INVESTMENT STRATEGY

We primarily seek opportunities to partner with management/owners in growing businesses that are looking for additional resources or expertise to reach the "next level" of growth and profitability. While flexibility and open-mindedness have always been trademarks of our investment style, we find that most of our successful investments share some or all of the following attributes:

  • Sale of closely held, founder-owned or family business
  • Existing management team looking to share financial risk and reward as our equity partner
  • Niche business or low-profile industry segment not closely followed by the mainstream investment community
  • Business demonstrating a history of consistent profitability and defensible cash flow
  • Company poised to grow through acquisition or expansion

Investment Size

We primarily sponsor acquisitions of companies with enterprise values from $10 million to $50 million, with cash flow (EBITDA) of $2 million to $7 million. We have the ability to do smaller or larger deals, particularly in industries where we have significant investment experience such as software services and business-to-business services.


Deal Sources

We welcome inquiries from business owners, investment bankers, business brokers and other intermediaries, and executives or managers (who may have an opportunity to acquire their business, but lack capital and financial expertise).

» Contact us

 

Industries

Shore Points focuses primarily on the following industries/sectors:

  • Business to business software and services
  • Enterprise software
  • Software as a service
  • Technology-enabled business services
  • Data management and related analytics/services, IT services

In addition, with over 25 years of investing experience, our partners and principals have completed investments in a wide range of industries and continue to have an interest in:

  • Specialty manufacturing
  • Niche distribution
  • Electronics
  • Consumer products and services
» View our portfolio

“After 20 years as a privately owned software company, we decided it was time to divest some or all of our equity. After meeting with a number of strategic and financial buyers, we chose the Shore Points team as our partner and structured a deal in which we retained a minority stake and I continued as CEO and Chairman of the Board of Directors. Eventually I stepped down as CEO and worked closely with Shore Points in bringing on my successor. Working together, we achieved a great exit in 2014. I can attest that selecting the Shore Points team was one of the best business decisions I ever made, not only for the future growth of the company but for all the Loftware employees who have benefited over the years.”

Eric Anderson, CEO (Retired), Loftware, Inc.