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Welcome Gary Shields and Adam Bennecke to Shoreline Partners

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 banking, investment management, legal and business consulting experience.

“Gary and Adam are not only seasoned financial professionals who understand the detailed financial aspects of running and closing a deal, but also, like the rest of the Shoreline team, know first-hand what it means to be a business owner,” said Tim Malott, President and CEO of Shoreline’s broker-dealer, ShorelineAmbrose Advisors (FINRA/SIPC) and a Senior Partner of Shoreline Partners. “We approach every client engagement with this in mind. Doing so gives us the unique ability to find creative ways to get deals done and maximize value for a company’s stakeholders. We’re excited to have them as key components of our executive leadership.”

Shields holds 30 years of experience in helping business owners achieve their financial goals. Shields previously held senior investment banking positions at LF Rothschild in New York and Robertson Stephens in New York and San Francisco. His prior investment banking clients include Laser Power Corp, WebSideStory, Enerdyne Technologies, Cubic Corporation and General Dynamics Electronic Systems. He was also a successful entrepreneur holding the title of SVP Corporate Finance and Development at Integrated Medical Systems, where he negotiated an all-cash sale of the company to Eli Lilly. In addition, Shields is a co-founding Managing Partner of CSJ Capital and is Founder/Managing Director of Avtech Ventures which manages investments for its high net worth and ultra-high net worth clients. Shields joins the firm as a Partner.

Bennecke’s career spans commercial banking, law and investment banking through which he has gained valuable knowledge and experience in many industries. He began his career at Comerica Bank as a Commercial Banking Officer in the Media and Entertainment Division where he structured, underwrote and funded complex project financings and corporate debt facilities. Next, Bennecke was Chief Financial Officer for a successful commercial and residential real estate and mortgage brokerage firm where he oversaw high-velocity company growth. He has also been a shareholder and Chief Financial Officer for two SAAS tech companies where he was instrumental in their rapid domestic and global expansion. Before joining Shoreline, Bennecke was a practicing attorney specializing in advising businesses on corporate governance, capital structuring, and transactional and litigation matters. Bennecke, who lives in Temecula, will be leading the firm’s reach into the Inland Empire.


Shoreline Partners is one of the most experienced investment banking and M&A advisory firms servicing the sell-side, small to mid-sized market. In its 24 years, only three deals that were under an LOI with the firm’s clients failed to close, a remarkable record when considering the industry average is closer to 50 percent. Shoreline’s team includes former business owners, public accounting, outsourced CFO, attorney and bank executives that work diligently to uncover potential acquiring partners that can strategically benefit from acquiring their clients. More information is available at


© 2017 by Shoreline Partners, LLC. All rights reserved.

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