Cherry Tree & Associates
Charlie Montang is a Senior Analyst at Cherry Tree & Associates since April 2023, previously holding the position of Investment Banking Analyst. Prior experience includes serving as an Equity Research Associate at Lake Street Capital Markets, LLC from May 2022 to April 2023, and participation in the CFA Research Challenge at the CFA Institute from October 2021 to May 2022. Charlie also acted as a Student Director and Equity Analyst at the Bulldog Fund from April 2021 to May 2022, and completed a Finance Internship at JLL between June 2021 and April 2022. Prior to these roles, Charlie worked as a Tax Intern at Anderson, Kuiti & Asuma P.L.L.C from January 2021 to May 2021 and as an Honor Caddie at Hazeltine National Golf Club from May 2014 to September 2020. Charlie holds a Bachelor’s degree in Business, Accounting, and Finance from the University of Minnesota Duluth, graduating in May 2022, and attended Chanhassen High School from 2015 to 2018.
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Cherry Tree & Associates
Cherry Tree & Associates is a Minneapolis-based private investment banking firm with more than four decades of transaction experience. Our primary focus is Sell-Side M&A engagements with middle market companies where ownership wants to either realize their liquidity goals or desires to recapitalize their business to better position it for future growth. Additionally, we represent Buy-Side clients in their efforts to add acquisitions to complement their organic growth efforts. We have an exceptional team of dedicated investment banking professionals, many of which have had C-level operating experience in their backgrounds as CEOs or CFOs. They collectively represent hundreds of years of transaction and operating experience. The backgrounds of our Managing Directors and Associates includes extensive M&A transaction and financing experience as well as operating roles as CEOs and CFOs of growth companies. Our leadership team has held positions on over 80 boards of directors and through our previous management of four private equity/venture capital funds, we have developed a unique understanding of how Private Equity firms operate and make decisions. Our firm has advised on over $4 billion of M&A and financing transactions. If you are looking for Cherry Tree Wealth Management, please visit www.cherrytreewealth.com.