Shoreline Equity Partners
Shoreline Equity Partners pursues lower middle market opportunities across the United States, typically taking control positions while retaining flexibility for minority and growth equity investments. It describes itself as sector agnostic, with experience across distribution, services, and manufacturing.
Shoreline states that it targets companies with $5–$30M of EBITDA and transaction values of $50–$350M.
Its public materials describe a preference for non-capital-intensive businesses with market leadership positions, strong customer relationships, recurring demand, and identifiable growth opportunities.[1][2][4][5][6][9]
What does Shoreline Equity Partners invest in?
Shoreline Equity Partners is a lower middle market private equity firm based in Jacksonville, Florida, pursuing opportunities across the United States. The SEC Form ADV identifies SHORELINE EQUITY PARTNERS, LLC as the primary business name, with CRD Number 301128 and SEC file number 801-119168.
Shoreline typically takes control positions at portfolio companies but states that it can invest in minority and growth equity positions. It also actively pursues platform and add-on acquisition opportunities.[1][10]
Shoreline states that it seeks to grow portfolio companies through new products or services, expansion into new markets, and add-on acquisitions. Its stated approach is to avoid significant financial engineering and cost cutting as primary methods of generating returns.[2]
Owners evaluating a financial buyer can compare the offer with independent valuation analysis, understand how acquirers approach transactions through Auxo’s buy-side M&A process guide, and consider whether a full or partial sale best fits their objectives.
What should a business owner evaluate before considering a transaction with Shoreline Equity Partners?
Owners evaluating Shoreline should distinguish between its typical control investments and its stated flexibility for minority and growth equity positions. The firm’s public criteria emphasize company scale, management teams, customer relationships, recurring demand, differentiated business models, and identifiable growth opportunities.
Shoreline states that management rollover or management investment will typically be in the same securities and at the same terms as Shoreline. Owners should clarify the expected rollover structure, governance arrangements, leverage, add-on acquisition support, and exit expectations for a particular transaction. The official Investment Parameters page does not state an expected ownership duration, investment horizon, or exit timing.[1][2][4]
What ownership period and exit expectations typically apply to a new platform investment
What percentage of proceeds is expected to be rolled over, and on what securities and terms
What governance, board, reserved-matter, and management-incentive arrangements are typical
What companies does Shoreline Equity Partners target?
Shoreline publicly states target company EBITDA of $5–$30M and transaction value of $50–$350M. A June 9, 2026 transaction announcement separately describes targets with enterprise values ranging from $50 million to $350 million and EBITDA of $5 million to $25 million, and states that Shoreline seeks to lead equity investments of up to $150 million per transaction.[4][5]
Shoreline describes itself as sector agnostic. It states a preference for non-capital-intensive businesses with market leadership positions and strong customer relationships, with experience across distribution, services, and manufacturing business models.[3]
Shoreline states that its reach stretches nationally, while the majority of its historical focus has been on the Southeast.[1]
Shoreline actively pursues platform and add-on acquisition opportunities. Its stated value-creation approach includes growing companies through new products or services, market expansion, and add-on acquisitions.[1][2]
Shoreline’s official investments page lists United Restoration and Preservation, Ronnoco, Prime Meats, American Landscaping Partners, C&S Chemicals, Core Roofing Systems, Career Now Brands, Year Round Pool Company, SPS PoolCare, and Engelman’s Bakery as current investments.[6]
On July 16, 2026, Shoreline announced an investment in United Restoration and Preservation.
On June 9, 2026, C&S Chemicals announced a partnership with Affinity Chemical; the announcement states that the transaction was C&S’s 15th acquisition since 2022.
On January 6, 2026, Core Roofing Systems announced its acquisition of Norman Enterprises, Inc., also known as Norman Roofing, describing it as Core’s third acquisition since partnering with Shoreline in November 2022.
On October 14, 2025, Shoreline announced a partial realization of its investment in Pave America to AEA Investors and British Columbia Investment Management Corporation. Shoreline and Trivest retained minority stakes alongside company management.[5][7][8][9]
What is not clear from Shoreline Equity Partners's public investment criteria?
The official Investment Parameters page states investment criteria and transaction types but does not state an expected ownership duration, investment horizon, or exit timing.
The official Investments page lists current, former, and prior-firm investments but does not display transaction values or acquisition dates for each listed portfolio company.
The official Pave America realization announcement does not disclose the transaction consideration or valuation paid by AEA Investors and British Columbia Investment Management Corporation.[4][6][9]
Questions to ask when evaluating Shoreline Equity Partners as a buyer or investment partner
What ownership period and exit expectations typically apply to a new platform investment?
What percentage of proceeds is expected to be rolled over, and on what securities and terms?
What governance, board, reserved-matter, and management-incentive arrangements are typical?
How much leverage is contemplated for the investment and any add-on acquisitions?
Which operating resources and acquisition support will be available to the company?
How are valuation, earn-outs, seller notes, indemnities, and transaction expenses handled?
Sources & research notes
- Official website / firm overview
- Investment strategy
- Industry / market focus
- Transaction size / criteria
- Transaction size / criteria
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- Transaction / portfolio evidence
- SEC filing / regulatory record
How this profile was researched
Auxo profiles are prepared from publicly available primary and authoritative sources and reviewed for entity identity, factual support and disclosure consistency. When a fact cannot be supported by the reviewed public record, the profile identifies it as something to confirm directly rather than inferring it.
Independent research profile
This profile was prepared by Auxo Capital Advisors from publicly available information believed to be reliable and is provided solely for informational and educational purposes. It is not an endorsement, recommendation, ranking, solicitation, or representation regarding the profiled firm, its services, qualifications, transaction experience, regulatory status, financial condition, or suitability for any particular person, company, transaction, or investment.
Information obtained from third-party and public sources may be incomplete, inaccurate, outdated, or subject to change, and Auxo Capital Advisors makes no representation or warranty, express or implied, as to its accuracy, completeness, or timeliness. Readers should conduct their own independent diligence and consult appropriate professional advisers before engaging any advisor, intermediary, investor, lender, acquirer, or other transaction counterparty.
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