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Insights

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The Data Advantage: How Data Warehousing Accelerates Value Creation
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Insights

Maximizing Efficiency with Design for Manufacturability (DFM)
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Announcements

Palm Tree Advises TalentSmart, Inc. on Refinancing Led by Northstar Capital
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Overview

Address critical issues. Drive value creation.
Equip management teams for success.

Private equity priorities accelerate with our solutions.

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Results Spotlight

Multi-Entity Data Consolidation to Enable and Accelerate a Successful Sell-Side Process
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Media Coverage

Recent press coverage
of Palm Tree

Newsroom › Media Coverage
  • June 30, 2025
    LA Business Journal
    Los Angeles Business Journal logo
    Pardis Nasseri Named Leader of Influence

    Pardis Nasseri was recognized as a Leader of Influence with Private Equity, among many other professionals in the space.

    FULL ARTICLE

  • May 9, 2025
    Becker Private Equity & Business
    Becker Private Equity & Business logo
    Navigating Tariffs and Market Uncertainty: Value Creation in M&A

    Chris Felderman joins Scott Becker to discuss how private equity firms and portfolio companies can navigate tariff-related disruptions, prepare for uncertain deal markets, and unlock value through operational consulting and strategic planning.

    FULL ARTICLE

  • March 21, 2025
    Becker Private Equity & Business
    Becker Private Equity & Business logo
    Navigating Healthcare Investment Banking

    Steven Richards joins Scott Becker to discuss key trends shaping the healthcare deal landscape. From regulatory challenges and investment strategies to the rise of specialty pharmacy and healthcare IT, Steven shares expert insights on where the industry is headed in 2025.

    FULL ARTICLE

  • February 6, 2025
    Becker Private Equity & Business
    Becker Private Equity & Business logo
    M&A, Private Equity Trends, and Value Creation

    Chris Felderman joins Scott Becker to discuss the evolving M&A landscape, trends in private equity, and how Palm Tree helps mid-market companies maximize value across the investment lifecycle.

    FULL ARTICLE

  • September 12, 2024
    Smart Business Dealmakers
    Smart Business Dealmakers logo
    Dealing with Increased Rigor in Diligence

    Nick Fedorchak, Palm Tree Director and Head of Operations Consulting, on how M&A dealmakers are facing heightened scrutiny in the diligence process, driven by economic uncertainty and market changes.

    FULL ARTICLE

  • June 20, 2024
    Investors & Operators
    I&O logo
    Pardis Nasseri Joins the Investors & Operators Podcast

    Valuable insights on the importance of partnership as an entrepreneur, core values and their impact in business, and reimagining leadership.

    FULL ARTICLE

  • May 17, 2024
    Mergers & Acquisitions
    Mergers and Acquisitions logo
    What Business Owners Should Do When They Can’t Sell

    Valuable strategies for business owners facing the challenges of selling their businesses, focusing on reevaluating expectations, strengthening operations, and exploring alternative deal structures.

    FULL ARTICLE

  • April 10, 2024
    Middle Market Growth
    Middle Market Growth logo
    The M&A Partners Working Behind the Scenes

    Palm Tree’s role and expertise in each step of the M&A process, how we ensure deals close smoothly, and the integration of our consulting and investment banking services.

    FULL ARTICLE

  • January 30, 2024
    CFO.com
    CFO dot com logo
    Middle-Market Debt Restructuring: A Proactive Approach to Downside Scenarios

    The importance of a proactive approach to restructuring during times of financial stress and how companies can prepare for potential downside scenarios.

    FULL ARTICLE

  • December 5, 2023
    The Los Angeles Times
    Los Angeles Times logo
    Palm Tree Recognized as a ‘Top-Rated Company to Work For’

    Palm Tree ranked within the top 10% of the over 600 companies assessed based on direct employee feedback.

    FULL ARTICLE

  • October 5, 2023
    Private Equity Fast PItch
    Private Equity Fast Pitch logo
    Pardis Nasseri Joins Northstar’s Private Equity Fast Pitch Podcast

    How the return-to-office environment is advantageous to young professionals, hot M&A categories, and how to decide if you're cut out for the fast-paced world of private equity.

    FULL ARTICLE

  • April 11, 2023
    Middle Market Growth
    Middle Market Growth logo
    Advisors Star in Their Own M&A Show

    The changing investment banking landscape, rising interest rates, inflation, and global uncertainties, which are prompting advisors to seek out larger platforms for support.

    FULL ARTICLE

  • February 7, 2023
    Middle-Market Growth
    Middle Market Growth logo
    Dealmaking in the Year Ahead

    Despite challenges, middle-market M&A remains active. However, deals are taking longer to close as it takes time to find the right partner at favorable terms.

    FULL ARTICLE

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Securities products and services are offered through Palm Tree Securities LLC.
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