Investment Banking

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.

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Investment banking services offered by Pinecrest include:

Focus Areas

The Pinecrest team has experience in multiple industry verticals. Industries of focus include, but are not limited to the following:


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