Diligently Striving for Great Outcomes
We enjoy working with business owners to unlock their value creation.
Diligently Striving for Great Outcomes
We enjoy working with business owners to unlock their value creation.
Helping Business Owners Get To Where The Want To Go

Community Involvement
The heart of any great business is its people and culture. At Cherry Tree, we feel it’s important to “pay it forward” and live our values by making a difference in the community where we work and live. We are proud to support our employee’s dedication and commitment to building stronger communities-and a better world- as they engage with the causes they care about.
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.
Chairman and CEO, Packaging Incorporated
Owner, Patriot Converting, Inc.
Cherry Tree & Associates provides investment banking services through our FINRA-licensed broker dealer.