Cherry Tree & Associates
David Latzke has a diverse work experience spanning over several decades. David started their career at Arthur Andersen & Co. in 1982 as an Audit and Business Advisory Manager. After working there for over a decade, they joined SoftBrands Corporation in 1993 as the CFO and served in that role for 13 years. Latzke then moved on to Cherry Tree Companies in 2007, where they currently hold the position of Managing Director and Partner.
David Latzke attended the University of Northern Iowa from 1978 to 1982, where they obtained a Bachelor of Arts degree in Accounting.
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.