Pinecrest Capital Partners
Pinecrest Capital Partners is a Dallas-based boutique investment bank founded in 2014 that provides M&A advisory, private capital raises, and buy-side/pre-transaction advisory to family- and founder-owned middle-market businesses with $25M–$500M enterprise values, having closed 80+ transactions and $4B+ in aggregate deal value.
- Company typePrivate
- Founded2014
- HeadquartersDallas, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
What Pinecrest Capital Partners does
Pinecrest Capital Partners is a Dallas-based boutique investment banking firm founded in 2014 by Barrett Kingsriter and Bobby Renkes. The firm provides M&A advisory, private capital raises, buy-side advisory, and pre-transaction advisory services exclusively to family- and founder-owned middle-market businesses with enterprise values typically ranging from $25 million to $500 million. Pinecrest has completed more than 80 transactions representing over $4 billion in aggregate transaction value across ten horizontal sectors including healthcare, business services, industrial/manufacturing/construction, aerospace & defense, transportation & logistics, consumer products & services, energy/utilities/infrastructure, financial services, and technology & software.
The firm operates with a team of roughly 11–50 professionals headquartered at 8235 Douglas Avenue, Suite 550, Dallas, TX 75225, and employs a senior-banker-led, high-touch engagement model rather than a broker-dealer distribution model. Securities and investment banking products are offered through a partnership with BA Securities, LLC, a registered broker-dealer and FINRA/SIPC member; Pinecrest Capital Partners and BA Securities are separate, unaffiliated entities. Revenue is generated primarily through transaction-based advisory fees and capital-raising fees, with no disclosed software products, technology platforms, or AI-driven capabilities.
Pinecrest's differentiation centers on exclusive representation, founder/family-business cultural alignment, deep sector coverage through internal promotion and external hires (with alumni pedigrees at KPMG, PwC, Pharos Capital, MJC Partners, and Texas Instruments), and trusted-advisor relationships with a broad set of private equity sponsors. The firm has earned regional recognition including a 2024 D Magazine + ACG DFW Mergers & Acquisitions Awards finalist nod for Emerging Leader of the Year. As a privately held, founder-controlled boutique, Pinecrest does not have institutional investment backing or a parent company.
Pinecrest Capital Partners firmographics
Firmographics- Name
- Pinecrest Capital Partners
- Legal name
- Pinecrest Capital Partners, LLC
- Website
- https://pinecrestcap.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Pinecrest Capital Partners is a Dallas-based boutique investment bank founded in 2014 that provides M&A advisory, private capital raises, and buy-side/pre-transaction advisory to family- and founder-owned middle-market businesses with $25M–$500M enterprise values, having closed 80+ transactions and $4B+ in aggregate deal value.
- Ownership category
- akta.pro rank
Pinecrest Capital Partners industry classification
Industry- Product category
- Middle-Market Investment Banking
- NAICS
- Investment Banking and Securities Intermediation (523150)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Corporate Finance & Capital Advisory (BPAHADAB)
- akta.pro secondary industries
- Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps) (FSAEAGAE), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Buy-Side M&A Advisory (FSAEAGAB)
Keywords
Where Pinecrest Capital Partners is headquartered
LocationHeadquarters
- HQ city
- Dallas
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Pinecrest Capital Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Others
Revenue model
- M&A Advisory Fees: Transaction-based advisory fees for sell-side and buy-side M&A representation, including sell-side representation, buy-side advisory, and other financial advisory services.
- Capital Raising Fees: Fees for private capital raises including private debt and equity capital sourcing, typically structured as transaction-based compensation.
- Pre-Transaction Advisory: Advisory fees for optimizing timing and market preparation services prior to formal M&A transactions.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Multi-year contract | Transaction-based advisory fees negotiated per engagement |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Pinecrest Capital Partners product offering
Product offeringCore offering
Pinecrest Capital Partners is a boutique middle-market investment banking firm that delivers exclusive M&A advisory, private capital raises, buy-side advisory, and pre-transaction advisory services to privately held businesses with enterprise values typically ranging from $25 million to $500 million. The firm operates exclusively as a financial advisor (not a broker-dealer) focusing on families and founders of privately held companies navigating life-changing transactions.
Product overview
Pinecrest Capital Partners is a premier investment banking firm offering a unified suite of advisory services rather than a software product. The firm provides four core service offerings: M&A Advisory (sell-side representation), Private Capital Raises (access to private debt and equity), Buy-Side Advisory (acquisition support), and Pre-Transaction Advisory (timing and preparation optimization). These services are delivered as consultative engagements targeting middle-market companies with enterprise values typically ranging from $25 million to $500 million. The company does not offer software products, modules, or technology platforms.
Differentiator
Problem solved
Functional benefit
Products and services
- M&A Advisory Services
- Private Capital Raises
- Buy-Side Advisory
- Pre-Transaction Advisory
Quantifiable outcome
- 80+ successful transactions completed since 2014
- +3 more outcomes
Companies that use Pinecrest Capital Partners
Customer profileNamed customers10 records
Segments10 records
Ideal customer profiles1 record
Pinecrest Capital Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Pinecrest Capital Partners partnerships and signals
Strategic signalScale indicators4 records
Recent moves5 records
Expansion highlights6 records
Pinecrest Capital Partners competitors and assessment
Company assessmentDirect peers
- Lincoln International: Global mid-market investment bank providing M&A advisory, capital raises, and valuation services to middle-market companies, directly comparable to Pinecrest's service mix and target deal-size range.
- Cascadia Capital: Middle-market M&A advisory firm with a regional US footprint and sector specialization across consumer, industrial, and business services; directly competes for $25M-$500M enterprise value engagements.
- Capstone Partners: Middle-market investment bank focused on sell-side M&A and capital raises for companies in the $25M-$500M range across multiple sectors, closely overlapping Pinecrest's positioning.
- PMCF (Pritzker Private Capital Advisors): Middle-market M&A advisor providing sell-side, buy-side, and capital raising services to industrial and business services companies, with deal-size ranges comparable to Pinecrest.
- Brown Gibbons Lang & Company: Middle-market investment bank providing M&A advisory, capital raising, and financial advisory services for companies typically in the $25M-$500M EV range, closely aligned with Pinecrest's niche.
- Generational Group: M&A advisory firm focused on lower-middle-market sell-side engagements for founder and family-owned businesses, highly comparable to Pinecrest's positioning and target client profile.
- KeyBanc Capital Markets: Middle-market investment banking arm providing M&A advisory and capital raising for companies across a broad sector mix, with deal-size profile overlapping Pinecrest's $25M-$500M range.
- M&A Capital Advisors: Boutique M&A advisory firm focused on sell-side transactions for lower-middle-market companies, with a target client profile (family/founder-owned) directly comparable to Pinecrest.
Broad incumbents
- Harris Williams: Larger middle-market investment bank with multi-sector coverage and an established international platform; overlaps Pinecrest's core service offerings but operates at a materially greater scale.
- Houlihan Lokey: Global investment bank with a significant middle-market M&A franchise, providing overlapping services but at materially greater scale and brand recognition than Pinecrest.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Pinecrest Capital Partners social profiles
Digital presencePinecrest Capital Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Pinecrest Capital Partners leadership team
Management profileNumber of profiles
Profiles11 records
Pinecrest Capital Partners funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Pinecrest Capital Partners M&A and investment
M&A and investmentM&A
Investments1 record
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Pinecrest Capital Partners
What does Pinecrest Capital Partners do?
Pinecrest Capital Partners is a boutique middle-market investment banking firm that delivers exclusive M&A advisory, private capital raises, buy-side advisory, and pre-transaction advisory services to privately held businesses with enterprise values typically ranging from $25 million to $500 million. The firm operates exclusively as a financial advisor (not a broker-dealer) focusing on families and founders of privately held companies navigating life-changing transactions.
Is Pinecrest Capital Partners a public or private company?
Pinecrest Capital Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Pinecrest Capital Partners founded?
Pinecrest Capital Partners was founded in 2014. It employs 11 to 50 people.
Where is Pinecrest Capital Partners based?
Pinecrest Capital Partners is headquartered in Dallas, United States, in the North America region.
How does Pinecrest Capital Partners make money?
Three revenue lines are on record. M&A Advisory Fees are the primary driver. The others are capital Raising Fees and pre-Transaction Advisory.
Who are Pinecrest Capital Partners's main competitors?
Direct peers on record are Lincoln International, Cascadia Capital, Capstone Partners, PMCF (Pritzker Private Capital Advisors), Brown Gibbons Lang & Company, Generational Group, KeyBanc Capital Markets and M&A Capital Advisors. Broad incumbents are Harris Williams and Houlihan Lokey.
Does Pinecrest Capital Partners have an API?
No public API is recorded for Pinecrest Capital Partners.
What industry is Pinecrest Capital Partners in?
Pinecrest Capital Partners's product category is Middle-Market Investment Banking. Its primary akta.pro industry code is BPAHADAB, Corporate Finance & Capital Advisory, with a secondary code of FSAEAGAE, Corporate Finance Advisory (Strategic Finance, Capital Structure & Recaps). Its NAICS code is 523150 and its SIC code is 6211.