Cherry Tree

Annual Revenue Estimate: NA

AUM: $100-$299m

Email Convention: NA

Overview

Overall Ranking (NA)

The Overall Ranking is a score from 1 star (very bad) to 5 stars (excellent) generated based on the Company Reviews of current and former employees at this company, taking everything into account.

The number you see in the middle of the donut pie chart is the simple average of these scores. If you hover over the various sections of the donut, you will see the % breakdown of each score given.

The percentile score in the title is calculated across the entire Company Database and uses an adjusted score based on Bayesian Estimates (to account for companies that have few reviews). Simply put, as a company gets more reviews, the confidence of a "true score" increases so it is pulled closer to its simple average and away from the average of the entire dataset.

The Overall Ranking is generated based on the Company Reviews.

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Company Details

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

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

Investment Management
Cherry Tree's affiliate, Adam Smith Management, 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. The bank's clients are institutional investors, corporations, wealthy families, and high net worth individuals. Cherry Tree has 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 Family Advisors, provides wealth counsel to assist families in building and managing their net worth. The bank's array of wealth management services and strategies embrace its long-term philosophy and provide families with an individualized investment plan. Adam Smith Family Advisors is a registered investment advisor.

Locations

Locations

Minneapolis office

See in Google Maps

301 Carlson Parkway, Minnetonka, MN, 55305, United States

952.893.9012

Dallas office

See in Google Maps

5215 N. O'Connor Blvd., Irving, TX, 75039, United States

972-275-9233

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