The Pinecrest team is committed to serving the middle market and enjoys the creativity, values and legacies often associated with companies operating within this space. Pinecrest partners with family/founder owned, closely held and sponsor-backed businesses, individually tailoring its investment banking services for each client and circumstance.
Relying on its deep industry expertise and thoughtful transaction processes, the Pinecrest team strives to position its clients to realize the full value of their companies. Through research, analysis and hands-on operational advisory services, Pinecrest endeavors to generate the best possible outcome.
Part of Pinecrest’s approach is to serve as an extension of its client companies’ executive management team. Pinecrest works with its clients throughout the transaction process to understand their goals and then takes a very targeted approach throughout the process to determine the right type of buyer or investor.
Investment banking services offered by Pinecrest include:
Mergers and Acquisitions, Sell-Side and Buy-Side
Middle market sell-side and buy-side advisory services. Pinecrest partners with family/founder owned, closely held and sponsor-backed businesses in selling their companies or seeking acquisitions to support growth initiatives.
Private Capital Sourcing
Advising and raising debt and equity funds for businesses seeking growth capital or recapitalization. Pinecrest will assist companies in raising capital in order to accelerate growth or fund strategic initiatives.
Advising companies in strategic planning, growth and reorganization, and succession planning. Pinecrest will take an active role in client companies, often acting as an extension of client executive management teams and partnering to drive growth, increase enterprise value and prepare for future transactions.
Advising and raising funds for companies seeking project specific funding. Pinecrest will work with companies and projects requiring capital for development.
The Pinecrest team has experience in multiple industry verticals. Industries of focus include, but are not limited to the following:
Barrett Kingsriter, Andrew O’Neal and Bobby Renkes are Registered Representatives of and Securities Products offered through BA Securities, LLC
Four Tower Bridge / 200 Barr Harbor Drive, Suite 400 / W. Conshohocken, PA 19428
Member: FINRA, SIPC