Cherry Tree & Associates Overview
- Service
-
Investment Bank
- Year Founded
-
1980
- Employees
-
47
- Serviced Companies
-
98
- Serviced Deals
-
90
- Serviced Investors
-
14
Cherry Tree & Associates General Information
Description
Established in 1980. Cherry Tree & Associates is a financial services firm that offers both investment banking and wealth management services to middle-market companies. Based in Minnetonka, Minnesota, the firm's investment banking division advises on mergers, acquisitions, divestitures, recapitalizations, private equity, venture capital, private placements, and valuation transactions. Cherry Tree's wealth management assists business leaders and families in managing their net worth. The firm's clients include owner-operators, private equity firms, corporations, management teams, and public companies.
Contact Information
Website
www.cherrytree.com
Year Founded
1980
Service Provider Type
Investment Bank
Primary Office
- 301 Carlson Parkway
- Suite 103
- Minnetonka, MN 55305
- United States
+1 (952) 000-0000
Cherry Tree & Associates Services to Companies
Service on a Deal (90)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Hearing Components | Advisor: General | Jul 2023 | 00000 | 0000000 |
| 00000 (000000000 0 | Advisor: General | Jun 2023 | 00000 | 0000000 |
| 00000 00000000 | Advisor: General | May 2023 | 00000 | 0000000 |
| 000 0000000000000 | Advisor: General | Mar 2023 | 00000 | 0000000 |
| 0000 0000 | Advisor: General | Jan 2023 | 00000 | 0000000 |
| 000000000 (0000 00 | Advisor: General | Jul 2022 | 00000 | 0000000 |
| 000000 000000000 | Advisor: General | Jun 2022 | 00000 | 0000000 |
| 00000000 000000000 | Advisor: General | Jun 2022 | 00000 | 0000000 |
| CCS Presentation Systems (Indiana) | Advisor: General | May 2022 | 00000 | 0000000 |
| Vantage Financial | Advisor: General | Mar 2022 | 00000 | 0000000 |
Cherry Tree & Associates Services to Investors
Service on a Deal — Buy Side (22)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Renodis Communications Managed Services | Advisor: General | Sep 2022 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Mar 2022 | 00000 | 0000000 |
| 0000000 0000000000 | Advisor: General | Mar 2022 | 00000 | 0000000 |
| 00000 | Advisor: General | Dec 2021 | 00000 | 0000000 |
| 0000000 0000000 00 | Advisor: General | Dec 2020 | 00000 | 0000000 |
| 00000 0000000000 0 | Advisor: General | Apr 2020 | 00000 | 0000000 |
| 00000 000000 00000 | Advisor: General | Apr 2020 | 00000 | 0000000 |
| 000000 (0000000000 | Advisor: General | Dec 2018 | 00000 | 0000000 |
| WAUSAU Financial Services | Advisor: General | Aug 2018 | 00000 | 0000000 |
| Deluxe (Business/Productivity Software) | Advisor: General | Apr 2017 | 00000 | 0000000 |
Service on a Deal — Sell Side (5)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Deluxe (Business/Productivity Software) | Advisor: General | Jan 2021 | 00000 | 0000000 |
| 00000 ( 000000000 | Advisor: General | Jul 2016 | 00000 | 0000000 |
| 000000000 00000000 | Advisor: General | Jun 2014 | 00000 | 0000000 |
| Kirchner | Advisor: General | Oct 2009 | 00000 | 0000000 |
| Waddington North America | Advisor: General | Jan 2004 | 00000 | 0000000 |
Cherry Tree & Associates Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Cherry Tree & Associates Team (50)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| Jane Bortnem | Chief Financial Officer, Chief Compliance Officer & Partner | Minnetonka, MN | ||
| Mik Gusenius | Managing Director | Minnetonka, MN | ||
| Mike Buttry | Managing Director | Minnetonka, MN | ||
| Gordon Stofer | Co-Founder and Chairman | 0 | Minnetonka, MN | |
| Anton Christianson | Founder & Co-Chairman | Minnetonka, MN |
Cherry Tree & Associates Board Members (3)
| Name | Representing | Role | Since |
|---|---|---|---|
| Anton Christianson | Cherry Tree & Associates | Founder & Co-Chairman | 000 0000 |
| Tony Christenson | Cherry Tree & Associates | Co-Founder & Chairman | 000 0000 |