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


    • Pre-K thru 12
    • Postsecondary
    • Corporate/Training
    • Direct-to-Consumer

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    • IT Services
    • Technology Enabled Business Services
    • Software/SaaS
    • Information & Infrastructure Services
    • Information Security

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    • Manufacturing
    • Distribution
    • Industrial Services
    • Building Products & Materials

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    • Consumer Products and Services
    • Food and Beverage Products
    • Direct-to-Consumer
    • Retail

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    • Precision Agriculture
    • Irrigation
    • Crop yields
    • Logistics

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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

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