Page 140 - TACC 2023 Program

SUMMARY OVERVIEW

Shoreline is a lower middle market private equity firm focused on actively partnering with leading
management teams. Our goal is to implement collaborative solutions with portfolio company
executives to drive growth and optimize operations. Shoreline has over $750 million in committed
capital across two funds.

IDEAL PARTNER FOR MANAGEMENT, LEGACY-FOCUSED SELLERS, AND INTERMEDIARIES
• Our model considers a broader set of stakeholders in our decisions
• We pride ourselves on being down-to-earth, transparent and responsive
• Our team is accountable for collective success with management
• We offer leading management incentive packages to ensure our success is shared
• Purpose-driven model with meaningful portion of profit contributed to philanthropy
HEADQUARTERED IN THE SOUTHEASTERN U.S.

• 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 U.S.
INVESTMENT CRITERIA

Shoreline seeks to invest in companies that meet the following preferred criteria:

GEOGRAPHY FINANCIAL SIZE TARGET INDUSTRIES TRANSACTION TYPES

• Nationwide lens with • Company EBITDA: • Value-Added • Buyouts
a dedicated focus on $5 – $25M Distribution • Recapitalizations
the Southeast region • Transaction Value: • Business & • Corporate
$50 – $350M Industrial Services Divestitures
• Specialized
Manufacturing
KEY INVESTMENT PROFESSIONALS

Mike Hand, Managing Partner Michael Brennan, Director of BD Mike Dolak, Associate
Peter Franz, Partner Mike Mancini, Senior Associate Dylan Somohano, Associate
Ian Garland, Principal Peter Bouret, Senior Associate Meijia Li, Senior Analyst
Zach Mittelmark, Principal Mac McCready, Associate Catee de Roziere, Analyst

310 3 St, Suite 301 • Neptune Beach, FL 32266
rd
Tel: (904) 222-6540 • www.shorelineequitypartners.com