Key facts
- It has raised $600K across 1 recorded rounds; the latest was Seed Round ($598K) in Jun 2025.
- Palmetto & Pine has filed 1 Form D with the SEC, most recently Jun 2025 ($598K sold to 10 investors).
- Status: Privately Held (backing).
- ·Post-money valuations for all 1 rounds
- ·Watchlist + deal alerts for Palmetto & Pine
Funding rounds
1 roundsAbout Palmetto & Pine
Provider of succession-oriented investment services intended for long-term business continuity and owner transition planning. The company offers direct acquisition with operational leadership, focusing on small-to-midsize firms in services and software sectors, featuring hands-on management, cultural preservation, post-sale involvement, and backing from experienced operators, enabling retiring owners to ensure legacy continuity, employee stability, and sustained business growth.
- Sector
- Business Products and Services (B2B)
- HQ
- Matthews, NC, United States
- Founded
- 2024
- Employees
- 7
- Website
- palmettoandpine.co/
- Ownership
- Privately Held (backing)
Palmetto & Pine doesn't have a composite mark yet — a PA Mark is published once enough pricing inputs exist (trade prints, fund marks, round prices). The rest of the record below builds toward it.
Recorded secondary trades
No secondary trades in Palmetto & Pine shares have been recorded yet. When a print lands — third-party, direct report, or platform — it appears here with structure, source, and price.
Institutional fund marks
No SEC-registered fund has reported a fair-value mark on Palmetto & Pine in its N-PORT filings yet. We sweep new filings monthly.