Providing Seasoned and Trusted Advice
Sell-Side M&A • Buy-Side M&A • Advisory Services
Sell-Side M&A
Selling companies represents the majority of our transactions.
- First, we need to understand the owner’s business and personal goals.
- Then we help our clients address two key questions: who would buy the company and what would they pay.
- We do this by preparing a list of targeted buyers and a comprehensive valuation analysis.
- Going to market requires a disciplined process that is designed to uncover and generate interest from multiple buyers.
- We work with our client’s leadership team to sharpen their presentation skills and address key value drivers.
- Our process is designed to create a competitive environment of multiple potential buyers that provides the client with high probability of getting a maximum valuation and excellent terms.
- Finally, we coordinate due diligence efforts and lead the process of negotiating a final purchase agreement, with significant involvement from the client and legal counsel.
Buy-Side M&A
We help larger corporations execute their acquisition plans.
- We act as advisors to corporate development and M&A teams.
- We prefer long-term relationships with companies that have a clearly defined need and desire to do acquisitions.
- Our longest engagement has spanned 17 years resulting in 19 acquisitions.
- We are experts at creating and assessing a potential group of targets that meet our client’s objectives.
- Our team helps construct a sophisticated financial model that incorporates purchase price estimates, synergies, expected growth rates and profit margins to provide return scenarios and accretive/dilutive metrics.
- We assist in negotiations and often act as our client’s main interface with the target companies and/or their investment bankers.
Advisory Services
Developing a path to liquidity.
- We like to meet business owners when they are just beginning to consider their liquidity options and can provide important valuation metrics that are specific to their industry.
- Our “Liquidity Steps” report is a helpful primer for owners to understand the steps to successful exits.
- Our involvement ranges from informal meetings over several years to more structured engagements when a transaction is more imminent.
Mike Esterday
CEO and Co-Owner, Integrity Solutions
“The Cherry Tree team is first class! They worked tirelessly to find the best partner for our company. I was amazed at how well they communicated and kept us informed throughout the process. Every member of the team was a joy to work with. Our owners and board are pleased and highly recommend this excellent firm.”
Chris Reagan
President Glory Global Solutions, Americas and Senior Executive Officer GLORY LTD
“Cherry Tree served as a trusted advisor for our transaction process from start to finish – identifying acquisition candidates, engaging in discussions, negotiating terms of the deal, and completing due diligence. It was an excellent partnership that culminated in a successful transaction that will help GLORY continue towards a bright future.”
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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Cherry Tree & Associates provides investment banking services through our FINRA-licensed broker dealer.