OUR SERVICES
WE OFFER CUSTOMIZED CONSULTING SERVICES ACROSS A WIDE RANGE OF CAPITAL MARKET NEEDS
AD HOC ENGAGEMENTS
We can assist clients with a multitude of customized engagements including outsourced CFO services, providing finance, business, accounting, and operational guidance.
SELL SIDE MANDATES
Palm Finance Strategies delivers high quality, high touch management of a full or partial equity sale, helping owners maximize valuation while minimizing disruption to the business. Our expansive network and depth of experience maximizes the number of potential bidders in a broad auction process, or alternatively, it ensures the right parties are included in a limited or targeted auction process. Palm Finance Strategies delivers the same great service you would expect from larger banks, but with a focus on the middle market.
DEBT RAISES & RECAPITALIZATION
Palm Finance Strategies leverages its broad network to get the best execution for its clients. As a provider-agnostic advisor, we help match clients with investors or direct lenders for smaller capital raises, and partner with commercial or investment banks for larger transactions. We utilize our broad network to negotiate the best terms and pricing for our clients. In situations where clients have existing banking relationships, Palm Finance Strategies helps keep banks honest both in terms of structure and pricing, which can result in increased operating flexibility and material savings.
M&A ADVISORY
We offer a full suite of M&A advisory services for clients looking to expand via acquisition. We help clients define their M&A strategy, assist in target screening and ongoing market scanning, complete valuation and synergy assessments, assist in bidding strategy and negotiations, manage necessary debt raises, identify risks and develop an integration master plan.
RISK MANAGEMENT
We offer a full suite of solutions to financial institutions and investment firms, including building best in class risk management processes from the ground up. This can include developing or modifying the credit memo template, building comprehensive financial models needed for analysis, assessing resource needs of the firm and training existing staff and new hires. We can also provide seasoned credit risk professions on a contracting basis to help manage seasonal deal flow.