Investment Criteria

Shoreline seeks to invest in companies that satisfy the firm’s strategic investment objectives.

Lower Middle Market

  • Company EBITDA of $5 – $25M
  • Transaction Value of $25 – $250M

Focused Approach

  • Shoreline is headquartered in Jacksonville, Florida
  • We have a particular interest in developing close partnerships with companies, intermediaries, executives, and other professionals in the Southeastern United States

Target Industries

  • Remain sector agnostic with a preference for non-capital-intensive businesses with market leadership positions and high customer retention rates
  • Business models to include specialized manufacturing, distribution, and business / industrial services

Transaction Types

  • Buyouts
  • Recapitalizations
  • Corporate Divestitures
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