Operationally focused investment firm for lower middle market
ShoreVest seeks established and fundamentally sound businesses that do not currently have institutional shareholders. As investment partners, we provide more than just capital; we actively partner with management teams to build and grow businesses.
ShoreVest is a private equity firm with extensive investing and operating experience. We are hands-on investors who work closely with management to unlock their business' underlying value and help them succeed.
ShoreVest invests in companies with fundamentally sound businesses regardless of their immediate circumstances. We focus on companies that currently do not have institutional shareholders. Our active operational focus makes us ideal partners to engineer a reorganization, facilitate an ownership transition or help develop the operational scale and professionalization required to support continued growth.
ShoreVest founders have executed over 50 platform and add-on investments. Our active involvement and management experience make us ideal partners to help acquire, finance and integrate a new location and/or complimentary product or service.
Fundamental value creation through operational improvements.
ShoreVest works along side management teams in developing a clearly defined, agreed-upon business strategy. Together, ShoreVest and management identify these opportunities to drive internal expansion, pursue strategic acquisitions, and improve operational efficiencies. We have a track record of successfully recognizing businesses potential by looking beyond the balance sheet.
We strive to meet the specific needs and desires of the business owners by creating a solution that best meets their financial and non-financial goals.
- Revenues between $10MM and $100MM
- Located in the U.S.
- Shareholders are management, families or individuals, or orphaned/non-core subsidiaries
- Ownership or management transition
- Financial and/or operationally challenged
- Liquidity to founders who wish to remain invested and involved
- Capital and expertise needed to implement strategic & operating initiatives
- Growth Investments
- Consumer Products
- Industrial Services
- Building Products
ShoreVest founders have executed over 50 platform and add-on investments. In addition, the founders have worked together since 2001.
Some of the current and former companies are listed here: