Why Choose Us

Our Philosophy

We are driven by the desire to “help business owners get where they want to go.” This means listening to their stated objectives, understanding their companies and then providing input on timing and likely outcomes. We are ready to assist owners in reviewing the important non-cash components of a transaction and previewing potential buyers. In our transactions we work to maximize valuation while paying close attention to satisfying key employees and important customers, and ensuring a good cultural fit.

Our Approach

We have a “Client-Centric” approach to developing successful transactions for business owners. If our clients do well, then we will too. We develop great outcomes by doing the following: (1) understanding our client’s business and transaction goals; (2) running a discipline M&A process; and (3) developing a competitive bidding scenario to ensure a closing that optimizes valuation and other important deal terms.

Industry Focus

Cherry Tree believes that Industry Focus is a key driver to successfully serving business owners. It allows us to quickly understand a client’s business, strategically position the company, create comprehensive buyer’s lists, and provide real-time, insightful input on valuations. Our Managing Directors have broad experience in the following four sectors: Education, Technology, Industrial, and Consumer.

Managing Director Expertise

Our Managing Directors have significant experience as M&A advisors, former CEOs and CFOs, and board members. Collectively, our leadership team has worked on hundreds of transactions over more than four decades. We are committed to Senior-level attention on all engagements, which ensures our clients always have an experienced advisor leading their transaction.