Middle Market Investment Banking

Delivering Results


Shoreline Partners, LLC and its wholly owned subsidiary, ShP Securities, LLC (member FINRA/SIPC) make up one of the most respected boutique investment banking groups in Southern California. Our clients are successful, privately held middle market companies seeking sale, merger and acquisition services. Our professionals average over 20 years of financial and industry experience and excel at negotiating and closing transactions.



Selling, acquiring or financing a business can be very complex. A business owner attempting to do this without professional representation can find the experience expensive and potentially damaging. A properly licensed and skilled investment banker helps assure a successful transaction at the best market based price. Our M&A representatives are all FINRA/SIPC licensed with years of transaction experience. We are dedicated to closing your transaction allowing you to focus on running your business.

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Shoreline has earned an excellent reputation for closing transactions for our clients. Our history of success and professionalism and the clients we represent are respected by prospective strategic acquirers and private equity groups because they know the information presented to them will be accurate. Those that know us in the industry respect the quality of the clients we introduce to them and our approach to achieve the best deal for our client, while being fair to all parties.

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Investment Banking Services Through: ShP Securities, LLC. Member FINRA/SIPC

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