Shoreline Equity Partners
- Company typePrivate
- Founded2019
- HeadquartersNeptune Beach, United States
- Headcount11–50
- GTM typeB2B
- OfferingServices
Shoreline Equity Partners firmographics
Firmographics- Name
- Shoreline Equity Partners
- Legal name
- Shoreline Equity Partners, LLC
- Website
- https://shorelineequitypartners.com
- Company type
- Private
- Founded year
- 2019
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Shoreline Equity Partners industry classification
Industry- Product category
- Private Equity Investment Services
- NAICS
- Portfolio Management and Investment Advice (523940), Other Financial Vehicles (525990), Other Financial Investment Activities (5239)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Lower Mid-Market Buyout (FSANABAC)
- akta.pro secondary industry
- Platform Buy-and-Build / Roll-Up Buyout (FSANABAI)
Keywords
Where Shoreline Equity Partners is headquartered
LocationHeadquarters
- HQ city
- Neptune Beach
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Shoreline Equity Partners business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Management Fees: Private equity firms typically charge management fees on committed capital under management, typically 1-2% annually.
- Carried Interest (Carry): Shoreline earns carried interest on investment returns above a specified hurdle rate, typically 20% of profits. This is the primary performance-based revenue for private equity firms.
Go-to-market motion2 records
Distribution channels1 record
Marketing channels4 records
Shoreline Equity Partners product offering
Product offeringCore offering
Shoreline Equity Partners is a lower middle market private equity firm that partners with founder-owned businesses to provide equity capital of up to $100-150 million per transaction through buyouts, recapitalizations, and corporate divestitures. The firm targets companies with $5-30 million EBITDA and $50-350 million enterprise values in specialized manufacturing, value-added distribution, and business/industrial services, deploying over $750 million in committed capital across two funds while supporting portfolio companies with acquisition expertise, integration support, and operational guidance.
Product overview
Shoreline Equity Partners is a purpose-driven lower middle market private equity firm offering investment funds and partnership services. The firm operates two private equity funds (Fund I at $300M and Fund II at $450M+) with combined committed capital exceeding $750 million. The core offering centers on partnering with founder-owned businesses in specialized manufacturing, value-added distribution, and business/industrial services sectors, deploying $50-350M in transactions with $5-30M EBITDA targets. The firm follows a total stakeholder model emphasizing growth over cost-cutting, providing portfolio companies with acquisition experience, capital access, and operational support including M&A integration and strategic initiatives. Additional services include an intermediary network with incentive compensation for deal referrals.
Differentiator
Problem solved
Functional benefit
Products and services
- Shoreline Equity Partners Fund, L.P. (Fund I) Shoreline's inaugural $300 million private equity fund targeting equity investments of up to $100 million per transaction in buyouts, recapitalizations, and corporate divestitures of founder-owned lower middle market companies.
- Shoreline Equity Partners Fund II, L.P. Shoreline's second private equity fund with over $450 million in commitments, supporting continued deployment of up to $150 million per transaction in lower middle market companies.
- Lower Middle Market Buyout & Recapitalization Services Shoreline's core investment offering targeting founder-owned and middle-market businesses with $5-30 million EBITDA and $50-350 million transaction values across specialized manufacturing, value-added distribution, and business/industrial services sectors.
- Portfolio Company Operational Support Post-investment support to portfolio companies including strategic initiatives, M&A integration, operational improvement, value creation assistance, board-level involvement, and capital access for add-on acquisitions.
- Intermediary Referral Program Buyside incentive program offering a 1.25% fee and 'Trip of a Lifetime' rewards to intermediaries (investment bankers, business brokers, lawyers, accountants) who introduce business owners that lead to closed transactions.
Quantifiable outcome
- Over $1.9 billion in historical transaction value
- +2 more outcomes
Companies that use Shoreline Equity Partners
Customer profileNamed customers9 records
Segments4 records
Ideal customer profiles3 records
Shoreline Equity Partners technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Shoreline Equity Partners partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered minor and core.
- Ropes & Gray LLPminorRopes & Gray LLP provided legal counsel to Shoreline during fundraising for their inaugural private equity fund.
- Portfolio Company Management TeamscoreShoreline partners with management teams of portfolio companies, providing capital, acquisition expertise, and operational support. Management teams typically maintain significant ownership positions and leadership roles post-investment.
Scale indicators6 records
Recent moves8 records
Expansion highlights6 records
Shoreline Equity Partners competitors and assessment
Company assessmentDirect peers
- Trivest Partners: Lower middle market private equity firm focused on founder- and family-owned businesses, frequently co-invests with Shoreline (including Pave America) and targets overlapping EBITDA sizes and sectors across the Southeast US.
- Incline Equity Partners: Lower middle market buyout firm investing in distribution, services, and specialty manufacturing companies with similar EBITDA thresholds; Mike Hand began his PE career at PNC Equity Partners (now Incline), making it a direct comparable.
- Silver Oak Services Partners: Lower middle market PE firm focused on business and consumer services companies; Principals Taylor Wood previously worked at Silver Oak, and the firm pursues similar founder/owner-led deals in services end-markets.
- Kinderhook Industries: Lower middle market PE firm investing in industrial/services businesses with similar transaction size range, employing buy-and-build strategies across fragmented services markets comparable to Shoreline's portfolio verticals.
- Higginbotham Capital: Lower middle market private investment firm focused on family/founder-owned businesses with comparable EBITDA criteria, competing for the same deal flow in services and specialty manufacturing.
- Greyrock Capital Group: Lower middle market PE firm with a long history of partnering with founder-owned businesses across services, distribution, and light manufacturing — directly comparable to Shoreline's model and transaction sizes.
- Linsalata Capital Partners: Lower middle market private equity firm focused on value-added distribution, specialized manufacturing, and business services with similar fund sizes and EBITDA targets as Shoreline.
- Mason Wells: Lower middle market PE firm that invests in manufacturing, distribution, and business services companies in similar transaction-size ranges; uses buy-and-build strategies comparable to Shoreline's.
- ICV Partners: Lower middle market PE firm investing in business services and consumer distribution companies with comparable EBITDA and transaction size parameters, often partnering with founder-led management teams.
- Riverside Partners: Lower middle market private equity firm focused on healthcare and business services with similar transaction-size discipline and founder-friendly operating approach comparable to Shoreline's 'total stakeholder' model.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Shoreline Equity Partners social profiles
Digital presenceShoreline Equity Partners financial estimates
Financial estimateRevenue estimate
Valuation estimate
Shoreline Equity Partners leadership team
Management profileNumber of profiles
Profiles6 records
Shoreline Equity Partners funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Shoreline Equity Partners M&A and investment
M&A and investmentM&A2 records
Investments4 records
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Shoreline Equity Partners
What does Shoreline Equity Partners do?
Shoreline Equity Partners is a lower middle market private equity firm that partners with founder-owned businesses to provide equity capital of up to $100-150 million per transaction through buyouts, recapitalizations, and corporate divestitures. The firm targets companies with $5-30 million EBITDA and $50-350 million enterprise values in specialized manufacturing, value-added distribution, and business/industrial services, deploying over $750 million in committed capital across two funds while supporting portfolio companies with acquisition expertise, integration support, and operational guidance.
Is Shoreline Equity Partners a public or private company?
Shoreline Equity Partners is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Shoreline Equity Partners founded?
Shoreline Equity Partners was founded in 2019. It employs 11 to 50 people.
Where is Shoreline Equity Partners based?
Shoreline Equity Partners is headquartered in Neptune Beach, United States, in the North America region.
How does Shoreline Equity Partners make money?
Two revenue lines are on record. Management Fees are the primary driver. The others are carried Interest (Carry).
Who are Shoreline Equity Partners's main competitors?
Direct peers on record are Trivest Partners, Incline Equity Partners, Silver Oak Services Partners, Kinderhook Industries, Higginbotham Capital, Greyrock Capital Group, Linsalata Capital Partners, Mason Wells, ICV Partners and Riverside Partners.
Does Shoreline Equity Partners have an API?
No public API is recorded for Shoreline Equity Partners.
What industry is Shoreline Equity Partners in?
Shoreline Equity Partners's product category is Private Equity Investment Services. Its primary akta.pro industry code is FSANABAC, Lower Mid-Market Buyout, with a secondary code of FSANABAI, Platform Buy-and-Build / Roll-Up Buyout. Its NAICS code is 523940 and its SIC code is 6282.