Stephen Rossi and Mitchel Nakken were featured in a Middle Market Growth article, showcasing Palm Tree’s role and expertise in each step of the M&A process and how we ensure deals close smoothly and emphasizing our integration of consulting and investment banking services.

Rossi emphasizes that timely and thorough preparation is key to avoiding deal delays, as drawn-out responses during due diligence can raise red flags for buyers. Palm Tree streamlines the process by addressing investor questions early, providing accurate financials, and positioning the company attractively.

Nakken adds that Palm Tree goes beyond surface-level preparation, uncovering any underlying financial issues to expedite the sale process. By enhancing the clarity and appeal of a company’s performance, Palm Tree helps clients secure better deals, as demonstrated in the successful sale of The Crème Shop to LG H&H in 2022.

To read the full article, click here.