Shore Capital Website Flashcards
(23 cards)
Explain Shore’s 4-step process.
- Research - growing industry niche, highly fragmented
- Recruit - board members and executives
- Partner - Partner with the right founder or entrepreneur to launch a platform company
- Grow - Invest in entrepreneurs, businesses, data-driven decision-making, opps support and people to turbocharge growth of company
What are the 5 primary industries that Shore invests in?
- Healthcare
- Food & Beverage
- Real Estate
- Business Services
- Industrials
How many platform companies does Shore have?
75
What is Shore’s AUM?
$12.5 billion
How many realized investments does shore have?
21
Regarding Shore’s target investment criteria, what is the revenue range of a platform investment?
$5-$100 million
Regarding Shore’s target investment criteria, what is the revenue range of an add-on investment?
$1 million+
Regarding Shore’s target investment criteria, what is the EBITDA range of a platform investment?
$1-$10 million
Regarding Shore’s target investment criteria, what is the EBITDA minimum of an add-on investment?
No minimum
What are the platform investment revenue and EBITDA ranges that Shore targets in the Business Services Industry?
$5M to $50M in revenue
$1M to $7M in EBITDA
What is the business services industry?
Companies operating in the business services industry provide professional, scientific, and technical support to organizations operating in other industries. These companies rely on highly skilled labor, and employees often require advanced degrees or specialized trainings.
What are the 6 transaction types that shore pursues in the business services industry?
- Family Successions
- Industry Consolidations
- Management Buyouts
- Corporate Divestitures
- Recapitalizations
- Leveraged Buyouts
What is ACTION Termite & Pest Control? What do they do? Who do they serve? Where are they located?
Pest control and termite services for both commercial and residential customers in Phoenix, Arizona
What does Bundled Management offer? Where are they headquartered/
Offer a full range of property management, maintenance, and other ancillary services to HOAs and real estate investors, headquartered in Chicago
What type of business is Courser? Who do they serve? What do they offer? Where are they based?
Courser is an MSP (IT Managed Service Provider
They serve small and medium sized businesses
Provide outsourced IT services like infrastructure, cloud, remote backup, soft/hardware procurement
Greenville, South Carolina
What kind of business is Dynamic Connections? Where are they based? Where do they operate? What is their focus?
3PL (third-party logistics) provider concentrating on Less than Truckload shipments
Oakville, Ontario
U.S. and Canada
Focuses on specialized shipments (fragile, expedited, high value goods)
What does Prominence Advisors do? What do they specialize in? Where are they based?
Healthcare IT advisory firm (provides Data/Analystics consulting and e-health record services)
Specialize in data governance, architecture, data visualization
Chicago
Who are Strongpoint Partners? Who do they serve? Where are they located? What value do they bring?
Network of retirement plan TPA (Third Party Administrators) and payroll services
Small and medium sized businesses
Greater Chicago
By integrating retirement and payroll services on a single platform
How many Healthcare PortCos does Shore have?
51
How many Food & Beverage PortCos does shore have?
14
How many Business Services PortCos does Shore have?
6
How many Industrials PortCos does Shore have?
4
