Experienced.

Insightful.

Proven.

Helping business owners get where they want to go.

Cherry Tree’s Guiding Principles

Client Centric

Relationships are Everything
With both our existing and prospective clients, we tailor our services to keep their interests front and center at all times.

Industry Focused

Understanding the Client's Business
Our depth of industry expertise results in rapid and valuable feedback to clients and an awareness of the most likely buyers.

Senior Level Attention

Every Transaction has an Executive Lead
Seasoned Managing Directors interface directly with you and actively lead all aspects of the M&A process.

Industry Focus

EDUCATION

    • Pre-K thru 12
    • Postsecondary
    • Corporate/Training
    • Direct-to-Consumer

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TECHNOLOGY

    • IT Services
    • Technology Enabled Business Services
    • Software/SaaS
    • Information & Infrastructure Services
    • Information Security

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INDUSTRIAL

    • Manufacturing
    • Distribution
    • Industrial Services
    • Building Products & Materials

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CONSUMER

    • Consumer Products and Services
    • Food and Beverage Products
    • Direct-to-Consumer
    • Retail

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AG TECH

    • Precision Agriculture
    • Irrigation
    • Crop yields
    • Logistics

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Jesse Arick

CEO, STAR Autism Support

 

“Cherry Tree put incredible time and effort into this project over the last year and from my perspective went above and beyond. I sincerely appreciate the work and will be recommending Cherry Tree to anyone and everyone.”

Praba Manivasager

President, Cashé Software

 

“Cherry Tree was an integral part of the transaction, keeping everyone moving towards the same goal and achieving a fantastic outcome. Their focus and guidance helped make the deal happen, and they were there from start to finish.”

 

Select Cherry Tree Transactions

Cherry Tree Advises Deluxe on the Acquisition of MyCorporation

Cherry Tree Advises docuLynx on its Sale to DRS

Cherry Tree Advises Deluxe on the Acquisition of First Data’s Remittance Processing Business

Cherry Tree Advises Flipgrid on its Sale to Microsoft

Cherry Tree & Associates provides investment banking services through our FINRA-licensed broker dealer.

DISCLOSURES
FINRA
SIPC