Associate, Transaction Advisory Services

Associate – Transaction Advisory Services

About Palm Tre

ePalm 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 Overvi

ewThe 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 building models, analyzing data, preparing client deliverables, and supporting senior team members across M&A, private equity, and operational engagement

s.
Associates in Transaction Advisory Services (TAS) take on increasing responsibility for Quality of Earnings (QoE), working capital analyses, financial modeling, and preparation of financial due diligence deliverables. They also participate in client discussions, assist in structuring insights, and contribute to the development of junior team membe

rs.
Responsibilit

ies Client Engage

• mentSupport day‑to‑day execution of financial due diligence engagements, including QoE analyses, working capital assessments, and other transaction‑related workstre
• ams.Build and refine financial models such as QoE schedules, working capital bridges, cash flow analyses, and dashboa
• rds.Assist in developing client deliverables including QoE reports, financial reviews, management presentations, and supporting schedu
• les.Perform detailed analyses across income statement, balance sheet, cash flow, KPIs, and operational data to identify trends and transactional insig
• hts.Participate in client calls and meetings, supporting senior team members in financial discovery and diligence proces
• ses.Provide analytical support for adjustments, deal structure considerations, and working capital targ

ets.Team Contribut

• ionsManage and mentor junior team members, reviewing their analyses and supporting their developm
• ent.Provide timely updates to senior team members; maintain proactive communication on engagement sta
• tus.Collaborate with colleagues across engagements, sharing best practices and supporting internal train

ing.Strategic and Operational Sup

• portAssist in business development efforts including proposal preparation, pitch materials, and relationship supp
• ort.Contribute to process improvement, talent acquisition initiatives, and other firm‑building activit

ies.
Qualifica

tionsEducation/Creden

• tialsBachelor’s degree in Accounting, Finance, Business, or related f
• ield.CPA preferred; CFA or postgraduate degrees (MAC/MBA) beneficial but not requ

ired.Exper

• ience4 years of relevant professional experience in financial due diligence, transaction advisory, audit/assurance, investment banking, private equity, or related financial consul
• ting.Experience completing or contributing to QoE analyses and working capital rev
• iews.Demonstrated ability to manage junior team members and produce high‑quality analytical

work.Technical S

• killsAdvanced proficiency in Microsoft Excel and PowerP
• oint.Strong financial modeling and analytical capabili
• ties.Experience with BI tools or data‑visualization platforms is a

plus.Soft S

• killsDetail‑oriented with strong critical‑thinking sk
• ills.Ability to thrive under pressure in fast‑paced M&A environm
• ents.Excellent written, verbal, and interpersonal communication sk
• ills.Highly organized with strong project management capabili
• ties.Proactive, motivated, and collaborative team min

dset.
Compensation & Be

• nefitsBase salary of $100k–$150k, plus performance‑based bo
• nuses.Comprehensive benefits including medical, dental, vision, 401(k) with match, and unlimite
• d PTO.Hybrid work model with access to offices in Los Angeles, Chicago, New York, and other strategic ma
• rkets.Career advancement opportunities in Palm Tree’s merit‑based, entrepreneurial enviro