Shore Capital Partners

Podcast drop: in the latest Bigger. Stronger. Faster. episode, Anderson Williams discusses the data landscape and AI impact with Ross Koenig, Chief Data Officer at Shore. How data is evolving surfaces a central concept: AI is powerful, but only as good as your data foundation. Other highlights include: - The value of long-term process and documentation—what started 15+ years ago is now a real advantage in the age of AI. - How nearly 1,000 codified executive hires enable pattern recognition across the portfolio. - Why “garbage in, garbage out” matters more than ever as AI accelerates everything. - How AI is making data more accessible to operators—not just technical teams. Full episode here: https://lnkd.in/eNtUcTrJ #privateequity #microcap #lowermiddlemarket #AI #data #biggerstrongerfaster

We appreciate recognition that reflects the work we do to support founders and entrepreneurs who chose Shore as their growth partner. Steve Malley, Partner and Head of Real Estate, was named to GlobeSt.’s 2026 Influencers in Net Lease list—an acknowledgment that reflects the strength of our partnerships and how we integrate real estate into our broader strategy. Congratulations to Steve and to all those recognized by GlobeSt. Full list here: https://lnkd.in/ewrDyXWG #NetLease #RealEstate #PrivateEquity #Microcap

PODCAST RELEASE: What makes a great Board of Directors? Part IV. In this mini-series of Bigger. Stronger. Faster., Bill Clendenen, Charles Talbot, and Michael Burcham explore how great board members develop leadership depth by engaging N-1s in the boardroom. Key topics include how direct interaction strengthens succession planning, sharpens strategic alignment, and uncovers who can scale with the business. The conversation highlights the CEO’s role as coach and how effective boards actively help build the next generation of growth-ready leadership. Full episode here: https://lnkd.in/g-eRMuBA #privateequity #boardofdirectors #leadership #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.

**Fund Closing Announcement** We are pleased to announce the recent closing of Industrials Fund II. The fund closed with over $400 million in capital commitments, reflecting strong demand from existing and new limited partners for Shore’s differentiated, sector-focused strategy. 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 Industrials team, led by John Sznewajs and Daniel Spradling. The announcement was first reported by Bloomberg: https://lnkd.in/g_YutaAM Full release here: https://lnkd.in/gR_nMYvt #privateequity #lowermiddlemarket #middlemarket #microcap #industrials #fundclosing

Part II: What makes a great Board of Directors? PODCAST RELEASE: In this mini-series of Bigger. Stronger. Faster., Bill Clendenen, Charles Talbot, and Michael Burcham dig into how great board members create value for a company. They discuss the behaviors, preparation, and engagement to support management, reinforce strategy, and drive execution. The conversation highlights how effective directors partner with CEOs in and outside the boardroom as companies grow and scale. Full episode here: https://lnkd.in/gkq5AFKV #privateequity #boardofdirectors #leadership #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.

What makes a great Board of Directors? PODCAST RELEASE: In this mini-series of Bigger. Stronger. Faster., Anderson Williams dives into a core part of Shore's strategy - recruiting a "Mount Rushmore" of industry veterans to actively guide portfolio companies beyond oversight, focusing on strategic execution, risk reduction, and accelerated growth through shared learning and direct connections. Executive Partners Bill Clendenen and Charles Talbot, and Chief of Strategy, Research & Talent Development Michael Burcham discuss designing High-Impact Boards. Full episodes here: https://lnkd.in/giYzFbvv #privateequity #boardofdirectors #leadership #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.

**NEW PLATFORM** We are proud to announce the merger of Reliant Specialty Infusion and Care Fusion Rx to form a leading national infusion therapy platform, an investment of Shore’s Healthcare Advantage Fund (“ADV”). Reliant is a leading provider of home infusion therapy and ambulatory infusion center services. Care Fusion offers infusion therapy focused on complex therapies. Together, Reliant and Care Fusion share a mission to improve the patient experience and partner with physicians and payors to deliver consistent, safe, and cost-effective treatment. The ADV invests in a combination of external companies and currently held microcap portfolio companies. This platform is the third ADV investment. Congratulations to Reliant CEO Brad Smith, Care Fusion co-founders Wayne Nash and Steve Roberts, the Management Teams, team members, Board of Directors, Lead Independent Director Frank Alderman MD, and Shore Deal Team: Mike Cooper, AJ Gauthier, Julia Amato, and Brett Chrisman. Full release here: https://lnkd.in/esVpNeXi #infusiontherapy #privateequity #middlemarket

To Founders: 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 sixth 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/ejvAZRvW

**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