Tessa Palmer

Senior finance and transaction professional with 14+ years' experience across investment banking, asset management, and lower mid-market M&A. Provide fractional finance and transaction support, helping business owners, management teams, and advisors make clear, well-grounded decisions around complex financial and strategic issues.

Senior Finance & Transaction Specialist at WhiteHorse Partners, LLC (2017-01 – Present)

• Core execution team member on lower mid-market M&A transactions ($5M–$100M revenue)
• Lead preparation of CIMs/CMMs, valuation analyses, and deal models through diligence and close
• Work directly with business owners to analyse performance, normalise earnings, and articulate value drivers

Fractional Finance & Transaction Consultant at Independent (2017-01 – Present)

• Provide fractional finance and transaction support to owner-managed businesses and advisors
• Support budgeting, forecasting, and strategic financial decision-making in complex situations

Senior Financial Analyst (Office of the CFO) at Fidelity Investments (2015-01 – 2017-12)

• Delivered board-level reporting, KPI tracking, and strategic analysis for senior leadership

Financial Analyst at Barclays Investment Bank (2012-01 – 2014-12)

• Supported senior leadership with revenue forecasting and strategic planning for CEEMENA region

Business Analyst at Deutsche Bank (Mountbatten Institute Program) (2011-01 – 2012-12)

• International placement supporting COO function and executive reporting

Treasurer at Dornoch HistoryLinks Museum (2025-01 – Present)

Board-level financial oversight, budgeting, and governance

Treasurer at TYKES (The Young Carers of East Sutherland) (2022-01 – Present)

Board-level financial oversight, budgeting, and governance

Board Member / Vice-Chair, Finance Committee at UHI North Highland College (2018-01 – 2021-12)

Oversight of finance, audit, and risk

BSc (Hons) in Mathematics – University of St Andrews

Postgraduate Certificate in International Business Practice – Mountbatten Institute