Palm Tree LLC’s Post

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

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

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!

This week, we’re proud to recognize Kevin Goldsmith, CPA, CMA, a leader at Palm Tree recently promoted to Vice President. Here’s what our President & COO, Clayton Grindle, had to say about Kevin: "Kevin Goldsmith is a perfect example of what veterans can accomplish when they transition to the business world. His experience as an Air Force veteran, combined with his expertise as a Lean Six Sigma Black Belt, has made him a leader in our operations practice. Kevin consistently delivers exceptional results for our clients with remarkable efficiency. His dedication, leadership, and ability to tackle challenges head-on make him an invaluable member of our team." Thank you, Kevin, for your commitment and the impact you’ve made at Palm Tree and for our clients. We’re grateful to have you on the team! #TeamSpotlight #StayFrosty

We are proud to announce the promotion of Kathleen Obiala to Director of our Transaction Advisory Services (TAS) practice. Mrs. Obiala joined Palm Tree with over 13 years of experience in M&A, finance, and accounting and has been a pivotal contributor to the growth of the firm’s TAS practice. In her new position as Director, Mrs. Obiala will lead engagement efforts on both buy-side and sell-side M&A engagements, ensuring clients are equipped with comprehensive and strategic insights into potential transactions. Read more: https://lnkd.in/gnzdq-A7 Congrats, Kathleen!

In today’s fast-paced business environment, the ability to efficiently manage and execute Enterprise Resource Planning (ERP) installations and upgrades is crucial for staying competitive. A well-structured Project Management Office (PMO) can be the key to navigating these complex projects successfully, from system selection through hyper care. In this insight, we outline the importance of a PMO in ERP initiatives and demonstrate how our expertise can help you achieve seamless installations and upgrades. Read more: https://lnkd.in/gKqGNd8G

Palm Tree is a proud sponsor of the St. Jude Invest in Hope Los Angeles event, taking place this week on September 26 in Beverly Hills, California. We are excited to support St. Jude Children's Research Hospital in their mission to advance lifesaving research and treatment for children facing cancer and other life-threatening diseases. All proceeds from this event benefit St. Jude, where families never receive a bill. For more information about the event, purchase tickets, or make a donation, visit: https://lnkd.in/g82S3ht3 #InvestInHope

This week, we're excited to spotlight Boze Xu, whose strategic mindset has been pivotal in driving Palm Tree forward. Clayton Grindle, President and COO of Palm Tree, shares: "Boze Xu's strategic mindset and dedication to executing complex initiatives have been key to Palm Tree’s success. His implementation expertise and ability to think several steps ahead make him invaluable to our team. Boze’s hard work and sharp focus on driving our strategy forward truly deserve recognition." Boze's contributions are a testament to the value of forward-thinking leadership, and we're proud to have him on our team. Join us in celebrating Boze’s achievements and his impact at Palm Tree! #TeamSpotlight #StayFrosty

Nick Fedorchak, Director at Palm Tree, was recently featured in an article by Smart Business Dealmakers - "Dealing with Increased Rigor In Diligence." In this piece, Nick offers valuable insights about the increased focus on a company's operations during diligence and navigating the increased rigor in today's dealmaking environment. "Focusing on operational improvements in the long term really is the best sell-side readiness in the short term." Check out the article to read more: https://lnkd.in/gMNqpf3S

In today’s competitive landscape, operational efficiency is paramount to sustaining and growing a business. Understanding and implementing Overall Equipment Effectiveness (OEE) can be a game-changer for industries that rely heavily on machinery and production lines. In this insight, we explore what OEE is, why it’s essential for your operations, and how our expertise can guide you toward achieving peak performance. Learn more: https://lnkd.in/g5f5P2uT