Sugar Tree Capital Core Values

Continuous Improvement: Curiosity, constantly questioning what we hear/see/absorb, and wanting to be a better version of ourselves. Recognizing what our strengths and weaknesses are, and using both as opportunities for development to become more competent, more self-aware, and more socially aware. Our clients can be confident they will get the best version of the team they are working with.⦁

Competence: Continuous improvement will naturally lead to competence, and being able to understand a majority of the variables and components that impact our decision making in a transaction or strategic advisory context. Most importantly, this competence will help lead to more successful outcomes.

Success: Getting things done right, and recognizing those involved for a job well done. As a wise family member said, “When we’re done with our work, it’s important to take a step back, take a look at it, and appreciate what we’ve done.”

Concern for Others: As an advisor to companies with substantial employee bases and stakeholders, it is important to understand how each decision impacts those around us – seeking to be of service to all stakeholders in that decision. Our clients can be confident that our perspectives and experiences can guide clients to a successful transaction while serving all stakeholders in the transaction.

Efficiency: No Waste! We take a modern approach to M&A, cutting out wasted efforts for clients and team members by leveraging substantial industry expertise and our network of industry focused investors and strategic partners.