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Everside Capital Partners Announces Investment in Coastline Wealth Management, LLC

December 2024

Everside is pleased to announce the closing of an investment in Coastline Wealth Management, LLC (Coastline Wealth Management), a provider of wealth management services. Founded in 2012, Coastline has built a team of registered investment advisors that services retail clients from ten offices across the East Coast. Coastline is headquartered in Port Jefferson, New York.

Everside is excited to partner with Coastline Wealth Management alongside Z2 Investment Management, a Stamford, CT based investment firm and another SBIC Fund (Small Business Investment Company) also based in the Northeast, working collaboratively to support Coastline Wealth Management’s ongoing expansion. This partnership reflects Everside’s commitment to investing in businesses that we believe combine strong market positions with growth potential, delivering value to all stakeholders.

About Everside Capital Partners

Everside is an SEC-registered investment advisor, as well as a SBIC (Small Business Investment Company) license holder based in New York, NY. With over $1.9 billion in assets under management across its funds, Everside partners with leading SBIC managers in the lower middle market through its primary and secondary investing strategies, and also makes direct credit and equity investments in small businesses through its direct investing strategies. As a flexible capital provider, Everside offers debt and structured equity solutions for recapitalizations, acquisitions, liquidity events, and management buyouts.

For more information, please visit us at www.everside.com

*This communication is for informational purposes only and is not intended as an offer or solicitation with respect to the purchase or sale of any security or of any fund or account Everside Capital Partners, LLC (the “Adviser”) manages or offers. Although the information provided herein has been obtained from sources which the Adviser believes to be reliable, we do not guarantee its accuracy, and such information may be incomplete or condensed. The information is subject to change without notice and the Adviser has no obligation to update you.

This document should not be the basis of an investment decision. An investment decision should be based on your customary and thorough due diligence procedures, which should include, but not be limited to, a thorough review of all relevant term sheets and other offering documents as well as consultation with legal, tax and regulatory experts. Statements made in this release include forward- looking statements which can be identified by the use of forward-looking terminology such as “may,” “will,” “should,” “expect,” or believe,” or other variations thereon. Certain information contained herein constitutes opinions, intentions, or beliefs of the Adviser, which may be preceded by the terms “belief,” “opinion,” or other similar terms. Such statements of “opinion” merely represent the Adviser’s state of mind and should not be construed as a material statement of fact. Any use of adjectives or superlatives included herein are a good faith opinion of the Adviser including but not limited to language such as “exhaustive,” “superior,” or “leading,” and should not be construed as material statements of fact. Further, other third parties may not agree with the opinions of the Adviser.