Allison is an Analyst in the firm’s investment banking group, supporting sell-side and buy-side M&A and strategic advisory engagements. Additional responsibilities include industry research and financial analysis. Prior to joining Cherry Tree, Allison was on the executive management team of a local business supporting financial reporting, front-end operations, and inventory management practices.
- Sell-side M&A
- Buy-side M&A
- Financial Analysis
- Industry & Market Research
- Magna Cum Laude with a B.A., Finance, & Business Analytics, University of St. Thomas: May 2022
- Executive Management, Hospitality Industry
- Internship, Associate Account Advisor, Receivables Control Corporation
Member of the Aristotle Fund, co-managing a mid-cap equities fund of ~$9 million on behalf of the school’s endowment.
Cherry Tree & Associates provides investment banking services through our FINRA-licensed broker dealer.