A single family office approached Palmes for support in navigating a complex $300 million investment transaction spanning multiple jurisdictions and stakeholders. Acting as a trusted representative of the principal, we provided strategic counsel on partner engagement, narrative framing and stakeholder dynamics.
Our involvement was not transactional but advisory in nature, shaped by long-term strategic coherence and a clear understanding of cross-border dynamics. We played a central role in maintaining alignment among the parties, mitigating reputational risk and securing long-term incentives around the transaction’s success.
The deal closed on strong terms and now anchors a broader partnership. Palmes remains engaged in an ongoing capacity, advising on relationship development and post-deal strategic alignment.