M&A advisorSell-side
Sugar Tree
San Diego, CA
Profile last reviewed
July 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Sugar Tree
Sugar Tree advises middle-market companies in Food & Agribusiness and Specialty Services on sell-side transactions, corporate divestitures, recapitalizations, and strategic matters. It typically serves companies with enterprise values from $20 million to $500 million. The firm reports more than 100 advised transactions, over $2.3 billion in closed sell-side transaction value, and 15-plus years of experience.
Profile details
Details for Sugar Tree
- Representation
- Sell-side
- Firm type
- M&A advisor
- Based in
- San Diego, CA
- Engagement coverage
- San Diego, CA
- Industry focus
- Food, hospitality, and franchise · Construction and home services
- Typical business value / transaction range
- $20 million–$100 million · $100 million–$500 million · $500 million+
Office locations
Headquarters and public offices
Headquarters
San Diego, CA
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
sugartreeib.com · checked October 2026