PINE CREST CAPITAL LLC

Thesis

Pinecrest Capital Partners, founded in 2014 and based in Dallas, Texas, operates as a merchant bank and investment advisory firm. They focus on middle-market companies, seeking to invest in or acquire businesses with up to $25 million in annual revenue. Their strategy involves partnering with existing management teams to provide resources and connections for growth, acting as an extension of executive teams to increase enterprise value and prepare companies for future transactions. Services include M&A advisory (sell-side and buy-side), private capital sourcing (debt and equity), strategic advisory, and project finance. They cater to a wide range of industries including Healthcare, Business Services, Industrial, Manufacturing & Construction, Transportation & Logistics, Aerospace & Defense, Consumer Products & Services, Energy, Utilities & Infrastructure, Financial Services, and Technology & Software. Pinecrest Capital Partners primarily facilitates Business Acquisition and Private Equity (PE) deals for companies in the United States and Canada. While details on AUM and typical check sizes are not publicly available, they are known to file Form 13F, suggesting direct investment activities.

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