Cherry Tree & Associates Overview
- Service
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Investment Bank
- Year Founded
-
1980
- Employees
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57
- Serviced Companies
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106
- Serviced Deals
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98
- Serviced Investors
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15
Cherry Tree & Associates General Information
Description
Founded in 1980, Cherry Tree & Associates is an investment bank headquartered 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.comYear Founded
Corporate Office
- 301 Carlson Parkway
- Suite 103
- Minnetonka, MN 55305
- United States
Cherry Tree & Associates Services to Companies
Service on a Deal (98)
Cherry Tree & Associates has provided services on 98 deals. It last acted as a general advisor to Cashé Software on a . The deal was made in 2024.
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Cashé Software | Advisor: General | Jun 2024 | ||
| Lewistown Rental | Advisor: General | May 2024 | ||
| Koch Industries (Other Commercial Products) | Advisor: General | Jan 2024 | ||
| Integrity Solutions (Nashville) | Advisor: General | Nov 2023 | ||
| SafeNet Consulting | Advisor: General | Oct 2023 | ||
| Vexilar | Advisor: General | Oct 2023 | ||
| Star Autism Support | Advisor: General | Sep 2023 | ||
| Comply | Advisor: General | Jul 2023 | ||
| SPARK (Financial Software) | Advisor: General | Jun 2023 | ||
| Heigl Adhesive | Advisor: General | May 2023 |
Cherry Tree & Associates Services to Investors
Service on a Deal — Buy Side (23)
Cherry Tree & Associates has provided buy side services on 23 deals. It last acted as a general advisor to Lindenwood University Endowment on a . The deal was made in 2023.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Lindenwood University Endowment | Advisor: General | Mar 2023 | ||
| Renodis Communications Managed Services | Advisor: General | Nov 2022 | ||
| Renodis Communications Managed Services | Advisor: General | Sep 2022 | ||
| Renodis Communications Managed Services | Advisor: General | Mar 2022 | ||
| Renodis Communications Managed Services | Advisor: General | Mar 2022 | ||
| Glory | Advisor: General | Dec 2021 | ||
| Bertram Capital | Advisor: General | Dec 2020 | ||
| Virgo Investment Group | Advisor: General | Apr 2020 | ||
| Glory Global Solutions | Advisor: General | Apr 2020 | ||
| Deluxe | Advisor: General | Dec 2018 |
Service on a Deal — Sell Side (5)
Cherry Tree & Associates has provided sell side services on 5 deals. It last acted as a general advisor to Deluxe on a . The deal was made in 2021.
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Deluxe | Advisor: General | Jan 2021 | ||
| Beryl (Other Commercial Services) | Advisor: General | Jul 2016 | ||
| Marquette Companies | Advisor: General | Jun 2014 | ||
| Kirchner | Advisor: General | Oct 2009 | ||
| Waddington North America | Advisor: General | Jan 2004 |
Cherry Tree & Associates Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Cherry Tree & Associates FAQs
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When was Cherry Tree & Associates founded?
Cherry Tree & Associates was founded in 1980.
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Where is Cherry Tree & Associates headquartered?
Cherry Tree & Associates is headquartered in Minnetonka, MN.
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What is the size of Cherry Tree & Associates?
Cherry Tree & Associates total number of employees/professionals is 57.
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What service provider type is Cherry Tree & Associates?
Cherry Tree & Associates's service provider type is Investment Bank.
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What companies has Cherry Tree & Associates invested in or acquired?
Cherry Tree & Associates has invested in or acquired companies like Wavedash, Battlefy, and LinkUp (Human Capital Services).
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