Recognizing Value: The Origins of Shoreline Partners
Phil Currie started Shoreline Partners, LLC, in 1992, after starting and selling a number of his own businesses and recognizing the incredible value that an experienced third party can generate with a transaction process that produces multiple offers in a competitive environment.
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. Kerry Morris joined the firm as a partner in 2003, with experience that included the pharmaceutical industry and running the CFO services division of a prominent San Diego CPA firm. Mr. Morris was integral to Shoreline Partners’ growth and success before he passed away in 2018; he is still missed today.
After 25 years, Phil Currie moved into an advisory role in 2017, and Mr. Malott took on the role of Managing Partner. Josh Donnelly joined the team in 2017 as a Managing Director and became a Partner in 2020. John Reynolds joined the team as a Managing Director in 2020 and became a Partner in 2023. Messrs. Malott, Donnelly, and Reynolds continue to lead Shoreline Partners today.
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