Pine Tree Equity Partners

Pine Tree Equity, established in 2007 and located in Miami, Florida, is a private equity firm that specializes in investing in and expanding small capitalization companies. The firm targets businesses with revenues ranging from $10 million to $50 million across various sectors, including business services, consumer products, financial services, and niche manufacturing. Pine Tree Equity focuses on acquiring high-quality, profitable companies that are typically family- or founder-owned, emphasizing active partnerships with management teams who maintain significant financial stakes in the business. This approach aims to foster growth and enhance the long-term value of the companies in which they invest.

Roberto Canto

Managing Director

Nicolas D. Germán

Associate

Patrick Kuiper

Managing Director, Operations

Austin Murphy

Principal

Jeff Settembrino

Founder and Managing Partner

John Stewart

Vice President

Joseph Walter

Managing Director

18 past transactions

Spectrum of Hope

Acquisition in 2019
Spectrum of Hope is to provide the highest quality ABA therapy and most caring environment to our clients ensuring achievement of their highest potential and earning and keeping the trust of their families.

Paradigm Treatment

Private Equity Round in 2019
Paradigm Treatment is a health care center. They offer treatment for anxiety, depression, eating disorders, grief, as well as trauma and related mental health concerns through an interactive clinical program that aims to uncover the underlying emotions causing the patient's erratic behavior and help them overcome their medical issues with professional care.

RevMD

Acquisition in 2018
revMD is your personal revenue assurance expert with 30 years of experience in revenue practice management. Always just a click away, revMD provides industry-leading physician medical coding, billing and collections previously unavailable to most practices. They are passionate about ensuring you receive every dollar you’re due. And with 100% transparency and accessibility, you’ll never have to wonder. It’s about time you had excellence working for you. After all, you’ve earned it.

Amcol Systems

Acquisition in 2017
AMCOL Systems Inc. is a business process outsourcing organization based in Columbia, South Carolina, specializing in revenue cycle management services for the healthcare industry. Established in 1976, the company focuses on self-pay collections, bad debt recovery, and insurance claims resolution for hospitals, health systems, and physician groups. By employing advanced call analytics technology and real-time monitoring systems, AMCOL Systems aims to enhance cash flow and expedite the resolution of patient accounts while adhering to compliance standards.

House Advantage

Private Equity Round in 2015
House Advantage loyalty marketing technologies, reinforced by strategic expertise and deep industry experience, empower the world’s most successful entertainment brands to seamlessly integrate powerful new marketing strategies and tools. With House Advantage, brands increase customer engagement, generate vital business intelligence and boost per-patron share-of-wallet with seamless integration and total support for their existing systems.

Smile Design Dentistry

Funding Round in 2015
Smile Design Dentistry, founded in 2000 and headquartered in Tampa, Florida, offers a comprehensive range of dental services across multiple locations in the state. The practice specializes in preventative and restorative dentistry, providing services such as tooth color fillings, dental implants, periodontal care, and orthodontics. Additionally, it offers cosmetic dentistry options, including porcelain veneers, teeth whitening, and full porcelain crowns. Smile Design Dentistry emphasizes personalized patient care, aiming to build trusting relationships by addressing individual concerns and delivering customized treatment plans. Their diverse service offerings also include pedodontics, fluoride treatments, tooth extractions, root canals, and routine teeth cleaning, catering to a wide array of dental needs in the communities they serve.

CrossBridge Compliance

Acquisition in 2014
Crossbridge Compliance, LLC originated as a company that focused solely on Safety and OQ services. Shortly thereafter, the business was expanded to serve the Rail industry providing railcar inspection, valve services, NDT Level III, facility consulting, training and mobile repair.

Celtic Capital

Acquisition in 2014
Celtic Capital specializes in asset based financing from $500,000 to $5 million for manufacturers, wholesalers, distributors and service providers throughout the United States. Our history of success in crafting creative, flexible solutions to complex financial issues has made us one of the country's most respected asset based lenders. At Celtic Capital, we provide focus and direction to create value.

BPI Sports

Private Equity Round in 2014
BPI Sports is a developer, formulator and marketer of branded sports nutrition supplements, primarily for athletes and bodybuilders.

North State Acceptance

Acquisition in 2013
North State Acceptance, LLC is a sub-prime automobile finance company based in Raleigh, North Carolina, with additional locations in Smithfield, Wilmington, Goldsboro, Winterville, Kernersville, and Fayetteville. Founded in 1997, the company specializes in providing auto and personal loans to consumers, particularly those with less-than-perfect credit. The personal loans offered can be utilized for a variety of needs, including bill consolidation, home improvements, vacations, emergency expenses, and college tuition. North State Acceptance aims to deliver affordable financing options through an online platform that simplifies the loan application process, payment management, and installment calculations, ensuring a low-hassle experience for clients in Eastern North Carolina.

Community Medical Group

Private Equity Round in 2013
Community Medical Group operates medical centers in Miami-Dade County, Florida, specializing in Medicaid and Medicare services. Founded in 2003 and based in North Miami Beach, the organization offers a comprehensive range of medical care, including primary and specialty services. Its specialties encompass cardiology, gynecology, nutrition, podiatry, psychiatry, and orthopedics, along with diagnostic testing and laboratory services. The group emphasizes providing high-quality, accessible healthcare to improve patient health through dedicated and compassionate medical professionals. With multiple locations throughout the region, Community Medical Group is committed to delivering proactive and continuous medical care to meet the needs of the community.

Bradley-Morris

Acquisition in 2013
Bradley-Morris, Inc. is the largest military-focused recruiting firm in the United States, established in 1991 and headquartered in Kennesaw, Georgia. The company specializes in connecting military-experienced candidates with employers in various sectors, particularly in defense. Its services facilitate the placement of a diverse range of professionals, including technicians, engineers, business analysts, sales personnel, cybersecurity experts, and team leaders. By bridging the gap between military talent and hiring organizations, Bradley-Morris enables a streamlined recruitment process that benefits both job seekers and employers seeking qualified candidates with military backgrounds.

Jewelry Repair Enterprises

Acquisition in 2012
Jewelry Repair Enterprises is a retail company that offers jewelry repair services.

Northwest Plan Services

Acquisition in 2012
Northwest Plan Services provides high-quality service to retirement plan sponsors and advisors. This is our only business. Specifically, we provide comprehensive retirement plan administration, recordkeeping, compliance, and participant services. We also provide consulting, employee communication, and actuarial services to the sponsors of retirement and financial security programs. We service 401(k), 403(b), 457, ESOP, and other types of defined contribution plans as well as defined benefit pension plans including cash balance plans. We employ imaginative, creative, and practical approaches to meet client needs and address new developments in retirement plan design and administration. In early 2015 we expanded our footprint with the acquisition of Baltimore, MD-based CDM Retirement Consultants. Like NWPS, CDM is an independent, open-architecture provider of retirement plan solutions and services.

Applied Consultants

Acquisition in 2011
At Applied Consultants, Inc. the ability to provide quality and cost effective services in a safe manner to their customers is their number one priority. Their staff includes some of the most experienced people in the industry and they are available to assist their customers in all aspects of plant, pipeline, compressor, pump and metering facilities. Applied Consultants, Inc. has staff and resources available to design and manage projects of any size. With a customer focused approach to anticipating, understanding and supporting their customers’ needs

Federal Nationalmmercial Credit

Private Equity Round in 2010
Federal National Payables, Inc. is a provider of factoring (i.e., accounts receivable financing), primarily for businesses with accounts receivable from federal, state and municipal governments.

Hi-Tech Testing service

Acquisition in 2010
Hi-Tech Testing Service, Inc. provides non-destructive testing, inspection, and data management solutions to oil and gas, pipeline, petrochemical, railcar, pulp and paper, manufacturing, utility, process, and oilfield services industries

EnviroVac

Acquisition in 2009
Founded in 1999 and headquartered in Savannah, GA, EnviroVac is a provider of industrial cleaning and maintenance services, with projects ranging from routine plant maintenance, utilizing high-pressure washing equipment and vacuum trucks, to planned plant outages. The Company operates in the Southeast and Gulf Coast regions, with 10 locations serving customers throughout Alabama, Georgia, Mississippi, North Carolina and South Carolina, among other states. EnviroVac serves the pulp and paper, chemical, steel, oil and gas, power and other industries.
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