Cherrytree

Established in 1980. Cherry Tree Companies 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.