Appletree Capital Ltd. is a Chicago based private investment firm with a value added approach in incubating, early-stage and lower middle market companies that require growth capital, turnaround, restructuring or other special situations.
Our business is to grow and nurture companies and, as they mature and develop, "pick from the tree" those companies we believe are ripe for a sale, merger, or public offering.
Appletree's team is comprised of professionals with backgrounds in private equity, investment banking, investment research, and experience at the operating level. We are skilled in working with entrepreneurs, because we are entrepreneurs ourselves.
We understand the challenges of operating and financing early stage and middle market companies and expanding existing ones, because we have done it ourselves. We are passionate about what we do and invite your inquiries.
The business of Appletree is to seek out special situation opportunities in emerging growth and business where consolidation and roll-up present opportunities to grow the business. Appletree provides companies with capital, management and mergers and acquisitions expertise. We are an active investor in the companies to which we provide our services, and our focus is squarely on companies that are seeking to grow and consolidate within their industry.
We have been involved with companies in the financial, consumer products, restaurant, and the retail grocery sectors.
Appletree Capital Ltd. is an independent sponsor or a "fundless sponsor" of private equity transactions arranging what is also known as a “search fund” in which it will initiate the acquisition in a targeted industry, and seek investors from existing larger private equity firms, while retaining an equity interest in the acquired entity.
Appletree has established relationships with existing private equity firms, attorneys dealing in the M&A arena, and business brokerage firms.
Appletree will initiate the private equity transactions in participation with other private equity groups. The firm will provide its expertise at both the board and operating levels.
As part of its investment activities, the Company can provide a full range of advisory services to client companies, including strategic planning, mergers and acquisitions, capital formation, business operations/management, and general financial advisory services.