Due Diligence and
Financial Modeling

We offer a full range of Due Diligence and Transaction Services throughout any stage of a transaction. We bring deep investing, operating, and advisory expertise. Our proven methodologies have been developed over years of experience from evaluating transactions as advisors, investors and owners.

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  • Financial, Operational and Business Due Diligence
  • Financial Modeling
  • Investment Valuation and Structuring
  • Carve-Out Considerations
  • Deal Point Identification
  • Negotiation Strategy Development
  • Confirmatory Due Diligence
  • Financial Due Diligence Report (QoE, DDL and NWC)
  • Preparation of Purchase Price Adjustment Targets
  • Formulation of Value Creation / Transformation Initiatives
  • Development of Post-Close Reporting
  • Preparation for Post Close Purchase Price Adjustment

Post-Close Transition &
Business Transformation

Palm Tree offers a full range of resources to on-board a new acquisition to a Private Equity Fund or other business platform. We bring deep experience and proven methodologies developed over years of experience working in the full Portfolio Company lifecycle as investors, operators and advisors. We help our clients operate more efficiently and effectively during periods of change and resource constraints.

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  • "On-Boarding" New Processes Post Acquisition
  • Cash Management
  • Value Creation Execution
  • Process Flows and Framework Development
  • Financial Planning and Analysis (FP&A)
  • Post-Close Adjustments and Dispute Resolution
  • KPI Development and Implementation
  • Management and Investor Reporting
  • Spend Analysis and Vendor Management
  • Revenue Growth Strategy and Execution
  • New Business / Market Analysis
  • Profitability Analysis and Margin Improvement
  • Operating Budget Development
  • Creditor / Lender Reporting & Presentations
  • M&A Support and Synergy Analysis
  • Normalization of Historical Financials
  • Transaction Data Preparation
  • Due-Diligence Support
  • Divestiture Process Management
  • Carve-Out Considerations

Long-Term Growth
Strategy

Palm Tree offers a full range of services for businesses across all stages, from growth to maturity. With deep M&A expertise and proven methodologies developed over years of experience, we can help craft and implement acquisition growth strategies for business owners as well as prepare them for changes of control or liquidity events. We work alongside our clients to develop and execute strategies to address their needs and help them more effectively maximize value.

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  • Operating Budget Development
  • Long-Term Growth Strategy Development
  • New Business / Market Analysis
  • Acquisition / Divestiture and Refinancing Modeling
  • Process Flows and Framework Development
  • New Business / Market Analysis
  • Revenue Growth Strategy and Execution
  • Profitability Analysis and Margin Improvement
  • KPI Development and Implementation
  • Management and Investor Reporting
  • Spend Analysis and Vendor Management
  • Creditor / Lender Reporting & Presentations
  • Financial, Operational and Business Due Diligence
  • Financial Modeling and Synergy Analysis
  • Investment Valuation and Structuring
  • Carve-out Considerations
  • Deal Point Identification
  • Negotiation Strategy Development
  • Confirmatory Due Diligence
  • Financial Due Diligence Report (QoE, DDL and NWC)
  • Preparation of Purchase Price Adjustment Targets
  • Normalization of Historical Financials
  • Transaction Data Preparation
  • Due-Diligence Support
  • Divestiture Process Management
  • Carve-Out Considerations