ShoreVest Capital, LLC

About The Fund

ShoreVest Capital, LLC is a private equity firm that focuses on investing in lower middle market companies across the United States. With extensive investing and operating experience, their approach is operationally focused, partnering with management teams to unlock the underlying value in businesses that are fundamentally sound but may not currently have institutional shareholders. ShoreVest's investment philosophy involves being hands-on investors, providing more than just capital. They engage actively in engineering reorganizations, facilitating ownership transitions, developing operational scale, and professionalizing companies to support continued growth. The team at ShoreVest has executed over 50 platform and add-on investments and has a history of working together since 2001. Their investment criteria target companies with revenues between $10MM and $100MM, including various situations such as ownership or management transitions, financially or operationally challenged entities, or companies seeking strategic and operational support to achieve growth. They also specialize in recapitalizations, carve-outs, buyouts, restructurings, and growth investments. ShoreVest's industry focus extends across consumer products, manufacturing, industrial services, distribution, building products, metals, and packaging. Their prior investments include companies like HOP Energy, Blue Bell Mattress Co., and Wakefield Thermal Solutions, among others. By working alongside management teams, ShoreVest helps define business strategies and drive internal expansion, pursue strategic acquisitions, and improve operational efficiencies. They offer flexible capital solutions tailored to meet the financial and non-financial goals of business owners.