About Palm Tree
A value creation partner to private equity
Born out of private equity
Transact effectively.
Transition rapidly.
Transform efficiently.
As a single-source partner, we integrate financial, operational, analytical, and capital solutions to advise and execute value-creation initiatives that drive transactions, transitions, and transformations.
About Palm Tree
Pillars
We connect complex challenges with interdisciplinary solutions.
Finance & Accounting
Palm Tree delivers the technical expertise and scalable support needed across the deal lifecycle.
We guide sponsors and management teams through financial due diligence, sell-side readiness, and business combination accounting to ensure clarity through close. Post-close, we strengthen financial operations with month-end close optimization, audit readiness, consolidation, and improved reporting.
We enhance decision-making through liquidity management, budgeting and forecasting, and ongoing financial planning. When needed, our professionals integrate directly into client teams to provide added capacity and support.
Operations & Performance
Palm Tree helps sponsors and management teams unlock efficiency and accelerate value creation from day one.
We support operational due diligence, carve-out planning, and separation/integration management to ensure smooth M&A transitions. Our teams lead project management offices to drive alignment, manage timelines, and reduce execution risk.
Beyond the transaction, we refine organizational structures, streamline processes, and improve working capital efficiency to strengthen performance and enable scalable growth.
Data & Analytics
Palm Tree equips sponsors and management teams with the insights and infrastructure needed to make smarter, faster decisions.
We conduct data and analytics assessments to identify gaps and opportunities, then build actionable BI dashboards that deliver real-time visibility into performance and KPIs.
To support scalable growth, we design and implement enterprise data platforms that unify data and enable advanced reporting, analytics, and long-term digital transformation.
Capital Solutions
Palm Tree provides strategic guidance and execution expertise to navigate complex financing events and support long-term growth.
We advise on refinancings, recapitalizations, and growth capital raises that optimize capital structure and align with business goals. Our team also supports management buyouts and offers buy-side guidance for new platforms or add-on acquisitions.
In more challenging situations, we stabilize performance through restructuring and special situations support, ensuring the right capital solution at every stage of the investment cycle.
About Palm Tree
Focus
Analytical intelligence that accelerates decisions and jumpstarts value creation
We guide private equity firms through high-stakes processes, engaging with them to highlight opportunities, mitigate risks, and reduce deal friction. This enables them to act decisively and focus on realizing investment objectives.
Our integrated services work alongside management teams to help them prepare for, navigate, and succeed in strategic events so they can focus on company performance and preserving operational capacity.
Creating value through strategic events
We were born out of private equity. It gives us the resilience, flexibility, and perspective of owners and operators. Our team comes from private equity, Big-4 accounting, investment banking, and business operations experience.
We understand the time-sensitive, uncompromising demands of strategic events and we deliver advantageous outcomes that create value.
Our background
Pardis Nasseri founded Palm Tree in 2010 with the entrepreneurial vision to build a single source for the services that businesses and private equity firms need in strategic events.
His prior work as a principal investor in a private equity firm had revealed a market opportunity. Nasseri built Palm Tree to focus exclusively on M&A: transactions, transitions, and transformations of businesses.