Meet Our Education Team

Cherry Tree has been a leader in education-related transactions for over 35 years – well before investing in for-profit education became common. One of Cherry Tree’s founding investors, Charles Oswald, was the Chairman and CEO of National Computer Systems (or “NCS,” which was acquired by Pearson Education), a world leader in school test scoring, analytics, and services. Mr. Oswald’s influence triggered a series of investments and investment banking transactions that laid a strong foundation in this important vertical sector. Cherry Tree’s education practice is nationally known and continues to be a primary focus of the firm.

Chad Johnson | Managing Director, Team Lead

Chad Johnson is a Managing Director in Cherry Tree & Associates’ investment banking practice. Chad has a long and successful track record advising entrepreneurs in the sale of their businesses, and advising numerous public and private companies in the acquisition of complementary businesses. Chad’s previous experience includes building and selling a successful software firm, managing corporate M&A, and working in a venture capital firm. He received his BA and MBA from the University of Minnesota. >>more

EMAIL:  CHAD JOHNSON   |  Direct: 952-253-6001

Chuck Gorman | Senior Executive Director

Chuck Gorman has over 30 years of experience in leading companies from early stage startups to exits. He has been President and CEO of three technology companies from 1980 thru 2001 that experienced consistent growth and profitability for shareholders. For the past sixteen years he has led Cherry Tree in successful investment banking efforts for private placements and sell side engagements with Bailiwick, Chamilia, Avtex (A Pohlad Company), Analyst International, Atomic Learning, WACS, XRS (acquired GeoLogic), netASPx (a GTCR company, AmCom, The Bayard Group (acquired Cellnet), UnityWorks Media, Infinite Power Solutions, Vitesse Learning, Hunt Technologies, and many others. In total he has been responsible for over $1Billion in transaction value for the clients he has represented. Chuck will continue to focus on technology, SaaS and IT Services sectors for Cherry Tree. >>more

EMAIL:  CHUCK GORMAN   |  Direct: 952-253-6008

Mik Gusenius | Director

With more than 10 years of experience advising companies across a range of industries, Mik has been involved in more than 30 completed M&A transactions totaling nearly $1 billion of transaction value. Previous engagements include work with Deluxe Corporation (NYSE:DLX), CTI Group (OTC:CTIG), and Avtex. >>more

EMAIL:  MIK GUSENIUS   |  Direct: 952-253-6005

Merritt Jackley | Vice President

Merritt joined the firm in 2019 and focuses on mergers & acquisitions and other advisory services. Merritt has more than seven years of professional experience, all in investment banking and has been involved in more than 20 completed M&A transactions. Prior to Cherry Tree, he was an investment banker at Vermillion Capital in Minneapolis and at Keefe, Bruyette & Woods (A Stifel Company) in New York.. >>more

EMAIL:  MERRITT JACKLEY   |  Direct: 952-253-6015

John Bergstrom | Senior Advisor

John Bergstrom has been involved with advising companies on strategy, capital formation, and merger and acquisition transactions for over 30 years and has been formally associated with Cherry Tree since 1985. In addition to his significant transaction experience, John has been a member of numerous boards of directors, both private and public, including the Dolan Company, Peoples Publishing, and Capella Education. >>more

EMAIL:  JOHN BERGSTROM   |  Direct: 651-227-9758