What We Do

We are strategic consultants to private companies and investors

Our Mission

Pine Rest Consulting was created to help privately-held companies and their investors maximize the value of their enterprise. We aspire to provide honest, impactful, and bespoke advice and support to our clients..

  • Financial Consulting

    Our team can assess, analyze, advise, and position clients’ financial condition. We work with, manage, and can advise on the selection of accountants, investment bankers, and internal financial professionals. Often, we’re brought in to assess a client’s need for specialist advisors.

  • Strategic Advisory

    We advise on all matters of corporate strategy, and we draw upon years of experience mapping industries to identify competitive positioning and proprietary growth opportunities for companies and investors. Our advisory approach is honest, pragmatic, and tailored to our clients’ stated objectives.

  • Operational Consulting

    With a legacy rooted in companies that make things, we believe that sophisticated operating systems are under-deployed in private middle-market companies. We work with clients to install operating plans to drive improved results for key indicators and enhance management’s impact.

  • Investment Analysis

    We identify, assess, and diligence investment opportunities alongside our clients who are investors in private companies. We provide market perspectives, valuation support, and competitive analysis.

Select Experience

  • Advised multiple privately held and founder-owned healthcare services companies in connection with majority equity recapitalizations with private equity groups

  • Advised multiple private equity groups in connection with divestments of portfolio companies

  • Advised a private equity-owned healthcare company on its selection of potential buyers, culminating in a successful sale of the business

  • Advised an international corporation on potential acquisitions in the United States

  • Advised domestic corporations on potential acquisitions

  • Advised privately-held and private equity-owned companies on non-dilutive financing

  • Led the integration of select finance functions in connection with an $18 billion corporate merger

  • Provided strategic consulting and outsourced CFO services to a private healthcare company

References available