This week, we’re excited to highlight Joseph Wade, a true innovator in our operations practice. Here’s what Clayton Grindle, President and COO, had to say about Joe: “Joe Wade is constantly innovating and finding new ways to integrate technology, data, and AI into our operations practice, helping our clients solve complex issues. His deep expertise in operations, coupled with his critical and innovative thinking, consistently creates sustainable value for our clients. At Palm Tree, we don’t apply cookie-cutter solutions. Joe exemplifies our commitment to delivering tailored value creation strategies uniquely designed for each client’s specific challenges and needs." Thank you, Joe, for your dedication and drive to push boundaries and create value for our clients! #TeamSpotlight #StayFrosty
Palm Tree LLC
Business Consulting and Services
Los Angeles, California 6,747 followers
The single source for integrated financial, operational, and investment banking services.
About us
Palm Tree is the modern M&A advisor. Our model is a hybrid of financial, operational and investment banking services and we integrate with our clients to enable them to prepare for, respond to, and execute strategic events. Palm Tree navigates the time-sensitive, demanding, uncompromising rigors of M&A from the perspective of owners and investors. We provide comprehensive financial, transactional, and operational solutions to our private equity and corporate clients. This gives them the advantage of experience and expertise across the full continuum of transactions, transitions, and transformations. Our elite teams at Palm Tree are led by seasoned M&A professionals who have worked in private equity, investment banking, Big Four accounting, Elite Three consulting, and business operations. We provide a unique opportunity for high-performing Big Four & Elite Three individuals to break into the M&A industry and experience accelerated career growth. We are presently hiring in the Los Angeles, Chicago, Detroit, and Dallas markets for all experience levels within each of Palm Tree’s service lines: financial consulting, operations consulting, and investment banking. If you have an interest in developing a unique skill set for the world of M&A, drawing from our direct middle market experience, don’t hesitate to reach out to us at www.palmtreellc.com/contact. We’d love to hear from you!
- Website
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https://www.palmtreellc.com/
External link for Palm Tree LLC
- Industry
- Business Consulting and Services
- Company size
- 51-200 employees
- Headquarters
- Los Angeles, California
- Type
- Privately Held
- Founded
- 2010
- Specialties
- Investment Banking, M&A Consulting, Financial Due Diligence, Financial Planning and Analysis, Capital Market Solutions, Interim Financial Support, 100-Day Planning, Performance Improvement, Modeling, Data Analysis and Transaction Support, Carveout Services, Special Situations Advisory, and Business Intelligence
Locations
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Primary
11755 Wilshire Blvd
Suite 2300
Los Angeles, California 90025, US
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110 N Wacker Dr
Suite 2175
Chicago, Illinois 60606, US
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280 N Old Woodward Ave
Suite 100
Birmingham, Michigan 48009, US
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100 Crescent Ct
Suite 700
Dallas, Texas 75201, US
Employees at Palm Tree LLC
Updates
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We were thrilled to have sponsored this year's Private Equity International Operating Partners New York Forum! Our leaders, Mitchel Nakken and Nick Fedorchak, had a fantastic time this week connecting with private equity leaders and innovative operating partners. It was an incredible opportunity to discuss industry trends and share our insights with such a talented group of professionals. A big thank you to PEI for hosting an outstanding event — we're looking forward to next year! #PEIOP #OPNY24 #privateequity #valuecreation #peievents
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Palm Tree LLC reposted this
Our panel of industry experts are kicking off our first ever Women of ACG Fall Conference today at Terranea Resort! Thank you, Eva Davis (Winston & Strawn LLP) for moderating an intriguing discussion on the State of the Market with, Dulce Martinez (Palm Tree LLC), Amanda Kim (Avante Capital Partners), Elsa Burton (Fifth Third Bank) and Arin Butzon (CohnReznick LLP). Looking forward to a day filled with connection and learning with the women of #ACG! Co-hosted with ACG 101 - Association for Corporate Growth 101 Corridor & ACG Orange County
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Part 2 of Mitchel Nakken's episode on Becker Private Equity and Business Podcast is out now! In this episode, Mitchel dives deeper into Palm Tree’s integrated M&A advisory services, the launch of our operations practice, and how we support private equity clients through the entire lifecycle of portfolio companies—from acquisition to transformation and sale preparation. Listen to the full episode here: https://lnkd.in/gw_KK5s4
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Palm Tree is proud to sponsor the first-ever ACG Women's Regional Fall Conference, in collaboration with ACG Los Angeles, ACG 101, and ACG Orange County on October 23, 2024! The event will be at the beautiful Terranea Resort for an inspiring day of networking and learning. Dulce Martinez, our Head of Client Coverage, will be a featured speaker on the State of the Market panel, sharing her insights and expertise. To learn more and to register, visit: https://lnkd.in/gvzMBezM
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This week, Mitchel Nakken joined the Becker Private Equity and Business Podcast to discuss current M&A trends, private equity deal-making, and emerging sectors. Mitchel, Senior Managing Director and Co-Head of Consulting, shares insights on the evolving private equity environment, market opportunities, and his experiences in consulting for founder-led businesses. Listen to the full episode here: https://lnkd.in/gE23_EDt
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Palm Tree is proud to sponsor the upcoming Operating Partners Forum New York hosted by Private Equity International. Mitchel Nakken, Co-Head of Consulting, and Nick Fedorchak, Head of Operations Consulting, are attending the conference to discuss portfolio optimization, value creation, and operational best practices. Connect with our team on October 22-23 at Convene Brookfield Place in NYC for this exclusive event. We’re looking forward to insightful discussions with industry leaders! For more information, visit: https://lnkd.in/d7XYG4h
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Find out where the Palm Tree team is hitting the road for the rest of 2024. We’re excited to share the upcoming events, conferences and cities we’ll be going to soon, and we look forward to seeing you on the road! Dallas – City Visit, October 15-17 Chicago – SmartBusiness Dealmakers Conference, October 16 NYC – HPE 2024, October 17 NYC – PEI Operating Partners Forum, October 22-23 Los Angeles – ACG LA Women’s Regional Conference, October 23 Las Vegas – 22nd Annual Northstar Investment Forum, October 29-31 Phoenix – The Behavioral Health Tech Conference, November 5-7 NYC – ACG NY Middle Market Week, November 6-8
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Our team is excited to attend HPE NYC 2024, hosted by McDermott Will & Emery, next Thursday, October 17 in New York City to connect with fellow healthcare dealmakers. If you're attending, feel free to reach out to the below: Steven Richards, Managing Director, Investment Banking Mitch Steffens, Vice President, Investment Banking Learn more about the conference: https://lnkd.in/gMCJXhcd
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Palm Tree is a proud sponsor of the Smart Business Dealmakers Conference, The Evolving M&A Landscape, in Chicago next week on October 16! If you are planning to attend the conference and would like to connect with our team, please reach out to the below Palm Tree attendees: Chris Felderman, Co-Head of Consulting Steven Richards, Investment Banking Matt Murray, Accounting Advisory Mitch Steffens, Investment Banking To view more information about the conference and to register, visit: https://lnkd.in/ejdC_RH Use promo code PALMTREE150 to save $150 on registration!