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Insights

Firm news, portfolio developments, and Pinnacle’s own view of the lower middle market.

What appears here

Four categories, and nothing written to a schedule.

Pinnacle publishes when it has a transaction to announce or a view worth setting out. It does not publish to fill a page.

Firm news

Announcements from Pinnacle itself.

Portfolio updates

Developments at the operating companies.

Investment perspectives

How the firm reads the lower middle market.

Operating notes

What the first 120 days actually involve.

Nothing published yet

The first entries will appear here. Until then, the firm’s approach, its criteria, and its portfolio are set out in full on the pages below.

On the record

What the firm has already set out in full.

Three pages answer most of what an owner, an intermediary, or a corporate seller arrives wanting to know.

Investment approach

Identify, underwrite, transition, operate — and what the first 120 days involve.

Investment criteria

Revenue, EBITDA, business characteristics, and the three seller profiles.

Portfolio

Nine operating companies across six sectors.

Discuss an opportunity

Have an opportunity that fits our criteria?

The firm reviews inquiries from owners, intermediaries, corporate sellers, and sponsors directly. Terms, timing, and confidentiality are discussed on a first call.