Pinecrest Capital Partners

Financial ServicesTexas, United States11-50 Employees

Pinecrest Capital Partners is a Dallas-based financial services firm that offers high‑touch advisory services to middle market companies, focusing on managing transaction processes across a broad range of industries. Its services include mergers and acquisitions on both the buy-side and sell-side, private capital sourcing, strategic advisory, and project finance, with an emphasis on positioning clients to maximize transaction outcomes and realize full value. In addition to advisory work, the firm engages in selective direct investments, reflecting its structure as a merchant bank that pursues opportunities to invest in companies with strong management and distinctive value propositions. The team, consisting of experienced professionals, brings extensive transactional knowledge accumulated over more than 75 years of combined experience, and the firm operates in sectors including healthcare, industrials, transportation and logistics, energy infrastructure, aerospace and defense, consumer products and services, technology, and outsourced business services. Pinecrest is registered to provide securities and investment banking services through BA Securities, LLC, while remaining a separate entity from its partner. A recent notable development includes internal promotions and new hires that continue to expand the firm’s advisory capabilities. Pinecrest is located at 8235 Douglas Avenue, Suite 550, in Dallas, Texas.

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