Pine Tree Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Pine Tree Equity Partners has acquired 2 companies. It has also invested in 2 others.

Pine Tree Equity Partners’ most common sectors for investment arehealthcare services (30%) and business services (19%) . The Firm’s most common investment types include recapitalization (67%) and growth capital (23%). In total, Pine Tree Equity Partners has invested in 14 US states.

In the last 3 years, Pine Tree Equity Partners has exited 2 companies. The Firm’s most common exit type is secondary buyout (54%).

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M&A Summary

  • M&A Total Activity40
    • M&A Buy Activity27
    • M&A Sell Activity13
  • Total Sectors Invested 13
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 5
  • M&A Advisors 3

Pine Tree Equity Partners

Pine Tree Equity Management, LP

1515 Sunset Drive, Suite 32,
Miami, Florida 33131
United States
(305) 808-9820
www.pinetreeequity.com
info@pinetreeequity.com

Pine Tree Equity Partners is an investment firm focused on small-cap companies. Pine Tree generally looks to partner with management and typically invests $2 to $7 million per transaction. Areas of interest include business services, consumer services, financial services, consumer products, franchising, and niche manufacturing. Pine Tree Equity Partners was formed in 2007 and is based in Miami, Florida.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Education, Environmental, Financial Services, Franchising, Healthcare Services, Life Science, Manufacturing, Software, Test/Measurement Equipment

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Recapitalization, Stake Purchase

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue 10 50
Target EBITDA 2 7
Investment Size 3 8
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (1.2/yr) # 21 2 3 1 - - 27
Sell (0.6/yr) # 10 1 - 2 - - 13
  40

Most Recent M&A

Company Date Value Type
House Advantage LLC 2022-10-06 - Trade Sale
Las Vegas, Nevada · www.houseadv.com
Premier Physician Support Services 2022-07-01 - Recapitalization
Miami, Florida · www.premierphysicianss.com
Celtic Capital Corp. 2022-04-29 - Secondary Sale
Santa Monica, California · www.celticcapital.com
Suncoast Skin Solutions 2021-05-01 - Growth Capital
Lutz, Florida · www.suncoastskin.com
Madame Rx LLC 2021-03-01 - Recapitalization
Folcroft, Pennsylvania · www.chemistryrx.com
Innercept LLC 2021-02-01 - Growth Capital
Coeur d'Alene, Idaho · www.innercept.net
North State Acceptance LLC 2020-03-03 - Secondary Sale
Raleigh, North Carolina · www.northstateacceptance.com
Kids Speech, Physical & Occupational Therapy, Inc. 2020-01-30 - Recapitalization
Hollywood, Florida · www.kidsspotrehab.com
iCare Health Solutions LLC 2020-01-30 - Recapitalization
Tampa, Florida · www.myicarehealth.com
Shortridge Academy 2019-10-01 - Recapitalization
Milton, New Hampshire · www.shortridgeacademy.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CrossBridge Compliance 2014-11-01 XCEL NDT LLC 2023-10-30 1
Longview, Texas · www.crossbridgecompliance.com Longview, Texas · www.xcelgrp.com

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 4 (40%) - 8 (30%) -
Business Services 2 (20%) - 5 (19%) -
Financial Services - - 4 (15%) -
Consumer Products 1 (10%) - 1 (4%) -
Consumer Services 1 (10%) - 1 (4%) -
Education 1 (10%) - 1 (4%) -
Energy Services and Equipment - - 1 (4%) -
Environmental - - 1 (4%) -
Franchising - - 1 (4%) -
Life Science 1 (10%) - 1 (4%) -
Software - - 1 (4%) -
Staffing - - 1 (4%) -
Test/Measurement Equipment - - 1 (4%) -
Total 10 - 27 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 10 (100%) - 27 (100%) -
  Florida 4 (40%) - 9 (33%) -
  Texas 2 (20%) - 5 (19%) -
  California - - 2 (7%) -
  Pennsylvania 1 (10%) - 1 (4%) -
  New Hampshire 1 (10%) - 1 (4%) -
  Illinois 1 (10%) - 1 (4%) -
  Idaho 1 (10%) - 1 (4%) -
  Washington - - 1 (4%) -
  Virginia - - 1 (4%) -
  North Carolina - - 1 (4%) -
  Nevada - - 1 (4%) -
  Mississippi - - 1 (4%) -
  Maryland - - 1 (4%) -
  Georgia - - 1 (4%) -
Total 10 - 27 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 7 (70%) - 18 (67%) -
Growth Capital 3 (30%) - 6 (22%) -
Buyout (LBO, MBO, MBI) - - 2 (7%) -
Divestiture - - 1 (4%) -
Total 10 - 27 -

Exits by Deal Type

Type Total # Value
Secondary Sale 7 (54%) -
Recapitalization 2 (15%) -
Trade Sale 2 (15%) -
Stake Sale 1 (8%) -
Trade Sale - Public Company 1 (8%) -
Total 13 -

Top M&A Advisors

Financial Deals
Farlie Turner & Co.
4
Brookwood Associates
1
Legal Deals
Holland & Knight
1

M&A Connections

Deals
Acquired from
Strategic(s)
4%
1 (4%)
Exited to
Investor(s)
69%
9 (69%)
Strategic(s)
23%
3 (23%)

FAQ

When was Pine Tree Equity Partners founded?

Pine Tree Equity Partners was founded in 2007.

What type of investor is Pine Tree Equity Partners?

Pine Tree Equity Partners is a private equity firm.

Where is Pine Tree Equity Partners headquartered?

Pine Tree Equity Partners is headquartered in Miami, Florida.

How much capital does Pine Tree Equity Partners have under management?

Pine Tree Equity Partners has 200M USD under management.

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