investments.

Challenging Circumstances

While transformation leads the action list for many CEOs, it’s also a common reaction to changing and challenging circumstances such as an acquisition, integration, or carve‑out.

Private equity sponsors expect business transformation to create enterprise value over the course of their investment cycle. Despite this imperative for change, transformations are risk-laden and many fall short in terms of value created, timing, or both.

Palm Tree works with private equity owners and company management teams to achieve transformative changes that alter a company’s trajectory.

We go beyond analysis and recommendations – we take action on workable, pragmatic solutions that we design, train for, and implement. This includes business intelligence and performance improvement solutions. It’s an execution-focused approach that lowers the stakes in a transformation and helps companies thrive in a new environment.

Aligning Stakeholders

Playbooks for transformation must be custom-built for success. Every investment thesis resulting from differences in company, culture, and management teams is unique. By aligning as trusted advisors to all stakeholders, Palm Tree tailors your organization’s business transformation efforts, tipping the scales in your favor for effectiveness.

  • David Wolinsky
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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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Industry Experience

We work across industries on both buy- and sell-side engagements to reduce deal friction, increase business performance, and create value.

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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