Portfolio Performance Group

Trey Finison

Analyst, Strategic Planning

Bio

Trey is an Analyst of Strategic Planning at Shore Capital Partners, a lower-middle market private equity firm focused on partnering with companies that have between $1-10 million of EBITDA. In this role, he helps portfolio companies drive growth and value creation by conducting market research and facilitating strategic initiatives alongside executive leadership and board members.

 

Before joining Shore, Trey was an Investment Associate at Marcus & Millichap, where he specialized in multifamily real estate investment sales, conducting business development outreach to over 2,000 apartment owners, underwriting real estate deals, and providing strategic insights on property valuations and market trends.

 

A native of Tuscaloosa, Alabama, Trey earned his B.S. in Learning and Organizational Change from Northwestern University and his M.B.A. in Finance from Louisiana State University, competing as a football student-athlete at both institutions.

EDUCATION

B.S. in Learning and Organizational Change from Northwestern University

M.B.A. in Finance from Louisiana State University