Client Testimonials

The following testimonials may not be representative of the experience of other customers and is no guarantee of future performance or success.
“We were extremely happy with the job Cherry Tree did advising us in the sale of a majority stake in our business. Their process led to a higher valuation than other advisors told us to expect, and most importantly they never lost focus on our personal goals and our desire to ensure a good outcome for all stakeholders. They did a great job of focusing buyers on the most attractive elements of our business, and created a competitive environment that allowed us to pick a great financial partner. They also negotiated successfully through what were sometimes difficult issues, and I could tell that their relationships with decision makers and their knowledge of the market helped build credibility. We recommend Chad and Cherry Tree without reservation, especially for M&A engagements in the education markets!”
– Gary Nelson, Owner, Creative Learning Systems
Creative Learning Systems acquired by Brass Ring Capital
North Central Truck Accessories Acquired by Toys for Trucks
“The Cherry Tree process provided us a great buyer who is an excellent strategic fit with our company. Cherry Tree’s experience and skills were key to us closing this transaction which resulted in a very successful outcome for our ESOP participants and our customers.”
– Tim Ross, President of NTCA., North Central Truck Accessories
“Cherry Tree shepherded us through a comprehensive process that resulted in a great outcome for our family, employees, and customers. Their experience and valuable guidance was essential at each stage of the deal.”
– Jim Fullerton, Board member and Shareholder, Fullerton Lumber Company
“Thanks to you and your team in surfacing this opportunity. The strategic fit and growth potential make this an exciting opportunity.”
– Steve Polacek, Senior Vice President & Chief Financial Officer, Capella Education Company
“The Cherry Tree team brought significant experience and a complete collection of required skills to our transaction. They were able to quickly develop a thorough understanding of our business which translated into a more efficient and effective process. Cherry Tree created a very competitive situation, which resulted in a great outcome for our shareholders, employees and customers.”
– Brian Nichols, CFO, Water Works Manufacturing, LLC
“The Cherry Tree team that served as investment banking advisor to our Board of Directors brought the experience and leadership we needed to complete our transaction. Together we were able to create a competitive situation which drove a strong valuation and great outcome for our shareholders.”
– Mike Reinarts, Chairman of the Board, CTI Group (Holdings) Inc.
“The Cherry Tree team ran a really disciplined and professional process, creating a competitive situation that resulted in several strong options for our Board to consider. We were able to partner with a great buyer who is an excellent strategic fit with our company. The Cherry Tree team was always professional, available and fully engaged during the process, and they continually energized and supported our internal team to develop an exceptional end result for our shareholders, employees and customers.”
– Jim Horn, Chairman and CEO, Packaging Incorporated
“Cherry Tree did an exceptional job representing us in our recent sale transaction. Their process was extremely thorough and resulted in not only a great price that was at the high end of our expectations, but also an acquisition partner that we think is a great fit. I strongly recommend them for any M&A transaction.”
– Brittany McKinney, Former CEO, Analysts International
“Cherry Tree’s advice and leadership were vital to the overall success of our transaction. Their disciplined process created a competitive situation that resulted in a strong valuation and great outcome for our family, employees and customers.”
– Dan Fesler, fourth generation owner, Lampert Lumber
“I have never had a better professional experience working with an investment banker. Cherry Tree provided very valuable guidance advising us in the successful sale of Avtex, and their team always came through for us. We look forward to working with Cherry Tree again in the near future.”
– Matt Carter, SVP Corporate Development and Planning, Pohlad Family
“We became aware of Cherry Tree after they sold one of our competitors. After interviewing several investment bankers, we knew they were the right fit for us. Chad Johnson and his team did an excellent job advising and representing our partnership group, through all aspects of the process from introductions to numerous key buyers in the education technology industry, to very sensitive and confidential negotiations with the eventual acquirer. They were patient and persistent, explaining our options and their advice at each crucial step, while also being extremely thorough and effective at getting us what we were looking for. We are very happy with the outcome and recommend Cherry Tree to anyone contemplating an acquisition or sale.”
– Joe Palacios and Paul Langhorst, Co-Founders, GroupCast, LLC
“Cherry Tree did an outstanding job representing us and our stakeholders in the sale of our company. Their process was tailored to achieve our goals, and resulted not only in an attractive valuation, but met our desire to find a partner that would continue our business’s growth and maintain its role in our community. We strongly recommend them for any M&A transaction.”
– Tom and Janet Grones, Founders, GeoComm, Inc.
“Cherry Tree did a terrific job advising us in the sale of our company. Chad and his team were extremely helpful in advising us when we received an unsolicited offer, responsive in quickly identifying additional buyers, and very skilled in negotiating an attractive outcome for us and our shareholders. We strongly recommend them for any M&A transaction.”
– Matt Hartman and Geoff Hartman, Founders, TeleParent, Inc.
TeleParent acquired by edline
“Chad and Cherry Tree did an exceptional job representing us in the sale of our business. Their process was extremely thorough, their advice timely and savvy, and their high level of service never wavered from start to finish. We are very happy with the outcome and how things have worked out with our new owners. We recommend Cherry Tree without reservation, especially for M&A engagements in the educational technology space.”
– Chip Price, former CEO, VPG Integrated Media, Inc.