<![CDATA[Microcap Moments]]>7082672a-68fe-5b10-b7d6-6d9ee2148073Sun, 05 Apr 2026 05:01:07 +0000Captivate.fmShore Capital Partnershttps://artwork.captivate.fm/de638749-8c20-4dfd-bc49-2a05aaabde0b/microcap-moments-final-3000.jpgMicrocap MomentsShore Capital PartnersShore Capital PartnersA podcast that captures the key issues, successes, challenges, and lessons learned in the microcap space through in-depth interviews with high-level leaders across Shore Capital and our portfolio companies.https://www.shorecp.university/microcap-momentsfalseepisodichttps://feeds.captivate.fm/microcap-moments/nopodcastPerpetual Optimism is a Force Multiplier | Garret Dillon - Everyday HeroesPerpetual Optimism is a Force Multiplier | Garret Dillon - Everyday HeroesIn this episode, Garret Dillon shares his journey from the 101st Airborne Division to Director of Integrations at Agentis Longevity, and the military-forged mindset that drives his work. Through Shore Capital's Military to Operations program, Garret found a path to channel his leadership, grit, and relentless optimism into building a fast-growing healthcare company from the inside. He reflects on how the discipline of military life translates to the ambiguity of a startup, why veterans shouldn't discount their experience, and how a Colin Powell quote became his operating philosophy. The episode paints a picture of how one person's energy and mindset can shape a team's culture and a company's trajectory.

Key Takeaways:

  1. Staying optimistic isn't just nice to have. It's what makes big goals possible with a small team.
  2. The skills veterans build in the military carry over to business more than they might expect.
  3. Not having a playbook is tough, but it's also the most rewarding part of building something new.
  4. Great culture doesn't happen by accident. It comes from people who show up every day with energy and purpose.

Chapters:

  1. 00:00 — Introduction
  2. 03:00 — From the Military to Agentis
  3. 07:12 — Optimism in Action
  4. 10:36 — Building Culture
  5. 14:08 — Advice and Motivation
  6. 19:05 — What Makes Garret a Hero

Listen to our podcasts at:

https://www.shorecp.university/podcasts

There you will also find our other Everyday Heroes episodes, alongside our series Microcap Moments and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

Blog: https://www.shorecp.university/blog

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Garret Dillon shares his journey from the 101st Airborne Division to Director of Integrations at Agentis Longevity, and the military-forged mindset that drives his work. Through Shore Capital's Military to Operations program, Garret found a path to channel his leadership, grit, and relentless optimism into building a fast-growing healthcare company from the inside. He reflects on how the discipline of military life translates to the ambiguity of a startup, why veterans shouldn't discount their experience, and how a Colin Powell quote became his operating philosophy. The episode paints a picture of how one person's energy and mindset can shape a team's culture and a company's trajectory.

Key Takeaways:

  1. Staying optimistic isn't just nice to have. It's what makes big goals possible with a small team.
  2. The skills veterans build in the military carry over to business more than they might expect.
  3. Not having a playbook is tough, but it's also the most rewarding part of building something new.
  4. Great culture doesn't happen by accident. It comes from people who show up every day with energy and purpose.

Chapters:

  1. 00:00 — Introduction
  2. 03:00 — From the Military to Agentis
  3. 07:12 — Optimism in Action
  4. 10:36 — Building Culture
  5. 14:08 — Advice and Motivation
  6. 19:05 — What Makes Garret a Hero

Listen to our podcasts at:

https://www.shorecp.university/podcasts

There you will also find our other Everyday Heroes episodes, alongside our series Microcap Moments and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

Blog: https://www.shorecp.university/blog

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>9473eb63-8413-4e69-b557-fe517d9330daWed, 25 Mar 2026 05:00:00 -050020:58falsebonusDoubling Down on Growth: The Freestone Insurance StoryDoubling Down on Growth: The Freestone Insurance StoryIn this episode, Ben Hayes, Nick Baxter, and Austin Bockwinkel share how Freestone Insurance Group is building a nationally recognized insurance platform rooted in relationships and entrepreneurial drive. Ben reflects on his journey from professional golf to founding a full-service brokerage, and how an unplanned conversation with Shore Capital opened his eyes to what Freestone could become. The team discusses why they chose partnership over exit, how investing in talent and technology transformed their business, and what they look for in agency owners ready to join the platform. They talk about preserving the brands and cultures entrepreneurs have built, why the most exciting time to join is at the beginning, and how insurance remains a people-first industry where Freestone's future will be defined by the partners who choose to be part of the story.

Key Takeaways:

  1. Entrepreneurial drive and trusted relationships form the foundation of durable growth in a people-first insurance industry.
  2. Investing early in specialized expertise and operational infrastructure frees leaders to move from working in the business to building the business.
  3. Choosing partnership over exit unlocks talent, technology, and strategic resources that accelerate scale without sacrificing culture or control.
  4. The most compelling platforms preserve brand, legacy, and entrepreneurial identity while aligning incentives to create long-term shared value.

Chapters:

  1. 00:00 - Introduction
  2. 03:49 - A People-First Business
  3. 06:10 - Investing in Talent and Infrastructure
  4. 09:46 - Partnership Over Exit
  5. 18:28 - Preserving Legacy and Driving Growth

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Ben Hayes, Nick Baxter, and Austin Bockwinkel share how Freestone Insurance Group is building a nationally recognized insurance platform rooted in relationships and entrepreneurial drive. Ben reflects on his journey from professional golf to founding a full-service brokerage, and how an unplanned conversation with Shore Capital opened his eyes to what Freestone could become. The team discusses why they chose partnership over exit, how investing in talent and technology transformed their business, and what they look for in agency owners ready to join the platform. They talk about preserving the brands and cultures entrepreneurs have built, why the most exciting time to join is at the beginning, and how insurance remains a people-first industry where Freestone's future will be defined by the partners who choose to be part of the story.

Key Takeaways:

  1. Entrepreneurial drive and trusted relationships form the foundation of durable growth in a people-first insurance industry.
  2. Investing early in specialized expertise and operational infrastructure frees leaders to move from working in the business to building the business.
  3. Choosing partnership over exit unlocks talent, technology, and strategic resources that accelerate scale without sacrificing culture or control.
  4. The most compelling platforms preserve brand, legacy, and entrepreneurial identity while aligning incentives to create long-term shared value.

Chapters:

  1. 00:00 - Introduction
  2. 03:49 - A People-First Business
  3. 06:10 - Investing in Talent and Infrastructure
  4. 09:46 - Partnership Over Exit
  5. 18:28 - Preserving Legacy and Driving Growth

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>b48e20ac-1c9b-40a3-83ad-8b4250eb1ccfWed, 04 Mar 2026 05:00:00 -050030:47falsefull3838Building the Future of Clinical Research with PhaseWell | Carsten BickBuilding the Future of Clinical Research with PhaseWell | Carsten BickIn this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him to clinical research, the opportunity to expand patient and physician access in a fragmented industry, and why people remain central to creating a successful platform. Carsten discusses scaling clinical trials through thoughtful partnerships, why culture and trust matter as much as process and technology, and how Shore Capital’s people-first approach aligned with his vision for long-term growth. He underscores the responsibility of building alongside experienced founders, staying close to patients, and letting purpose guide PhaseWell’s strategy and leadership.

Key Takeaways:

  • People-first leadership comes first, shaping how teams are built, decisions are made, and care is delivered throughout the organization.
  • Expanding access to clinical research requires engaging more physicians and patients in a highly fragmented industry.
  • Trust, culture, and experienced partnerships enable growth while preserving quality, integrity, and alignment with mission.
  • Long-term success is driven by staying close to purpose, investing in people, and building platforms alongside partners who share a long-term vision.

Chapters:

  1. 00:00 - Introduction
  2. 05:57 - Expanding Access in a Fragmented Industry
  3. 17:17 - People-First Leadership
  4. 20:27 - Building Trust Through the Right Partnerships
  5. 24:57 - Purpose, Scale, and Long-Term Growth

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him to clinical research, the opportunity to expand patient and physician access in a fragmented industry, and why people remain central to creating a successful platform. Carsten discusses scaling clinical trials through thoughtful partnerships, why culture and trust matter as much as process and technology, and how Shore Capital’s people-first approach aligned with his vision for long-term growth. He underscores the responsibility of building alongside experienced founders, staying close to patients, and letting purpose guide PhaseWell’s strategy and leadership.

Key Takeaways:

  • People-first leadership comes first, shaping how teams are built, decisions are made, and care is delivered throughout the organization.
  • Expanding access to clinical research requires engaging more physicians and patients in a highly fragmented industry.
  • Trust, culture, and experienced partnerships enable growth while preserving quality, integrity, and alignment with mission.
  • Long-term success is driven by staying close to purpose, investing in people, and building platforms alongside partners who share a long-term vision.

Chapters:

  1. 00:00 - Introduction
  2. 05:57 - Expanding Access in a Fragmented Industry
  3. 17:17 - People-First Leadership
  4. 20:27 - Building Trust Through the Right Partnerships
  5. 24:57 - Purpose, Scale, and Long-Term Growth

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>878b927f-83ee-4cdf-a79d-636b7c850d2fWed, 17 Dec 2025 05:00:00 -050031:33falsefull3737Inspiring the Next Generation: Jordan Baltimore’s Vision for RISEInspiring the Next Generation: Jordan Baltimore’s Vision for RISEIn this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and leading RISE. He shares how passion, curiosity, and a belief in what young athletes deserve shaped his vision for elevating youth sports. Jordan discusses why culture, coaching, and community sit at the heart of his model, how transforming coaching from a gig into a profession changes lives, and why Shore’s commitment to scaling culture, not just business, was the deciding factor in their partnership. He highlights the power of inspiration, the responsibility of shaping young athletes’ experiences, and how staying true to purpose continues to guide every decision he makes.

Key Takeaways:

  • Passion for people, community, and the joy of the game creates the foundation for meaningful growth in youth sports.
  • Elevating coaching from a gig to a profession strengthens culture and ensures every athlete receives consistent, inspiring development.
  • Great experiences come from focusing on the core of youth sports, connection, learning, and life lessons, not just technology or metrics.
  • The right partnerships are built on shared values, a commitment to culture, and a clear vision for scaling without losing what makes the work special.
  • Inspiration thrives when leaders stay curious, invest in development, and create environments where young athletes and coaches can learn, grow, and belong.

Chapters:

  1. 00:00 - Introduction
  2. 06:22 - Passion for Community
  3. 12:40 - Building Sustainable Coaching
  4. 21:25 - Finding the Right Partner
  5. 34:59 - The Future of RISE

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and leading RISE. He shares how passion, curiosity, and a belief in what young athletes deserve shaped his vision for elevating youth sports. Jordan discusses why culture, coaching, and community sit at the heart of his model, how transforming coaching from a gig into a profession changes lives, and why Shore’s commitment to scaling culture, not just business, was the deciding factor in their partnership. He highlights the power of inspiration, the responsibility of shaping young athletes’ experiences, and how staying true to purpose continues to guide every decision he makes.

Key Takeaways:

  • Passion for people, community, and the joy of the game creates the foundation for meaningful growth in youth sports.
  • Elevating coaching from a gig to a profession strengthens culture and ensures every athlete receives consistent, inspiring development.
  • Great experiences come from focusing on the core of youth sports, connection, learning, and life lessons, not just technology or metrics.
  • The right partnerships are built on shared values, a commitment to culture, and a clear vision for scaling without losing what makes the work special.
  • Inspiration thrives when leaders stay curious, invest in development, and create environments where young athletes and coaches can learn, grow, and belong.

Chapters:

  1. 00:00 - Introduction
  2. 06:22 - Passion for Community
  3. 12:40 - Building Sustainable Coaching
  4. 21:25 - Finding the Right Partner
  5. 34:59 - The Future of RISE

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>9a508d36-52fd-431d-adea-7c7e08d9e8d4Thu, 04 Dec 2025 05:00:00 -050048:00falsefull3636From Grandma’s Kitchen to Market Maker: The Story Behind SDC NutritionFrom Grandma’s Kitchen to Market Maker: The Story Behind SDC NutritionIn this episode, Devenee Schumacher shares her journey from her grandmother’s kitchen to founding and building SDC Nutrition into a leading manufacturer in the health and wellness industry. She reflects on how her love of food, curiosity for science, and commitment to quality turned a homegrown idea into a company built on integrity and innovation. Devenee discusses how honesty and persistence guided her through the challenges of scaling a new market, why investing in people and doing what’s right creates lasting impact, and how true growth comes from staying grounded in purpose and passion.

Key Takeaways:

  • Purpose and passion often begin with humble roots where love for craft and family spark lifelong curiosity and drive.
  • Integrity and quality build trust in products, partners, and people and form the foundation of lasting success.
  • Resilience and innovation thrive when leaders stay true to their values, adapt to change, and keep improving what they create.
  • True fulfillment comes from doing what’s right, investing in others, and leading with honesty, purpose, and heart.

Chapters:

  1. 00:00 - Introduction
  2. 05:16 - Humble Roots and Lifelong Curiosity
  3. 07:40 - Turning Passion into a Product
  4. 14:07 - Integrity and Innovation in Manufacturing
  5. 22:10 - Growth, Partnership, and Purpose

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Devenee Schumacher shares her journey from her grandmother’s kitchen to founding and building SDC Nutrition into a leading manufacturer in the health and wellness industry. She reflects on how her love of food, curiosity for science, and commitment to quality turned a homegrown idea into a company built on integrity and innovation. Devenee discusses how honesty and persistence guided her through the challenges of scaling a new market, why investing in people and doing what’s right creates lasting impact, and how true growth comes from staying grounded in purpose and passion.

Key Takeaways:

  • Purpose and passion often begin with humble roots where love for craft and family spark lifelong curiosity and drive.
  • Integrity and quality build trust in products, partners, and people and form the foundation of lasting success.
  • Resilience and innovation thrive when leaders stay true to their values, adapt to change, and keep improving what they create.
  • True fulfillment comes from doing what’s right, investing in others, and leading with honesty, purpose, and heart.

Chapters:

  1. 00:00 - Introduction
  2. 05:16 - Humble Roots and Lifelong Curiosity
  3. 07:40 - Turning Passion into a Product
  4. 14:07 - Integrity and Innovation in Manufacturing
  5. 22:10 - Growth, Partnership, and Purpose

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>4db7d939-e347-4d9d-85a3-d9370e1cd040Thu, 20 Nov 2025 05:00:00 -050029:57falsefull3535From Family Farm to Fortune 500 | Ken MeyerFrom Family Farm to Fortune 500 | Ken MeyerIn this episode, Ken Meyer shares his journey from growing up on a family farm to leading at Whole Foods and beyond. He reflects on how hard work, humility, and a people-first mindset shaped his 24-year career and guided him through major transitions from building teams to leading Whole Foods’ sale to Amazon. Ken discusses how trust, transparency, and empowerment drive lasting culture, why great leaders learn through failure, and how success comes from focusing on purpose, staying curious, and never losing sight of what matters most.

Key Takeaways:

  • Lasting leadership begins with hard work, humility, and curiosity that keep growth grounded in purpose.
  • Empowering people through trust, transparency, and context creates a culture where teams thrive and leaders emerge.
  • Successful transformations happen when leaders build trust, communicate openly, and stay true to shared values.
  • Fulfillment comes from focusing on what matters most, helping others grow, and creating impact that endures.

Chapters:

  1. 00:00 - Introduction
  2. 03:45 - Lessons from the Farm
  3. 09:30 - The Power of Trust and Empowerment
  4. 15:11 - Leading Through Transformations
  5. 22:44 - Purpose and Fulfillment

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Ken Meyer shares his journey from growing up on a family farm to leading at Whole Foods and beyond. He reflects on how hard work, humility, and a people-first mindset shaped his 24-year career and guided him through major transitions from building teams to leading Whole Foods’ sale to Amazon. Ken discusses how trust, transparency, and empowerment drive lasting culture, why great leaders learn through failure, and how success comes from focusing on purpose, staying curious, and never losing sight of what matters most.

Key Takeaways:

  • Lasting leadership begins with hard work, humility, and curiosity that keep growth grounded in purpose.
  • Empowering people through trust, transparency, and context creates a culture where teams thrive and leaders emerge.
  • Successful transformations happen when leaders build trust, communicate openly, and stay true to shared values.
  • Fulfillment comes from focusing on what matters most, helping others grow, and creating impact that endures.

Chapters:

  1. 00:00 - Introduction
  2. 03:45 - Lessons from the Farm
  3. 09:30 - The Power of Trust and Empowerment
  4. 15:11 - Leading Through Transformations
  5. 22:44 - Purpose and Fulfillment

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>f185e0fe-5b9b-4495-8f5a-b7fafdbf3807Thu, 13 Nov 2025 05:00:00 -050029:45falsefull3434Empowering People, Driving Growth, and Leading with Grit | Tara CongerEmpowering People, Driving Growth, and Leading with Grit | Tara CongerIn this episode, Tara Conger reflects on her journey from athletics to executive leadership and how the lessons of great coaches shaped her approach to business. She shares how building trust, investing in people, and leading through change helped her guide Tandem HR through growth and a successful exit. Tara also discusses what makes private equity leadership unique, the importance of balancing impact with effort, and why resilience and culture are at the heart of every great team.

Key Takeaways:

  • Lessons from the field to the boardroom show that teamwork, preparation, and accountability turn potential into lasting success.
  • Investing in people and culture creates the foundation for growth, where engagement and purpose drive performance.
  • Great leadership grows from trust and resilience, guiding teams with clarity and empathy through transformation and uncertainty.
  • True impact comes from focusing energy on outcomes that matter, not just the effort behind them.

Chapters:

  1. 00:00 - Introduction
  2. 04:40 - Lessons from the Field to the Boardroom
  3. 09:41 - Building Culture Through Clarity and Connection
  4. 13:51 - Leading Through Change with Empathy and Resilience
  5. 22:53 - Focusing on Impact, Not Effort

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Tara Conger reflects on her journey from athletics to executive leadership and how the lessons of great coaches shaped her approach to business. She shares how building trust, investing in people, and leading through change helped her guide Tandem HR through growth and a successful exit. Tara also discusses what makes private equity leadership unique, the importance of balancing impact with effort, and why resilience and culture are at the heart of every great team.

Key Takeaways:

  • Lessons from the field to the boardroom show that teamwork, preparation, and accountability turn potential into lasting success.
  • Investing in people and culture creates the foundation for growth, where engagement and purpose drive performance.
  • Great leadership grows from trust and resilience, guiding teams with clarity and empathy through transformation and uncertainty.
  • True impact comes from focusing energy on outcomes that matter, not just the effort behind them.

Chapters:

  1. 00:00 - Introduction
  2. 04:40 - Lessons from the Field to the Boardroom
  3. 09:41 - Building Culture Through Clarity and Connection
  4. 13:51 - Leading Through Change with Empathy and Resilience
  5. 22:53 - Focusing on Impact, Not Effort

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>9ef1f038-843e-43be-98bd-2795fc582c24Wed, 05 Nov 2025 05:00:00 -050030:13falsefull3333Caring at Scale: The PRO-spectus People-First StoryCaring at Scale: The PRO-spectus People-First StoryIn this episode, Amy Madden, Chief People and Culture Officer, and Suzanne Norman, Vice President of Patient Services at PRO-spectus, share how the company is evolving from a patient first culture to a people first growth strategy. They reflect on PRO’s rapid expansion, founder led roots, and the importance of staying scrappy while scaling. Amy and Suzanne discuss how investing in leadership development, performance management, and shared ownership is helping PRO grow by growing its people, and how an intentional, values driven culture remains the foundation of everything they do.

Key Takeaways:

  • Culture becomes a catalyst for growth when a patient first mission expands into a people first mindset that empowers performance and purpose
  • Intentional connection sustains culture in a remote world, where engagement, transparency, and care keep teams aligned through rapid growth
  • Leadership development drives scale when managers grow with intention, build consistency, and create environments where others can succeed
  • Shared ownership turns accountability into motivation, aligning personal success with the company’s mission and collective results

Chapters:

  1. 00:00 - Introduction
  2. 06:22 - Culture as a Catalyst for Growth
  3. 11:46 - Intentional Connection in a Remote World
  4. 14:02 - Leadership Development That Drives Scale
  5. 22:54 - Shared Ownership and Accountability
  6. 30:09 - Preserving Culture Through Growth

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Amy Madden, Chief People and Culture Officer, and Suzanne Norman, Vice President of Patient Services at PRO-spectus, share how the company is evolving from a patient first culture to a people first growth strategy. They reflect on PRO’s rapid expansion, founder led roots, and the importance of staying scrappy while scaling. Amy and Suzanne discuss how investing in leadership development, performance management, and shared ownership is helping PRO grow by growing its people, and how an intentional, values driven culture remains the foundation of everything they do.

Key Takeaways:

  • Culture becomes a catalyst for growth when a patient first mission expands into a people first mindset that empowers performance and purpose
  • Intentional connection sustains culture in a remote world, where engagement, transparency, and care keep teams aligned through rapid growth
  • Leadership development drives scale when managers grow with intention, build consistency, and create environments where others can succeed
  • Shared ownership turns accountability into motivation, aligning personal success with the company’s mission and collective results

Chapters:

  1. 00:00 - Introduction
  2. 06:22 - Culture as a Catalyst for Growth
  3. 11:46 - Intentional Connection in a Remote World
  4. 14:02 - Leadership Development That Drives Scale
  5. 22:54 - Shared Ownership and Accountability
  6. 30:09 - Preserving Culture Through Growth

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>1c8d3759-3417-42c0-8ddc-218bce7bfe81Wed, 29 Oct 2025 05:00:00 -050033:37falsefull3232Saying Yes and Building Better Systems of Care | Dr. Corey WallerSaying Yes and Building Better Systems of Care | Dr. Corey WallerIn this episode, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral health. He reflects on how saying yes to new challenges shaped his mission to build structures where the easy thing is the right thing. Corey shares insights on the evolving field of addiction treatment, the balance between ethics and business, and how real impact comes from creating systems that outlast any one person.

Key Takeaways:

  • Saying yes opens doors to growth and purpose, helping leaders discover new paths and create lasting impact through curiosity and action
  • Lasting change comes from building systems that make doing the right thing the easy thing and endure beyond any one individual
  • Ethical healthcare thrives on good tension between medicine and business, where collaboration and accountability drive sustainable impact
  • Humility and openness fuel continuous learning, allowing leaders to set aside ego, listen deeply, and grow alongside their teams

Chapters:

  1. 00:00 - Saying Yes to Every Opportunity
  2. 05:10 - Building Systems That Make the Right Thing Easy
  3. 09:04 - Balancing Heart and Business in Healthcare
  4. 14:11 - Finding Balance Through Ethical Tension
  5. 16:24 - Staying Grounded While Striving to Grow

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral health. He reflects on how saying yes to new challenges shaped his mission to build structures where the easy thing is the right thing. Corey shares insights on the evolving field of addiction treatment, the balance between ethics and business, and how real impact comes from creating systems that outlast any one person.

Key Takeaways:

  • Saying yes opens doors to growth and purpose, helping leaders discover new paths and create lasting impact through curiosity and action
  • Lasting change comes from building systems that make doing the right thing the easy thing and endure beyond any one individual
  • Ethical healthcare thrives on good tension between medicine and business, where collaboration and accountability drive sustainable impact
  • Humility and openness fuel continuous learning, allowing leaders to set aside ego, listen deeply, and grow alongside their teams

Chapters:

  1. 00:00 - Saying Yes to Every Opportunity
  2. 05:10 - Building Systems That Make the Right Thing Easy
  3. 09:04 - Balancing Heart and Business in Healthcare
  4. 14:11 - Finding Balance Through Ethical Tension
  5. 16:24 - Staying Grounded While Striving to Grow

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>7ec0dffc-470e-4516-bd96-ace3a47a4ca2Wed, 15 Oct 2025 05:00:00 -050023:09falsefull3131A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy WannerA Career Built on Excellence, Empathy, and Entrepreneurship | Kathy WannerIn this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Adams Street Partners into a global investment firm, she shares lessons on ownership, trust, and the power of putting capital in the hands of great founders. Kathy discusses what drew her to Shore Capital Partners, how investing in searchers aligns with her passion for mentoring, and why leading with kindness remains her guiding principle. She offers perspective on grit, humility, and staying true to yourself, and why success and kindness can go hand in hand.

Key Takeaways:

  • Excellence begins with trust and consistency, built through attention to detail and a commitment to doing every job with pride
  • Entrepreneurial success depends on humility, grit, and adaptability, allowing leaders to pivot and persevere through uncertainty
  • True fulfillment comes from helping others grow by sharing knowledge, mentoring emerging leaders, and investing in people with purpose
  • Kindness and competitiveness can coexist, and the most effective leaders lead with empathy while maintaining the drive to win

Chapters:

  • 00:00 - Introduction
  • 06:24 - Grit and Adaptability
  • 10:48 - Mentorship and Growth
  • 17:29 - Resilience and Authenticity
  • 20:57 - Leading with Kindness

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Adams Street Partners into a global investment firm, she shares lessons on ownership, trust, and the power of putting capital in the hands of great founders. Kathy discusses what drew her to Shore Capital Partners, how investing in searchers aligns with her passion for mentoring, and why leading with kindness remains her guiding principle. She offers perspective on grit, humility, and staying true to yourself, and why success and kindness can go hand in hand.

Key Takeaways:

  • Excellence begins with trust and consistency, built through attention to detail and a commitment to doing every job with pride
  • Entrepreneurial success depends on humility, grit, and adaptability, allowing leaders to pivot and persevere through uncertainty
  • True fulfillment comes from helping others grow by sharing knowledge, mentoring emerging leaders, and investing in people with purpose
  • Kindness and competitiveness can coexist, and the most effective leaders lead with empathy while maintaining the drive to win

Chapters:

  • 00:00 - Introduction
  • 06:24 - Grit and Adaptability
  • 10:48 - Mentorship and Growth
  • 17:29 - Resilience and Authenticity
  • 20:57 - Leading with Kindness

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>970416b4-c3e8-4309-8afe-15b2db0a1bddWed, 08 Oct 2025 05:00:00 -050023:10falsefull3030From Vision to Execution: The First Year of Agentis | Jimmy St. LouisFrom Vision to Execution: The First Year of Agentis | Jimmy St. LouisIn this episode, Jimmy St. Louis, CEO of Agentis Longevity, reflects on the company’s first year of growth and the lessons learned along the way. He shares how building a mission-driven, values-led team has shaped Agentis, why partnerships and cultural alignment are critical to success, and what it takes to balance long-term vision with the urgency of execution. Jimmy also highlights the role of Shore Capital in helping him navigate challenges and accelerate growth while staying true to the mission of redefining longevity healthcare.

Key Takeaways:

  • Mission-driven leadership takes root when values are lived daily and reinforced through culture, not just words
  • The right partners bring expertise, credibility, and culture that strengthen the platform beyond financial outcomes
  • Strategic planning becomes a catalyst when paired with flexibility, helping leaders balance long-term vision with near-term execution
  • True growth comes from treating acquisitions as partnerships where both sides learn, adapt, and build together

Chapters:

  • 00:00 - Introduction
  • 04:22 - Building a Values-Led Team
  • 07:46 - Partnerships and Culture
  • 09:52 - Learning from Shore
  • 14:34 - Develop the M&A Playbook
  • 23:26 - Vision and Execution

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Jimmy St. Louis, CEO of Agentis Longevity, reflects on the company’s first year of growth and the lessons learned along the way. He shares how building a mission-driven, values-led team has shaped Agentis, why partnerships and cultural alignment are critical to success, and what it takes to balance long-term vision with the urgency of execution. Jimmy also highlights the role of Shore Capital in helping him navigate challenges and accelerate growth while staying true to the mission of redefining longevity healthcare.

Key Takeaways:

  • Mission-driven leadership takes root when values are lived daily and reinforced through culture, not just words
  • The right partners bring expertise, credibility, and culture that strengthen the platform beyond financial outcomes
  • Strategic planning becomes a catalyst when paired with flexibility, helping leaders balance long-term vision with near-term execution
  • True growth comes from treating acquisitions as partnerships where both sides learn, adapt, and build together

Chapters:

  • 00:00 - Introduction
  • 04:22 - Building a Values-Led Team
  • 07:46 - Partnerships and Culture
  • 09:52 - Learning from Shore
  • 14:34 - Develop the M&A Playbook
  • 23:26 - Vision and Execution

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>95a1c438-365f-40f2-9c1e-45c3b07113caThu, 25 Sep 2025 05:00:00 -050030:18falsefull2929Scaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael BurchamScaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael BurchamIn this episode, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on their experience serving on the board of Point C, a Shore portfolio company that completed a successful recapitalization. They share how the early investment thesis came together, how the founding partner was identified, and how the executive team, board, and M&A strategy evolved over time. Bob and Michael offer insights for first-time board members, including how to engage between meetings and why sharing experience rather than advice matters most. They close by discussing their personal passion for entrepreneurship and how investing in startups sharpens their perspective and fuels innovation across Shore.

Key Takeaways:

  • Platform companies succeed when strategy, culture, and execution evolve together through each stage of growth
  • Board members drive value by engaging between meetings and sharing hard-earned experience, not just advice
  • The best partnerships are built on values alignment, shared purpose, and a clear vision for growth
  • Staying close to early-stage entrepreneurship sharpens perspective and drives innovation across the portfolio

Chapters:

  • 00:00 - Introduction
  • 05:20 - Why the TPA Space Made Strategic Sense
  • 08:28 - Launching and Scaling the Point C Platform
  • 12:13 - Evolving the M&A Strategy and Partner Fit
  • 17:00 - Lessons for First-Time Board Members
  • 22:13 - Entrepreneurship, Innovation, and Staying Sharp

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on their experience serving on the board of Point C, a Shore portfolio company that completed a successful recapitalization. They share how the early investment thesis came together, how the founding partner was identified, and how the executive team, board, and M&A strategy evolved over time. Bob and Michael offer insights for first-time board members, including how to engage between meetings and why sharing experience rather than advice matters most. They close by discussing their personal passion for entrepreneurship and how investing in startups sharpens their perspective and fuels innovation across Shore.

Key Takeaways:

  • Platform companies succeed when strategy, culture, and execution evolve together through each stage of growth
  • Board members drive value by engaging between meetings and sharing hard-earned experience, not just advice
  • The best partnerships are built on values alignment, shared purpose, and a clear vision for growth
  • Staying close to early-stage entrepreneurship sharpens perspective and drives innovation across the portfolio

Chapters:

  • 00:00 - Introduction
  • 05:20 - Why the TPA Space Made Strategic Sense
  • 08:28 - Launching and Scaling the Point C Platform
  • 12:13 - Evolving the M&A Strategy and Partner Fit
  • 17:00 - Lessons for First-Time Board Members
  • 22:13 - Entrepreneurship, Innovation, and Staying Sharp

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>6a925f45-5921-4c86-9ca2-3803f02c6513Wed, 06 Aug 2025 05:00:00 -050029:53falsefull2828The Tidal Wave Effect: Cameron Perkins on Entrepreneurial MomentumThe Tidal Wave Effect: Cameron Perkins on Entrepreneurial MomentumIn this episode, Cameron Perkins shares how a family legacy of both entrepreneurial success and failure shaped his approach to leadership, risk, and resilience. He reflects on co-founding FastMed and leading Anutra Medical, a venture-backed startup, and what those experiences taught him about scaling with intention. Now a Partner at Shore Search Partners and Executive Partner at Shore Capital, Cameron discusses the mindset of great founders and entrepreneurs, the difference between belief and capability, and how Shore supports them through every stage of growth. He explains why his greatest passion is helping others win and how serving as the undercurrent behind their momentum has become his most meaningful work.

Key Takeaways:

  • Entrepreneurs who believe in their ability to learn and adapt are better equipped to navigate uncertainty and scale with confidence
  • Building a business is deeply personal and often all-consuming, requiring emotional resilience, grit, and sacrifice
  • Effective coaches build trust by forming real relationships, asking thoughtful questions, and stepping in with guidance when it matters most
  • Founders grow faster when they are supported by mentors who serve as a steady undercurrent behind their momentum

Chapters:

  • 00:00 Introduction
  • 06:27 Lessons That Stick
  • 08:43 The Undercurrent
  • 10:55 The Reality of Entrepreneurship
  • 22:40 Why the First Win Matters

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Cameron Perkins shares how a family legacy of both entrepreneurial success and failure shaped his approach to leadership, risk, and resilience. He reflects on co-founding FastMed and leading Anutra Medical, a venture-backed startup, and what those experiences taught him about scaling with intention. Now a Partner at Shore Search Partners and Executive Partner at Shore Capital, Cameron discusses the mindset of great founders and entrepreneurs, the difference between belief and capability, and how Shore supports them through every stage of growth. He explains why his greatest passion is helping others win and how serving as the undercurrent behind their momentum has become his most meaningful work.

Key Takeaways:

  • Entrepreneurs who believe in their ability to learn and adapt are better equipped to navigate uncertainty and scale with confidence
  • Building a business is deeply personal and often all-consuming, requiring emotional resilience, grit, and sacrifice
  • Effective coaches build trust by forming real relationships, asking thoughtful questions, and stepping in with guidance when it matters most
  • Founders grow faster when they are supported by mentors who serve as a steady undercurrent behind their momentum

Chapters:

  • 00:00 Introduction
  • 06:27 Lessons That Stick
  • 08:43 The Undercurrent
  • 10:55 The Reality of Entrepreneurship
  • 22:40 Why the First Win Matters

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>6c379e36-01d1-42c6-9972-06d149be6530Mon, 21 Jul 2025 05:00:00 -050028:57falsefull2727The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing ImpactThe Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing ImpactIn this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.

Key Takeaways:

  • CFOs who understand how a business truly operates are better prepared to lead with impact across the organization
  • Sustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadership
  • New CFOs earn trust by developing curiosity, building relationships, and learning every function of the business
  • The strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on execution

Chapters:

  • 00:00 Introduction
  • 03:46 A Surprising Start
  • 06:39 Becoming a CFO
  • 12:15 Advice from a CFO
  • 20:54 Why Shore?

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.

Key Takeaways:

  • CFOs who understand how a business truly operates are better prepared to lead with impact across the organization
  • Sustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadership
  • New CFOs earn trust by developing curiosity, building relationships, and learning every function of the business
  • The strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on execution

Chapters:

  • 00:00 Introduction
  • 03:46 A Surprising Start
  • 06:39 Becoming a CFO
  • 12:15 Advice from a CFO
  • 20:54 Why Shore?

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>5755169e-95ed-4def-84d8-8248056c503bThu, 26 Jun 2025 05:00:00 -050024:14falsefull2626Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and GrowthReclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and GrowthIn this episode, Dr. Kevin Cassidy shares his journey from mowing the lawn at his father's orthodontic practice to joining the team, eventually buying the business, and scaling it over the next two decades. He discusses the decision to partner with Southern Orthodontic Partners, the mindset shift that came with stepping back from daily operations, and the challenges of leading his team through change. Dr. Cassidy also reflects on his experience in Shore University's Leadership Academy, where he reconnected with his passion for mentorship and rediscovered joy in his work. He highlights the power of trust, transparency, and leading with heart.

Key Takeaways:

  • How Dr. Kevin Cassidy scaled a second-generation orthodontic practice into a high-growth business
  • Why partnering with Southern Orthodontic Partners helped him rediscover purpose and joy in his work
  • Lessons from Shore University’s Leadership Academy on servant leadership and team culture
  • What Dr. Cassidy wishes he knew about change management before selling his practice
  • The mindset shift from doing everything to leading with trust and letting go of control

Chapters:

  • 00:00 Introduction
  • 04:41 The Decision to Partner with SOP
  • 11:50 Leadership and Personal Growth
  • 16:06 Navigating Change and Communication
  • 23:02 Looking Ahead: Future Plans

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Dr. Kevin Cassidy shares his journey from mowing the lawn at his father's orthodontic practice to joining the team, eventually buying the business, and scaling it over the next two decades. He discusses the decision to partner with Southern Orthodontic Partners, the mindset shift that came with stepping back from daily operations, and the challenges of leading his team through change. Dr. Cassidy also reflects on his experience in Shore University's Leadership Academy, where he reconnected with his passion for mentorship and rediscovered joy in his work. He highlights the power of trust, transparency, and leading with heart.

Key Takeaways:

  • How Dr. Kevin Cassidy scaled a second-generation orthodontic practice into a high-growth business
  • Why partnering with Southern Orthodontic Partners helped him rediscover purpose and joy in his work
  • Lessons from Shore University’s Leadership Academy on servant leadership and team culture
  • What Dr. Cassidy wishes he knew about change management before selling his practice
  • The mindset shift from doing everything to leading with trust and letting go of control

Chapters:

  • 00:00 Introduction
  • 04:41 The Decision to Partner with SOP
  • 11:50 Leadership and Personal Growth
  • 16:06 Navigating Change and Communication
  • 23:02 Looking Ahead: Future Plans

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>9c615c84-fd83-4107-ac19-9201c27e2ef2Thu, 22 May 2025 05:00:00 -050025:31falsefull2525Earned, Not Given: Jim Forrest on Leadership, Grit, and Building Great CompaniesEarned, Not Given: Jim Forrest on Leadership, Grit, and Building Great CompaniesIn this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.

Chapters:

  • 00:00 Introduction
  • 06:14 Customer Focus & Early Lessons
  • 12:35 Leadership & Process Thinking
  • 18:13 Culture, Boards & Mentorship
  • 22:18 Strategy Starts with the Problem
  • 30:37 What Makes a Great Company

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.

Chapters:

  • 00:00 Introduction
  • 06:14 Customer Focus & Early Lessons
  • 12:35 Leadership & Process Thinking
  • 18:13 Culture, Boards & Mentorship
  • 22:18 Strategy Starts with the Problem
  • 30:37 What Makes a Great Company

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>e7e22a4e-5e6b-42bb-936f-1db675dfc449Wed, 02 Apr 2025 05:00:00 -050031:46falsefull2424The Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and GrowthThe Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and GrowthIn this episode, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fund to acquire StatLab Medical Products. He discusses the challenges of entrepreneurship, including nearly running out of capital, and lessons from scaling businesses. Mike also reflects on leading Mission Veterinary Partners (MVP), transforming it from a struggling operation into an industry leader with 330+ hospitals and 8,000 team members. He highlights the power of perseverance, culture, and leadership, while discussing the Shore ecosystem and his passion for mentoring searchers.

Chapters:

  • 00:00 Introduction
  • 05:44 Creating MVP
  • 10:07 Back to Search
  • 11:32 The Search Fund Model
  • 18:41 Why Shore Capital?
  • 23:44 Setting the Record Straight

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fund to acquire StatLab Medical Products. He discusses the challenges of entrepreneurship, including nearly running out of capital, and lessons from scaling businesses. Mike also reflects on leading Mission Veterinary Partners (MVP), transforming it from a struggling operation into an industry leader with 330+ hospitals and 8,000 team members. He highlights the power of perseverance, culture, and leadership, while discussing the Shore ecosystem and his passion for mentoring searchers.

Chapters:

  • 00:00 Introduction
  • 05:44 Creating MVP
  • 10:07 Back to Search
  • 11:32 The Search Fund Model
  • 18:41 Why Shore Capital?
  • 23:44 Setting the Record Straight

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>66d2112a-9ff6-4209-bc6d-f19f09e50e69Fri, 21 Mar 2025 05:00:00 -050031:46falsefull2323Building a Legacy Together: The Dynamic Connections StoryBuilding a Legacy Together: The Dynamic Connections StoryIn this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Frenkiel and partners Jonas Beallor and Lynden Hennessy. Steve discusses his transition from a naive entrepreneur to the leader of a rapidly growing logistics company, and the pivotal decision to partner with Shore Capital. Jonas and Lynden provide perspectives on why they chose to team up with Dynamic, sharing their goals for growth and maintaining strong customer service. They also reflect on their journeys and the importance of preserving company culture.

Chapters:

  • 00:00 Introduction
  • 01:51 Steve's Entrepreneurial Journey
  • 08:25 Jonas Beallor's Perspective
  • 11:35 Lynden Hennessey's Legacy
  • 15:52 Misconceptions About Private Equity
  • 17:18 Future Vision for Dynamic Connections

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Frenkiel and partners Jonas Beallor and Lynden Hennessy. Steve discusses his transition from a naive entrepreneur to the leader of a rapidly growing logistics company, and the pivotal decision to partner with Shore Capital. Jonas and Lynden provide perspectives on why they chose to team up with Dynamic, sharing their goals for growth and maintaining strong customer service. They also reflect on their journeys and the importance of preserving company culture.

Chapters:

  • 00:00 Introduction
  • 01:51 Steve's Entrepreneurial Journey
  • 08:25 Jonas Beallor's Perspective
  • 11:35 Lynden Hennessey's Legacy
  • 15:52 Misconceptions About Private Equity
  • 17:18 Future Vision for Dynamic Connections

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>2e84bb10-4944-44b8-b6b6-94384aee79dcWed, 26 Feb 2025 05:00:00 -050020:30falsefull2222Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John HenneganPoint C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John HenneganIn this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discovery of a transformative opportunity to a pivotal hotel lobby phone call that unlocked new revenue, they recount the moments—including the story behind the company’s name—that defined Point C’s journey. Now entering its next chapter with the Advantage Fund, Point C is set to scale new heights, seize fresh opportunities, and further expand its cost-saving healthcare solutions.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discovery of a transformative opportunity to a pivotal hotel lobby phone call that unlocked new revenue, they recount the moments—including the story behind the company’s name—that defined Point C’s journey. Now entering its next chapter with the Advantage Fund, Point C is set to scale new heights, seize fresh opportunities, and further expand its cost-saving healthcare solutions.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>770ce791-24e2-41da-8ff3-34e4fecb5164Tue, 10 Dec 2024 05:00:00 -050031:38falsefull2121Unlocking Longevity: Redefining Health and Wellness | Jimmy St. LouisUnlocking Longevity: Redefining Health and Wellness | Jimmy St. LouisIn this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest in health and wellness, ultimately motivating him to launch a platform for optimizing men’s health. Jimmy shares his perspective on longevity, where quality and length of life intersect, and explains how the discipline honed through his sports career has influenced every aspect of his life, from his leadership style to his approach to building accessible healthcare solutions. 

 

Listen to our podcasts at:


Podcast: https://www.shorecp.university/podcasts


There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.


Other ways to connect:


Blog: https://www.shorecp.university/blog


Shore Capital University: https://www.shorecp.university/


Shore Capital Partners: https://www.shorecp.com/


This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest in health and wellness, ultimately motivating him to launch a platform for optimizing men’s health. Jimmy shares his perspective on longevity, where quality and length of life intersect, and explains how the discipline honed through his sports career has influenced every aspect of his life, from his leadership style to his approach to building accessible healthcare solutions. 

 

Listen to our podcasts at:


Podcast: https://www.shorecp.university/podcasts


There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.


Other ways to connect:


Blog: https://www.shorecp.university/blog


Shore Capital University: https://www.shorecp.university/


Shore Capital Partners: https://www.shorecp.com/


This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>4a464452-b199-4b0c-b619-67fe64fb0463Thu, 17 Oct 2024 10:00:00 -050026:15falsefull2020Becoming a CEO: Lessons in Patience, Grit, and Leadership | Peter RoehmholdtBecoming a CEO: Lessons in Patience, Grit, and Leadership | Peter RoehmholdtIn this episode, we sit down with Peter Roehmholdt to discuss his journey from KPMG audit to CEO of Great Lakes Dental Partners. Peter shares how his experience in finance and strategic roles prepared him to become the CFO at GLDP, but mentorship was crucial in helping him adapt to the operational challenges of transitioning to CEO. He also highlights the importance of patience in opening up opportunities, building trust within teams, and fostering a positive culture to succeed as a leader. 

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we sit down with Peter Roehmholdt to discuss his journey from KPMG audit to CEO of Great Lakes Dental Partners. Peter shares how his experience in finance and strategic roles prepared him to become the CFO at GLDP, but mentorship was crucial in helping him adapt to the operational challenges of transitioning to CEO. He also highlights the importance of patience in opening up opportunities, building trust within teams, and fostering a positive culture to succeed as a leader. 

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>b6310ea7-e4cb-4f30-9af9-8c69fe50d95fThu, 03 Oct 2024 10:00:00 -050026:10falsefull1919The Journey from MBA to CEO | Mark LarsenThe Journey from MBA to CEO | Mark LarsenIn this episode, we explore Mark Larsen’s journey from MBA to CEO of Connexure. Mark shares how his journey actually began in early childhood entrepreneurial ventures and has been guided by the sage advice of his father: “Mark, get paid to continue to learn.” This advice steered Mark’s post-MBA career to the Shore Capital CXO Fellows Program. From this experience, Mark offers his own hard-won wisdom about the challenges and opportunities of being a young executive in a private equity-backed company. 

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we explore Mark Larsen’s journey from MBA to CEO of Connexure. Mark shares how his journey actually began in early childhood entrepreneurial ventures and has been guided by the sage advice of his father: “Mark, get paid to continue to learn.” This advice steered Mark’s post-MBA career to the Shore Capital CXO Fellows Program. From this experience, Mark offers his own hard-won wisdom about the challenges and opportunities of being a young executive in a private equity-backed company. 

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>bdbbbedd-f480-44ee-8220-8c85bd8c20b7Wed, 26 Jun 2024 10:00:00 -050034:05falsefull1818Scaling a People-First Culture: The FirmaPak Story | Rob GoldbergScaling a People-First Culture: The FirmaPak Story | Rob GoldbergIn this episode, we delve into the creation of FirmaPak with CEO Rob Goldberg, Brent Driggers of Container Services (CSI), and Damon Neff of Apex Plastics. They share their experiences and insights on balancing the traditional values of a family-run business with the growth that goes along with a private equity partnership.  Rob, Brent, and Damon highlight the importance of finding a financial partner that respects family legacy and how FirmaPak is focused on scaling a culture and a company that puts its customers and its people first. Listen in to learn how FirmaPak is navigating its path to growth while staying true to its core values.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we delve into the creation of FirmaPak with CEO Rob Goldberg, Brent Driggers of Container Services (CSI), and Damon Neff of Apex Plastics. They share their experiences and insights on balancing the traditional values of a family-run business with the growth that goes along with a private equity partnership.  Rob, Brent, and Damon highlight the importance of finding a financial partner that respects family legacy and how FirmaPak is focused on scaling a culture and a company that puts its customers and its people first. Listen in to learn how FirmaPak is navigating its path to growth while staying true to its core values.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>a9d06fd2-4010-4e61-b569-b909dfce1aa9Wed, 12 Jun 2024 10:00:00 -050023:31falsefull1717From Father to Daughter: The Entrepreneurial Journey and Family Legacy | Allison TherwhangerFrom Father to Daughter: The Entrepreneurial Journey and Family Legacy | Allison TherwhangerIn this episode, Allison Therwhanger describes how her father started a company as an ENT and plastic surgeon with a single innovative idea and product that they made in her house as she was growing up. Speaking proudly about the importance of her family relationships and legacy, she talks about why she ultimately joined her father in the business, the journey of building the business together, and the decision to partner with Shore Capital Partners. 

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, Allison Therwhanger describes how her father started a company as an ENT and plastic surgeon with a single innovative idea and product that they made in her house as she was growing up. Speaking proudly about the importance of her family relationships and legacy, she talks about why she ultimately joined her father in the business, the journey of building the business together, and the decision to partner with Shore Capital Partners. 

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>1920eded-9c79-41e9-a68d-7d0d1285fef4Fri, 17 May 2024 04:56:00 -050036:11falsefull1616From Intern to Principal: A Story of Remarkable Personal and Company Growth | Mickey JiangFrom Intern to Principal: A Story of Remarkable Personal and Company Growth | Mickey JiangIn this episode, we welcome Mickey Jiang, a Principal at Shore Capital, who has been with the firm since joining as an Intern over 10 years ago. He shares candid stories from Shore's early days, highlighting the blend of humor, hard work, and mentorship that shaped both his career and Shore’s culture. Mickey also talks about the firm's evolution as it has grown and the lessons he has learned in his journey from Intern to Principal.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we welcome Mickey Jiang, a Principal at Shore Capital, who has been with the firm since joining as an Intern over 10 years ago. He shares candid stories from Shore's early days, highlighting the blend of humor, hard work, and mentorship that shaped both his career and Shore’s culture. Mickey also talks about the firm's evolution as it has grown and the lessons he has learned in his journey from Intern to Principal.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>9de385ee-516c-45b3-9b1a-7ec5c7828365Wed, 27 Mar 2024 05:00:00 -050027:49falsefull1515From Concept to Commercialization | Don Pierce's Medical Device VenturesFrom Concept to Commercialization | Don Pierce's Medical Device VenturesIn this episode, we welcome Don Pierce who is a Partner at Shore Capital Partners and is primarily responsible for the sourcing and evaluation of investment opportunities in the medical device field. Don discusses the unique aspects of the industry from product concept to commercialization, and the global regulations that present different opportunities and challenges. He also shares a powerful example of the way Innovia Medical adapted its product offering during Covid to serve the needs of frontline workers.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we welcome Don Pierce who is a Partner at Shore Capital Partners and is primarily responsible for the sourcing and evaluation of investment opportunities in the medical device field. Don discusses the unique aspects of the industry from product concept to commercialization, and the global regulations that present different opportunities and challenges. He also shares a powerful example of the way Innovia Medical adapted its product offering during Covid to serve the needs of frontline workers.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>7b81f0ec-a240-41c2-9974-41d3003ef897Wed, 28 Feb 2024 06:00:00 -050022:07falsefull1414Crafting Shore Capital's Vision in Microcap Healthcare | John HenneganCrafting Shore Capital's Vision in Microcap Healthcare | John HenneganJohn Hennegan is a Founding Partner of Shore Capital and is primarily responsible for the sourcing and evaluation of healthcare investment opportunities and operating executives. In this episode, John discusses the unique and often emotional nature of microcap investing. He also talks about the importance of continued learning as a company scales and describes Shore’s approach to sharing lessons learned across the portfolio. As only a Founding Partner can, John adds color and insight on the past, present, and future of Shore Capital Partners.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>John Hennegan is a Founding Partner of Shore Capital and is primarily responsible for the sourcing and evaluation of healthcare investment opportunities and operating executives. In this episode, John discusses the unique and often emotional nature of microcap investing. He also talks about the importance of continued learning as a company scales and describes Shore’s approach to sharing lessons learned across the portfolio. As only a Founding Partner can, John adds color and insight on the past, present, and future of Shore Capital Partners.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>316f037c-9cdc-4795-a69b-632322eb1031Wed, 31 Jan 2024 06:00:00 -050036:33falsefull1313Steering Navia from Family Business to Industry Leader | Hilarie AitkenSteering Navia from Family Business to Industry Leader | Hilarie AitkenThis is the third of our three-part series featuring CEOs who have successfully exited (or recapitalized) a Shore portfolio company. In this episode, Hilarie Aitken shares her experience as the CEO of Navia, a consumer-directed benefits provider serving 9,000+ employers across all 50 states. Hilarie discusses how her father founded Navia and she stepped in to run the business after his untimely passing. She talks about her search for a private equity partner and how the partnership with Shore aligned with the unique circumstances of their family-run business. Hilarie also highlights her lessons learned as CEO of a scaling business.

In February 2021, Shore announced the sale of Navia Benefit Solutions, a third-party administrator of Flexible Spending Accounts and other tax-advantaged benefits including Commuter and Transit Benefits, Health Savings Accounts, Health Reimbursement Arrangements, and COBRA services. Shore and Navia executed a growth plan that included five strategic acquisitions and substantial organic growth.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>This is the third of our three-part series featuring CEOs who have successfully exited (or recapitalized) a Shore portfolio company. In this episode, Hilarie Aitken shares her experience as the CEO of Navia, a consumer-directed benefits provider serving 9,000+ employers across all 50 states. Hilarie discusses how her father founded Navia and she stepped in to run the business after his untimely passing. She talks about her search for a private equity partner and how the partnership with Shore aligned with the unique circumstances of their family-run business. Hilarie also highlights her lessons learned as CEO of a scaling business.

In February 2021, Shore announced the sale of Navia Benefit Solutions, a third-party administrator of Flexible Spending Accounts and other tax-advantaged benefits including Commuter and Transit Benefits, Health Savings Accounts, Health Reimbursement Arrangements, and COBRA services. Shore and Navia executed a growth plan that included five strategic acquisitions and substantial organic growth.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>6d5d1705-cde5-48b4-9544-dc207f205585Wed, 13 Dec 2023 06:00:00 -050030:45falsefull1212From Military to Medicine | Rex Adam's Path to CEO of EyeSouth PartnersFrom Military to Medicine | Rex Adam's Path to CEO of EyeSouth PartnersThis is the second of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode features Rex Adams, the CEO of EyeSouth, the nation's largest comprehensive ophthalmology platform headquartered in Atlanta. Rex shares how focusing on people, processes, and technology helped EyeSouth exceed their growth goals. He also discusses his advice to future CEOs and his strong belief that leaders have a responsibility to develop their people. 

In October 2022, Shore Capital Partners announced the sale of EyeSouth Partners, a leading provider of comprehensive ophthalmology services across the eastern United States, to Olympus Partners. Shore formed EyeSouth in 2017 with the goal of creating a leading ophthalmology platform in the South and providing the highest level of support to its practices and clinicians. At the time of founding, Shore completed a strategic partnership with Georgia Eye Partners and its founding physician, Dr. Eugene Gabianelli, was appointed Chief Medical Officer of EyeSouth. Led by Chief Executive Officer Rex Adams, EyeSouth grew its affiliate network from 5 locations to over 155 locations throughout Georgia, Texas, Louisiana, Florida, Tennessee, Ohio, Kentucky, Pennsylvania, Alabama, North Carolina and Illinois. The growth was driven by organic and M&A initiatives, as well as EyeSouth’s ability to support its affiliated practices and physician partners with strategic guidance, administrative resources, operating expertise and capital with an absolute focus on clinical quality and a patient-first culture.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>This is the second of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode features Rex Adams, the CEO of EyeSouth, the nation's largest comprehensive ophthalmology platform headquartered in Atlanta. Rex shares how focusing on people, processes, and technology helped EyeSouth exceed their growth goals. He also discusses his advice to future CEOs and his strong belief that leaders have a responsibility to develop their people. 

In October 2022, Shore Capital Partners announced the sale of EyeSouth Partners, a leading provider of comprehensive ophthalmology services across the eastern United States, to Olympus Partners. Shore formed EyeSouth in 2017 with the goal of creating a leading ophthalmology platform in the South and providing the highest level of support to its practices and clinicians. At the time of founding, Shore completed a strategic partnership with Georgia Eye Partners and its founding physician, Dr. Eugene Gabianelli, was appointed Chief Medical Officer of EyeSouth. Led by Chief Executive Officer Rex Adams, EyeSouth grew its affiliate network from 5 locations to over 155 locations throughout Georgia, Texas, Louisiana, Florida, Tennessee, Ohio, Kentucky, Pennsylvania, Alabama, North Carolina and Illinois. The growth was driven by organic and M&A initiatives, as well as EyeSouth’s ability to support its affiliated practices and physician partners with strategic guidance, administrative resources, operating expertise and capital with an absolute focus on clinical quality and a patient-first culture.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>1d521fbc-355f-4c96-ad17-fc7db9420f9cWed, 15 Nov 2023 06:00:00 -050030:28falsefull1111Revolutionizing Addiction Treatment with BrightView Health | Chad SmithRevolutionizing Addiction Treatment with BrightView Health | Chad SmithThis is the first of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode features Chad Smith, the co-founder and CEO of BrightView Health, a company that operates outpatient addiction treatment clinics. Chad shares how he and his co-founders weren’t initially looking to start a big company, but rather serve the communities with the highest needs. This empathetic approach was an important part of his eventual partnership and alignment with Shore Capital. BrightView now operates over 85 clinics.

BrightView (Cincinnati, OH) is an outpatient addiction medicine practice based on clinical best practices and outcomes measures. Through the use of medical treatment in conjunction with psychological and social services, BrightView delivers the necessary support to help patients meet both their mental and physical goals.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>This is the first of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode features Chad Smith, the co-founder and CEO of BrightView Health, a company that operates outpatient addiction treatment clinics. Chad shares how he and his co-founders weren’t initially looking to start a big company, but rather serve the communities with the highest needs. This empathetic approach was an important part of his eventual partnership and alignment with Shore Capital. BrightView now operates over 85 clinics.

BrightView (Cincinnati, OH) is an outpatient addiction medicine practice based on clinical best practices and outcomes measures. Through the use of medical treatment in conjunction with psychological and social services, BrightView delivers the necessary support to help patients meet both their mental and physical goals.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>f74bcfeb-4faa-47dd-a8d2-c1aacc2a38c5Wed, 25 Oct 2023 05:00:00 -050041:37falsefull1010A Tale of Entrepreneurial Grit in Oral Healthcare | Dr. Josh EvertsA Tale of Entrepreneurial Grit in Oral Healthcare | Dr. Josh EvertsIn this episode, we learn about Josh Everts' journey as the founding physician partner of OMS360. Josh discusses the successful multi-site practice he and his partners built and the thorough due diligence process they underwent in selecting Shore Capital as their private equity partner. On a more personal note, Josh shares how he as a leader realized that he needed to step back as the business grew in order to allow his team and the business to grow and flourish.

OMS360 is an oral surgeon support organization that partners with quality practices to deliver expertise in business development, finance, marketing, recruiting, benefits, and other practice administration while enhancing oral surgeons’ ability to provide the highest quality of patient care. OMS360 continues to build its network of practices with expectations of becoming a preeminent oral surgeon support organization throughout the South and Mid-Atlantic regions of the United States.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we learn about Josh Everts' journey as the founding physician partner of OMS360. Josh discusses the successful multi-site practice he and his partners built and the thorough due diligence process they underwent in selecting Shore Capital as their private equity partner. On a more personal note, Josh shares how he as a leader realized that he needed to step back as the business grew in order to allow his team and the business to grow and flourish.

OMS360 is an oral surgeon support organization that partners with quality practices to deliver expertise in business development, finance, marketing, recruiting, benefits, and other practice administration while enhancing oral surgeons’ ability to provide the highest quality of patient care. OMS360 continues to build its network of practices with expectations of becoming a preeminent oral surgeon support organization throughout the South and Mid-Atlantic regions of the United States.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>60e8990b-7fc2-4bed-af8d-976a10f46c09Wed, 27 Sep 2023 05:00:00 -050029:42falsefull99Paving the Road for Food Truck Entrepreneurs | Ross ResnickPaving the Road for Food Truck Entrepreneurs | Ross ResnickIn this episode we highlight Ross Resnick, CEO of Roaming Hunger. Ross shares his lessons learned from working in two startups out of college and turning his passion project into a private-equity-backed business. Ross talks about his vision for continuing to scale Roaming Hunger to support other entrepreneurs and his first 100 days of partnership with Shore.

Roaming Hunger is a software and services platform partnering with food trucks, catering companies, and mobile pop ups to provide foodservice solutions and experiential marketing activations to customers nationwide. The Company is headquartered in West Hollywood, CA.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode we highlight Ross Resnick, CEO of Roaming Hunger. Ross shares his lessons learned from working in two startups out of college and turning his passion project into a private-equity-backed business. Ross talks about his vision for continuing to scale Roaming Hunger to support other entrepreneurs and his first 100 days of partnership with Shore.

Roaming Hunger is a software and services platform partnering with food trucks, catering companies, and mobile pop ups to provide foodservice solutions and experiential marketing activations to customers nationwide. The Company is headquartered in West Hollywood, CA.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>c6a8fcfc-4543-4073-bae5-6c4f0b723b47Wed, 23 Aug 2023 05:00:00 -050027:37falsefull88The Right Fit | Josh Johnson's Strategy for a New Dental PlatformThe Right Fit | Josh Johnson's Strategy for a New Dental PlatformIn this episode, we highlight Josh Johnson the CEO of Shore Capital Partner’s new dental platform, Innovate 32. Josh discusses his early experiences in starting a platform from the ground up, the early value of Shore’s unique approach in forming a Board of Directors, and the range of resources Shore brings to early-stage CEOs. Josh also discusses the future of the new platform and the excitement and possibility that drive him every day.

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we highlight Josh Johnson the CEO of Shore Capital Partner’s new dental platform, Innovate 32. Josh discusses his early experiences in starting a platform from the ground up, the early value of Shore’s unique approach in forming a Board of Directors, and the range of resources Shore brings to early-stage CEOs. Josh also discusses the future of the new platform and the excitement and possibility that drive him every day.

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>6dcdafa0-8d20-43aa-a586-5add65e26e99Wed, 26 Jul 2023 05:00:00 -050027:38falsefull77Spearheading Innovation in Microcap Investments | Mike CooperSpearheading Innovation in Microcap Investments | Mike CooperMike Cooper is a Founding Partner of Shore Capital and is responsible for all activities of the firm, including sourcing, evaluating, and enabling the growth of Shore investments. In this episode, Mike talks about the unique opportunities in the microcap space and Shore’s approach to picking the right sectors and the right partners. He shares examples of the multiple pathways to success for Shore portfolio companies’ growth.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>Mike Cooper is a Founding Partner of Shore Capital and is responsible for all activities of the firm, including sourcing, evaluating, and enabling the growth of Shore investments. In this episode, Mike talks about the unique opportunities in the microcap space and Shore’s approach to picking the right sectors and the right partners. He shares examples of the multiple pathways to success for Shore portfolio companies’ growth.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>e71725a4-f324-4689-ba01-c1ce4a0d8719Wed, 28 Jun 2023 05:00:00 -050029:26falsefull66From Vet to MVP | Dan Markwalder's Mission in Veterinary LeadershipFrom Vet to MVP | Dan Markwalder's Mission in Veterinary LeadershipIn this episode, we highlight Dan Markwalder the Chief Veterinary Officer at Mission Veterinary Partners (MVP). Dan shares his founder story including the wisdom of his mother, the thrill of a successful first practice and the challenge of a struggling second. Dan ultimately joined MVP with 22 veterinary hospitals. He shares why he partnered with MVP and the impact they are having on the broader industry.

Mission Veterinary Partners (Detroit, MI) is a veterinarian owned and managed network of general practice animal hospitals with a common goal of providing best-in-class care to companion animals. Their clinics provide wellness exams, senior pet care, vaccinations, oncology, ophthalmology, surgery, nutritional counseling, allergies and dermatology, and micro-chipping via their network of hospitals located throughout the United States.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>In this episode, we highlight Dan Markwalder the Chief Veterinary Officer at Mission Veterinary Partners (MVP). Dan shares his founder story including the wisdom of his mother, the thrill of a successful first practice and the challenge of a struggling second. Dan ultimately joined MVP with 22 veterinary hospitals. He shares why he partnered with MVP and the impact they are having on the broader industry.

Mission Veterinary Partners (Detroit, MI) is a veterinarian owned and managed network of general practice animal hospitals with a common goal of providing best-in-class care to companion animals. Their clinics provide wellness exams, senior pet care, vaccinations, oncology, ophthalmology, surgery, nutritional counseling, allergies and dermatology, and micro-chipping via their network of hospitals located throughout the United States.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>22e7202f-38e1-4044-8cdd-73104700ab14Wed, 24 May 2023 05:00:00 -050033:22falsefull55Sculpting Success in the Microcap Space | Ryan KelleySculpting Success in the Microcap Space | Ryan KelleyRyan Kelley is a Founding Partner of Shore Capital and is responsible for all activities of the firm including sourcing, evaluating and enabling the growth of Shore investments. In this episode, Ryan shares insight on the “why” behind Shore Capital and the meaningful relationships that make Shore such a great partner for founders.

Ryan is a Director of Behavioral Innovations, BrightView, Navia Benefit Solutions, Transformations Care Network and CG Life, and was a past Director of the Florida Autism Center. He serves as Chairman of Community Care Partners, Point C, and Tandem. Ryan also served as past Director of Sirona Infusion, ClearPath Diagnostics, Michigan Rehabilitation Specialists, Fast Pace Urgent Care, the Stepping Stones Group, and Navia Benefit Solutions.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>Ryan Kelley is a Founding Partner of Shore Capital and is responsible for all activities of the firm including sourcing, evaluating and enabling the growth of Shore investments. In this episode, Ryan shares insight on the “why” behind Shore Capital and the meaningful relationships that make Shore such a great partner for founders.

Ryan is a Director of Behavioral Innovations, BrightView, Navia Benefit Solutions, Transformations Care Network and CG Life, and was a past Director of the Florida Autism Center. He serves as Chairman of Community Care Partners, Point C, and Tandem. Ryan also served as past Director of Sirona Infusion, ClearPath Diagnostics, Michigan Rehabilitation Specialists, Fast Pace Urgent Care, the Stepping Stones Group, and Navia Benefit Solutions.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>e2997960-391b-4705-97a0-a51fe31f727cWed, 26 Apr 2023 05:00:00 -050026:18falsefull44Navigating Growth and Partnership at Shore Capital | Brad MoreheadNavigating Growth and Partnership at Shore Capital | Brad MoreheadBrad Morehead is a Partner at Shore Capital, where he is responsible for Business Services investment sourcing and valuation, transaction structuring, and corporate development. He also sits on the board of three Shore healthcare companies and is a former Shore portfolio CEO. In this episode, Brad shares insights into Shore’s approach to partnership from his unique perspective.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>Brad Morehead is a Partner at Shore Capital, where he is responsible for Business Services investment sourcing and valuation, transaction structuring, and corporate development. He also sits on the board of three Shore healthcare companies and is a former Shore portfolio CEO. In this episode, Brad shares insights into Shore’s approach to partnership from his unique perspective.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>842ae75c-5d17-41d6-b620-4e1eee3f2ff6Wed, 29 Mar 2023 05:00:00 -050025:30falsefull33The Strategic Smile | Dr. Scott Blackman's Blueprint for Orthodontic ExcellenceThe Strategic Smile | Dr. Scott Blackman's Blueprint for Orthodontic ExcellenceDr. Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Dr. Blackman transformed his orthodontic practice using strategies from the hospitality sector, he saw a partnership with Shore as an opportunity to increase scale and impact the orthodontic industry. This is his story about choosing to sell his practice and the personal and professional growth that followed. 

Southern Orthodontic Partners (Nashville, TN) is a network of orthodontic practices in the Southeast. Affiliated practices offer general orthodontic services including correction of crowding and overbite, spacing via braces and Invisalign, as well as teeth whitening solutions.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>Dr. Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Dr. Blackman transformed his orthodontic practice using strategies from the hospitality sector, he saw a partnership with Shore as an opportunity to increase scale and impact the orthodontic industry. This is his story about choosing to sell his practice and the personal and professional growth that followed. 

Southern Orthodontic Partners (Nashville, TN) is a network of orthodontic practices in the Southeast. Affiliated practices offer general orthodontic services including correction of crowding and overbite, spacing via braces and Invisalign, as well as teeth whitening solutions.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>48d853a7-740e-428d-8dc1-18b05a738e8dWed, 22 Feb 2023 06:00:00 -050031:52falsefull22Merging Hospitality with Healthcare at EyeSouth Partners | Scott BullockMerging Hospitality with Healthcare at EyeSouth Partners | Scott BullockScott Bullock started his career as a golf pro. He became the co-founder and president of EyeSouth Partners, an industry leader in ophthalmology. This wasn't an easy or obvious jump. So, we wanted to learn from Scott how it happened and some of the lessons learned along the way.

EyeSouth Partners is a premier network of integrated eye care practices located across the country. EyeSouth’s affiliate network consists of 35 practices with over 290 doctors providing medical and surgical eye care services at over 160 locations including 19 surgery centers throughout Georgia, Texas, Louisiana, Florida, Tennessee, Ohio, Kentucky, Pennsylvania, Alabama, Illinois and North Carolina.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>Scott Bullock started his career as a golf pro. He became the co-founder and president of EyeSouth Partners, an industry leader in ophthalmology. This wasn't an easy or obvious jump. So, we wanted to learn from Scott how it happened and some of the lessons learned along the way.

EyeSouth Partners is a premier network of integrated eye care practices located across the country. EyeSouth’s affiliate network consists of 35 practices with over 290 doctors providing medical and surgical eye care services at over 160 locations including 19 surgery centers throughout Georgia, Texas, Louisiana, Florida, Tennessee, Ohio, Kentucky, Pennsylvania, Alabama, Illinois and North Carolina.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

]]>33ac1681-d7df-4a8e-bce8-14ba25ebd51aWed, 25 Jan 2023 06:00:00 -050033:56falsefull11