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<div class="palm_expertise" id="palm_expertise_1">We have tremendous reach through our relationships with over 1,000 intermediaries, capital providers, PE funds, and service providers.</div>
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<div class="palm_expertise" id="palm_expertise_3">We have participated in or served on over a dozen Company boards, including 2 active private company boards.</div>
<div class="palm_expertise" id="palm_expertise_4">We have successfully exited direct equity investments through outright sales, majority and minority recapitalizations, dividend distributions, and refinancings. </div>
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<h1>Scope of Services</h1>
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<tbody><tr onclick="compressRows('1')" class="service_header"><th><h3>Sourcing & Screening <span class="clickhheretxt">more ></span></h3></th></tr>
<tr id="compressed-row1"><td><li>Provide PE deal sourcing through our extensive network of capital and service providers, PE funds, intermediaries and other sources</li><br>
<li>Serve as a “business development arm” of a client to harvest the client’s network of sources</li><br>
<li>Screen investment opportunities to identify those that meet the client’s stated investment goals</li></td></tr>
<tr onclick="compressRows('2')" class="service_header"><th><h3>Deal Evaluation & Execution <span class="clickhheretxt">more ></span></h3></th></tr>
<tr id="compressed-row2"><td><li>Provide a systematic process for reviewing investment opportunities</li><br>
<li>Offer objective investment advice, identify key risks and concerns, validate investment thesis and key investment drivers, evaluate business and financial models, and provide due diligence and/or support and oversight of third party due diligence</li><br>
<li>Provide deal evaluation in multiple formats: formal presentations, investment memorandum or informal feedback</li><br>
<li>Structure and negotiate investment to meet client objective</li></td></tr>
<tr onclick="compressRows('3')" class="service_header"><th><h3>Monitoring & Management <span class="clickhheretxt">more ></span></h3></th></tr>
<tr id="compressed-row3"><td><li>Offer monitoring and management services for client portfolio companies</li><br>
<li>Serve as a clients representative or advisor on the boards of portfolio companies</li><br>
<li>Provide management reviews and assessments and assist in the recruitment of supplemental or replacement management</li><br>
<li>Assist in identifying the need for and engagement of third party consultants and service providers</li></td></tr>
<tr onclick="compressRows('4')" class="service_header"><th><h3>Restructuring & Monetization <span class="clickhheretxt">more ></span></h3></th></tr>
<tr id="compressed-row4"><td><li>Assist in the decision whether to invest fresh capital into an underperforming investment to help avoid the mistake of “good money after bad”</li><br>
<li>Review existing portfolio companies to determine whether to HOLD or SELL</li><br>
<li>Identify and negotiate an exit with a buyer and the portfolio company’s sponsor</li><br>
<li>Facilitate the engagement of investment banks or identify potential secondary buyers</li></td></tr>
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