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Cherry Tree conducts proprietary research through its investment banking and private equity investment activities. Specific investment themes drive much of our activity.
If you are interested in receiving a copy of a report listed below, please contact us at research@cherrytree.com.
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Information Utilities
Information Utilities ("IU") are service companies in the business of gathering, processing, distributing and securing information. These companies have distinct commonalities, including recurring revenue business models and services that are charged on a usage basis. In this report, Cherry Tree discusses the IU indices representing each of the four primary segments of the IU industry including content, processing, distribution and infrastructure. It is our view that companies included in our definition of Information Utilities comprise a distinct and important economic sector worthy of unique investment analysis and broad consideration. |
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Information Utilities 2009 Update
Cherry Tree has been following the Information Utility space for nearly a decade.
Like the majority of the economy, the past year has been mixed for Information Utilities. Valuations for public
companies that operate under an IU business model have contracted, although Cherry Tree’s IU 100 has slightly
outperformed the S&P 500. |
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Value-Added IT Services
Today’s Information Technology (“IT”) managers face a multitude of challenges in managing computing and network environments across multiple platforms, software applications, operating systems, databases and networking protocols. In addition, as a result of workforce and budget reductions in the IT area, Chief Information Officers are under increasing pressure to operate with greater efficiencies while keeping pace with new and increasingly
complex technology. |
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Value-Added IT Services 2009 Update
After a tumultuous year in 2008 the outlook for technology spending in 2009 is challenging with experts uncertain whether a recession will be short or prolonged. Despite this lack of visibility, IT Services appears better positioned to weather the storm compared to the hardware and software sectors. In addition, there are several attractive segments within IT Services expected to experience strong growth in 2009 and provide middle market IT Services companies excellent growth opportunities. |
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Education For-Profit: K-12
Over the past ten years the K-12 U.S. education for-profit market has produced innovative and thriving businesses, helping learners, teachers, and schools achieve considerable success. By and large these firms have also done very well by their employees and shareholders. Despite funding constraints at the state and local level, demand remains strong in segments involving mission critical products and services. |
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Energy Innovations
Energy Innovators are rapidly transforming the landscape of the global energy balance. Technology and supply systems are now in place to generate cleaner and more efficient energy; however, the clean technology sector requires additional investment to move to the next growth phase. Growth in the sector is driven by capacity constraints, global demand, consumer concerns and governmental regulatory support. |
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Food & Beverage Industry
The Food & Beverage industry in the United States spans a broad and complex network that bridges farmers to consumers. Participants in the industry are responsible for refining, processing, packaging, transporting, and preparing food and non-alcoholic drink offerings for ultimate sale to consumers. Their profiles range from global commodities enterprises and consumer driven packaged goods companies to simple family operated restaurants. |
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Value-Added Bakery
The manufacture of value-added bakery products for sale into supermarket in-store bakeries, traditional retail bakeries, and foodservice outlets is an estimated $15 billion industry. These products include dry bakery mixes and bases, frozen unbaked batters and dough, frozen par-baked goods, and frozen fully baked items. The industry provides the products in these varying levels of convenience to allow bakeries and foodservice outlets to offer baked goods to consumers without the need to bake from scratch. |
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Value-Added Bakery Update 2009
The foodservice market has been particularly hard hit by the economic climate and manufacturers with a disproportionate focus on that segment have felt the pain. Exceptions to this include those suppliers aligned with the value priced limited service restaurants, such as McDonald’s, which have gained market share. The forecasts see no relief for full service restaurants in 2009 with a decline of 6% expected by industry experts. |
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Foodservice Equipment Industry
The manufacturing and distribution of foodservice equipment in the U.S. is an estimated $10 billion industry.
The foodservice equipment (“FSE”) industry includes
hundreds of companies that build, distribute, install, and service the durable equipment used in the storage, preparation, and presentation of food outside the home. The path from the manufacturers of these products to the end-users (known as “operators”) is one that involves a number of independent companies, consultants, and sales representatives.
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