Sugar Tree Capital Advises JM Equipment Company in Strategic Acquisition by BMH Equipment Services

Published June 17, 2025 – 

Sugar Tree Capital, a leading investment bank serving middle market companies and business owners in the Food and Agribusiness and Specialty Services industry subsegments, is pleased to announce that it served as the exclusive financial advisor to JM Equipment Company in its acquisition by BMH Equipment Services, a strategic operator in the material handling space.

 Headquartered in Manteca, CA and with a proud history dating back to 1936, JM Equipment is a leading material handling equipment service and maintenance provider, serving food producers, agricultural producers, and distribution and logistics end markets. The Company is a trusted partner to a broad base of customers across California’s Central Valley.

“JM Equipment is an elite operator in the material handling space and is one of the largest material handling specialists in the country. Their reputation, quality and performance over many decades makes them the trusted material partner for California’s food supply chain and specialty distribution end markets.” said James Rothenberger, President and Managing Partner at Sugar Tree Capital. “It has been a pleasure working alongside the JM team to find the right partner for the next chapter of growth. BMH is a strong strategic fit, as they will bring national sourcing relationships and strong specialty services that will enhance the already compelling JM Equipment offering. We’re excited to see what the future holds for the combined organization.”