Shore Capital Partners

We are pleased to announce the recapitalization of Point C through our Healthcare Advantage Fund ("ADV"). Point C is a third party administrator (“TPA”) of medical benefits, cost containment and other administrative services for self-insured employers. Formed in 2019, Point C became a leading TPA with a combination of organic growth, acquisition, and investment, leading to the strategic recapitalization for its next growth chapter. The ADV invests in a combination of external companies and currently held microcap portfolio companies. Point C is the first ADV investment. Congratulations to CEO Ben Frisch, the Point C Management Team, Board of Directors, and Shore Deal Teams: Healthcare Ryan Kelley (former Point C Chairman), Adam Pegram, Tim Sharky, Matt England, and ADV John Hennegan, Alex Nevill, AJ Gauthier, Benjamin Stuart, and Connor Brannick. Full release here: https://lnkd.in/e97y-KVc #TPA #BenefitsAdministration #PrivateEquity #Microcap #LowerMiddleMarket #MiddleMarket

What Makes a Great CEO? Effective team building. Part 3 of 5. This podcast miniseries features Michael Burcham and Bill Clendenen. The two entrepreneurs, founders, CEOs, board members, and Lead Independent Directors discuss what makes a CEO successful. Highlights include how teams scale, recognizing your strengths and weaknesses to assemble complementary, and the importance of hiring a CFO early. Listen here: https://lnkd.in/e6-et3Er #privateequity #lowermiddlemarket #microcap #CEO #biggerstrongerfaster

What Makes a Great CEO? Part 2 of 5. This Bigger. Stronger. Faster. podcast miniseries features Michael Burcham and Bill Clendenen. The two entrepreneurs, founders, CEOs, board members, and Lead Independent Directors discuss what makes a CEO successful, including a bias for action, grit, determination, and being a leader and mentor simultaneously. Listen here: https://lnkd.in/gw_iqFHi #privateequity #lowermiddlemarket #microcap #CEO #biggerstrongerfaster

What Makes a Great CEO? This Bigger. Stronger. Faster. podcast miniseries features Michael Burcham and Bill Clendenen. The two entrepreneurs, founders, CEOs, board members, and Lead Independent Directors discuss what makes a CEO successful, emphasizing the importance of financial acumen, empowering the team without micromanaging, and the continuous education and coaching of teams. Listen here: https://lnkd.in/ghp2FQ9S #privateequity #lowermiddlemarket #microcap #CEO #biggerstrongerfaster

It is an honor to partner with founders and earn their trust. We're proud to share that Shore has been named to Inc. Magazine's Founder-Friendly Investors list for the fifth consecutive year. This consistent recognition highlights our unique offering in the lower-middle market: access to capital, a world-class board, and operational resources traditionally accessible only to mid- and large-cap companies. Our goal is that someday, you'll say partnering with Shore was the best professional decision you ever made. Official release: https://lnkd.in/daHHRjq7

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