We are pleased to announce the promotion of Matt Murray to Managing Director, Head of Accounting Advisory! Matt has been the leader within Palm Tree’s Accounting Advisory team, leveraging his extensive expertise in financial reporting, technical accounting, and process improvement to enhance the firm’s capabilities. His leadership will further strengthen Palm Tree’s ability to support middle-market businesses through complex financial transformations. Congrats, Matt! Read more about his promotion: https://lnkd.in/gBg3CtDj
Palm Tree LLC
商务咨询服务
Los Angeles，California 7,146 位关注者
The single source for integrated financial, operational, and investment banking services.
关于我们
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 advisory, 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!
- 网站
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https://www.palmtreellc.com/
Palm Tree LLC的外部链接
- 所属行业
- 商务咨询服务
- 规模
- 51-200 人
- 总部
- Los Angeles，California
- 类型
- 私人持股
- 创立
- 2010
- 领域
- 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和Business Intelligence
地点
Palm Tree LLC员工
动态
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Steven Richards joined the Becker Private Equity and Business Podcast to discuss key trends shaping the healthcare deal landscape. From regulatory challenges and investment strategies to the rise of specialty pharmacy and healthcare IT, Steven shares expert insights on where the industry is headed in 2025. Listen to the full episode below! https://lnkd.in/ggV_9JDi
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Palm Tree is proud to sponsor the Smart Business Dealmakers Conference in Dallas next week on Thursday, March 27! Our senior leaders, Rouzheen Myrick and Phillip Cooper, will be attending and look forward to connecting with fellow dealmakers. If you’re attending, please reach out to them! This event brings together middle-market CEOs, investors, lenders, and top M&A advisors for insightful discussions on raising capital, buying and selling companies, and alternative asset investing. To learn more about the conference here, visit: https://lnkd.in/gTaqHXqq
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Design for Manufacturability (DFM) is a strategic approach in engineering and product design that focuses on simplifying the manufacturing process efficiently. As manufacturing technologies advanced, product complexity increased, making it essential to consider manufacturability during the design phase to reduce costs, improve quality, shorten time-to-market, and enhance sustainability. In this article, we dive into the details of the DFM process and how our operations team supports companies by integrating these six principles. To read more, visit: https://lnkd.in/g_M67znr
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We are pleased to announce the below promotions! - Chris Bohrer, CPA, Senior Associate - Karan Dalvi, Senior Associate - Mark Esshaki, Senior Associate - Edward Han, Senior Analyst - Siddharth Makker, Senior Analyst - Alex O., Senior Analyst - Ben Spring, Senior Analyst These promotions reinforce our commitment to investing in our people and cultivating top talent. Congrats on these well-deserved promotions!
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We are pleased to announce the promotion of three Senior Vice Presidents across our service lines: - Patrick Brackett, CPA, Senior Vice President, Accounting Advisory - Matthew McGwire, Senior Vice President, Data & Analytics - Alex Savitt, Senior Vice President, Investment Banking Patrick has been a key contributor to the growth and professionalization of Palm Tree’s Accounting Advisory service line, leveraging his deep expertise in financial reporting, technical accounting, and purchase price allocation. Matt has been instrumental in shaping Palm Tree’s Data & Analytics service line, leveraging more than a decade of experience in developing and executing organization-wide analytical programs. Alex has played a critical role in Palm Tree’s Investment Banking and Capital Markets team, advising on M&A transactions, special situations, and capital raises. Congrats to Patrick, Matt, and Alex! Read more about their promotions: https://lnkd.in/gASuremX
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We are pleased to announce the promotion of Joseph Wade to Principal, Operations Advisory! Joe has been a driving force behind the firm’s operations advisory efforts, leveraging his deep expertise in process reengineering, data-driven decision-making, and technology integration to enhance operational efficiency and deliver measurable value to clients. His leadership will continue to support the expansion of our Operations Advisory practice. Congrats, Joe! Read more about his promotion: https://lnkd.in/ggWU9h-n
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We are proud to announce that Palm Tree has been named a 2025 Top Consulting Firm by Management Consulted! This ranking is a testament not only to the hard work, dedication, and expertise of our incredible team but also to the strong, collaborative culture we’ve built. We are excited for what’s ahead! Thank you to Management Consulted for this honor, and congratulations to all the firms recognized!
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The Palm Tree team is gearing up for DealMAX 2025 this April, hosted by Association for Corporate Growth (ACG)! We're excited to connect with the middle market community, share insights, and dive into all things dealmaking. If you’ll be there, let’s connect! Reach out to our team: - Mitchel Nakken, Sr. Managing Director, Co-Head of Consulting - Britt Terrell, Managing Director, Capital Markets - Alex Jiang, Vice President, Investment Banking #DealMAX2025
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Our Healthcare Investment Banking team, Steven Richards and Mitch Steffens, will be attending HPE Miami 2025 on March 5-6, presented by McDermott Will & Emery. As the premier conference for healthcare dealmakers, HPE Miami is the perfect setting to connect and discuss the latest trends impacting deals, opportunities, and transactions. If you plan to attend, reach out to Steven and Mitch directly to connect! #HPEMIAMI2025
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