Investment Banking Overview
Cherry Tree targets the growth segment of the economy — smaller, middle-market companies managed by driven executives and experienced management teams. The firm has been a trusted advisor to over 200 companies in more than 300 transactions over 35 years.

Investment Banking Overview

At Cherry Tree, we offer a wide range of investment banking services that are specifically and uniquely designed to meet the needs of middle-market companies that are owner operated or professionally managed.  Our clients gain access to a unique resource that provides transaction experience, execution capability, and strategic perspective to help meet corporate objectives related to maximizing shareholder value.

With more than three decades of investment and transaction experience, we have developed a keen sense for identifying high-quality businesses and the characteristics of successful executive teams. We use this experience to carefully analyze our client’s business and position it to maximize both interest level and valuation. Our solicitation process is thorough and proven. We work directly with our clients to create professional offering materials and help prepare management teams for investor questions and presentations.

Check the background of this firm on FINRA’S BrokerCheck.

The Cherry Tree Advantage

  • Owner-Operators
  • Private Equity Firms
  • Corporations — non-core spinoffs
  • Management Teams
  • Public Companies
Cherry Tree has been working with middle market companies for over 35 years. Our primary emphasis over the last 20 years has been Sell-Side engagements with attractive middle market companies, where ownership wants to either achieve liquidity or recapitalize to better position the company for future growth. In addition to sale transactions, we work with larger corporations to complement their internal acquisition teams in finding and acquiring businesses or products that fit their organic growth efforts. Finally, we are experts in the capital markets having previously managed four private equity funds in the 1980’s and 1990’s and by continuing to selectively raise capital in for growth businesses through private placements since 1996.

Cherry Tree has an exceptional team of dedicated investment banking professionals representing more than 200 years of transaction and operating experience.

The Managing Partners at Cherry Tree have invested in over 100 businesses as Private Equity and Venture Capital investors. They have relationships with many private equity buyers and investors and have built a keen understanding of how decisions are made in today’s world of partnerships. When representing our clients in a sale of a business, having Cherry Tree on your team gives you a leg up in negotiations — it helps to have previously walked in the buyers/investors shoes.

Our client teams are led by Managing Directors. Every transaction has an experienced M&A executive leading the process, negotiating with the buyers, and interfacing directly with you. They are active, involved, and committed to give you the best possible advice about your business, and get you the best possible value in your transaction.

We distinguish our firm by conducting comprehensive research and publishing our findings in reports that provide an in-depth analysis on selected industries and overall market conditions. For each client assignment, we apply our internal research capabilities to become knowledgeable in the client’s industry as the foundation to providing the highest value to our clients. Some of our industry research is sponsored by our clients that have an interest in specific industry segments.

Among Clients We Have Served