Pine Tree Equity Completes 4th Exit in 12 Months

Pine Tree Equity Completes 4th Exit in 12 Months

Pine Tree Equity is pleased to announce that it has completed its 4th successful exit in the past 12 months, generating a 6.2x or a 63.7% IRR on its first 12 exits since inception in January 2007. Pine Tree Equity, based in Miami, FL, is a private equity firm focused on the investment in and expansion of small capitalization companies – with revenue of $10.0 million to $50.0 million – in partnership with founding management.

Since its inception in January 2007, Pine Tree Equity has closed 21 platform investments and 47 add-on investments in a variety of service industries, including business, consumer, financial and healthcare services. Pine Tree has never had a loss of capital and its track record is extremely consistent while delivering substantial returns on realized investments. Moreover, entrepreneurs and management teams have generated an even greater return of 11.4x rolled equity via a combination of both capital appreciation on rolled equity and Pine Tree Equity’s option program.

“We are excited to announce our recent successes as continued validation of Pine Tree Equity’s approach of creating strong partnerships with founding entrepreneurs,” said Joseph Walter, Principal of Pine Tree Equity. “In my eight years at Pine Tree Equity, I have enjoyed the process of working collaboratively with our entrepreneur partners and helping to build their businesses into institutional platforms. By following a consistent strategy of investing in and partnering with already successful small cap businesses and executives, and providing the financial support and strategic guidance to accelerate growth, we are confident in our ability to continue to generate attractive returns for our entrepreneur partners.”

  • House Advantage
    (Dividend Recap)
    (April 2017)
  • Federal National Payables
    (February 2018)
  • Fast-Fix Jewelry and Watch Repairs
    (March 2018)
  • Smile Design Dentistry
    (October 2018)
  • InHealth MD Alliance
    (December 2018)