Shoreline Partners Overview

  • Service
  • Investment Bank

  • Year Founded
  • 1992

Year Founded

  • Employees
  • 17


  • Serviced Companies
  • 44

  • Serviced Deals
  • 44

  • Serviced Investors
  • 4

Shoreline Partners General Information


Shoreline Partners is an investment banking and financing advisory firm founded in 1992 and headquartered in San Diego, California. The firm offers advisory services in the areas of negotiating and closing sales, acquisitions, financing transactions, and value-building advisory. Shoreline caters to the manufacturing, consumer products, financial services, consulting, technology, aerospace and defense, healthcare, pharmaceuticals, and medical devices sectors.

Contact Information

Year Founded
Service Provider Type
Investment Bank
Corporate Office
  • 6310 Greenwich Drive
  • Suite 120
  • San Diego, CA 92122
  • United States
+1 (858) 000-0000

Shoreline Partners Services to Companies

Service on a Deal (44)

Company Name Service Provided Deal Date Deal Type Deal Amount
Green Guard Services Advisor: General Apr 2023 00000 0000000
Broco Rankin Advisor: General Jan 2023 00000 0000000
ConnectPV Advisor: General Sep 2021 00000 0000000
Instant Care Advisor: General Jul 2021 00000 0000000
Capstone Fire & Safety Management Advisor: General Mar 2021 00000 0000000
Electrical Sales Advisor: General Apr 2017 00000 0000000
Impact Solutions Advisor: General Jan 2017 00000 0000000
Formulabs Advisor: General Apr 2016 00000 0000000
Coast Construction Supply Advisor: General Jan 2016 00000 0000000
Signature Irrigation Advisor: General Oct 2015 00000 0000000
You’re viewing 10 of 44 services to companies. Get the full list »

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Shoreline Partners Services to Investors

Service on a Deal — Buy Side (4)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Hoist Fitness Advisor: General Sep 2012 00000 0000000
CHMB Advisor: General Oct 2009 00000 0000000
Synergy Health AST Advisor: General Feb 2005 00000 0000000
WD-40 Advisor: General Apr 2001 00000 0000000
To view Shoreline Partners’s complete services on a deal — buy side history, request access »

Shoreline Partners Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Shoreline Partners Team (18)

Name Title Deals Office Contact
Josh Donnelly Managing Director & Partner San Diego, CA
Eli Bertram Managing Director San Diego, CA
Evee Walker Managing Director San Diego, CA
John Reynolds Managing Director San Diego, CA
Neil Shroff Managing Director San Diego, CA
You’re viewing 5 of 18 team members. Get the full list »

Shoreline Partners FAQs

  • When was Shoreline Partners founded?

    Shoreline Partners was founded in 1992.

  • Who is the founder of Shoreline Partners?

    Phillip Currie is the founder of Shoreline Partners.

  • Where is Shoreline Partners headquartered?

    Shoreline Partners is headquartered in San Diego, CA.

  • What is the size of Shoreline Partners?

    Shoreline Partners total number of employees/professionals is 17.

  • What service provider type is Shoreline Partners?

    Shoreline Partners's service provider type is Investment Bank.

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