Your Investment Partner in Moving Your Business Forward

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.

About Us

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.

Flexible capital

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.

Situations We Pursue

Lower middle market companies where we have a high degree of confidence in our ability to create value through performance improvements.

Companies in search of a partner to develop and drive strategic growth, investments, and acquisitions.
Investments in companies undergoing an owner/management transition.

Investments related to corporate divestitures or carve-outs which often require operational and managerial support to an efficient standalone business.

Investment Criteria

Company Profile:

  • Revenues between $10MM and $100MM
  • Located in the U.S.
  • Shareholders are management, families or individuals, or orphaned/non-core subsidiaries


Company Situations:

  • 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

Transaction Types:

  • Growth Investments
  • Recapitalizations
  • Carve-outs
  • Buyouts
  • Restructurings



  • Consumer Products
  • Manufacturing
  • Industrial Services
  • Distribution
  • Building Products
  • Metals
  • Packaging

Investment Experience

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:

  • HOP Energy

    HOP Energy is engaged in the retail distribution of heating oil and other liquid petroleum products and related services. HOP currently delivers under 15 trade names, and is the second largest home heating oil distributor in North America. HOP serves the Northeastern region of the U.S.

  • Blue Bell Mattress Co.

    Blue Bell Mattress Co., is a Northeast licensee and largest domestic licensee of the King Koil brand and manufactures and sells both King Koil and private label inner spring and hybrid mattresses to bedding and furniture retailers in the northeast and mid-Atlantic states. Blue Bell serves more than 1,300 store locations in its footprint and is one of the largest providers of bedding products in its geography.

  • Hurd Windows & Doors

    Hurd Windows & Doors manufactures high-end custom wood windows and doors that are sold under the Hurd brand for residential new construction, remodeling, and light commercial applications. Hurd’s products, which are sold through distributors in the United States and Canada are in 20 countries worldwide.

  • Superseal Windows & Doors

    Superseal Window & Doors is a manufacturer of custom vinyl windows and patio doors for the new construction and repair/replacements markets. Superseal also produces a line of aluminum doors and windows for commercial and heavy commercial applications.

  • Wakefield Thermal Solutions

    Wakefield Thermal Solutions is engaged in the manufacture, fabrication and sale of thermal management products (heat sinks) and aluminum extrusions and is one of the leading manufacturers of heat sinks in the United States. Wakefield’s thermal management products serve the automotive, telecommunication, industrial controls, transportation, power supply, factory automation, consumer electronics, aerospace, defense, microprocessor, and computer industries.

  • PM Engineered Solutions

    PM Engineered Solutions is a leading provider of precision powdered metal, thermoset and thermoplastic component parts and assemblies. It specializes in manufacturing custom powdered metal and plastic parts for the business machine markets, power hand tools, industrial controls, automotive and appliances to name a few.

  • Midwest Aluminum, Inc.

    Midwest Aluminum, Inc. is an aluminum extruder & fabricator. Its core industries served are aluminum distributors, military fabricators, window and window wall manufacturers, construction and other custom fabricators of aluminum.

  • TrimCo Holdings LLC

    TrimCo Holdings LLC is a manufacturer and distributor of YKK and Talon branded zippers, as well as a distributor of apparel trim such as buttons, zippers, snaps, hangers, polybags, and woven and printed labels.

  • Soft Tex Pillows, Inc.

    Soft Tex Pillows, Inc. is a manufacturer and distributor of residential, hotel, and institutional pillows as well as pet beds. Soft Tex specializes in polyester-fill, non-allergenic pillows which are produced in various sizes, styles and are filled with a variety of high-quality fibers.

  • Manson Insulation, Inc.

    Manson Insulation, Inc. is a Canadian manufacturer of a wide range of industrial, commercial and acoustical fiberglass products serving the North American market. Its primary customers are distributors in both Canada and the United States.


Anne Whitman

Co-Founder, Managing Partner

Ms. Whitman is a co-founder and partner of ShoreVest Capital. For the past 18 years, Ms. Whitman, through ShoreVest and previously as a partner with Longroad Asset Management, has been involved in all aspects of private equity investing from transaction sourcing and execution through portfolio company management and exits. Ms. Whitman’s involvement with the portfolio companies post investment has ranged from leading the add-on acquisitions and financings, being heavily involved in the growth and/or restructuring strategies, leading the professionalization of family-owned companies, and serving as Chairwoman, Director and interim CFO. Ms. Whitman began her career with PricewaterhouseCoopers in the transaction advisory practice where she led engagements for private equity funds in due diligence and deal structuring. Ms. Whitman holds an AB from Dartmouth College and is a CPA.

[email protected]

Steve Zambito

Co-Founder, Managing Partner

Mr. Zambito is a co-founder and partner of ShoreVest Capital. For the past 18 years, Mr. Zambito, through ShoreVest and previously as a partner of Longroad Asset Management, served as an extension of the operational management team of portfolio companies. Mr. Zambito has been heavily involved in all major strategic initiatives, including acquisitions, divestitures, plant restructurings and capital projects of companies. Mr. Zambito also has served as Chairman and interim CEO at numerous portfolio companies and installed China outsourcing solutions and partnerships for numerous platforms. Prior to Longroad, Mr. Zambito executed over 20 buyouts as an investment executive and operating CEO for Holding Capital’s portfolio companies. Mr. Zambito holds a BA from Fordham University.

[email protected]



177 Sound Beach Ave
Old Greenwich, CT 06870


(203) 295-4597