Enduring Businesses, Lasting Legacies

Palmetto & Pine is an entrepreneur-led investment firm dedicated to preserving and growing the businesses that make our country strong. We understand that selling your business is more than just a transaction—it’s a transition of your life’s work.

Where private equity sees numbers, we see people. Where competitors focus on consolidation, we focus on continuity. At Palmetto & Pine, we take a hands-on approach to preserving what makes your business great—your team, your values, and your legacy.

Even if you’re just starting to think about the future, we’d love to be a resource as you explore your options.

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We understand that selling your business is challenging on multiple levels. For many owners, preserving their legacy, taking care of their people, and securing their financial future are all critical to ensuring a successful outcome.

Even if you’re still contemplating your decision, please don’t hesitate to reach out to us as a resource.

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What we look for

Palmetto & Pine aims to partner with a business owner who is ready to transition and wants to see their company continue to thrive. We’re searching for a business with strong foundations, dedicated teams, and a history of delivering real value to their customers.

Company

  • Established operating history
  • Loyal customer base with low concentration
  • Owner looking to retire and preserve their legacy

Industry

  • Business services, healthcare, or software
  • Predictable revenue (contracted, recurring, or re-occurring)
  • Growing market

Financial

  • $3M+ annual revenue
  • Profitable
  • Consistent growth
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Our partners

Palmetto & Pine is backed by experienced business owners and investors who share our commitment to long-term growth and responsible stewardship. Our partners bring decades of expertise in scaling dozens of businesses while preserving their unique culture and legacy.

This support allows us to take a hands-on, thoughtful approach—ensuring that the business we invest in receives not just capital, but our undivided attention and a commitment to lasting success.

About the name

Our name reflects the history of the places that shaped us. Palmetto trees, found along the coasts of Florida up to the Carolinas, thrive in tough conditions—standing strong against hurricanes, salt air, and even cannonballs— a symbol of quiet resilience. Pine trees, have grown tall and steady for thousands of years across the Blue Ridge Mountains down to Texas. Their deep roots and deliberate growth reflect the kind of lasting strength that defines a great business.

Our name reflects the journey of those who have built something lasting—much like the business we will partner with. It’s also a nod to the generations before us, who worked hard to create opportunities and a future worth preserving. Palmetto & Pine is about honoring that legacy while ensuring your business continues to grow for years to come.

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