Financial Consulting

Integrated with operational consulting and investment banking services for a complete view of strategic business 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
  • Senior Managing Director,
    Co-Head of Consulting
  • T +1 (312) 896-4554
  • Mitchel Nakken
  • Senior Managing Director,
    Co-Head of Consulting
  • 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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Financial Consulting

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

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Operations Consulting

Perspectives on operational data that enable businesses to identify areas for improvement and implement optimization strategies.

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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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