Associate, Transaction Advisory Services

Associate – Transaction Advisory Services About Palm Tree Palm Tree is a modern M&A value creation firm that integrates financial consulting, operational consulting, and investment banking services.

Founded in 2010, Palm Tree specializes in supporting private equity firms, business operators, and management teams through strategic events such as mergers, acquisitions, divestitures, carve-outs, recapitalizations, restructurings, and performance improvement initiatives.

The firm’s unique model combines the expertise of private equity, Big-4 accounting, and investment banking, delivering actionable solutions tailored to the challenges of middle-market businesses.

Position Overview The Associate role at Palm Tree is a critical position supporting financial due diligence, transaction advisory, and value‑creation engagements.

Associates typically bring 4–6 years of relevant experience and play a hands‑on role in bui...