Palm Tree LLC

Founded in 2010, Palm Tree is an M&A consulting and advisory firm that serves Private Equity clients along the full investment lifecycle. The firm has completed over 600 engagements on six continents with a transaction value upwards of $75B.

Palm Tree, with a unique model that’s a hybrid of investment banking, consulting, and accounting, functions as a one-stop shop for Private Equity clients. The firm focuses solely on M&A and the PE investment lifecycle, helping clients maximize value while increasing bandwidth to source deals and raise capital.

With offices in Los Angeles, Chicago, Detroit, and Dallas (and expanding), the firm is equipped to continue to advise PE clients to create value in complex M&A situations for decades to come.

Palm Tree services:

• Transactions
  • Financial Due Diligence (FDD)
  • Modeling, Data Analysis, and Transaction Support
  • Capital Markets Solutions
  • Carve-Out Services
  • Buy-Side (Platform & Add-On)
  • Sell-Side (Preparation & Execution)
  • Refinancing & Restructuring
• Transitions
  • Financial Planning and Analysis (FP&A)
  • 100-Day Planning
  • Carve-Out Services
  • Interim Financial Support
• Transformations
  • Business Intelligence
  • Performance Improvement
  • Add-On Integration Support
  • Working Capital Improvement