WHO WE ARE
Creative Capital Advisory
Palm Finance Strategies is a full service consulting firm bringing expertise and resources to clients contemplating a capital markets transaction, including incremental debt issuance, recapitalizations, M&A and a full or partial sale of the business.
We help our clients navigate an ever expanding and evolving financial services industry, overseeing seamless execution while negotiating lower costs on our client’s behalf, and in the case of a company sale, helping to maximize the bids received.
A Broad Network
Palm trees utilize a large number of short roots to create a wider network. This increased stability coupled with a pliable trunk enables them to survive the strongest of storms. These characteristics were top of mind when launching our business and remain one of our guiding principles: it is through a wide network of relationships across varied financial institutions and market participants, coupled with the ability to quickly adapt to a changing market, that enable us to navigate the strongest of storms for our clients.
PRIVATE EQUITY FIRMS
PE firms focus on core competencies when looking for investment opportunities. Knowing which firms could be potential buyers of a business and guiding them through the diligence process can lead to a competitive bidding scenario and thus maximize value for sellers.
DIRECT
LENDERS
We negotiate on our clients’ behalf across our network of direct lenders to raise incremental debt at lower costs. Furthermore, these relationships can assist in sale processes by securing a pre-arranged financing package offered to potential bidders.
MANAGEMENT CONSULTING FIRMS
We negotiate with a broad set of management consulting firms to ensure industry reports, which include competitor dynamics and market opportunity analysis, are provided on a timely manner while controlling costs. Where applicable, these third-party reports can be instrumental in the sale of a niche business as it can lead more PE firms to “do-the-work” and ultimately get to a competitive bidding scenario.
COMMERCIAL & INVESTMENT BANKS
Our broad network ensures clients remain current on market sentiment and keeps lenders “honest” in terms of market pricing. Ongoing dialogue and discussions with industry teams ensures strategic buyers that are seeking to grow via acquisition are included in outreach efforts.
ACCOUNTING FIRMS
Direct communication to the big four accounting firms and smaller firms with specific industry expertise ensures we engage the right firm that can meet the time constraints of the job at the right price.
BOUTIQUE BROKERAGE FIRMS
A broad set of brokerage firms within our network can be engaged for smaller capital raises and other niche requirements. We are provider agnostic and present multiple bids to our clients alongside our guidance on the merits of each.
RATING
AGENCIES
Prior rating agency experience and continued dialogue with agencies enable us to guide our clients and potential buyers on capital structure impacts to the prospective public ratings, if applicable.
LAW
FIRMS
We maintain relationships with the top corporate M&A law firms to ensure timely engagement and to foster competitive pricing for our clients.