Chris Felderman
👤 PersonAppearances Over Time
Podcast Appearances
Yeah, I mean, we've definitely seen a slowdown in deals in our transaction advisory discipline in terms of buy-side volume, but we are seeing an uptick in sort of that sell-side preparedness, sell-side quality of earnings, even in carve-outs. So I think there's potential there, and that's got us excited that there is still a need for consulting services.
Yeah, I mean, we've definitely seen a slowdown in deals in our transaction advisory discipline in terms of buy-side volume, but we are seeing an uptick in sort of that sell-side preparedness, sell-side quality of earnings, even in carve-outs. So I think there's potential there, and that's got us excited that there is still a need for consulting services.
Yeah, I mean, we've definitely seen a slowdown in deals in our transaction advisory discipline in terms of buy-side volume, but we are seeing an uptick in sort of that sell-side preparedness, sell-side quality of earnings, even in carve-outs. So I think there's potential there, and that's got us excited that there is still a need for consulting services.
And while it might not be on the deal front that these portfolio companies, there's opportunity there to get out in front of some of these tariffs, and we can be helpful with that. And even when it comes to planning for liquidity or readiness around this, that's where we can really provide value to our clients.
And while it might not be on the deal front that these portfolio companies, there's opportunity there to get out in front of some of these tariffs, and we can be helpful with that. And even when it comes to planning for liquidity or readiness around this, that's where we can really provide value to our clients.
And while it might not be on the deal front that these portfolio companies, there's opportunity there to get out in front of some of these tariffs, and we can be helpful with that. And even when it comes to planning for liquidity or readiness around this, that's where we can really provide value to our clients.
Thanks, Scott. Thanks for having me on.
Thanks, Scott. Thanks for having me on.
Thanks, Scott. Thanks for having me on.
Sure.
Sure.
Like you said, my name is Chris Felderman. I'm a senior managing director at Palmtree. I lead our Chicago office. I also oversee the operations of the firm's consulting business, which includes offerings in transaction advisory, accounting advisory, strategic finance, data and analytics, and operations consulting.
Like you said, my name is Chris Felderman. I'm a senior managing director at Palmtree. I lead our Chicago office. I also oversee the operations of the firm's consulting business, which includes offerings in transaction advisory, accounting advisory, strategic finance, data and analytics, and operations consulting.
And the way we like to describe Palmtree is Palmtree is the modern M&A and operations advisory firm. And I like to explain it a little bit in the what, the when, and the how. So I'll just walk you through that. So in terms of the what,
And the way we like to describe Palmtree is Palmtree is the modern M&A and operations advisory firm. And I like to explain it a little bit in the what, the when, and the how. So I'll just walk you through that. So in terms of the what,
Our primary objective is to provide perspectives on financial and operational data to enable buyers and sellers to make more informed decisions to drive value creation. When we think about the when, we really provide support to our private equity and corporate clients across the entire investment lifecycle.
Our primary objective is to provide perspectives on financial and operational data to enable buyers and sellers to make more informed decisions to drive value creation. When we think about the when, we really provide support to our private equity and corporate clients across the entire investment lifecycle.
In pre-transaction, our offerings include financial and operational due diligence, as well as pre-close accounting and finance operations diagnostics, which includes the people process systems, as well as data and analytics assessments.
In pre-transaction, our offerings include financial and operational due diligence, as well as pre-close accounting and finance operations diagnostics, which includes the people process systems, as well as data and analytics assessments.
On a post-close basis, our transitional offerings are generally focused around things companies taking on institutional capital for the first time typically have not focused on, which includes accounting and finance support,