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Cherry Tree Companies, LLC

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Cherry Tree Companies, LLC

Overview:

Cherry Tree is a financial advisory firm offering investment banking, investment management and wealth management services. Established in 1980, we are headquartered in Minneapolis, Minnesota, and specialize in serving entrepreneurial managers and successful families.

Investment Banking
Cherry Tree provides Investment Banking services through our FINRA licensed broker-dealer subsidiary. We offer M&A advisory, private placement services, outcome-critical valuations, and strategic advisory services. Our M&A practice works with successful entrepreneurial business leaders and established corporations to build value and maximize liquidity opportunities. Our institutional private placement services are offered to growing companies that meet our investment guidelines, offer a unique business vision, and have a complete and experienced management team.

Investment Management
Cherry Tree's affiliate, Adam Smith Advisors, is a registered investment advisor. We have invested in more than 100 companies since 1980 and have had 24 public offerings and 11 strategic sales within the portfolios. Our clients are institutional investors, corporations, wealthy families, and high net worth individuals. We have managed four traditional private equity funds, three single company partnerships and one hybrid public/private equity partnership.

Wealth Management
Cherry Tree's affiliate, Adam Smith Advisors, provides wealth counsel to assist families in building and managing their net worth. Our array of wealth management services and strategies embrace our long-term philosophy and provide families with an individualized investment plan. Adam Smith Advisors is a registered investment advisor.

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Ascent Limited

Experience The Difference. Ascent Limited provides first class wealth management and family office services. Our private banking team, assembled from a group of highly experienced banking professionals, will provide financial advice tailored to your individual requirements and keep your portfolio in tune with the latest market developments and opportunities.

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