Insights from $30B in M&A Transactions: Behind the Scenes with Pardis Nasseri

SHOW NOTES:

00:00 Intro to Pardis Nasseri

00:20 Started as Independent Sponsor, Accounting at PwC, Jefferies & Platinum

03:58 Immigrated from Iran - got stuck during the Revolution

05:40 Working at Private Equity firm Platinum

08:34 Keeping management on - asking them to do is twice as hard

09:17 What Palm Tree LLC does - 3 things

10:19 Debt higher interest rates for SMB: hurdle rates & cheaper money

11:42 Quality of Earnings and A.I###-###-#### the challenge of GIGO datasets

16:25 Size of deals he works on

17:00 War with China - Warren Buffett unloads stock on Taiwan company

18:07 Betting on stronger horse

19:14 ESG scores how is that changing Investment banking

20:54 Anheuser Busch loses $4-$6 billion in value from DEI

21:50 Expanding to Texas

22:22 M&A Transaction is like Brain Surgery & #1 Business Development tool

24:30 QoE - Scoring a business that lowers forecasts -Trend is your Friend

27:50 QoE projection ranges - ultimately comes down to justification of forecasts

29:40 The great wall of China

33:04 Investment Banker / Broker Dealer - raising capital for others

35:00 What makes a successful acquisition? (the soft stuff)

36:30 When you don't have a cultural fit - sharp elbows

38:34 What do you say to CEOs with big acquisition egos?

40:21 Strategic or Financial - when you hit 17 and bust -staying disciplined

LINKS to Pardis Nasseri

https://www.palmtreellc.com/

https://www.linkedin.com/in/pardisnasseri/