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, especially in the finance department.
Businesses in transition because of an ownership change face many complexities. While some turbulence is expected, minimizing disorder, and establishing a new regime while safeguarding organizational value are primary concerns whether you’re on the buy or sell-side of the table.
Most of our M&A transition engagements are the result of strategic, financial, or competitive B2B transactions, whether platform deals, add-ons, or carve-outs. But ensuring the stability of the finance department, while bridging existing capabilities to new needs, is critical in any M&A deal.
Palm Tree works with clients on interim finance solutions, developing and executing 100-day plans, and jump-starting initiatives focused on value creation.
The degree of our engagement depends on our clients’ needs. We aim to be flexible, yet effective, as each situation is unique, and requires different aspects in order to succeed:
The team at Palm Tree has a depth of experience from years of working as investors, operators, and advisors. Every transition is different and no amount of detail on a checklist can replace the human touch we bring to the process. We work to understand a company’s culture and the new owner’s goals so that we can liaise between the business and the private equity sponsor toward solutions.
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.
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