Shore Capital Partners

CXO mini-series podcast drop! As part of a new Bigger. Strong. Faster. series highlighting members of the CXO Fellows program, Ryan McNally, Chief Operating Officer of Courser, reflects on his journey from investment banking and private equity to operations. As Courser has grown, Ryan focuses on process improvement and aligning strategic goals with execution, driving the company’s growth while advancing his leadership journey. Full podcast here: https://lnkd.in/gQ5CepgD #privateequity #microcap #lowermiddlemarket #businessservices #IT #informationtechnology #ITservices

Podcast drop: Becoming a CEO. In this episode of Microcap Moments, Peter Roehmholdt, CEO of Great Lakes Dental Partners, discusses his journey from KPMG audit to Shore Resource Team to portfolio executive. Peter highlights the importance of patience, building trust, and fostering a positive culture. Full podcast here: https://lnkd.in/gjjbqQRm #privateequity #lowermiddlemarket #microcap #healthcare #dentalservicesorganization

Fund Closing Announcement: We are proud to announce the recent closing of three funds totaling about $2B, bringing Shore to $9.1 billion of AUM and investment platforms to which we provide business and operational consulting services. We appreciate the support of existing investors and select new limited partners, resulting in a diverse investor base comprised of leading university endowments, financial institutions, pension funds, insurance companies, funds of funds, and family offices. The three funds include the debut of: Healthcare Advantage Fund, Shore Search Partners, and Business Services Partners Fund II. Justin Ishbia commented, "The expansion of the strategy allows us to have one step upmarket and one step down market" and expand the size range of companies that Shore can invest in beyond our microcap origins. The Healthcare Advantage and Search Fund create opportunities in the open market and to hold on to top performing investments for longer periods. Link to The Wall Street Journal article: https://lnkd.in/eVgx8rxK and official release: https://lnkd.in/esfYugaY Congratulations to the senior investment team leading each fund: Mike Cooper and John Hennegan (Advantage), Brad Morehead, Mickey Jiang, Rory Kenny, Matt Sweeney (Business Services II), and Michael Aubrey, Jeff Smith, Jeffrey Smart, and Jacob Balley (Search). #privateequity #lowermiddlemarket #searchfund #middlemarket #healthcare #fundclosing

**MSU Students** BRING THE ONE YOU LOVE to the Breslin Student Events Center for an National Basketball Association (NBA) game between the Detroit Pistons and Phoenix Suns on October 8th. 200 tickets available, just follow the QR code and instructions. If you know MSU students, please share. #MichiganState #Spartans #MSU #NBA #DetroitPistons #PhoenixSuns

Investor Insights: Ryan Kelley, Partner and Co-Founder, recently shared his thoughts on the Benefits Administration industry, including 7 Tips to Building a Great Business, 3 Trends Impacting Investor Outlook, and a podcast on "The Why" behind Shore Capital. Part I of II, full article here: https://lnkd.in/eDwcQ4SE #healthcare #privateequity #lowermiddlemarket #microcap #benefitsadministration

Mini-series podcast drop: As part of a new Bigger. Strong. Faster. series highlighting members of the CXO Fellows program, Beth LaBossiere, Chief Transformation Officer of Whetstone Distribution, shares how the program helped her transition from consulting to operations. Beth discusses how she uncovered her leadership potential and set her sights on becoming a CEO. Full podcast here: https://lnkd.in/gV6PEaVG #privateequity #microcap #lowermiddlemarket #foodandbeverage

We are proud to announce that 20 Shore portfolio companies were named to Inc. Magazine Inc. 5000 fastest growing private companies list, at the time of publishing. Congratulations to the management, board, and Shore teams collaborating to drive exceptional growth in the companies below. Recipients include Healthcare, Food & Beverage, and Business Services companies. Full article here: https://lnkd.in/geQzBeTe AA Medical ACTION Termite & Pest Control Assembly Health Behavioral Innovations BUNDLED MGMT Community Care Partners FB Solutions Group H2O Care Partners Mission Veterinary Partners OWS Foods Point C PRO-spectus Reliant Health Partners SENTA ENT and Allergy Physicians Southern Veterinary Partners Strongpoint Partners Sweetmore Bakeries Together Women's Health Transformations Care Network Whetstone Distribution

Platform announcement: we are proud to announce our latest Industrials partnership with Guidant Power (Guidant), with the completion of its first two strategic partnerships with Rozel and BCH Electrical Safety Consulting (BCH). Led by Paul Decker, Chief Executive Officer, Guidant is Chicago-based provider of electrical safety, reliability, and training services to North America’s leading companies. Congratulations and welcome to the Shore family Jeff Kershner, Adam Brooks, Brian Hall, CESCP and the Rozel and BHC teams. Congratulations to the Shore team: Daniel Spradling, Scott Luby, Nicholas DeSalvo, and Ashlyn Bloom. Official release: https://lnkd.in/equVNykC #privateequity #lowermiddlemarket #microcap #industrials #industrialservices #electricalsafety #electricaltraining

Mini-series podcast drop: As part of a new Bigger. Strong. Faster. series highlighting members of the CXO Fellows program, Mark D Larsen, CXO alumnus and CEO of Connexure, discusses his trajectory from CXO to CEO. He shares why he chose this career path, how failure fueled professional development, and the importance of building relationships in the lower middle market. Mark gives advice for aspiring CXOs on how to optimize their time in the program. Full podcast here: https://lnkd.in/eP7_FS_u #privateequity #microcap #lowermiddlemarket

Mini-series podcast drop: As part of a new Bigger. Strong. Faster. series highlighting members of the CXO Fellows program, Emily Kahn reflects on her first year in the program at Hueman People Solutions, her transition from being a consultant to a PE-backed executive, and the reasons behind her career shift. Emily emphasizes the importance of building relationships and the support she received from the CXO alumni network. She also discusses how her personal entrepreneurial venture has deepened her appreciation for the dedication and hard work Shore founders put into their companies. Her journey is the path CXOs follow from being an early infusion of talent in portfolio companies, growing as an operator and through Shore University, and from C-Suite leader to CEO. Full podcast here: https://lnkd.in/eYBY2hmC #privateequity #microcap #lowermiddlemarket