Industry Specialization Sharpens our Process

Insightful

Industry focus helps us provide our clients with applicable industry metrics and current trends that are critical elements of valuation.

We believe our clients deserve advice that is both precise and timely. All our Managing Directors have an Industry Specialization where they regularly follow and analyze transactions, attend conferences and write research. This keeps them aware of opportunities in your markets, knowledgeable about operating metrics that can be achieved, and current on valuations being paid.

Industry Focus

EDUCATION

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

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TECHNOLOGY

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

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INDUSTRIAL

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

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CONSUMER

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

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We were extremely happy with the job Cherry Tree did advising us in the sale of a majority stake in our business. Their process led to a higher valuation than other advisors told us to expect, and most importantly they never lost focus on our personal goals and our desire to ensure a good outcome for all stakeholders. They did a great job of focusing buyers on the most attractive elements of our business, and created a competitive environment that allowed us to pick a great financial partner.
Gary Nelson

Owner, Creative Learning Systems

Our Services

Sellside

Advising and representing owners who are selling their businesses is the foundation of our Investment Banking Practice. We have an exceptional team of professionals with the experience and skill sets to help owners maximize their return in a sale of their business. We understand the many facets involved in planning for, marketing and executing a successful transaction. Our disciplined sale process is designed to create a competitive bidding situation, which is the key to the best outcome for our clients. Working with successful business owners is a privilege that we find invigorating, enjoyable, and rewarding.

Buyside

We have a well-defined and proven process of helping companies make acquisitions that are complimentary to their existing business or strategically adjacent to it. Since 2004 we have completed over 23 buy-side transactions. Our process includes defining the types of businesses that could be approached, creating a list of possible targets, contacting those targets, helping negotiate LOIs, and assisting in the closing of a transaction. We view ourselves as an “outsourced development partner” of our Clients’ internal acquisition teams.

Strategic Advisory

Our Advisory Services include raising institutional equity and debt, valuations, fairness opinions, and consulting services. Most of our efforts have a contemplated M&A transaction in mind, although that can sometimes be several years in the future. We encourage owners to meet with us early in their planning phases so that when a transaction is contemplated, we are already their trusted advisors.

Cherry Tree’s Guiding Principals

Client Centric

Focused on an approachable culture
Long-term, committed relationships are key to how we achieve results for our clients, each other, and our communities.

Industry Focused

Understanding our clients business
Our depth of industry expertise in four key sectors targets great outcomes for our clients.

Senior Level Attention

Every transaction has an executive lead
Seasoned Managing Directors interface directly with you and lead the entire process.

Cherry Tree & Associates (located in Minneapolis, MN) provides investment banking services through our FINRA-licensed broker dealer.