Pinecrest News

Pinecrest Serves as Exclusive Financial Advisor to Circle of Care

Pinecrest Capital Partners (“Pinecrest”) is proud to announce that Circle of Care, a leading home and clinic-based pediatric therapy provider based in Texas, has been acquired by Two Sigma Impact (“Two Sigma”). Pinecrest served as the exclusive advisor to Circle of Care in this transaction. Circle of Care is one of the largest pediatric therapy providers in Texas, […]

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Pinecrest Capital Partners Announces New Hires to the Team

DALLAS, TX, August 31, 2021 — Pinecrest Capital Partners, LLC (“Pinecrest”), an investment banking firm in Dallas, TX that offers exclusive advisory services to middle market companies, announced today the hiring of both Ian Peek and Jacob Bailet as Analysts. Prior to joining the firm, Ian worked as a Summer Analyst at Argonne Capital Group, […]

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VESTLINK HOLDINGS AND PINECREST CAPITAL PARTNERS ACQUIRE JAKES BURGERS AND BEER

DALLAS, TX (May 11, 2021) – Vestlink Holdings (“Vestlink”) and Pinecrest Capital Partners (“Pinecrest”) are proud to announce that they have acquired Jakes Burgers and Beer (“Jakes”) from Greg Garvey, who built Jakes into a Dallas institution across 8 DFW locations. Vestlink is highly experienced and successful in growing restaurant & retail businesses, and Pinecrest is […]

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Pinecrest Capital Partners Announces Hiring of Landon Montgomery

DALLAS, TX, March 11, 2020 — Pinecrest Capital Partners, LLC (“Pinecrest”), an investment banking firm in Dallas, TX that offers exclusive advisory services to middle market companies, today announced the hiring of Landon Montgomery as Analyst. Prior to joining Pinecrest, Landon worked at Montgomery Capital Advisers and Deloitte Corporate Finance where he focused on M&A […]

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2020 Year In Review

In a challenging year, Pinecrest is proud to have completed 5 M&A transactions totaling over $310 million in enterprise value as well as 3 debt financing transactions. We are pleased to have a number of active engagements and look forward to continuing to provide premier investment banking services to our clients in 2021. Click here […]

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PINECREST SERVES AS EXCLUSIVE FINANCIAL ADVISOR TO ACTION STAINLESS & ALLOYS, INC.

DALLAS, TX (December 14, 2020) – Pinecrest Capital Partners (“Pinecrest”), a premier investment banking firm to middle-market companies, is proud to announce that Action Stainless & Alloys, Inc. (“Action Stainless”) has been acquired by Olympic Steel (Nasdaq: ZEUS). Pinecrest served as the exclusive financial advisor to Action Stainless. Action Stainless is a full-line distributor of stainless […]

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Pinecrest Capital Partners Announces Promotion of Ted Gwara to Associate

DALLAS, TX (November 23, 2020) – Pinecrest Capital Partners, LLC (“Pinecrest”), an investment banking firm that offers exclusive advisory services to middle-market companies, announced on November 23, 2020, the promotion of Ted Gwara to Associate. In his new role, Ted will provide research, market analytics, and execution support on mergers and acquisitions, capital raising, and […]

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Pinecrest Capital Partners Announces Promotion of Austin Jolesch to Associate

DALLAS, TX (July 9, 2020) – Pinecrest Capital Partners, LLC (“Pinecrest”), an investment banking firm that offers exclusive advisory services to middle market companies, announced on July 1, 2020 the promotion of Austin Jolesch to Associate. In his new role, Austin will provide research, market analytics and execution support on mergers and acquisitions, capital raising, and […]

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Pinecrest Completes Refinancing for TruEnergy Services

DALLAS, TX (April 30, 2020) – Pinecrest Capital Partners (“Pinecrest”), a premier merchant banking firm, is proud to announce that TruEnergy Services, LLC (“TruEnergy”) has completed a refinancing transaction with Cadence Bancorp (“Cadence”). TruEnergy is a leading provider of energy contract brokerage, sales tax recovery, and infrastructure audit services to deregulated energy markets throughout the […]

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Pinecrest Serves as Exclusive Financial Advisor to MGA Homecare

DALLAS, TX (April 14, 2020) – Pinecrest Capital Partners (“Pinecrest”), a premier investment banking firm to middle market companies, is proud to announce that MGA Homecare (“MGA”), a portfolio company of ZOE Holding Company, Inc. (“ZOE”), has partnered with Flexpoint Ford. Pinecrest served as the exclusive financial advisor to MGA and ZOE. MGA is an […]

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