80+ total transactions representing $2B+ in aggregate value — 9 tracked below spanning 2023–2025 · 4 industries
Exclusive advisor on recapitalization and strategic partnership for Dallas-Fort Worth's leading HVAC, plumbing, and electrical services provider serving 300+ homes daily.
Exclusive advisor on sale of 72-year-old regional chemical distributor and waste management provider to Univar Solutions, the largest chemical distributor in North America. Transaction expanded buyer's local distribution network and environmental services capabilities.
Pinecrest served as exclusive financial advisor to The 20 MSP on acquisitions of three managed service providers expanding geographic reach and adding AI, cybersecurity, and compliance capabilities.
Exclusive financial advisor to The 20 MSP on three regional MSP acquisitions expanding national footprint. Financed with syndicated credit facility led by Sunflower Bank.
Advised The 20 MSP on acquisition of managed IT services division from Detroit-based IT provider.
Exclusive financial advisor on acquisition that strengthened The 20's capabilities in healthcare vertical.