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Understanding CMMS: Enhancing Operational Efficiency

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Press Coverage

Mitchel Nakken Joins the Scott Becker Private Equity & Business Podcast

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Recession Readiness Assessment: Ensure Your Company’s Financial & Operational Practices are Prepared

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Announcements

Palm Tree LLC Announces Expansion of Operations Consulting

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Insights

Understanding CMMS: Enhancing Operational Efficiency

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Press Coverage

Mitchel Nakken Joins the Scott Becker Private Equity & Business Podcast

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Insights

Recession Readiness Assessment: Ensure Your Company’s Financial & Operational Practices are Prepared

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Announcements

Palm Tree LLC Announces Expansion of Operations Consulting

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Palm Tree LLC Promotes Kathleen Obiala to Director, Transaction Advisory Services

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Navigating ERP Installations and Upgrades with a Strategic PMO

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SmartBusiness Dealmakers | Dealing with Increased Rigor in Diligence

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Optimizing Efficiency with Overall Equipment Effectiveness (OEE)

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Uncovering Manufacturing Shop Floor Operations Improvement Opportunities

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Improving Organizational Efficiency: Palm Tree’s Approach to Spans and Layers

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Palm Tree Names Christopher Bray as Chief Financial Officer

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Pardis Nasseri Joins the Investors & Operators Podcast by 51 Labs

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Phillip Cooper Joins The Exit Plan Podcast

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Palm Tree Advises Brait Builders Corporation in a Management Buyout Transaction

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Mergers & Acquisitions | What Business Owners Should Do When They Can’t Sell

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Palm Tree Advises Datamatics in its Acquisition of Dextara Digital

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Middle Market Growth | The M&A Partners Working Behind the Scenes

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Palm Tree Names Britton Woolf as Managing Director, Transaction Advisory Services

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Optimizing Sell-Side Readiness: Essential Strategies for Seamless Transactions

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Palm Tree names Michael Schall as a Strategic Industry Advisor for Investment Banking Operations

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Palm Tree LLC Announces Three Senior Managing Director Promotions

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Palm Tree LLC Announces Multiple Promotions Tied to Firm’s Continuous Growth

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Unlocking Your Business’s Full Value: The Power of an Investment Banker in a Sale

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CFO.com | Middle-Market Debt Restructuring: A Proactive Approach to Downside Scenarios

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Navigating Market Resurgence: Insights for Sellers in the Current Landscape

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Announcements

Mitchell Steffens Joins Palm Tree LLC as Vice President of Investment Banking

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Press Coverage

Palm Tree Recognized as a ‘Top Rated Company to Work For’ by The Los Angeles Times

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Palm Tree LLC Opens Dallas Office to Serve Growing Market

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Recruitment Fraud Alert

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Palm Tree Supplements Growing Investment Banking Team with Industry Veterans

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Press Coverage

Pardis Nasseri Joins Northstar’s Private Equity Fast Pitch Podcast

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Mergers & Acquisitions | How to Speed Up Post Deal Close Integrations

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Announcements

Palm Tree Advises The Neato Company on Debt Financing to Support Rapid Growth

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Palm Tree LLC Opens New Office in the Heart of Chicago’s Loop

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Palm Tree LLC Appoints Derek Alderton as Vice Chairman

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Palm Tree Expands into New Los Angeles Headquarters

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Palm Tree Appoints Clayton Grindle as Chief Administrative Officer

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Dulce Martinez Joins Palm Tree to Launch Client Coverage Efforts

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Press Coverage

Middle Market Growth | Advisors Star in Their Own M&A Show

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Palm Tree Announces Five Senior Promotions

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Palm Tree Earns Multiple M&A Industry Awards

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Middle Market Growth | Dealmaking in the Year Ahead

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Announcements

Palm Tree Continues Growth Trajectory and Announces Strategic Changes within Executive Leadership Team

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Announcements

Palm Tree Acquires Backbone Capital Advisors to Expand Capital Markets Team

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Palm Tree Expands Service Lines by Adding Four More Vice Presidents

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Palm Tree LLC Recognized as Finalist in Six Award Categories for Consumer-Based Transactions

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Palm Tree LLC Promotes Steven Richards to Senior Vice President

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Palm Tree LLC Announces Senior Leadership Promotions within the Transitions and Transformation Service Line

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Palm Tree LLC Named as Finalist in the 21st Annual M&A Advisor Awards

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Palm Tree LLC Promotes Rouzheen Myrick to Senior Vice President

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Palm Tree LLC Advises The Crème Shop in its Sale to LG H&H

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Palm Tree LLC is Pleased to Announce the Successful Close of Senior Credit Facilities for Detroit Manufacturing Systems

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Palm Tree LLC is Pleased to Announce the Successful Close of Senior Credit Facilities for CST Industries

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Palm Tree LLC is Pleased to Announce the Successful Close of Senior Credit Facilities for Coaster Cycles

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Veteran Investment Banker Phillip Cooper Joins Palm Tree LLC

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Palm Tree LLC Announces the Promotion of Vincent Nguyen to Senior Vice President

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Industry Veteran Marino Petropoulos Joins Palm Tree LLC, Bringing Over 30 years of Consulting and Industry Experience

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Palm Tree LLC Promotes Key Team Members, Continuing its Growth Trajectory

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Palm Tree LLC Announces the Successful Close of Senior Credit Facilities for Rotorcraft Services Group

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Palm Tree LLC Announces the Successful Close of Senior Credit Facilities for American United Home Care

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Palm Tree LLC Closes Three Financing Transactions in December

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Tom Hill Joins Palm Tree LLC, Bringing Decades of Banking and Finance Experience to the Firm’s Capital Markets Team

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Palm Tree LLC Announces Investment Banking Capabilities Offered Through its Own Registered Broker Dealer

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Mitchel Nakken LLC Joins Palm Tree as Managing Director and Head of Transitions

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Bryan Crutchfield Joins Palm Tree LLC as Senior Vice President

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Palm Tree LLC Promotes David Wolinsky to Managing Director

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Palm Tree LLC Promotes Chris Felderman to Managing Director and Head of Financial Due Diligence.

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Palm Tree LLC Expands Capabilities to Include Capital Markets and Special Situations Advisory

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