Associate, Transaction Advisory Services - Los Angeles - Palm Tree

    Palm Tree
    Palm Tree Los Angeles

    3 days ago

    $100 - $150 (USD) per year
    Description

    Associate Transaction Advisory Services

    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.

    The Associate role at Palm Tree is a critical position supporting financial due diligence transaction advisory and value-creation engagements Associates typically bring relevant experience playing a hands-on role in building models analyzing data preparing client deliverables and supporting senior team members across M&A private equity and operational engagements.

    • Support day-to-day execution of financial due diligence engagements including QoE analyses working capital assessments other transaction-related workstreams Build refine financial models such as QoE schedules working capital bridges cash flow analyses dashboards Assist develop client deliverables including QoE reports financial reviews management presentations schedules Perform detailed analyses income statement balance sheet cash flow KPIs operational data trends transactional insights Participate client calls meetings supporting senior team members discovery processes Provide analytical support adjustments deal structure considerations working capital targets Manage mentor junior team members reviewing their analyses developing Timely updates senior team maintaining communication engagement status Collaborate colleagues best practices internal training efforts Include proposal preparation pitch materials relationship contribution Process improvement talent acquisition activities Convenient compensation bonus Comprehensive benefits medical dental vision 401k match unlimited PTO Hybrid work offices Los Angeles Chicago New York strategic markets Career advancement merit-based entrepreneurial environment Diversity inclusion access greatest asset creativity ideas grow stronger smarter adaptable fostering culture authenticity creative solutions flourish Recognize barriers limiting opportunities representation women minorities industry Develop new paradigm create diverse inclusive firm future Seek welcome people different backgrounds experiences national origin religion sexual orientation age gender gender identity expression race ethnicity ability neurodiversity political views veteran Inclusive environment values diversity promotes belonging profound sense each member Please advised not presently engaging outside recruiters headhunters search Unsolicited resume submission disqualify candidate application Qualified candidates apply directly portal

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