Palm Tree LLC

Palm Tree is excited to sponsor the SoCal Private Debt Summit, hosted by Opus Connect, on November 7th in Los Angeles! This summit will gather key players in the private debt space to discuss the latest insights and trends. Britt Terrell, Palm Tree Managing Director, will serve as a moderator on the panel, “Navigating Troubled Loans: The Roles of Special Assets Groups in Crisis Management.” They will dive into the strategies and challenges involved in managing troubled loans, covering essential topics such as negotiations, legal frameworks, forbearance agreements, and refinancing. For more information on the event and to register, visit: https://lnkd.in/gVzaCXzM

We are excited to attend the 22nd Annual Northstar Investment Forum, starting tomorrow from October 29-31 at the Encore Beach Club in Las Vegas. Connect with Mitchel Nakken, our Senior Managing Director and Co-Head of Consulting, who is attending to discuss how Palm Tree’s comprehensive suite of services empowers private equity clients. This event, hosted by Northstar Private Equity Heavy Hitters®, brings together leaders in private equity, investment, and finance for three days of networking and insights.

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

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

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

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

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

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

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

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