Creating Solutions
To Support Your Success
We are a solution oriented M&A advisor who leads with deep industry expertise, empowering clients with industry knowledge from the perspective of active and successful M&A transactions completed by our firm and its Registered Representatives.
Significant M&A Experience in Food & Agribusiness and Specialty Services
Our team has closed over $2.3B in sell-side M&A transaction value and advised on over 100 transactions. Our average transaction size is $70 million.
$2.3B+
In Closed Transaction
Value
100+
Transactions Advised
15+
Years of Experience
$70m
Average Transaction Size
Why Sugar Tree Leading With Expertise
Our successful M&A playbook leads with industry understanding & expertise, senior-led engagement teams, solutions to complex ownership dynamics, and efficient transaction processes.
Deep Industry Expertise
Senior-led Engagement Teams
Solutions to Complex Ownership Dynamics
Efficient Transaction Processes
We strive for excellence as much as you do
We focus exclusively on middle market merger & acquisition (“M&A”) services including: sell-side acquisitions, corporate divestitures, recapitalizations, and strategic advisory. We serve a range of client sizes, typically from $20m enterprise value to $500m enterprise value.
Sell Side Advisory
Representation on the sell-side for the sale of significant ownership stakes in privately held businesses
Corporate Divestitures
Representation on the sell-side for the sale of non-core subsidiaries
M&A Advisory
Assistance through unsolicited LOIs, Recapitalizations, Management Buyouts and Mergers
Strategic Advisory
Transaction Readiness Assessments and Enterprise Value Builder Analyses
A look at our Practices & Recent Transactions
We have advised on over 100 transactions within the Food & Agribusiness and Specialty Services industries. Take a look at our work!
Food & Agribusiness
Specialty Services
Hear from Our Satisfied Clients
“The team led by James did an outstanding job, from start to finish, managing the process and bringing value to our transaction. We are very pleased with the outcome.”
~Chris Monson, Co-Owner of Monson Fruit
"Their leadership through this transaction was so helpful, their whole team was outstanding to work with. They really made it easy for us to work through this process and we appreciate all of their efforts."
~Russ Spain & Gene Blocher, CEO & President, respectively, Landmark Irrigation
"We never could have imagined this much work would go into getting a transaction completed. We couldn't be happier with the outcome and are very thankful we had James leading us through this transaction."
~Chris Willoughby, President and Co-Owner of Boyer Fertilizer
"We couldn’t be more pleased with the outcome, James & the team did a great job bringing alternative options to the table, to compare with the pre-emptive bidder we were evaluating. James was also able to improve the valuation and structure of the deal. We continue to feel like we made the right choice and couldn’t be happier with the outcome."
John Mandere, CEO & Owner of Mandere Construction
"We really appreciated James and his team's ability to bring options to the table and aggressively but prudently negotiate what we believe is an outstanding outcome. It was great working with James and the team and we hope to be able to again."
~Jerod Pierce, Owner of Mercurios Home Services
The above testimonial may not be representative of the experience of other clients and should not be construed as a guarantee of future performance or success.
We Want To Hear From You
Keep in touch with us and join our mailing list to see transaction announcements and regular quarterly research publications!