Pine Tree Equity Management Mergers and Acquisitions Summary

Private Equity Profile

In the last 3 years, Pine Tree Equity Management has acquired 3 companies.

Pine Tree Equity Management’s most common sectors for investment are business services (20%) and financial services (20%). The Firm’s most common investment types include recapitalization (67%) and growth capital (15%). In total, Pine Tree Equity Management has invested in 10 US states.

In the last 3 years, Pine Tree Equity Management has exited 1 company. The Firm’s most common exit type is secondary buyout (56%).

Join Mergr to view Pine Tree Equity Management’s full profile and discover more small private equity firms just like it.

M&A Summary

  • M&A Total Activity30
    • M&A Buy Activity21
    • M&A Sell Activity9
  • Total Sectors Invested 12
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 3
  • M&A Advisors 3

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 is an investment firm focused on small-cap companies. Pine Tree generally looks to partner with management and typically invests $2.5 to $7.5 million per transaction. Areas of interest include business services, consumer services, financial services, consumer products, franchising, and niche manufacturing. Pine Tree Equity was formed in 2007 and is based in Miami, Florida.


Investment Criteria

Sectors of Interest: Business Services, Consumer Products, Consumer Services, Environmental, Financial Services, Franchising, Manufacturing, 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 ≤ '15 '16 '17 '18 '19 '20 T
Buy (0.8/yr) # 17 1 - - 1 2 21
Sell (0.4/yr) # 7 1 - - - 1 9
  30

Most Recent M&A

Company Date Value Type
North State Acceptance 2020-03-03 - Secondary Buyout
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
Spectrum of Hope LLC 2019-06-18 - Recapitalization
Houston, Texas · www.spectrumofhope.com
Northwest Plan Services, Inc. 2016-05-20 - Recapitalization
Seattle, Washington · www.nwp401k.com
InHealth MD Alliance LLC 2016-01-01 - Recapitalization
Davenport, Florida · www.inhealthmd.com
House Advantage LLC 2015-08-01 - Stake Purchase
Las Vegas, Nevada · www.houseadv.com
Bradley-Morris, Inc. 2015-07-30 - Secondary Buyout
Kennesaw, Georgia · www.bradley-morris.com
Community Medical Holdings Corp. 2015-07-01 - Secondary Buyout
North Miami Beach, Florida · www.communitymedicalgroup.com
Smile Design Dentistry 2015-04-20 - Growth Capital
Tampa, Florida · www.thesmiledesign.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
CrossBridge Compliance 2014-11-01 Veracity Technology Solutions 2019-09-23 3
Longview, Texas · www.crossbridgecompliance.com Tulsa, Oklahoma · www.veracityts.com
CrossBridge Compliance 2014-11-01 XCEL NDT LLC 2019-03-20 2
Longview, Texas · www.crossbridgecompliance.com Clifton, Kansas · www.xcelndt.com
CrossBridge Compliance 2014-11-01 C&R Compliance LLC 2015-02-09 1
Longview, Texas · www.crossbridgecompliance.com Rome, Georgia · www.crcompliance.com

M&A by Sector

Sector Current # Value All-time # Value
Business Services 1 (9%) - 4 (19%) -
Financial Services 2 (18%) - 4 (19%) -
Healthcare Services 3 (27%) - 4 (19%) -
Consumer Services 1 (9%) - 1 (5%) -
Energy Services and Equipment - - 1 (5%) -
Environmental - - 1 (5%) -
Franchising 1 (9%) - 1 (5%) -
Information Technology 1 (9%) - 1 (5%) -
Internet Software and Services 1 (9%) - 1 (5%) -
Medical Products 1 (9%) - 1 (5%) -
Staffing - - 1 (5%) -
Test/Measurement Equipment - - 1 (5%) -
Total 11 - 21 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 11 (100%) - 21 (100%) -
  Florida 6 (55%) - 7 (33%) -
  Texas 2 (18%) - 4 (19%) -
  California 1 (9%) - 2 (10%) -
  Georgia - - 2 (10%) -
  Nevada 1 (9%) - 1 (5%) -
  Maryland 1 (9%) - 1 (5%) -
  Washington - - 1 (5%) -
  Oklahoma - - 1 (5%) -
  North Carolina - - 1 (5%) -
  Mississippi - - 1 (5%) -
Total 11 - 21 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 6 (55%) - 14 (67%) -
Growth Capital 2 (18%) - 3 (14%) -
Buyout (LBO, MBO, MBI) 1 (9%) - 2 (10%) -
Divestiture 1 (9%) - 1 (5%) -
Stake Purchase 1 (9%) - 1 (5%) -
Total 11 - 21 -

Exits by Deal Type

Type Total # Value
Secondary Sale 5 (56%) -
Recapitalization 2 (22%) -
Trade Sale 2 (22%) -
Total 9 -

Top M&A Advisors

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

M&A Connections

Deals %
Acquired from
Strategic(s)
100%
1 100%
Exited to
PE Firm(s)
83%
10 83%
Strategic(s)
17%
2 17%

 Subscribe to unlock this and 157,720
investor and company profiles

Sign-up today to get full access

  • check  Unlimited Searches
  • check  Unlimited Profile Views
  • check  Build and Export Lists of
    • PE Backed Companies
    • Direct Investors & Acquirers
    • Advisors
    • Deals
    • & More

What's Mergr?

We built Mergr to save people the arduous and time-consuming process of tracking when companies are bought, sold, and who currently owns them.

Every day, new opportunities emerge around M&A and we help professionals of all types comb through transactions, investors, and corporate acquirers via an easy-to-use web database that is accessible to anyone.

Try us for 1 week free today!

Mergr, the Easiest-to-Use PE and M&A DB


Key Benefits

  • Stay informed on events in your industry
  • M&A research that takes seconds (not all afternoon)
  • Better understand your customers and prospects
  • Discover active buyers (or sellers)
Search
  • 4.0K Private Equity Firms
  • 146K M&A Transactions
  • 154K Companies Involved in M&A
    (Buyer, Seller, or Target)
  • 3.2K M&A Advisors
    (Investment Banks and Law Firms)
  • 46K M&A Contacts
    (PE and M&A Advisors)

Ready to try?

Join FREE for 1 Week

No obligation. Cancel anytime.