Apple Tree Investments

Investment Banking for the Middle Markets

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With AppleTree Investments

With AppleTree Clients

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For Entrepreneurs

Apple Tree Investments provides early stage and middle market entrepreneurs with an easier and more efficient way to access funding sources. We provide investment banking services (including institutional quality business plan preparation) for entrepreneurs who are either looking for growth capital (from either financial and/or strategic partner sources) or seeking a buyer for their existing business. We match entrepreneurs with a network of high quality, experienced investors looking for investment and middle market merger and acquisition opportunities.

Apple Tree Investments' funding sources include sophisticated institutional quality venture capital funds, high net worth individual "angel" investors and alternative investment sources, including pension and endowment funds. Apple Tree Investments utilizes its proprietary database of over 2,500 funding sources and has the ability to search its investor database based on unique investment criteria and parameters (industry, deal size, geographic location, type of investment, stage of company, etc.)

Although our Web site is an important component of the process, it is our extensive experience and our connections within the investment community that ultimately ensures success in finding funding partners and ultimate buyers. Apple Tree Investments acts as the entrepreneur's investment banking partner by assisting in negotiations for the company's evaluation, deal structuring and operational participations. We also assist in the preparation of additional financings.

For Investors

We carefully screen business opportunities for high quality private equity transactions and middle market merger and acquisition candidates. We utilize our customized database matching "suite" to select "pre-screened" transaction opportunities. This process allows Apple Tree Investments the opportunity to provide high quality targeted "deal flow" on a timely basis via the Internet, lowering transaction costs associated with typical "agent" based transactions.