About Us
Our Niche An Industry Partner Easy to Work With
Sugar Tree Capital and its Registered Representatives have helped businesses achieve their M&A and corporate finance goals since 2008.
- Leading industry specific boutique investment bank
- Comprehensive access to Food & Agribusiness, and Specialty Services investors & strategic buyers
- Senior-led engagements
- 100+ transactions completed
- Focus on transaction values between $20M - $500M+
- Solution oriented advisor to complex ownership & family dynamics
- Custom & efficient transaction processes
About Us We focus on advising leading middle market organizations throughout the Western United States.
Sugar Tree Capital leads with industry expertise, empowering clients with industry knowledge from the perspective of active and successful M&A transactions. We focus on middle market companies with enterprise values between $20m and $500m in the Food & Agribusiness and Specialty Services industries.
James Rothenberger President & Managing Partner
Years Experience
- 17+ years – M&A, Private Equity, Corporate Finance
Background
- University of Washington (MBA)
- University of Washington (BA)
- Chartered Financial Analyst (CFA)
Experience
- Sugar Tree Capital
- Meridian Capital
- Moss Adams Capital
- Montlake Capital/Contour, Inc.
James Rothenberger is a Registered Representative of BA Securities, LLC. Member FINRA SIPC.
JB Munch Industry Advisor
Years Experience
- 15+ years – Entrepreneurship, M&A, Corporate Finance
Background
- University of California, Davis (BA)
- Certified Public Accountant (inactive)
Experience
- Bookr, Inc. (Co-Founder)
- Moss Adams LLP
- Gallina LLP
- Military and Veterans Foundation
Jerod Pierce Industry Advisor
Years Experience
- 18+ years – Entrepreneurship, M&A, Corporate Finance
Background
- Harvard Business School (MBA)
- Seattle University (BA)
Experience
- Olympic Holdings
- Mercurios Home Services
- GenNx360 Capital Partners
- D.A. Davidson Investment Banking
Wiley Kitchell Industry Advisor
Years Experience
- 30+ years – M&A, Private Equity, and Corporate Finance
Background
- Northwestern University (MBA)
- Duke University (BA)
Experience
- Moss Adams Capital (Co-Founder)
- Commerce Bank
- Goldman Sachs
Support Team
Given our tremendous M&A expertise and reputation within the investment banking community, we are fortunate to be able to work with several bright, talented analysts and associates that support our client relationships, including research, valuation and modeling. These individuals from time to time will also assist our leadership and our clients in running transaction processes and managing buyer/investor relationships. We are blessed to have the support of these individuals working tirelessly on behalf of our clients.