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
EDUCATION
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TECHNOLOGY
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INDUSTRIAL
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CONSUMER
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AG TECH
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Matt Carter
SVP Corporate Development and Planning, Pohlad Family
"I have never had a better professional experience working with an investment banker. Cherry Tree provided very valuable guidance advising us in the successful sale of Avtex, and their team always came through for us. We look forward to working with Cherry Tree again in the near future."
Brittany McKinney
Former CEO, Analysts International
"Cherry Tree did an exceptional job representing us in our recent sale transaction. Their process was extremely thorough and resulted in not only a great price that was at the high end of our expectations, but also an acquisition partner that we think is a great fit. I strongly recommend them for any M&A transaction."
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.