Rising demand
The 80+ population is the fastest growing age group in the country, and most assisted living residents come from it.
Assisted Living · Lower Middle Market
Building a stronger assisted living platform through smart acquisition and integration.
Stoneshore Investment Group acquires owner-operated assisted living communities and brings them together on a shared platform, so residents get consistent care, staff get a place to grow, and founders get a buyer who will look after what they built.
FocusAssisted living and memory care communities
SizeLower middle market, owner-operated businesses
StrategyPlatform acquisition and add-on roll-up
Board of Directors Track Record
100+Transactions completed
$10B+In transaction value
100+Years of combined M&A expertise
Platform Target
Building a platform worth more than the sum of its communities.
$500M+Target enterprise value
20%+Target margin
Explore Stoneshore
Thesis
Why assisted living, why now
The demographic and market forces behind our strategy.
Read the thesis → ApproachHow the roll-up works
Four phases from platform acquisition to reinvestment in care.
See our approach → LeadershipWho you will work with
The principals behind Stoneshore and their backgrounds.
Meet our leadership → For OperatorsSelling your community
What you get with Stoneshore, and what we commit to for your residents and staff.
For operators → CriteriaWhat we look for
Our investment criteria and seven-step acquisition process.
View criteria →Our Thesis
A fragmented industry meeting a demographic wave.
Much of assisted living is still run by single-site and small regional operators. Many of them deliver excellent care but lack the purchasing power, technology, and management depth that larger groups take for granted. At the same time, the oldest baby boomers turn 80 this year, and demand for senior housing will keep climbing for the next two decades.
We believe the best returns in this sector come from combining good local communities under shared operations, and keeping the local character that made them good.
Fragmented supply
Thousands of independent owners operate one to five communities, with limited access to scale benefits.
Succession gap
Many founders are approaching retirement without a family successor or a clear exit path.
Our Approach
Buy well, operate better, grow with discipline.
We are hands-on owners. Each acquisition follows the same path, from the first community we buy in a region through to a connected regional platform.
Acquire a platform
Partner with a well-run operator in a target region whose leadership and culture can anchor future growth.
Strengthen operations
Centralize billing, purchasing, compliance, and recruiting so community leaders can spend their time on residents.
Add communities
Acquire nearby independent communities and bring them onto the shared platform with a clear integration plan.
Reinvest in care
Put capital back into buildings, staffing, training, and memory care programs that raise quality and occupancy.
Leadership
Operators, dealmakers, and advisors.
Stoneshore pairs hands-on operating experience in caregiving with decades of M&A, finance, and legal work. The same people who evaluate your community will be the ones who close and run it.
Kirk Otis
Chairman of the Board
Kirk is a transaction-focused corporate development and investment leader with 35+ years of experience across M&A, acquisitions, restructurings, and new venture creation. A former CEO and CFO, he has closed over 50 transactions totaling $13.5B in enterprise value and raised $46M in venture capital. As Managing Director at HawkEye Capital Partners and President of Keiretsu Forum North Texas, he advises business owners and connects companies with strategic and private equity investors.
Emailkirk@stoneshorecom.com
Matthew Brown
Co-Founder & Principal Director
Matthew Brown leads Stoneshore’s investment and growth strategy, focusing on the acquisition and scaling of profitable assisted living communities with $700K+ in EBITDA. His background includes building and operating a marketing agency for blue-collar businesses and working with a number of caregiving companies across the Midwest, experience that informs a hands-on, operator-driven approach to value creation.
Emailmatt@stoneshorecom.com
David Ogurek
Chief Financial Officer
David Ogurek is a seasoned finance leader with over two decades of experience in M&A advisory, financial modeling, and corporate integration. As Chief Financial Officer of Stoneshore Corp, he oversees financial diligence, valuation, and capital deployment strategies across all acquisitions, ensuring disciplined execution as the firm scales through acquisition. He previously helped lead the scaling of a hearing aid manufacturing business to 100+ retail locations through acquisitions in under five years.
Emaildavid@stoneshorecom.com
Antoine Southern
In-House Counsel
Antoine Southern is an experienced corporate attorney with over 9 years of experience advising clients on business formations, corporate governance, mergers and acquisitions, commercial transactions, and capital raises. His work includes financing arrangements ranging from $50,000 working capital lines of credit to $71 billion acquisitions. He also advises on Stoneshore’s roll-up strategy, structuring, and governance.
Emailantoine@stoneshorecom.com
For Operators
You built something that matters. We plan to keep it that way.
The right buyer protects your residents, your staff, and your name.
Your residents
Continuity of care comes first. We avoid disruptive changes during and after a transition.
Your team
We keep good people in place and give them training, benefits, and paths to advance.
Your timeline
Full exits, partial sales, and staged transitions are all on the table.
Your confidence
Conversations are confidential, and we move from first call to close with clear, direct communication.
What You Get With Stoneshore
Sell now, and keep a stake in what comes next.
Participate in a $500M+ platform
Choose to keep a percentage of your business and you become an equity participant in a platform targeting more than $500M in enterprise value.
A bigger platform, a higher multiple
Larger platforms typically command higher valuation multiples than single communities. The share you keep can grow in value as the platform grows.
Lower overhead from day one
Shared billing, purchasing, compliance, HR, and technology reduce overhead expenses so more of each dollar goes to residents and margin.
Investment Criteria
What we look for.
If your community is close to this profile, we would still like to talk. Fit matters more than any single number.
| Property type | Assisted living communities with a memory care section |
|---|---|
| Revenue | More than $5M |
| EBITDA | $1M to $10M |
| Market | Lower middle market, owner-operated businesses |
Acquisition Process
From first call to close.
Every deal follows the same seven steps, so you always know where things stand and what comes next.
Introductory call
We get on a call to learn about your business and see whether it is a good fit.
Sign an NDA
If we like each other and you want to start the selling process, we both sign a nondisclosure agreement.
Financial review and Q&A
We review your financials and work through questions together.
Meet the Board of Directors
You meet our board to get a sense of who we are and how we work.
Sign a letter of intent
We agree on the key terms and sign an LOI.
Quality of earnings and site visit
A quality of earnings review confirms the numbers, and we visit your community in person.
Close
We finalize the transaction and begin the transition together.
Apply to Join
Apply to Join the Platform
Confidential. Reviewed under mutual NDA. Response within 48 hours.
All inquiries are protected by mutual NDA. Stoneshore Investment Group never shares operator data with third parties without explicit consent.
Prefer to talk first?
matt@stoneshorecom.com
A principal answers every inquiry.