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








