Carlton Ogata

Analyst

Carlton is an Analyst in the firm’s investment banking group, supporting buy-side and sell-side M&A and strategic advisory engagements. Additional responsibilities include industry research and financial analysis. Prior to joining Cherry Tree, Carlton interned with LLR Partners, a growth-oriented private equity firm investing in technology and healthcare businesses

Focus

  • Sell-side M&A
  • Buy-side M&A
  • Financial Analysis
  • Industry & Market Research

Education

  • B.S., Finance, Winona State University: May 2023

Prior Experience

  • Summer Analyst, LLR Partners

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

DISCLOSURES
FINRA
SIPC