About Global Documents
Global Documents provides you with documents from around the globe on a variety of topics for your enjoyment.
Global Documents utilizes edocr for all its document needs due to edocr's wonderful content features. Thousands of professionals and businesses around the globe publish marketing, sales, operations, customer service and financial documents making it easier for prospects and customers to find content.
HARVEY & COMPANY, LLC | CONFIDENTIAL & PROPRIETARY
Building a Leading Provider of Legal Software Solutions
Prepared For:
Shore Capital Partners
2 • Confidential & Proprietary
Shore Capital Partners (Shore) is a Chicago-based private equity firm focused exclusively on lower middle market investments.
Shore supports management partners with capital, business development expertise, and industry knowledge to accelerate
growth, fund acquisitions, and generate value to shareholders. Shore targets investments in proven, successful companies with
superior management teams, stable cash flow, and significant growth potential, including organic and growth through industry
consolidation. Shore has over $11.5 billion of assets under management through various investment vehicles.
16+ Years of Investing as a Team
Large and Experienced Team
Average Growth of Exited Investments
GROWTH FOCUS: In 2024, 20 of Shore’s portfolio companies appear on Inc.’s list of the 5,000 fastest growing private companies in the USA
Revenue
Growth
915%
EBITDA
Growth
803%
Employee
Growth
847%
• 72 Platform investments and over 1,000
add-on investments
• Shore’s 20 exited investments have
generated a 6.6x return (for example,
on average a $100 investment returned
$660 and 61.1% internal rate of return).
This places Shore in the top 1% of
private equity funds.
• 81 investment professionals
• 60 operations professionals
• 6 sourcing professionals
• 27 back office team members
• 270+ Operating partners serving as
Board members on one or more
portfolio companies
Best-In-Class Returns: Top 1%
Across 20 exits to date, Shore’s average cash-
on-cash and annual rate of return are in the top
1% of all private equity firms.
As of 2025; data includes 20 exits.
Top 50 Founder-Friendly Firm
Shore’s vision is to be the first choice
for entrepreneurs and executives
seeking a partner for growth.
For the fifth consecutive year, Shore has
been named to Inc.’s list of founder friendly
firms (2020, 2021, 2022, 2023, 2024).
#1 Most Active Firm in the U.S.
From 2015-2024 Shore is #1 in U.S. deal volume.
With 1,045 transactions, Shore completed more
deals than any other PE firm in the U.S.
Most Active Globally • Most Active in U.S.
Shore’s Interest in Legal Software Applications
3 • Confidential & Proprietary
Shore is pursuing a focused buy-and-build investment thesis within the legal software solutions market. Shore finds vertical
software interested due to the following reasons:
The recurring revenue model is attractive given the
predictable revenue stream, high customer retention rate,
potential for scalability, and reduced risk.
Attractive integrated services can be added to the software
stack, such as payment processing, which can be monetized to
create additional revenue streams.
Customer satisfaction leads to success. Improved, legal focused
software solutions help manage customer data, organize
operations, and enhance overall customer experience.
In a world of made-for-all software applications, highly focused
applications for legal workflows will support law firms and
corporate legal departments that are increasingly digitizing
operations to improve efficiency.
Recurring Revenue
Integrated Services
Customer Success
Industry Specialization
Shore’s Interest in Legal Software
Passive Components
Shore’s goal is to build a leading legal software platform offering a diverse range of capabilities and integrated tools. Shore sees strong tailwinds and
increasing demand in the legal services market and recognizes that much of the industry is slow to adopt modern technology. We believe the rise in
highly disruptive technologies as well as quickly changing cybersecurity and regulatory landscapes, will push firms to adapt rapidly over the coming
years.
Shore will proactively create value through an active process, including but not limited to, supporting organic growth initiatives, supplementing
management, implementing operational enhancements, and providing resources to complete strategic add-on acquisitions to the platform.
Additionally, Shore helps assemble a world-class Board of Directors with relevant industry experience to provide strategic relationships and insights
as they execute on a shared strategic vision.
Areas of Interest
4 • Confidential & Proprietary
Document Automation
and Workflow
E-Discovery
Case Management
Litigation Support
Legal Research
Billing and Accounting
Contract Review and
Analysis
Compliance
Management
Strategy Overview
Shore prides itself on being flexible with regards to structure and emphasize a transaction that mutually aligns incentives and
delivers the best possible outcome post-close. The following outlines a variety of potential “Transaction Benefits” that Shore
has found are often relevant to owners seeking a strategic partner.
Ongoing Shareholder Opportunities
5 • Confidential & Proprietary
Our interest in Accusoft Corporation
Based on our understanding of Accusoft Corporation, we believe the company’s products and reputation align well with
the Shore Capital criteria. We have discussed Accusoft Corporation directly with the Shore team, they felt the company
presented an interesting investment opportunity, and asked us to reach out to you on their behalf.
Preferred Acquisition Criteria
• Located in North America
• Primarily serving North American or UK based law firms
• Consistent YoY revenue growth
• $5M+ of revenue
• Breakeven or cashflow positive
• Low client churn
Benefits of a Transaction
Current Technology and Business Services Investments
Wealth Diversification: A partnership provides an opportunity
to diversify your net worth through a partial liquidity event
Compelling Valuation: Shore is able to ascribe value beyond
cash flow, enabling them to pay strategic-level multiples for
healthy businesses
Value Appreciation: Shareholders have the option to retain a
significant equity stake for further value appreciation, or exit if
desired
Access to Capital: The company will benefit from access to
capital, freeing up cash flow, accelerating growth and creating
long-term value
6 • Confidential & Proprietary
Retention of Management: Shore’s thesis is predicated
on retaining management teams and infrastructure as the
platform from which to build
Operational Support: Shore’s experience provides a seasoned
vantage point from which to evaluate and execute on growth
initiatives
Committed Capital: Shore is committed to investing additional
capital to fund infrastructure developments and acquisitions
Established Buyer: With over 15 years of experience, Shore has
demonstrated its ability to consistently drive returns
Financial Considerations
Operational Considerations
Harvey & Company LLC · 5000 Birch Street, Suite 8500 · Newport Beach, CA 92660 · T: (949) 757-0400 · www.harveyllc.com • 7
If you find this presentation compelling and would like to learn more, please contact:
All discussions are strictly confidential.
Harvey & Company is an acquisition advisory firm based in Newport Beach, California that has been retained by Shore Capital Partners to
assist them in pursuing strategic acquisitions. Established in 1998, Harvey & Company partners with major corporations, private equity
firms, and management to help build premier companies through focused and disciplined acquisition strategies. Over our 25+ year history,
Harvey & Company has initiated nearly 1,000 investments and acquisitions, including 161 in 2023 and 166 in 2024.
Relevant Transactions in Vertical Software
Jared Perrin | Managing Director
jared.perrin@harveyllc.com
(949) 757-0400 ext. 1104
Austin Connolly | Associate
aconnolly@harveyllc.com
(949) 757-0400 ext. 1281
Trevor Holland | Analyst
tholland@harveyllc.com
(949) 757-0400 ext. 1131
8 • Confidential & Proprietary
Building a Leading Provider of Legal Software Solutions
Prepared For:
Shore Capital Partners
2 • Confidential & Proprietary
Shore Capital Partners (Shore) is a Chicago-based private equity firm focused exclusively on lower middle market investments.
Shore supports management partners with capital, business development expertise, and industry knowledge to accelerate
growth, fund acquisitions, and generate value to shareholders. Shore targets investments in proven, successful companies with
superior management teams, stable cash flow, and significant growth potential, including organic and growth through industry
consolidation. Shore has over $11.5 billion of assets under management through various investment vehicles.
16+ Years of Investing as a Team
Large and Experienced Team
Average Growth of Exited Investments
GROWTH FOCUS: In 2024, 20 of Shore’s portfolio companies appear on Inc.’s list of the 5,000 fastest growing private companies in the USA
Revenue
Growth
915%
EBITDA
Growth
803%
Employee
Growth
847%
• 72 Platform investments and over 1,000
add-on investments
• Shore’s 20 exited investments have
generated a 6.6x return (for example,
on average a $100 investment returned
$660 and 61.1% internal rate of return).
This places Shore in the top 1% of
private equity funds.
• 81 investment professionals
• 60 operations professionals
• 6 sourcing professionals
• 27 back office team members
• 270+ Operating partners serving as
Board members on one or more
portfolio companies
Best-In-Class Returns: Top 1%
Across 20 exits to date, Shore’s average cash-
on-cash and annual rate of return are in the top
1% of all private equity firms.
As of 2025; data includes 20 exits.
Top 50 Founder-Friendly Firm
Shore’s vision is to be the first choice
for entrepreneurs and executives
seeking a partner for growth.
For the fifth consecutive year, Shore has
been named to Inc.’s list of founder friendly
firms (2020, 2021, 2022, 2023, 2024).
#1 Most Active Firm in the U.S.
From 2015-2024 Shore is #1 in U.S. deal volume.
With 1,045 transactions, Shore completed more
deals than any other PE firm in the U.S.
Most Active Globally • Most Active in U.S.
Shore’s Interest in Legal Software Applications
3 • Confidential & Proprietary
Shore is pursuing a focused buy-and-build investment thesis within the legal software solutions market. Shore finds vertical
software interested due to the following reasons:
The recurring revenue model is attractive given the
predictable revenue stream, high customer retention rate,
potential for scalability, and reduced risk.
Attractive integrated services can be added to the software
stack, such as payment processing, which can be monetized to
create additional revenue streams.
Customer satisfaction leads to success. Improved, legal focused
software solutions help manage customer data, organize
operations, and enhance overall customer experience.
In a world of made-for-all software applications, highly focused
applications for legal workflows will support law firms and
corporate legal departments that are increasingly digitizing
operations to improve efficiency.
Recurring Revenue
Integrated Services
Customer Success
Industry Specialization
Shore’s Interest in Legal Software
Passive Components
Shore’s goal is to build a leading legal software platform offering a diverse range of capabilities and integrated tools. Shore sees strong tailwinds and
increasing demand in the legal services market and recognizes that much of the industry is slow to adopt modern technology. We believe the rise in
highly disruptive technologies as well as quickly changing cybersecurity and regulatory landscapes, will push firms to adapt rapidly over the coming
years.
Shore will proactively create value through an active process, including but not limited to, supporting organic growth initiatives, supplementing
management, implementing operational enhancements, and providing resources to complete strategic add-on acquisitions to the platform.
Additionally, Shore helps assemble a world-class Board of Directors with relevant industry experience to provide strategic relationships and insights
as they execute on a shared strategic vision.
Areas of Interest
4 • Confidential & Proprietary
Document Automation
and Workflow
E-Discovery
Case Management
Litigation Support
Legal Research
Billing and Accounting
Contract Review and
Analysis
Compliance
Management
Strategy Overview
Shore prides itself on being flexible with regards to structure and emphasize a transaction that mutually aligns incentives and
delivers the best possible outcome post-close. The following outlines a variety of potential “Transaction Benefits” that Shore
has found are often relevant to owners seeking a strategic partner.
Ongoing Shareholder Opportunities
5 • Confidential & Proprietary
Our interest in Accusoft Corporation
Based on our understanding of Accusoft Corporation, we believe the company’s products and reputation align well with
the Shore Capital criteria. We have discussed Accusoft Corporation directly with the Shore team, they felt the company
presented an interesting investment opportunity, and asked us to reach out to you on their behalf.
Preferred Acquisition Criteria
• Located in North America
• Primarily serving North American or UK based law firms
• Consistent YoY revenue growth
• $5M+ of revenue
• Breakeven or cashflow positive
• Low client churn
Benefits of a Transaction
Current Technology and Business Services Investments
Wealth Diversification: A partnership provides an opportunity
to diversify your net worth through a partial liquidity event
Compelling Valuation: Shore is able to ascribe value beyond
cash flow, enabling them to pay strategic-level multiples for
healthy businesses
Value Appreciation: Shareholders have the option to retain a
significant equity stake for further value appreciation, or exit if
desired
Access to Capital: The company will benefit from access to
capital, freeing up cash flow, accelerating growth and creating
long-term value
6 • Confidential & Proprietary
Retention of Management: Shore’s thesis is predicated
on retaining management teams and infrastructure as the
platform from which to build
Operational Support: Shore’s experience provides a seasoned
vantage point from which to evaluate and execute on growth
initiatives
Committed Capital: Shore is committed to investing additional
capital to fund infrastructure developments and acquisitions
Established Buyer: With over 15 years of experience, Shore has
demonstrated its ability to consistently drive returns
Financial Considerations
Operational Considerations
Harvey & Company LLC · 5000 Birch Street, Suite 8500 · Newport Beach, CA 92660 · T: (949) 757-0400 · www.harveyllc.com • 7
If you find this presentation compelling and would like to learn more, please contact:
All discussions are strictly confidential.
Harvey & Company is an acquisition advisory firm based in Newport Beach, California that has been retained by Shore Capital Partners to
assist them in pursuing strategic acquisitions. Established in 1998, Harvey & Company partners with major corporations, private equity
firms, and management to help build premier companies through focused and disciplined acquisition strategies. Over our 25+ year history,
Harvey & Company has initiated nearly 1,000 investments and acquisitions, including 161 in 2023 and 166 in 2024.
Relevant Transactions in Vertical Software
Jared Perrin | Managing Director
jared.perrin@harveyllc.com
(949) 757-0400 ext. 1104
Austin Connolly | Associate
aconnolly@harveyllc.com
(949) 757-0400 ext. 1281
Trevor Holland | Analyst
tholland@harveyllc.com
(949) 757-0400 ext. 1131
8 • Confidential & Proprietary