Cherry Tree & Associates Overview

  • Service
  • Investment Bank
  • Founded
  • 1980
Founded
  • Employees
  • 47
Employees
  • Serviced Companies
  • 86
  • Serviced Deals
  • 77
  • Serviced Investors
  • 11

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 clients on mergers and acquisitions, divestitures, recapitalizations, private equity, venture capital, private placements, and valuations 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

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 (77)

Company Name Service Provided Deal Date Deal Type Deal Amount
Next Chapter Technology Advisor: General Jul 2021 00000 0000000
0000000 (00000 000 Advisor: General Apr 2021 00000 0000000
0000000 000000000 Advisor: General Feb 2021 00000 0000000
0000000-0000000000 Advisor: General Feb 2021 00000 0000000
00000000 000000000 Advisor: General Feb 2021 00000 0000000
00000 00000000 000 Advisor: General Sep 2020 00000 0000000
0000000000 0000000 Advisor: General Sep 2020 00000 0000000
0000000000 Advisor: General Apr 2020 00000 0000000
OurFamilyWizard Advisor: General Apr 2020 00000 0000000
Agosto Advisor: General Mar 2020 00000 0000000
You’re viewing 10 of 77 services to companies. Get the full list »
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Cherry Tree & Associates Services to Investors

Service on a Deal — Buy Side (18)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Bertram Capital Management 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 Advisor: General Dec 2018 00000 0000000
000000 000000000 0 Advisor: General Aug 2018 00000 0000000
000000 Advisor: General Apr 2017 00000 0000000
000000 Advisor: General Sep 2016 00000 0000000
0000000 000000000 Advisor: General May 2016 00000 0000000
Capella Education Advisor: General Apr 2016 00000 0000000
Deluxe Advisor: General Oct 2015 00000 0000000
You’re viewing 10 of 18 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (5)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Deluxe Advisor: General Jan 2021 00000 0000000
00000 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
To view Cherry Tree & Associates’s complete services on a deal — sell side history, request access »

Cherry Tree & Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Cherry Tree & Associates Team (46)

Name Title Deals Office Contact
Info
Jane Bortnem Chief Financial Officer, Chief Compliance Officer & Partner Minnetonka, MN
Mik Gusenius Managing Director Minnetonka, MN
Gordon Stofer Co-Founder & Managing Partner 0 Minnetonka, MN
Anton Christianson Co-Founder, Chairman & Managing Partner Minnetonka, MN
Chad Johnson Managing Partner, Investment Banking 00 Minnetonka, MN
You’re viewing 5 of 46 team members. Get the full list »

Cherry Tree & Associates Board Members (2)

Name Representing Role Since
Anton Christianson Cherry Tree & Associates Co-Founder, Chairman & Managing Partner 000 0000
You’re viewing 1 of 2 board members. Get the full list »