During times of rapid change, a seamless handoff can jumpstart value creation

The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation, especially in the finance department.

Businesses in transition because of an ownership change face many complexities. While some turbulence is expected, minimizing disorder, and establishing a new regime while safeguarding organizational value are primary concerns whether you’re on the buy or sell-side of the table.

Ensuring Stability

Most of our M&A transition engagements are the result of strategic, financial, or competitive B2B transactions, whether platform deals, add-ons, or carve-outs. But ensuring the stability of the finance department, while bridging existing capabilities to new needs, is critical in any M&A deal.

Palm Tree works with clients on interim finance solutions, developing and executing 100-day plans, and jump-starting initiatives focused on value creation.

The degree of our engagement depends on our clients’ needs. We aim to be flexible, yet effective, as each situation is unique, and requires different aspects in order to succeed:

  • We have provided interim CFO and other finance management roles, supplemented existing finance teams, and developed and onboarded new processes with the goal of getting everyone up to speed quickly
  • We handle cash management processes, liquidity analyses, and financial planning and analysis (FP&A) initiatives, such as development of management reporting packages and KPIs.
  • We have also worked to reveal numbers that support post-close purchase price adjustments and dispute resolutions.

Liaising Between Business and Sponsor

The team at Palm Tree has a depth of experience from years of working as investors, operators, and advisors. Every transition is different and no amount of detail on a checklist can replace the human touch we bring to the process. We work to understand a company’s culture and the new owner’s goals so that we can liaise between the business and the private equity sponsor toward solutions.

Our Expertise

We focus exclusively on M&A and the private equity investment lifecycle: transactions, transitions, and transformations of businesses.
Clients turn to our professionals to identify and solve their most complex M&A finance issues, such as carve-outs and challenging integrations. For more details, download our capabilities brochure.


Evaluating the financial details of a deal — from thoughtful and robust financial due diligence to financial modeling and navigation of capital markets — is key to shining light on an opportunity. Our M&A transaction services help with the granular financial details so our clients can close more deals.

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The post-close transition of a business is a sensitive and critical period in the investment lifecycle. Our M&A transition services can help ensure continuity and implementation with minimal disruption, especially in the finance department.

Learn More


Significant change means development but can also introduce risk. Our M&A transformation services help to develop and execute thoughtful strategies that preserve underwritten value while simultaneously de-risking change and creating enterprise value.

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Industry Experience

We work across industries on both buy- and sell-side engagements to reduce deal friction, increase business performance, and create value.


While consumers demand the latest in technology on their commutes, deal competition is fierce to lead the sector.


Building Products

In an industry where external factors loom large, successful value creation through M&A allows for steady growth.


Business Services

The push to deliver services faster and more effectively to consumers has created an active M&A market.


Consumer Goods

Driven by strong competition, the sector presents increasingly diverse opportunities for deals.


Entertainment & Media

As the industry changes to keep pace with consumers and technology, M&A facilitates the hunt for one-of-a-kind assets.



Under pressure from changing legislature, compliance requirements and consumer needs, healthcare deals must be conducted thoughtfully.



Oil and gas, metals and mining, and power and utilities see strong growth factors driven by innovation and efficiency.


Power & Energy

As the needs for power increase worldwide, new opportunities arise for savvy private equity firms to take advantage of M&A trends.



To better catch consumers’ attention, the industry looks to M&A deals to broaden its opportunities for value creation.



In a sector where business innovation is particularly likely to create value, tech deals need focus and attention to mitigate risks.


Transportation & Logistics

As more companies in the sector consolidate, value creation comes from both expanded offerings and innovative technologies.


Other Industries

Our background in operations, investment banking, private equity, and capital markets makes us indispensable in any M&A deal.