Pine Tree Equity Management Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Pine Tree Equity Management has acquired 6 companies. It has also invested in 2 others.

Pine Tree Equity Management’s most common sectors for investment arehealthcare services (27%) and business services (20%) . The Firm’s most common investment types include recapitalization (66%) and growth capital (24%). In total, Pine Tree Equity Management has invested in 14 US states.

In the last 3 years, Pine Tree Equity Management has exited 2 companies. The Firm’s most common exit type is secondary buyout (60%).

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M&A Summary

  • M&A Total Activity36
    • M&A Buy Activity26
    • M&A Sell Activity10
  • Total Sectors Invested 13
  • 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 ≤ '16 '17 '18 '19 '20 '21 T
Buy (1.6/yr) # 18 - 1 2 2 3 26
Sell (0.4/yr) # 8 - 1 - 1 - 10
  36

Most Recent M&A

Company Date Value Type
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 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
Shortridge Academy 2019-10-01 - Recapitalization
Milton, New Hampshire · www.shortridgeacademy.com
Spectrum of Hope LLC 2019-06-18 - Recapitalization
Houston, Texas · www.spectrumofhope.com
Annuity Health Holdings LLC 2018-10-02 - Recapitalization
Westmont, Illinois · www.annuityhealth.com
Smile Design Dentistry 2018-10-01 - Secondary Buyout
Tampa, Florida · www.thesmiledesign.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Healthcare Services 5 (33%) - 7 (27%) -
Business Services 2 (13%) - 5 (19%) -
Financial Services 2 (13%) - 4 (15%) -
Consumer Products 1 (7%) - 1 (4%) -
Consumer Services 1 (7%) - 1 (4%) -
Education 1 (7%) - 1 (4%) -
Energy Services and Equipment - - 1 (4%) -
Environmental - - 1 (4%) -
Franchising 1 (7%) - 1 (4%) -
Life Science 1 (7%) - 1 (4%) -
Software 1 (7%) - 1 (4%) -
Staffing - - 1 (4%) -
Test/Measurement Equipment - - 1 (4%) -
Total 15 - 26 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 15 (100%) - 26 (100%) -
  Florida 6 (40%) - 8 (31%) -
  Texas 2 (13%) - 4 (15%) -
  California 1 (7%) - 2 (8%) -
  Georgia - - 2 (8%) -
  Pennsylvania 1 (7%) - 1 (4%) -
  New Hampshire 1 (7%) - 1 (4%) -
  Nevada 1 (7%) - 1 (4%) -
  Maryland 1 (7%) - 1 (4%) -
  Illinois 1 (7%) - 1 (4%) -
  Idaho 1 (7%) - 1 (4%) -
  Washington - - 1 (4%) -
  Oklahoma - - 1 (4%) -
  North Carolina - - 1 (4%) -
  Mississippi - - 1 (4%) -
Total 15 - 26 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Recapitalization 9 (60%) - 17 (65%) -
Growth Capital 4 (27%) - 6 (23%) -
Buyout (LBO, MBO, MBI) 1 (7%) - 2 (8%) -
Divestiture 1 (7%) - 1 (4%) -
Total 15 - 26 -

Exits by Deal Type

Type Total # Value
Secondary Sale 6 (60%) -
Recapitalization 2 (20%) -
Trade Sale 2 (20%) -
Total 10 -

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)
4%
1 (4%)
Exited to
Investor(s)
70%
7 (70%)
Strategic(s)
20%
2 (20%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

PE Assets

200M USD

Established

2007

Specialist/Generalist

Generalist

Leadership

Jeff Settembrino

Managing Partner

Roberto Canto

Managing Director

Gregory Diem

Managing Director & Operating Partner

Patrick Kuiper

Managing Director & Operating Partner

Joseph Walter

Principal

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