click to visit our home page click to visit our about us page click to visit our management page click to sign up for our entrepreneur services click to sign up for our investor services click to visit our frequently asked questions (faq) page
click here to log in click here to contact us

Apple Tree Investments

Investment Banking for the Middle Markets

To learn more
about our
Strategic Partners
and how the referral
process works
Click Here

Apple Tree to host Investment Banking Seminars

Apple Tree partners with Return on Equity

Apple Tree forms partnership with Deere Park

Apple Tree Investments announces Strategic Partner

Find Job Opportunities With AppleTree Investments

Find Job Opportunities With AppleTree Investments' Clients

AppleTree clients Post Your Job Opportunities Here

Sign up for
our FREE Newsletter
Sign up for
our FREE Middle Market Investment Banking Seminars

Welcome to Apple Tree Investments

Apple Tree Investments is an investment bank dedicated to middle market transactions. Our web-enabled database allows entrepreneurs and investment sources the opportunity to streamline the investment process. We utilize our proprietary matching engine and processes for a more efficient means to locate interested investment sources and allow investment sources a more dynamic deal flow channel. These services match entrepreneurs to a network of investors looking for investments and middle market merger and acquisition opportunities. We pride ourselves on increasing the efficiency associated with the middle market investment banking process, which results in lower transaction costs and more efficient deal closings.

Apple Tree Investments does three things:
  • Raise Growth Equity Capital For Middle Market Businesses - Middle Market Merger and Acquisition Services

  • Sell Middle Market Businesses (Transitioning the company or planning exit strategies)

  • Assist Those Entities Which Need Preparation of a Confidential Information Memorandum (Strategic Business Plan)


Apple Tree Investment's Process:

  • Our proprietary "Matching Suite" provides database matching for Entrepreneurs' business opportunities to pre-targeted Qualified Investors.
  • In order to provide real time "Deal Flow Tracking" and "Up-To-The-Minute Status Reports", we have instituted a "Web-Based Personal Profile Management Area" for each Investor and Entrepreneur.
  • We "Pre-Screen Opportunities" for Investors, while at the same time "Assist and Manage" the transaction process for Entrepreneurs.
  • Apple Tree Investments conducts "Middle Market Investment Banking Seminars" (Middle Market refers to $2.5 million to $250 million annual company revenues) in select cities throughout the year. These seminars are for companies that are "Looking To Be Sold" or are in the need for "Growth Equity Capital".