For Intermediaries

Shoreline enjoys working with all types of intermediaries with a particular interest in those located in the Southeast.

Efficient Process

For over two decades, the Shoreline investment professionals have been working with business brokers, investment bankers, lawyers, accountants, management teams, private wealth managers, and lenders. This significant experience allows for an efficient and streamlined acquisition process.

We pride ourselves on being transparent and will provide intermediaries with a quick decision on whether an opportunity is of interest. In the event a business is not an ideal match for Shoreline, we will strive to utilize our extensive network to refer intermediaries to partners that may be more well-suited for the opportunity.

Buyside Incentive Program

Shoreline Equity Partners, a purpose-driven lower middle market private equity firm, is pleased to announce an industry-leading fee structure and incentive program that provides the opportunity for a 1.25% fee AND a Trip of a Lifetime for certain transaction types.  Potential customizable itineraries include (but are not limited to):

  • Dubai paired with Maldives
  • Luxury African Safari
  • Swiss Alps Ski Adventure
  • VIP Sporting Experience

This program is designed to show our appreciation to our partners for introductions to business owners that lead to closed transactions.  We believe that our down-to-earth and transparent approach will continue to resonate well with our growing base of intermediary partners as well as the business owners that they represent.

We are eagerly looking for our second platform investment and need your help to find it!

Investment Criteria

All fees and incentive awards are subject to the terms and conditions of Shoreline’s Incentive Program and standard fee agreement.  Shoreline’s Incentive Program is not available to the general public.  Only qualified intermediaries who have executed Shoreline’s standard fee agreement are eligible to participate in the Incentive Program.

Cassondra NallIntermediaries