Cherry Tree conducts proprietry research through its investment banking and private equity investment activities. Specific investment themes drive much of our activity.
If you would like to be added to our distribution list for one of our e-Newsletters, or if you are interested in receiving a copy of a report listed below, please contact us at research@cherrytree.com.
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E-NEWSLETTERS
Information Utilities Weekly
Monitoring the On-Demand Economy
The IU Weekly is a weekly e-newsletter focused on the Information Utility (IU) space. Cherry Tree defines Information Utilities as "Service companies in the business of gathering, processing, and distributing information." Each issue highlights transactions involving IU companies and spotlights a member company of the IU 100, Cherry Tree's index of publicly traded IU companies. IU 100 performance metrics are tracked and published in each edition of the IU Weekly.
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Education For-Profit Monthly
Monitoring the For-Profit Education Industry
The Education For-Profit monthly e-newsletter monitors M&A, financings, and valuations in the Pre-K-12, Postsecondary, Corporate Training, and Education Products and Services Providers segments. |
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RESEARCH REPORTS
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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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Intelligent Solutions for the Agile Enterprise
Adaptive Enterprise Technologies
This report discusses trends of consolidation and growth in the Intelligent Solutions industry. Intelligent Solutions is our terminology for Decisioning and Analytics technologies that help an enterprise become more agile and adaptive. The report also provides a framework for understanding these solutions and the positioning of key providers.
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Payroll Cards
A Cost Effective Substitute for Payroll Checks
Most employers are aware of the cost benefits of direct deposit, but not every employee is willing or able to utilize this form of payroll disbursement. Many employees do not have bank accounts, or prefer the sense of security received from a physical check. Regardless of the reasons, employees that do not utilize direct deposit cost employers millions of dollars each year by requiring checks to be printed, disbursed, and reissued. Payroll cards enable employers to migrate their payroll operation to a fully electronic process. |
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Plastics Processors Update
The plastics industry is one of the largest manufacturing industries in the United States, consisting of approximately 1,800 plastics processors that generate over $100 billion in
annual revenues and employ over 1.4 million people. |
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Organic Foods Industry
The market for organic foods in the United States registered an estimated $14 billion in sales in 2004, up over 20% from the prior year. The industry has grown at rates ranging from 17% to 21% each year since 1997. Future expectations are for growth at the upper end of these historical rates as product distribution expands, the variety of offerings increase, and consumers increasingly select organic as a healthier alternative to traditional foods. |
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U.S. Safety Equipment Industry
Cherry Tree’s research indicates that the market for safety equipment is about $6 billion. This is composed of three segments: protective clothing - 36.8%, personal protection equipment - 29.8%, and non-personal safety equipment - 33.4%. The market for safety products is highly fragmented; we identified over 500 manufacturers and distributors of
safety equipment. |
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U.S. Medical Device Industry
The U.S. medical device industry registered over
$71 billion dollars in sales during 2005. This total
reflected a 4.8% growth over 2004 figures and a five
year compounded annual growth rate of 4.15%.
Expansion in the medical device industry is expected
to continue its steady pace through 2010. |
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Value-Added Bakery Products
The manufacture of value-added bakery products for sale into supermarket in-store bakeries, traditional retail bakeries, and foodservice outlets is a $13 billion industry. These products include dry bakery mixes and bases, frozen unbaked batters and dough, frozen par-baked goods, and frozen fullybaked items.
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U.S. Motor Vehicle Aftermarket Industry
The U.S. motor vehicle aftermarket registered over $270 billion dollars in consumer part and repair sales during 2005. This total reflected 5.4% growth over 2004 figures and a three-year compound average growth rate (CAGR) of 3.4%. Growth was driven by a 7.0% boost in medium and heavy duty segment sales, and a 5% increase in automotive segment sales.
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Foodservice Equipment Industry
The manufacture and distribution of foodservice equipment in the U.S. is a $9 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 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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