Financial Consulting

Strategically integrated with investment banking services for a complete view of financial positions and opportunities.

Perspectives on financial data that enable buyers and sellers to make more informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

We customize our playbook for each engagement to build processes and tools that keep data and information flowing efficiently throughout strategic events. Our deliverables are fit-to-purpose yet repeatable and yield actionable insights.  

  • Chris Felderman
  • Managing Director and
    Head of Financial Due Diligence
  • T +1 (312) 896-4554
  • Mitchel Nakken
  • Managing Director and
    Head of Transitions and Transformations
  • T +1 (248) 686-1399

VIDEO

Palm Tree Presents: Transaction Advisory Services
 

VIDEO

Palm Tree Presents: Strategic Finance Services
 

Integrated Services

We enable businesses to better prepare for and execute on strategic events.

Strategic events include mergers, acquisitions, divestitures, carve-outs, recapitalizations, refinancings, restructurings, and growth and performance improvement initiatives.

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Investment Banking

A full range of services that enable clients to position their businesses, structure acquisitions and divestitures, run targeted strategic processes, and raise capital.

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Financial Consulting

Perspectives on financial data that enable informed decisions, minimize business disruption, visualize opportunities, and drive value creation.

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