ShoreBridge Merchant Partners (“SBMP”) partners with a select group of premier family offices to invest in attractive direct private equity opportunities in the U.S. lower middle market alongside leading independent sponsors.
The SBMP strategy is built on the core premise that the lower middle market offers the most potential for excess returns; the challenge in this fragmented market is sourcing.
SBMP curates the independent sponsor universe to create a talented, highly distributed sourcing network with no upfront cost, while also leveraging ShoreBridge’s dedicated team and concentrating investment diligence efforts on the transactions possessing our desired dynamics.
Through our review of an extensive number of direct investment opportunities, extreme selectivity and partnership-oriented communication style, we seek to improve efficiency and outcomes for both our family office partners and our independent sponsor relationships.
Investors considering alternatives must take into account the risks of these investments, which include, depending on the particular fund or strategy, limited liquidity, speculative investment strategies, incentive fee structures, tax and regulatory considerations. You should only invest in hedge funds, private equity funds, venture capital funds or other similar strategies if you do not require a liquid investment and can bear the risk of substantial losses. There can be no assurance that any investment will meet its performance objectives or that substantial losses will be avoided.
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