Palm Tree Advises TalentSmart, Inc. on Refinancing Led by Northstar Capital
Los Angeles, CA and Chicago, IL
Palm Tree Securities LLC served as the exclusive financial advisor to TalentSmart, Inc. in connection with the refinancing of the company’s maturing term loan. The refinancing was led by Northstar Capital, a private investment firm headquartered in Minneapolis, Minnesota, specializing in providing flexible credit solutions and equity co-investments for lower middle market companies. Northstar Capital provided both debt and equity financing as part of the transaction.
Palm Tree advised TalentSmart, Inc., a sponsor-backed portfolio company and worked alongside the firm’s investment team to run a structured, competitive auction process that identified the optimal capital partner and terms for the company. The transaction establishes a long-term partnership with Northstar Capital, strengthens TalentSmart’s balance sheet, and enhances financial flexibility to support continued growth in the emotional intelligence training and assessment market.
“We were pleased to advise the TalentSmart team on this refinancing,” said Britt Terrell, Managing Director at Palm Tree. “Through a disciplined process, we secured a solution that delivers stability, flexibility, and a strong long-term capital partner in Northstar.”
This transaction underscores Palm Tree’s expertise in structuring capital solutions for lower middle market sponsor-backed companies across the capital structure, including refinancings, recapitalizations, and growth financings.
About Talent Smart, Inc.:
TalentSmart, Inc. is a leading provider of emotional intelligence (EQ) training, assessments, and development solutions that help individuals and organizations improve leadership effectiveness, teamwork, and overall performance. The company partners with Fortune 500 corporations, academic institutions, and government organizations to deliver data-driven EQ insights and customized learning experiences.
Through its suite of assessments, workshops, digital learning modules, and certification programs, TalentSmart enables organizations to measure, understand, and improve emotional intelligence at scale. Its solutions have been adopted by more than 75% of the Fortune 500.
About Palm Tree LLC:
Palm Tree is the modern M&A advisor. It integrates financial, operational, and capital solutions in a single-source platform that advises and executes on value creation initiatives that power transactions, transitions, and transformations. Founded in 2010, Palm Tree was born out of private equity and approaches engagements with the results-driven focus of owners and operators. Its teams draw from experience in private equity, financial consulting, Big-4 accounting, investment banking, and business operations to deliver on the time-sensitive, uncompromising demands of strategic events.
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