Mission, Vision, & Values

Our goal is that someday, you'll say partnering with Shore was the best professional decision you ever made.


Our Mission

We partner with entrepreneurs and leading industry executives to drive transformational growth in lower middle market businesses by providing operating expertise and capital.

Our Vision

To be the premier lower middle market investor while being the first choice for entrepreneurs and executives seeking a partner for growth.

Richard Boos at Shore CP Event talks to group of Shore CP and Operating Partner Employees

Our Core Values

Commitment to Excellence

We aspire to be the best at all that we do. We never settle for the status quo, and we seek continuous improvement. We believe excellence is a behavior, not an achievement.


We work together to achieve more than we could on our own. We care for each other personally and professionally. No key decision is made alone; we are a partnership above all else.


We believe people succeed when they love what they do. Our team achieves fulfillment by working with successful entrepreneurs to build great businesses.


We operate with honesty and transparency. We do what is right, not what is easiest. We live up to our word and deliver on our promises.


We are dedicated to a consistent and repeatable process. We believe it is critical to set goals and use these goals to hold ourselves accountable.


We work hard and have fun. We learn from our losses but also celebrate our wins. Our team values humility, and we treat everyone with fairness and respect.

Ryan Kelley leans over a laptop in a working session with Max Martineau

We Guarantee the Process, Not the Outcome

The Shore investment process and value creation strategy is based on the belief that when industry, management and a company are in alignment, we have an opportunity to drive transformational growth.

Ready to connect with Shore?