Meet the Team | Pinecrest Capital Partners | Pinecrest Capital Partners

Pinecrest Capital Partners offers traditional Investment Banking advisory services as well as a Merchant Banking platform, actively seeking opportunities to invest capital directly in companies that can further benefit from Pinecrest advisory solutions. Pinecrest’s team of highly sophisticated professionals has more than 90 years combined experience and possesses the knowledge and expertise to deliver customized advisory solutions and successful transactions.

Senior Managing Director & Founder

Barrett Kingsriter

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, Mr. Kingsriter concentrates on merger and acquisition advising, capital raising transactions and advising companies on strategic and growth initiatives.

Prior to forming Pinecrest, Mr. Kingsriter served with prestigious investment banking and financial advisory institutions where he focused on mergers and acquisitions and capital markets transactions, including Managing Director and Head of Investment Banking at NexBank Capital, Inc.; Vice President of Commerce Street Capital, LLC and as an Analyst with SAMCO Capital Markets, Inc.

Mr. Kingsriter earned his bachelor of science in Political Science from Southern Methodist University where he was a President’s Scholar 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).

Mr. Barrett D. Kingsriter is a registered representative of Securities and Investment Banking Services, offered through BA Securities, LLC. Pinecrest Capital Partners and BA Securities, LLC are separate and unaffiliated entities.
Four Tower Bridge / 200 Barr Harbor Drive, Suite 400 / W. Conshohocken, PA 19428
Member: FINRA, SIPC
484-412-8788

Managing Director & Founder

Bobby Renkes

As Managing Director at Pinecrest Capital Partners, Mr. Renkes is responsible for advising sellers and buyers on mergers and acquisitions and companies on strategic and growth initiatives and capital raising.

Mr. Renkes has extensive experience in healthcare, business services, manufacturing, distribution, and consumer services, products, and retail companies. Prior to forming Pinecrest, he has held roles at several notable financial institutions, including Vice President at NexBank Capital, Associate at Energy Transfer Partners and Senior Associate at KPMG Transaction Services.

Mr. Renkes graduated cum laude from the University of Notre Dame Mendoza Business School with a bachelor of business administration in Accountancy. He has earned the CFA designation and is a licensed CPA in the state of Texas.

Mr. Bobby D. Renkes is a registered representative of Securities and Investment Banking Services, offered through BA Securities, LLC.
Pinecrest Capital Partners and BA Securities, LLC are separate and unaffiliated entities.
Four Tower Bridge / 200 Barr Harbor Drive, Suite 400 / W. Conshohocken, PA 19428
Member: FINRA, SIPC
484-412-8788

Managing Director, Emeritus

Gene Wallace

A more than 30-year veteran in the investment banking industry, Gene Wallace most recently served as Managing Director for Pinecrest Capital Partners.

Mr. Wallace’s experience spans transactions in the software, manufacturing, energy, aerospace, construction, technology, financial services, consumer goods and distribution industries. Prior to joining Pinecrest, Mr. Wallace served as a Managing Director at Barrier Advisors, Inc. He also has held leadership positions at other banking and financial advisory institutions, including Senior Managing Director of Commerce Street Capital, LLC, and Senior Managing Director of Investment Banking and Corporate Finance for SAMCO Capital Markets, Inc. Mr. Wallace also opened and headed the Dallas Corporate Finance Department for New York-based Lehman Brothers. He served as Managing Director of Rauscher Pierce Refsnes, Inc. and headed the corporate finance office for the major regional firm Rauscher Pierce Refsnes, now Royal Bank of Canada – Dain Rauscher Wessels.

During his career, Mr. Wallace has initiated and carried out banking transactions with companies such as Texas Instruments, Texas Utilities, Centex, Southwest Airlines, UCCEL, Ken Davis Industries, Intecom, Enterprise Products, L.P., Vintage Petroleum, Doskocil Manufacturing, Rent-A-Center, Belmont Homes, Play-by-Play Toys, NCI Building Systems, Service Drilling and Varel Manufacturing.

Mr. Wallace served as a navigator with the rank of Captain in the United States Air Force. He earned both a bachelor’s and master’s degree from the University of Illinois at Champaign.

Director

Scott Renkes

As a founding member of Pinecrest, Scott Renkes serves as a Director. In his position at Pinecrest, Mr. Renkes is responsible for overall transaction process management and execution support, deal sourcing, and various other financial advisory services.

Prior to joining Pinecrest, Mr. Renkes worked in PwC’s Financial Valuation Group where he focused on business enterprise and intangible asset valuations for financial and tax reporting as well as mergers and acquisitions.

Mr. Renkes graduated summa cum laude from Texas A&M University with a bachelor of business administration in Accounting and a master’s in Finance.

Director

Wesley Romanowski

As a founding member of Pinecrest, Wes Romanowski serves as a Director. In his position at Pinecrest, Mr. Romanowski is responsible for overall transaction process management and execution support, deal sourcing, and various other financial advisory services.

Prior to joining Pinecrest, Mr. Romanowski worked at KPMG in the Financial Due Diligence Group where he focused on buy-side and sell-side due diligence for private equity clients.

Mr. Romanowski graduated summa cum laude from Texas A&M University with a bachelor of business administration in accounting and also earned his master’s degree in finance. He is licensed as a CPA in the state of Texas.

Director

Geoffrey Dunham

As a founding member of Pinecrest, Geoff Dunham serves as a Director. In his position, Mr. Dunham is responsible for overall transaction process management and execution support, deal sourcing, and various other financial advisory services.

Prior to joining Pinecrest, Mr. Dunham worked at Pharos Capital Group where he provided due diligence, valuation, and investor relations support.

Mr. Dunham earned his bachelor of science in biomedical engineering from Yale University.

Senior Associate

Ted Gwara

Ted Gwara serves as an Associate at Pinecrest Capital Partners. As a member of Pinecrest, Mr. Gwara provides analytical support on mergers and acquisitions, capital raising, and other transaction execution services.

Prior to joining Pinecrest, Mr. Gwara worked at a boutique consulting firm in Dallas.

Mr. Gwara graduated from Southern Methodist University with a bachelor’s degree. Ted recently passed Level 1 of the CFA exam and plans to take Level 2 later this year.

Senior Analyst

Jacob Bailet

Jacob Bailet serves as an Analyst at Pinecrest Capital Partners. As a member of Pinecrest, Mr. Bailet provides research, market analytics, and execution support on mergers and acquisitions, capital raising, and other financial advisory services.

Prior to joining Pinecrest, Mr. Bailet worked in the Valuation Advisory practice at Houlihan Lokey in Dallas, where he focused primarily on valuing illiquid debt and equity securities for middle-market buyouts.

Mr. Bailet graduated from the University of Washington with a Bachelor of Business Administration in Finance.

Operating Partner

Zachary Jeffery

Zach Jeffery serves as an Operating Partner at Pinecrest Capital Partners. In his position at Pinecrest, Mr. Jeffery is currently the COO of TruEnergy, and also provides strategic and operational support on mergers and acquisitions.

Prior to joining Pinecrest, Mr. Jeffery served as a founder and leader in a variety of entrepreneurial, executive healthcare, and business consulting roles. Throughout his career Mr. Jeffery has launched and led the scaling of multiple organizations.

Mr. Jeffery graduated summa cum laude from Wichita State University with a bachelor of business administration in Entrepreneurship and Real Estate and also earned his MBA from Texas Christian University.