Bios/Profiles

John McKee, JD MBA, Co-Founder of Pinecrest Capital in Charlotte, North Carolina, brings over 20 years of expertise in wealth management, business advisory, mergers and acquisitions, and succession planning. Holding a JD in Civil and Common Law from Loyola University New Orleans College of Law and an MBA from the University of New Orleans, he has driven transformative growth as President/CEO of Victory Junction (2010–2014) and a Founding Member of Point Legacy Partners. Previously a NASCAR member and a Fortune 100 wealth management leader, John excels in investor relations, competitive analysis, and strategic development. His commitment to conservation is reflected in his decade-long service on the Board of Trustees for the North Carolina Wildlife Habitat Foundation. With a robust network of high net worth investor connections and NASCAR B2B affiliations, John aligns his financial and operational strategies and expertise to deliver sustainable value across diverse industries at Pinecrest Capital. Outside of work, he enjoys outdoor activities with family and friends.

Dave Swartzendruber, Co-Founder and Managing Partner of Pinecrest Capital, LLC in Huntersville, North Carolina, is a 25-year veteran of middle-market growth, M&A, and operational turnarounds for family-owned and privately held companies valued at $10 million to $250 million. He has managed and overseen more than $175 million in buy-side, sell-side, and recapitalization deals, restructured over $35 million in debt, and partners with investors, family offices, and institutions managing upwards of $10 billion in assets. Bringing an operator’s perspective, Dave helped scale one of his businesses, an Inc. 5000 IT-services firm, from start-up to 120-plus professionals with multimillion-dollar EBITDA and later transformed a three-person M&A boutique firm into a 30-member financial services firm. His strategic initiatives include overseeing multimillion-dollar NASCAR sponsorships to boost brand equity and pipeline growth. He attended Ferris State University, holds an active North Carolina Insurance license, (Life & Health and Property & Casualty), FAA pilot certifications. Outside the office, he enjoys flying, golfing, and spending time with family and friends.