About Shoreline Partners
M&A advisors who leverage proven processes, market knowledge, and practical negotiation experience to deliver the best deals possible
Transform Value into Wealth with Strategic M&A Advisors
Selling or acquiring a business requires M&A advisors who have a thorough understanding of the process that produces the best market transactions.
When facing one of the most important business decisions you’ll ever make, Shoreline Partners is the best choice for navigating such a complex transaction. Our proven process combines an intense and thorough analysis with skillful marketing and negotiation to achieve your goals.
Shoreline Partners offers the expertise and dedication clients deserve and should expect for transactions of this magnitude. Our advisors are responsive and adept problem solvers who will reduce your stress by working closely with you at every stage and managing your deal through to a successful end.
Over more than 30 years, Shoreline Partners has built a track record of successful results based on a thorough understanding of the marketplace. The Shoreline Partners team empowers business owners to proceed confidently through a sale, capital raise, or acquisition transaction from beginning to end.
Inside Shoreline Partners
Since 1992, Shoreline Partners, LLC, has represented owners of privately held companies of all sizes in sale, acquisition and financing transactions—all opportunities for business owners where high levels of creativity, marketing, communication and negotiating skills are critical.
In 2005, Shoreline Partners created a licensed broker-dealer that became ShorelineAmbrose Advisors, LLC (“SAA”). Through SAA, the firm’s M&A professionals have passed rigorous exams to qualify for securities licenses including Series 79 Investment Banking. This licensing ensures that the firm’s clients receive the highest level of quality and professionalism.
Today, Shoreline Partners’ primary office is in San Diego, California, and we are recognized as a leading investment banking and M&A advisory firm throughout the Western U.S.
Growth & Leadership
Tim Malott, a former CPA and national bank president with a long history of leadership in San Diego, joined Phil Currie as a partner in 1994.
Joshua Donnelly joined the team in 2017 as a Managing Director and became a Partner in 2020. John Reynolds also joined the team as a Managing Director in 2020 and became a Partner in 2023. These experienced professionals continue to lead Shoreline Partners today.
Why Choose Shoreline Partners
Reach your company’s highest market value with the right positioning
Analysis
Thorough review to identify marketable value to prospects
Negotiation
Fair, thoughtful advocacy for mutually beneficial outcomes
Creativity
Adaptable, responsive solutions to keep complex deals alive
Process
Comprehensive, confidential transactions for unmatched quality
Experience
30+ years of excellent results based on proven methods
Integrity
Committed to transparency in communications and protecting our client’s interests
Dedication
Responsive & engaged guidance from beginning to end
Independence
Industry-agnostic for total alignment with our clients
Featured Transactions
Shoreline Partners transactions are always confidential, although the parties may agree to publicize the transactions.
These transactions have been publicly announced.
Trust Shoreline for a Successful Transaction
Proven strategic processes that transform value into wealth
