Investment Focus & Thesis

Shore Capital Partners follows a distinctive four-step investment approach that sets them apart from traditional private equity firms: Investment Range Equity investments typically ranging from $5 million to $100 million in platform companies with $1-10 million in EBITDA. Sector Focus Healthcare, food & beverage, business services, and industrials with proven revenue and profit growth. Healthcare services — Behavioral health, home health, physician services, and healthcare technology Food & beverage — Food manufacturing, distribution, and franchise concepts Business services — Technology-enabled services and professional services Industrials — Manufacturing and distribution companies

Notable Portfolio Companies

Shore Capital Partners has built a diversified portfolio across healthcare, food & beverage, and business services: Company Sector Notes Behavioral Innovations Healthcare Dallas-based provider of ABA therapy for children with autism Southern Veterinary Partners Healthcare Veterinary practice management (realized) OWS Foods Food & Beverage Premier dry & wet food manufacturer Mojo Medical Healthcare Sustainable medical equipment solutions Strongpoint Partners Business Services Retirement plan TPA and payroll services Argentum Medical Healthcare Medical device manufacturing BrightView Health Healthcare Behavioral health services Shore Capital currently maintains 59 active investments across healthcare (54 companies), food and beverage (15), business services (10), and industrials (5), demonstrating significant sector diversification.

What Shore Capital Looks For

Based on their investment patterns, Shore Capital Partners evaluates opportunities based on: Proven revenue and profit growth — Companies with demonstrated track records of both top-line and bottom-line growth Strong management teams — Founders with technical expertise seeking a growth partner Fragmented industries — Sectors with opportunity for consolidation and buy-and-build strategies Add-on potential — Platform companies capable of absorbing tuck-in acquisitions Ambitious goals — Entrepreneurs ready to scale and open new markets }> Pro Tip Shore Capital is known for their research-driven approach and long-term partnership model. They bring dedicated resources including talent networks, operational expertise, and strategic guidance. Be prepared to demonstrate your company's growth trajectory and scalability.

How to Connect With Shore Capital

Approaching Shore Capital Partners requires demonstrating your company's growth potential and operational excellence: 1 Demonstrate Proven Growth Show consistent revenue and EBITDA growth over multiple years. Shore seeks companies with established track records ready for accelerated expansion. 2 Highlight Scalability Prepare a clear growth plan showing how additional capital and operational expertise can expand your market reach and capabilities. 3 Showcase Industry Position Demonstrate your competitive advantages in fragmented industries where consolidation opportunities exist. 4 Build Management Team Depth Shore invests in people as much as businesses. Show you have or can attract strong leadership to execute your growth strategy.

The Value of Financial Preparedness

PE firms like Shore Capital expect detailed financial information and forward-looking projections: Growth Metrics • 3-5 year revenue history • EBITDA trends and margins • Customer concentration analysis • Unit economics by location/product Operational Data • Detailed financial projections • Capital expenditure plans • Working capital requirements • Acquisition pipeline }> How Eagle Rock Helps We help healthcare and franchise companies prepare for PE investment by building detailed financial models, operational dashboards, and growth projections. Our fractional CFO services ensure your company is ready for due diligence from firms like Shore Capital.

Frequently Asked Questions