Broker Check

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.

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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

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Corporate Divestitures

Representation on the sell-side for the sale of non-core subsidiaries

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M&A Advisory

Assistance through unsolicited LOIs, Recapitalizations, Management Buyouts and Mergers

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Strategic Advisory

Transaction Readiness Assessments and Enterprise Value Builder Analyses

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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

Our History
Our Values
Our Resources
Our Process

Hear from Our Satisfied Clients


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.

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