Teams at Palm Tree LLC

Lead end-to-end Quality of Earnings and working capital diligence engagements for private equity and strategic buyers. Manage teams, perform complex financial analyses and modeling, provide final QC on deliverables, advise on valuation and deal structuring, support BD and firm growth, and mentor Associates.

Lead and manage Strategic Finance Consulting engagements for private equity-backed companies, overseeing financial modeling, liquidity forecasting, budgeting, and performance improvement. Manage teams, coordinate client communications, present insights to executives and sponsors, mentor staff, support business development, and ensure high-quality deliverables that drive enterprise value creation.

Work with CFOs and private equity sponsors to build integrated three-statement and cash flow models, lead budgeting and forecasting, manage liquidity and covenant projections, support post-close value creation, improve reporting and KPIs, and deliver client-ready analyses and presentations across multiple portfolio-company engagements.