Page 166 - TACC 2023 Program
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AT-A-GLANCE
2019 $750M+ 100+
Year Founded Committed Capital Total Acquisitions
Completed (1)
CREATING VALUE FROM 25+ $1.7B 20
Historical Historical Total
PURPOSE-DRIVEN PARTNERSHIPS Portfolio Companies (1) Transaction Value (1) Professionals
INVESTMENT CRITERIA:
SIZE TRANSACTION TYPES
$5-$30M $50-$350M BUYOUTS BUY AND BUILDS
EBITDA ENTERPRISE VALUE RECAPITALIZATIONS DIVESTITURES
NO MINIMUM SIZE FOR ADD-ONS
TARGET INDUSTRIES AND END MARKETS:
INDUSTRY AGNOSTIC WITH PARTICULAR INTEREST IN SELECT VERTICALS WITH DEEP FIRM EXPERTISE
FOOD & BEVERAGE FACILITY SERVICES
VALUE-ADDED DISTRIBUTION
RESIDENTIAL SERVICES ENVIRONMENTAL SERVICES
BUSINESS AND INDUSTRIAL SERVICES
TESTING, INSPECTION, &
CERTIFICATION INDUSTRIALS
SPECIALIZED MANUFACTURING MAINTENANCE, REPAIR &
TECH-ENABLED SERVICES
OVERHAUL
WHO WE ARE WHY WE ARE DIFFERENT
HIGHLY EXPERIENCED INVESTMENT TEAM WITH DEEP SECTOR PURPOSE-DRIVEN WITH MEANINGFUL PORTION OF PROFITS
KNOWLEDGE IN SELECT VERTICALS CONTRIBUTED TO PHILANTHROPY
THESIS-DRIVEN INVESTMENT APPROACH WITH THEMATIC INDUSTRY-LEADING MANAGEMENT
ORIGINATION PROCESSES INCENTIVE PACKAGES TO ENSURE INCENTIVE ALIGNMENT
PARTNERSHIP APPROACH CONSIDERS A BROADER SET OF BROAD SOURCING CAPABILITIES SUPPORTED BY EXTENSIVE
STAKEHOLDERS INTERMEDIARY NETWORK
KEY CONTACTS
DIRECTOR OF BUSINESS DEVELOPMENT KEY INVESTMENT PROFESSIONALS
MIKE HAND, MANAGING PARTNER PETER FRANZ, PARTNER
MICHAEL BRENNAN [email protected] [email protected]
[email protected] IAN GARLAND, PRINCIPAL ZACH MITTELMARK, PRINCIPAL TAYLOR WOOD, VICE PRESIDENT
[email protected] [email protected] [email protected]
310 3 St, Suite 301 • Neptune Beach, FL 32266
rd
Tel: (904) 222-6540 • www.shorelineequitypartners.com
(1) Includes investments while at prior firms
