Investment Criteria
We Seek To Invest In Companies That Are Well-Run But Still Have Opportunities For Improvement
SECTOR FOCUS
- Engineered Industrial Products
- Industrial Services
- Value-Added Distribution
GEOGRAPHY
- Platform companies based in North America
- Add-ons considered globally
SIZE
- Platforms $20-$150mm EV
- Add-ons of any size
Investment Attributes We Seek
Industry Attributes
- Positive long-term industry trends
- Large fragmented markets
- Sustainable long-term growth
- Attractive competitive dynamics
- Limited technology and regulatory risk
Company Attributes
- Differentiated products and services
- Sustainable competitive advantages
- Visionary management teams investing in partnership with Shorehill
- High cash flow generation
- Differentiated margins
- Believable acquisition and organic growth opportunities
Shorehill Attributes
- Reasonable belief our capital will be preserved under virtually all outcomes
- Ability for the Shorehill team to impact the outcome
- Transactions in which Shorehill can be a differentiated buyer
Targeted Sectors
Engineered Industrial Products
Industrial Services
Value-Added Distribution
Attributes We Seek
- Positive long-term industry growth dynamics
- Technical, mission-critical products
- Sustainable competitive advantages
- Superior margin profile
Areas of Interest
- Highly engineered industrial components and parts
- Process, automation and flow controls
- Packaging, paper and plastic
- Sensors, test and measurement devices
- Building products
- Food safety
- Water processing, controls and filtration
Shorehill Experience
- CII Technologies, Inc.
- Dura-Line Holdings, Inc.
- Functional Devices, Inc.
- GSE Holding, Inc.
- Hunt Valve
- Jeffrey Chain, L.P.
- The Koller Group
- Power Grid Components, Inc.
- Precise Technology, Inc.
- Stronghaven, Inc.
- Thermon Group, Inc.
- Tribus Aerospace LLC
- Waddington North America, Inc.
- Weasler, Inc.
- Woods Equipment Co.
Attributes We Seek
- Service offering generates significant time and cost savings to the customer
- Consistent, in-depth customer relationships
- Superior margin profile
Areas of Interest
- Specialty contracting
- Value-added maintenance and repair service
- Technical support and services
- Assembly, kitting, and calibration
- Installation and aftermarket support
Shorehill Experience
- Baker Tanks, Inc.
- Northstar Group Holdings
Attributes We Seek
- Critical link in the supply chain
- Value-added service offering to support product sales
- Complex customer relationships
- Fragmented industry structure
- Superior margin profile
Areas of Interest
- Building automation controls
- Rigid packaging
- Select building products
- Replacement parts
Shorehill Experience
- Ascent Lifting, Inc.
- Beacon Roofing Supply, Inc.
- Belt Power Holdings, LLC
- Flexpak, LLC
- KHC Holdings, Inc. (Kele Inc.)
- Kranson Industries, Inc.
- SunSource Holdings, Inc.
- Tharco Containers
- Triad Technologies, LLC
- TricorBraun Holdings, Inc.
- Utiliserve, Inc.