You've built a great business.
We love everything about that.

And we want it to continue to thrive. Pine Legacy Ventures was created to acquire one small business in the greater Charlotte area from an owner ready to transition their company to a steward who will diligently preserve its legacy and usher in the next phase of growth.

Our focus & mission

We do things a bit differently. We're not a private equity firm or corporate hold co. We strive to be a trusted succession partner for you and a long-term steward of the brand, team, and legacy you have built. Why? We think you deserve that after all you have put into your business. We don't take ourselves too seriously, but we take the future of your business and the positive impact we can provide through operational excellence and empathetic team leadership very seriously.If you are looking to transition your company to a leader who will care deeply about continuing your work, we'd be grateful to talk.

honor your legacy

We want to preserve the company you've worked so tirelessly to build and provide peace of mind in knowing that what comes next for your business is exactly what you'd want for it to be.

Long-term focus

Our goal is to bring a thoughtful and strategic approach to the future of your business, focused on long-term, enduring growth (and not scale-at-all-costs decision making.)

Hands-On Flexibility

We'll be 100% hands-on during the acquisition process and beyond, working with you to provide flexible terms based on your goals.

What we're looking for

Investment criteria

We are actively targeting businesses with the following-ish attributes.

Charlotte-based

We love it here. Great weather. Great people. Pretty ok sports teams. We are invested in furthering the small business community in the Queen City.

Financials

- $1M - $5M in revenue
- $500k - $1.5M in EBITDA
- Stable or growing revenue and margins
- 5+ year history of profitability
- Low customer concentration

Business Characteristics

- Owner is looking to retire or exit
- Strong internal employee culture
- Low dependence on owner for majority day-to-day operations
- Minimal existing marketing presence

About us

Alex Trevisan

Principal & Your Partner

Alex grew up in Philadelphia before moving to the Carolinas, where he has stayed ever since. Alex has spent more than 15 years building brands, leading multidisciplinary marketing teams, and driving growth for companies ranging from the Fortune 500 to small businesses. Most recently, he led a B2B and B2C marketing team for Wayfair. Prior, he was on the founding team of a new logistics business at Amazon and established a brand studio supporting Amazon's global transportation products. Before that, he spent the majority of his career helping marketing agencies scale, while supporting clients spanning many industries. But it was working alongside small businesses, seeing the team's passion, connection to the community, and tangible impact each individual could make that always felt the most meaningful.Alex currently resides in Charlotte, where he also works on being a professional husband and dad. He enjoys being an active member of his church, woodworking, anything outdoors, cheering for Philly sports, and experimenting with new pizza recipes.He holds a bachelors degree in business administration from Elon University.

Get in touch

We'd love to hear from you and welcome the opportunity to learn more about your business.alex@pinelegacy.com(484) 620 - 2627Charlotte, NC





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