Shore Capital Partners

**Fund Closing Announcement** We are pleased to announce the recent closing of Healthcare Fund VI and Shore Search Partners II, totaling over $850 million, bringing Shore to over $14 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. Congratulations to the Healthcare team, led by Founding Partner Ryan Kelley and Partners Don Pierce and Chris Mioton, and the Search team led by Michael Aubrey and also Partner Cameron Perkins. The announcement was first reported by Bloomberg: https://lnkd.in/eW2e543k Full release here: https://lnkd.in/eJDAP7ss #privateequity #lowermiddlemarket #middlemarket #heatlhcare #searchfund #fundclosing

*New Platform Launch* We are proud to announce our latest Business Services partnership with New York Empire Baseball (NYEB) and launch of the Relentlessly Inspiring Sports Experiences platform (RISE Partners). NYEB is a leading youth baseball organization, offering innovative and inspiring programs and experiences for its players and families. Together, Shore and RISE Partners will pursue both organic growth and targeted acquisitions to expand its geographic presence, deepen program offerings, and build a multi-sport platform. Congratulations to Jordan Baltimore, CEO of NYEB and RISE Partners, the NYEB team, and Shore investment team: Brad Morehead, Rory Kenny, Chris Galla, and Brett Chrisman. Full release: https://lnkd.in/dQEsha9h #youthsports #businessservices #lowermiddlemarket #microcap #privateequity #relentlesslyinspiring

*New Platform Launch* We are proud to announce our latest Industrials partnership with Comfort Temp Company ("CTC"), a leading provider of commercial and residential HVAC, refrigeration, and plumbing services. CTC delivers design-build, installation, and maintenance solutions across education, healthcare, government, commercial, and residential markets. Together, Shore and CTC will accelerate growth by expanding service and maintenance offerings, investing in systems and recruiting infrastructure, and pursuing add-on acquisitions throughout Florida and the broader Southeast. Congratulations to Erik Worthmann, President, the CTC team, and Shore investment team: John Sznewajs, Shannon Finocchi, Brendan Gibbons, and Ryan Smalley. Full release: https://lnkd.in/e4rYRvxP #hvac #plumbing #industrials #lowermiddlemarket #microcap #privateequity

PODCAST RELEASE: In the latest episodes of the "Behind the CXO Title" series, Anderson Williams speaks with CXO Fellows Alison Shekman, PhaseWell Research Chief of Staff and Preethi Menon, Empower Aesthetics SVP of Integrations and Partnerships. Alison and Preethi share their journey from consulting into operations and and scaling growing businesses. Full episodes here: https://lnkd.in/gSunrTfH #privateequity #leadership #CXO #lowermiddlemarket #microcap #PEpodcast #privateequitypodcast #biggerstrongerfaster Bigger. Stronger. Faster is a series on the resources, network, and know-how Shore offers to help entrepreneurs to grow faster with less risk. The CXO Fellows program is an early infusion of high IQ and hustle. CXO places highly motivated and hungry young executives into Chief of Staff positions, with mentorship and support to succeed, mature, and grow into C-level executives — Shore companies get access to some of the most motivated, in-demand talent recruited nationally to local markets.

Micro Cap Club founder Ian Cassel wrote an article on Shore titled "Building an Unfair Advantage." Ian recently posted a link on X to the Invest Like The Best with Patrick O'Shaughnessy episode on Shore: "Lessons from Acquiring 586 Companies." Ian's called it "one of my favorite conversations and listened to it multiple times." Since the podcast, we've partnered with over 200 platforms and add-ons, and continue to be grateful for the Founders, entrepreneurs, Operating Partners, and Shore team dedicated to helping great businesses grow faster with less risk. X post link: https://lnkd.in/enMgHTCW Link to podcast: https://lnkd.in/ehzWmYS8 Link to "Building an Unfair Advantage": https://lnkd.in/dg7fDwUt #microcap #lowermiddlemarket #investorpodcast

*New Platform Launch* We are proud to announce our latest Business Services partnership with Optis Consulting, a source-to-pay (“S2P”) consulting and implementation firm in the broader outsourced procurement space. Optis is a management consulting firm that helps enterprises modernize procurement by implementing leading S2P platforms and providing ongoing sustainment and managed services. Together, Shore and Optis will further invest in organic growth and new partnerships, acquiring adjacent service lines and capabilities that will enhance value to clients. Congratulations to Adam Fischer, Chief Executive Officer and Co-Founder, Timothy Nordin, PMP, Co-Founder, the Optis team, and Shore investment team: Brad Morehead, Mickey Jiang, Tim Sharky, Chris Galla, and Brett Chrisman. Full release here: https://lnkd.in/evr2ggxp #sourcetopay #outsourcedprocurement #procurement #businessservices #lowermiddlemarket #microcap #privateequity

*New Platform Launch* We are proud to announce our latest Business Services partnership with the formation of a technology advisor platform through the combination of CXponent, Ascenda, Trace Advisors, and White Oak Solutions. The unified expertise establishes a national platform dedicated to helping clients simplify the technology decision making and purchasing process. Shore is actively pursuing partnerships with technology advisory firms that share the platform’s commitment to exceptional service and scalable long-term growth. Congratulations to Joe Rice, Chief Executive Officer, and the CXponent, Ascenda, Trace Advisors, and White Oak Solutions teams, and Shore investment team: Brad Morehead, Matt Sweeney, Grant Tworek, Jack B., and Brian Michalik. Full release here: https://lnkd.in/eYwpXK-4 #technologyadvisor #techadvisory #technology #businessservices #lowermiddlemarket #microcap #privateequity

Congratulations to Ryan Kelley and Brad Morehead on being named to Crain's Chicago Business 2025 Notable M&A Dealmakers. The recognition is well-deserved given their unwavering commitment to founders, entrepreneurs, executives, and the Shore team. Ryan leads the Healthcare Partners Fund, now on its fifth vintage, which has formed over 40 platform and 1,000 add-on partnerships since 2009. Morehead launched and expanded the firm’s Business Services investment practice, which manages more than $600 million in committed capital across its inaugural and second funds. Full article here: https://lnkd.in/g6Bd88h5 #Leadership #PrivateEquity #LowerMiddleMarket #Healthcare #BusinessServices #Entrepreneurship #ChicagoBusiness #CrainsChicago

*New Platform Announcement* We are proud to announce our latest Business Services partnership with Dillard Companies. Founded in 1947, Dillard specializes in entrance control and security solutions, including comprehensive design, installation, integration, and maintenance for customers across a variety of end markets. This partnership marks an exciting new chapter combining Dillard's decades of commitment to excellence with Shore’s growth-oriented resources and operational expertise. Congratulations to Chris Bird, President, the Dillard team, and Shore investment team: Brad Morehead, Mickey Jiang, Grant Tworek, Brendan Gibbons, Jack B., and Macy Hopkinson. Full release here: https://lnkd.in/eW6MjNhw #businessservices #entrancecontrol #securitysolutions #lowermiddlemarket #microcap #privateequity

*New Platform Launch* We are proud to announce our latest Healthcare partnership with the formation of PhaseWell Research, a clinical research site company dedicated to advancing the future of medicine. PhaseWell brings innovative clinical trials closer to the communities they serve, ensuring patients have greater access to cutting-edge therapies while supporting sponsors with faster, high-quality trial execution. Congratulations to Carsten Bick, Chief Executive Officer, Gabrail Cancer & Research Center, Renstar Medical Research, the PhaseWell team, and Shore investment team: John Hennegan, Ankeet Patel, Gaurav Chaudhry, Carson Lujin, and David (Trace) Held III. Full release here: https://lnkd.in/epwWrZq5 #healthcare #clinicaltrials #clinicalresearch #lowermiddlemarket #microcap #privateequity