Shoreline Equity Partners Mergers and Acquisitions Summary

Private Equity Firm Profile

In the last 3 years, Shoreline Equity Partners has acquired 1 company. It has also invested in 1 other.

Shoreline Equity Partners’ most common sectors for investment areconstruction (29%) and business services (15%) . The Firm’s most common investment types include buyout (lbo, mbo, mbi) (43%) and growth capital (43%). In total, Shoreline Equity Partners has invested in 4 US states.

In the last 3 years, Shoreline Equity Partners has exited 1 company. The Firm’s most common exit type is secondary buyout (100%).

Join Mergr to view Shoreline Equity Partners’ full profile and discover more middle-market private equity firm investors just like it.

M&A Summary

  • M&A Total Activity8
    • M&A Buy Activity7
    • M&A Sell Activity1
  • Total Sectors Invested 6
  • Total Countries Invested 1
  • M&A Advisors 2

Shoreline Equity Partners

Shoreline Equity Partners, LLC

135 Professional Drive, Suite 104,
Jacksonville, Florida 32082
United States
(904) 222-6540
www.shorelineequitypartners.com

Shoreline Equity Partners is a private equity firm focused on partnering with management teams to acquires lower middle-market companies. The Firm is sector agnostic and generally targets profitable enterprises valued from $50 to $350 million. Prospective transaction situations include buyouts, recapitalizations, and corporate divestitures. Shoreline Equity Partners was established in 2019 and is headquartered in Jacksonville, Florida.


Investment Criteria

Sectors of Interest: Business Services, Chemicals, Construction, Distribution, Food, Machinery, Manufacturing, Marketing

Target Transaction Types: Buyout (LBO, MBO, MBI), Divestiture, Growth Capital, Recapitalization

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA 5 25
Investment Size - 150
Enterprise Value 50 350
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '20 '21 '22 '23 '24 '25 T
Buy (0.8/yr) # 3 2 2 - - - 7
Sell (0.2/yr) # - - - 1 - - 1
  8

Most Recent M&A

Company Date Value Type
Florida Veg Investments LLC 2023-05-04 - Secondary Buyout
Miami, Florida · www.mrgreensproduce.com
C&S Chemicals, Inc. 2022-12-19 - Growth Capital
Roswell, Georgia · www.candschemicals.com
Core Roofing Systems 2022-11-29 - Buyout (LBO, MBO, MBI)
Alpharetta, Georgia · www.coreroofing.net
CDL Marketing Group LLC 2021-10-14 - Growth Capital
Royal Oak, Michigan · www.careernowbrands.com
Pave America 2021-06-30 - Buyout (LBO, MBO, MBI)
Warrenton, Virginia
Pool Troopers LLC 2020-10-13 - Growth Capital
Tampa, Florida · www.pooltroopers.com
Engelman Baking Co. Inc. 2020-02-28 - Buyout (LBO, MBO, MBI)
Norcross, Georgia · www.engelmansbakery.com
Florida Veg Investments LLC 2020-01-09 - Recapitalization
Miami, Florida · www.mrgreensproduce.com
View All >>

Portfolio M&A

Company Acquired Add-On/Sale Date #
Pave America 2021-06-30 Brothers National LLC 2023-02-27 4
Warrenton, Virginia Manassas, Virginia · www.brothersnational.com

M&A by Sector

Sector Current # Value All-time # Value
Construction 2 (33%) - 2 (29%) -
Business Services 1 (17%) - 1 (14%) -
Chemicals 1 (17%) - 1 (14%) -
Distribution - - 1 (14%) -
Food 1 (17%) - 1 (14%) -
Marketing 1 (17%) - 1 (14%) -
Total 6 - 7 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 6 (100%) - 7 (100%) -
  Georgia 3 (50%) - 3 (43%) -
  Florida 1 (17%) - 2 (29%) -
  Virginia 1 (17%) - 1 (14%) -
  Michigan 1 (17%) - 1 (14%) -
Total 6 - 7 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Buyout (LBO, MBO, MBI) 3 (50%) - 3 (43%) -
Growth Capital 3 (50%) - 3 (43%) -
Recapitalization - - 1 (14%) -
Total 6 - 7 -

Exits by Deal Type

Type Total # Value
Secondary Sale 1 (100%) -
Total 1 -

Top M&A Advisors

Financial Deals
Harvey & Company LLC
 2
Legal Deals
Finn Dixon & Herling LLP
 1

M&A Connections

Deals
Exited to
Investor(s)
100%
1 (100%)

Investor Summary

Investor Type

Private Equity Firm

Size

Middle-Market

PE Assets

750M USD

Established

2019

Specialist/Generalist

Generalist

Leadership

Michael Hand

Co-Founded & Managing Partner

Peter Franz

Co-Founded & Partner

Ian Garland

Principal

Zachary Mittelmark

Principal

Jennifer Lada

CFO

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