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Investment Management Team

DAVE LATZKE    

Dave Latzke has 25 years of experience serving as financial advisor and CFO across many industries with significant experience in public technology companies with global operations. From late 2001 until mid 2006, Dave served as the CFO of a public software company that had been acquired by a troubled company. Dave then helped drive a very successful turnaround involving negotiations with the SEC, NASD, bankers, and equity investors. This turnaround included significant operational restructuring and multiple financing and debt restructurings. Dave currently serves as a Managing Director of the Cherry Tree Investment Banking group.

Focus
Middle market technology companies
Information Utilities
Restructuring strategic advisory services
Mergers, acquisitions and divestitures

Prior Experience
Managing Partner,
Lighthouse Business Partners, LLC
SVP & CFO, SoftBrands, Inc.
CFO, Fourth Shift Corporation
Manager, Arthur Andersen & Co.

Education:
BA in Accounting, University of Northern Iowa
Certified Public Accountant

Other:
Member, American Institute of Certified Public
Accountants
Member, Minnesota Society of Certified Public
Accountants
Director, Athletes Committed to
Educating Students (A.C.E.S.)
Past Director, various other non-profit organizations

 

  Dave Latzke
     

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