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.

 

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:

Aerospace & Defense

Consumer Products & Retail

Energy, Utilities & Infrastructure

Financial Services

Healthcare

Industrial & Manufacturing

Outsourced Business Services

Technology

Transportation & Logistics

Barrett Kingsriter’s career has focused on advising on business strategy, mergers and acquisitions, private placements for companies in a variety of industries and stages of development, capital raising and corporate formation. His extensive expertise in successfully managing complex transactions crosses a broad spectrum of industries, including energy, healthcare, industrials, technology, manufacturing, aerospace, financial services, technology and construction. As Senior Managing Director at Pinecrest Capital Partners, Kingsriter concentrates on merger and acquisition advising, capital raising transactions and advising companies on strategic and growth initiatives. Prior to forming Pinecrest, an investment banking firm based in Dallas, Texas that offers exclusive advisory services to middle market companies with enterprise values typically ranging from $25 million to $500 million, Kingsriter served with several prestigious investment banking and financial advisory institutions, including Managing Director and Head of Investment Banking at Barrier Advisors, Inc.; Vice President of Commerce Street Capital, LLC; and Managing Director and Head of Investment Banking at NexBank Capital Advisors. He served as Managing Director at NexBank Capital, Inc. He also served as an Analyst with SAMCO Capital Markets, Inc. where he focused on mergers and acquisitions, private placements and research for funds management. Kingsriter earned his bachelor of science in Political Science from Southern Methodist University and studied Political Science and International Law at Oxford and Cambridge Universities. He holds a juris doctorate from the University of Richmond. He is registered with the Financial Industry Regulatory Authority (FINRA) as a General Securities Representative (Series 7, 63) and an Investment Banking Representative (Series 79).