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March 28, 2017

Shoreline Partners, the region’s longest-serving investment banking and M&A advisory firm servicing companies between $5 million and $200 million in revenue, recently welcomed Gary Shields, CFA, and Adam Bennecke to the executive team.

Combined, they bring 50 years of b...

March 27, 2017

Check out this great article on how the ideal buyer for your business is usually not on your radar screen.

Opinion: The Ideal Buyer of Your Business Is Not Who You Think It Will Be

By Tim Malott

As an investment banker, I sometimes get brought into a situation where busin...

March 22, 2017

Tim has been a strong advocate and board member of the Ronald McDonald Charities in San Diego for more than three decades. He recently hosted more than 20 business leaders for dinner at the 47-room facility in Kearny Mesa. 

Ronald McDonald House Charities of San Diego p...

March 21, 2017

M&A advisory firm identified company’s key value points including customer relationships and employee training practices

Shoreline Partners, the region’s longest-serving investment banking and M&A advisory firm servicing companies between $5 million and $200 million in...

Hint: It’s BEFORE you’re ready to do so

In an ideal world, business owners should start the conversation five years prior to selling. Many will balk at this for being too far away to do much good. 

Reality tells us otherwise. It will take typically eight to 12 months fro...

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Welcome Gary Shields and Adam Bennecke to Shoreline Partners

March 28, 2017

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