Cherry Tree Investments

At Cherry Tree, we offer a wide range of investment banking services that are specifically and uniquely designed to meet the needs of middle-market companies that are owner-operated or professionally managed. Our clients gain access to a unique resource that provides transaction experience, execution capability, and strategic perspective to help meet corporate objectives related to maximizing shareholder value. With more than three decades of investment and transaction experience, we have developed a keen sense for identifying high-quality businesses and the characteristics of successful executive teams. Our mission is simply to “help business owners and executives get where they want to go.” This may mean engagements to create liquidity through a strategic sale or recapitalization, advice, and help in funding growth strategies, assistance in acquiring other businesses, technical help in valuing companies and wealth management services to manage and grow net worth. Cherry Tree prides itself on maintaining an approachable, adaptive and supportive culture for both our clients and employees