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:
- We have provided interim CFO and other finance management roles, supplemented existing finance teams, and developed and onboarded new processes with the goal of getting everyone up to speed quickly
- We handle cash management processes, liquidity analyses, and financial planning and analysis (FP&A) initiatives, such as development of management reporting packages and KPIs.
- We have also worked to reveal numbers that support post-close purchase price adjustments and dispute resolutions.
Liaising Between Business and Sponsor
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.