Shore Capital Podcast Network

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

Other ways to connect:

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.

Building a Learning Culture at Scale: Growth Without Dilution

Mon, 30 Mar 2026 05:03:00 -0500

In this episode, Jackson and Anderson explore how to scale professional development across an organization without turning it into a generic, one-size-fits-all program. They discuss the tension between customization and consistency, how to sequence learning so people are ready for each next conversation, and why the best development content is probably already inside your company. The episode highlights real examples of scenario-based sessions where executive teams organically shifted from practice to real problem-solving, and makes the case that scaling development ultimately depends on trust, relationships, and leaders who model what they expect from others.

Key Takeaways:

Standardize the learning goal, not the delivery. The conversation that needs to happen matters more than the slides.
Sequencing matters. People can't tackle complex challenges if they haven't built the foundational skills first.
Your best content is already in your company. Real people solving real problems is more powerful than any external program.
Development won't scale if leadership behavior contradicts the principles being taught. It has to be modeled from the top.

Chapters:

00:00 - Scaling Without Going Generic
04:00 - Scenario-Based Learning That Works
07:36 - Sequencing Development Over Time
09:36 - Building a Teaching and Learning Organization
12:45 - Trust as the Foundation for Scale

Listen to our podcasts at:

Other ways to connect:

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

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

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

Practice Makes Performance: Turning Learning Into Habit

Mon, 30 Mar 2026 05:02:00 -0500

In this episode, Jackson and Anderson tackle why so much professional development doesn't stick. They unpack the gap between feeling inspired in a session and actually changing behavior back on the job, and why the real problem is often a lack of practice, reflection, and feedback after the fact. The conversation gets into what managers should be doing in the weeks following a development experience, why role play matters even when it feels awkward, and how real-time feedback beats a quarterly review every time. The episode lands on a simple but powerful framework: reps, reflection, and feedback are the trio that makes learning stick.

Key Takeaways:

If people leave a development session feeling great but don't change behavior, it was entertainment, not development.
The biggest enemy of new habits is the pressure of day-to-day work pulling people back to their defaults.
Managers should be asking "what are you doing differently?" in one-on-ones and coming prepared with their own observations.
Feedback should be generative and ongoing, not a grade delivered once a quarter.

Chapters:

00:00 - Why Learning Doesn't Stick
02:35 - The Applause vs. Application Problem
06:59 - Reinforcing Learning on the Job
08:59- The Power of Role Play and Naming It
11:13 - Real-Time Feedback Over Delayed Reviews

Listen to our podcasts at:

Other ways to connect:

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

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

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

Creating a Culture That Grows Leaders: Readiness Before the Title

Mon, 30 Mar 2026 05:01:00 -0500

In this episode, Jackson and Anderson dig into how to build leaders before there's a vacancy. They explore the small, everyday behaviors that signal leadership potential, why rewarding only excellence can backfire, and the critical difference between leading and managing. The conversation covers how to create stretch opportunities without micromanaging, why your next promotion depends on developing someone behind you, and what it takes to make talent development a cultural norm rather than a special event. The episode makes a compelling case that leadership readiness doesn't come from titles or performance metrics alone. It comes from visibility, accountability, and a culture that expects growth.

Key Takeaways:

Leadership potential shows up in small moments: asking why, offering solutions unprompted, and influencing peers without authority.
Only rewarding excellence incentivizes people to hide failure rather than take the healthy risks that drive learning.
Leading and managing are both essential but different. One without the other leaves teams either uninspired or directionless.
You won't get promoted out of your role if there's nobody ready to step into it behind you.

Chapters:

00:00 – Building Leaders Before the Vacancy
01:20 – Recognizing Leadership Potential Early
04:22 – Smart Risks and Healthy Failure
9:32 – Clarity vs. Micromanagement
15:53 – Leading vs. Managing
18:13 – Making Development the Norm

Listen to our podcasts at:

Other ways to connect:

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

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

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

What Talent Development Really Means: Beyond Training and Programs

Mon, 30 Mar 2026 05:00:00 -0500

In this episode, Jackson Sprayberry and Anderson Williams kick off the Raw Talent series by tackling a deceptively simple question: what is talent development? They break down why so many companies get it wrong by treating development as a one-day event or an HR checkbox, and they draw a critical line between training (which teaches people how to do today's job) and professional development (which builds the judgment, communication, and adaptability needed to push a business forward). The conversation covers how development has evolved with technology, why context and relevance matter more than polished content, and what it actually looks like when a company is developing its people well. The episode sets the foundation for the entire season: if you're growing a business, you have to be growing people.

Key Takeaways:

Training teaches people how to execute today's work. Professional development builds the judgment and behavior to move the business forward.
Generic, off-the-shelf content might increase access, but it often lacks the relevance needed to drive real behavior change.
Development has to be immediately applicable. If someone leaves a session and doesn't know what to try tomorrow, it didn't work.
When done well, talent development creates shared language, aligned communication, and connected thinking across every layer of the organization.

Chapters:

00:00 – What Is Talent Development?
02:21 – Training vs. Professional Development
06:25 – Reactive vs. Proactive Development
08:55 – How Talent Development Has Evolved
17:02 – What Good Looks Like

Listen to our podcasts at:

Other ways to connect:

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

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

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

Perpetual Optimism is a Force Multiplier | Garret Dillon

Wed, 25 Mar 2026 05:00:00 -0500

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:

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

Chapters:

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

Listen to our podcasts at:

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:

Shore 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.

Doubling Down on Growth: The Freestone Insurance Story

Wed, 04 Mar 2026 05:00:00 -0500

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:

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

Chapters:

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

Listen to our podcasts at:

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:

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

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

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

What Makes a Great Board Member: Part IV | Bill Clendenen, Charlie Talbot & Michael Burcham on Coaching N-1s and Building Scalable Leadership Teams

Thu, 26 Feb 2026 05:00:00 -0500

In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham focus on the critical role N-1 leaders play in building scalable companies and how great boards evaluate and develop that talent. They discuss why N-1 engagement in the boardroom strengthens succession planning, sharpens strategic alignment, and prepares leaders for larger roles. The conversation explores how CEOs can coach and position their teams for success, when to elevate value-creation roles versus hygienic functions, and how boards assess whether executives can scale with the business. Throughout the discussion, they emphasize that effective boards don’t just oversee performance but actively help build the next generation of leadership.

Key Takeaways:

Strong boards engage N-1s directly to assess succession readiness, reinforce strategic alignment, and build depth across the leadership team.
Board meetings serve as a proving ground where emerging leaders learn to think strategically, communicate clearly, and demonstrate their ability to scale with the business.
Effective CEOs act as coaches, preparing N-1s for the boardroom, creating stretch opportunities, and reinforcing accountability while protecting confidence.
High-performing boards don’t just evaluate current results; they actively help shape, develop, and elevate the next generation of leadership to sustain long-term value creation.

Chapters:

00:00 – Introduction
01:17 – Why N-1 Engagement Matters
04:33 – When N-1s Should Lead
08:05 – Coaching N-1s for the Boardroom

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

What Makes a Great Board Member: Part III | Bill Clendenen, Charlie Talbot & Michael Burcham on Turning Boards into Strategic Assets

Wed, 11 Feb 2026 05:00:00 -0500

In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore how CEOs can turn their boards into true strategic assets. They share practical guidance on building trust through transparency, setting realistic goals, and engaging board members outside the boardroom. The conversation focuses on how effective CEOs pressure test strategy, avoid surprises, and translate strategic plans into clear operational execution. Throughout the discussion, they emphasize that strong CEO board relationships are built on consistency, preparation, and open dialogue, enabling boards to support leadership, execution, and long-term value creation actively.

Key Takeaways:

CEOs maximize impact by using the board as a strategic partner through transparency, preparation, and consistent engagement.
Trust with the board is built through realistic goal-setting, open discussion of challenges, and a disciplined, no-surprises approach.
Keeping the strategic plan front and center aligns discussion, sharpens decisions, and connects strategy directly to execution.
Strong board engagement happens outside the boardroom, where prewiring and one-on-one conversations reduce friction and improve outcomes.

Chapters:

00:00 – Introduction
03:48 – Using the Board Strategically
06:28 – Keeping Strategy Front and Center
10:02 – Building Trust and Avoiding Surprises
15:25 – Pre-Wiring Decisions and Board Dynamics

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

What Makes a Great Board Member: Part II | Bill Clendenen, Charlie Talbot & Michael Burcham on Boardroom Behaviors That Drive Results

Thu, 22 Jan 2026 05:00:00 -0500

In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham build on the foundation of great board design by focusing on how effective board members show up in practice. They explore the mindset, behaviors, and preparation that separate high-impact directors, emphasizing curiosity over judgment, role clarity, and alignment with the strategic plan. The conversation examines what strong board preparation looks like, how directors add value inside and outside the boardroom, and why understanding the CEO’s perspective is critical. Throughout, they highlight how great board members help translate strategy into results, support talent development, and proactively engage to accelerate value creation.

Key Takeaways:

Great board members lead with curiosity over judgment and clear role awareness, creating trust and stronger outcomes with management.
The most effective boards translate strategy into execution by aligning directors, investors, and CEOs around direction, pace, and results.
Preparation anchored in the strategic plan allows boards to stay forward-looking, ask better questions, and focus on what matters most.
High-impact directors extend their influence beyond meetings through proactive engagement, talent development, and targeted support for CEOs and teams.

Chapters:

00:00 – Introduction
01:12 – How Great Board Members Show Up
03:11 – Turning Strategy Into Results
09:37 – How Great Boards Prepare
17:03 – Impact Beyond the Boardroom

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

What Makes a Great Board Member: Part I | Bill Clendenen, Charlie Talbot & Michael Burcham on Designing High-Impact Boards

Wed, 14 Jan 2026 05:00:00 -0500

In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore what makes a great board member and how Shore Capital Partners designs boards to drive value creation. They discuss the purpose of the board, the importance of diverse and relevant operating experience, and why board composition matters as much as strategy. The conversation highlights the role of the Lead Independent Director in supporting CEOs, de-risking execution, and translating between management, the board, and investors. Throughout the discussion, they emphasize that effective boards ask the right questions, stay aligned with the strategic plan, and actively help management build and scale the business.

Key Takeaways:

Great boards accelerate value creation by pairing clear strategy with real operating experience to help management grow and reduce risk.
Diverse, complementary board composition turns governance into a competitive advantage beyond financial oversight.
The Lead Independent Director plays a vital role in aligning management, the board, and investors through trust, context, and ongoing engagement.
Effective boards stay aligned with strategy, ask better questions, and actively support the company’s evolution from growth to exit.

Chapters:

00:00 – Introduction
01:20 – The Purpose of a Great Board
09:16 – The Role of the Lead Independent Director
13:11 – How CEOs Should Use Their Board
18:51 – How Boards Evolve Over the Hold Period

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Building the Future of Clinical Research with PhaseWell | Carsten Bick

Wed, 17 Dec 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

Win the Day, Every Day | Elizabeth Smyers

Wed, 10 Dec 2025 05:00:00 -0500

In this episode, Elizabeth Smyers shares her journey from occupational therapist to Chief Innovation Officer at PRO-spectus and the mission-driven mindset that fuels her work. Rooted in compassion and shaped by a willingness to step into the unknown, Elizabeth reflects on how solving one patient’s challenges led her to solving problems at scale. She brings a blend of curiosity, process discipline, and a “how can I help” spirit to every opportunity, fostering a culture where people lean in, take risks, and show up for one another and the patients they serve.

Key Takeaways:

A “how can I help” mindset turns challenges into opportunities for impact
Curiosity and adaptability create the path for unexpected career growth
Process and discipline transform complexity into clear, achievable outcomes
Culture thrives when people show up for one another with purpose and consistency

Chapters:

00:00 - Introduction
05:08 - Connecting Passion to Purpose
08:41 - The Power of a “How Can I Help” Mindset
18:11 - Looking Ahead at Innovation
20:54 - A Nonlinear Career Path

Listen to our podcasts at:

Other ways to connect:

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

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

Inspiring the Next Generation: Jordan Baltimore’s Vision for RISE

Thu, 04 Dec 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

From Grandma’s Kitchen to Market Maker: The Story Behind SDC Nutrition

Thu, 20 Nov 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

From Family Farm to Fortune 500 | Ken Meyer

Thu, 13 Nov 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

Empowering People, Driving Growth, and Leading with Grit | Tara Conger

Wed, 05 Nov 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

Caring at Scale: The PRO-spectus People-First Story

Wed, 29 Oct 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

Saying Yes and Building Better Systems of Care | Dr. Corey Waller

Wed, 15 Oct 2025 05:00:00 -0500

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:

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

Listen to our podcasts at:

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:

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

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

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

A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy Wanner

Wed, 08 Oct 2025 05:00:00 -0500

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:

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:

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

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

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

From Vision to Execution: The First Year of Agentis | Jimmy St. Louis

Thu, 25 Sep 2025 05:00:00 -0500

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:

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:

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

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

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

Behind the CXO Title: Alison Shekman on Going Slow to Go Fast

Thu, 11 Sep 2025 05:00:00 -0500

In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses lessons from the Shore Resource Team and why embracing iteration over perfection has shaped her approach as a CXO.

Key Takeaways:

Go slow to go fast by taking the time to understand what motivates people and plan for change so it can be implemented more effectively
Listen first and spend time in the field with the people who know the work best to close knowledge gaps and build credibility
Create a system for relentless prioritization to bring clarity to the noise and stay aligned with leadership on what matters most
Call it version one, move forward, and keep iterating rather than waiting for perfection

Chapters:

00:00 - Introduction
02:57 - Go Slow to Go Fast
05:01 - Closing the Knowledge Gap
09:35 - The Value of Networks
13:03 - Prioritization and Integration
19:47 - Lessons for Young Leaders

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Behind the CXO Title: Driving Value Through Progress with Preethi Menon

Tue, 09 Sep 2025 05:00:00 -0500

In this episode, we sit down with Preethi Menon, Senior Vice President of Integrations and Partnerships at Empower Aesthetics. After nearly a decade in consulting, Preethi joined the CXO Fellows Program and stepped into the challenge of building Empower from the ground up. She reflects on lessons from scaling the company, including overcoming perfectionism, embracing accountability, and moving fast to create value. Preethi also underscores the importance of humility, strong relationships, and the CXO peer network in her growth as a leader.

Key Takeaways:

Learning to value progress over perfection helps leaders in young companies move with speed, capture opportunities, and create meaningful value before the moment passes
Taking full ownership means recognizing that every choice and relationship matters, and leaders are directly accountable for the outcomes that shape the business
Earning trust with founders and partners comes from humility and being willing to roll up your sleeves, especially when transitions bring uncertainty and change
Leaning on a network of peers gives young leaders the perspective and encouragement they need to navigate the challenges of building a company from the ground up

Chapters:

00:00 - Introduction
07:42 - The Early-Stage
11:16 - Operational Learning Curves
18:15 - Building Great Companies
23:24 - Lessons Learned

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Behind the CXO Title: Prioritizing What Matters Most with Will Cook

Thu, 28 Aug 2025 05:00:00 -0500

In this episode, we sit down with Will Cook, Chief of Staff at Skycrest Roof Co. Will shares his unique path from consulting to serving as an infantry officer in the U.S. Army before joining the CXO program. He reflects on his first year helping to launch Skycrest, where the role meant doing everything from marketing to operations while learning the business from the ground up. Will highlights the importance of humility, listening, and building relationships with founders and frontline teams, especially in a people-driven industry. He also discusses evaluating talent in fast-moving environments, practicing relentless prioritization, and leaning on the CXO peer network to navigate the inevitable highs and lows of growing a young company.

Key Takeaways:

Learning the business from the ground up builds credibility, deepens relationships, and ensures leaders make informed decisions that create lasting value
Relentless prioritization helps executives focus on the highest-impact initiatives, avoid distractions, and drive meaningful results in fast-moving environments
People are at the center of every decision, and knowing your team’s strengths, weaknesses, and motivations is key to building trust and driving performance
Steadiness through highs and lows is sustained by leaning on peers and mentors, creating a support system that strengthens resilience and perspective

Chapters:

00:00 - Introduction
07:56 - What Makes a Good CXO
12:05 - Building Relationships with Founders
14:36 - Advice for New Leaders
17:24 - Best Advice Ever Received

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Behind the CXO Title: Rachel Scott Garrison on Managing Stakeholders and Relentless Prioritization

Thu, 21 Aug 2025 05:00:00 -0500

In this episode, we sit down with Rachel Scott Garrison, CXO at Agentis Longevity. Rachel shares her journey from Dell, Visa, and Deloitte into the microcap space and what drew her to entrepreneurship. She reflects on lessons from her first year helping to launch Agentis, including building the right data infrastructure, practicing relentless prioritization, and supporting a young CEO. She highlights the importance of managing stakeholders, the mindset shifts that come with moving from perfection to progress, and the value of having a strong peer cohort to share experiences and resources along the way.

Key Takeaways:

Relentless prioritization combined with a progress-over-perfection mindset enables leaders to adapt quickly, focus on what matters most, and sustain momentum
Stakeholder alignment is central to success, and listening, timing, and inclusion build trust with founders, boards, and teams
Supporting and syncing with the CEO is critical in early-stage companies, where pace and pressure multiply and decisions must be made quickly
The CXO network provides critical support and shared learning, helping leaders navigate challenges, avoid common pitfalls, and accelerate growth

Chapters:

00:00 - Introduction
04:37 - Building for Scale
08:51 - Partnering with the CEO
13:47 - Progress Over Perfection
17:38 - Lessons in Leadership

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Scaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael Burcham

Wed, 06 Aug 2025 05:00:00 -0500

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:

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:

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

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

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

Courage, Curiosity, and Cold Calls | Joseph Lesser

Thu, 31 Jul 2025 05:00:00 -0500

In this episode, Joseph Lesser shares his journey to Regional Sales Director at Courser and the purpose-driven mindset that guides his leadership. Grounded in faith and shaped by mentorship, Joseph reflects on the shift from individual contributor to people leader and the lessons that helped him grow. He fosters a culture of trust, feedback, and accountability where team members feel seen, supported, and challenged.

Key Takeaways:

Bold action and initiative can open doors that talent alone cannot
A curious mindset fuels personal growth and drives long-term success
Leading others requires shifting focus from performance to purpose
Trust and feedback are the foundation of strong, connected teams

Chapters:

00:00 - Introduction
05:05 - A Bold Ask
08:19 - Growing Roles
14:43 - Faith and Conviction
22:42 - Grounded Leadership

Listen to our podcasts at:

Other ways to connect:

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

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

Behind the CXO Title: Chris Dardi on Building Something Bigger Than Himself

Wed, 30 Jul 2025 05:00:00 -0500

In this episode, we sit down with Chris Dardi, an alumnus of the CXO Fellows Program who was CFO of Behavioral Innovations at the time of recording and now serves as COO. Chris shares why he left financial due diligence to build something bigger, how he navigated the leap into healthcare, and the mindset shifts that helped him succeed. He reflects on lessons learned during his time as a CXO, the demands of leading through an exit as CFO, and the importance of process, adaptability, and knowing how to focus when everything feels urgent.

Key Takeaways:

Learning the business from the ground up builds credibility, accelerates impact, and helps new leaders drive meaningful change
Opportunities often come disguised as problems, and tackling unglamorous challenges creates momentum and visibility in microcap environments
Process, discipline, and adaptability are essential skills for CXOs stepping into new industries or scaling companies through rapid growth
Exit readiness is an ongoing effort that starts with how the business is built, not when a banker is hired, and it requires tight operations, clear data, and a compelling story

Chapters:

00:00 - Introduction
05:27 - Discovering Purpose in the Mission
09:00 - Learning Fast and Building Structure
13:40 - Leading Through Change
21:04 - Lessons in Leadership

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

The Tidal Wave Effect: Cameron Perkins on Entrepreneurial Momentum

Mon, 21 Jul 2025 05:00:00 -0500

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:

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:

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

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

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

Shore University: How We Customize Talent Development

Thu, 10 Jul 2025 05:00:00 -0500

In this episode, Anderson Williams, Principal of Talent Development, is joined by Jackson Sprayberry, Director of Talent Development, and Ben Gilbert, Associate of Talent Development, to share how Shore University customizes talent development to meet the unique needs of each portfolio company. They explore how surface-level requests like conflict resolution or performance management often reveal core challenges with communication, accountability, and time management. Through examples including mentorship programs, frontline development, and shift manager coaching, the team highlights how they tailor content and delivery formats to drive real impact. They also discuss tools in development, such as case studies and a Train the Trainer model, designed to scale learning while keeping it deeply contextual.

Key Takeaways:

Strategic questioning during early conversations helps uncover root issues, like conflict resolution, communication breakdowns, and unclear expectations
Custom programs are co-created with portfolio leaders to support goals like performance management rollouts, mentorship launches, and frontline customer training, all tailored to team needs and company context
Mindset shifts, such as moving from captain to coach or working in the business to working on it, are essential for leaders in fast-growing environments
Clarifying the distinction between feedback and accountability helps managers create lasting behavior change and stronger team performance

Chapters:

00:00 - Introduction
06:36 - Leadership Mindset Shifts
10:56 - Customized Solutions
15:42 - Feedback vs Accountability
21:19 - Creating Scalability

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

More Than a Job Description | Joy Schunhoff

Fri, 27 Jun 2025 05:00:00 -0500

In this episode, Joy Schunhoff shares her journey from a 25-year career in human resources to becoming the practice administrator at ENT and Allergy of South Georgia. A lifelong Valdosta resident, Joy led her team through major operational transformations, including implementing a new EMR system, opening a surgery center, and navigating three hurricanes in just over a year. With her signature blend of intuition, ambition, and heart, Joy supports her team, her community, and her practice with unwavering dedication, proving that true leadership means showing up fully, especially when it's hardest.

Key Takeaways:

Leaders who invest deeply in their people and communities create a lasting impact through heart and dedication
Empowering teams and modeling ownership builds a culture of growth and accountability
True leadership shows in crisis through calm action and care for people

Chapters:

00:00 - Introduction
04:24 - Credit to the Team
08:31 - Stepping Up When It Matters Most
10:03 - Joy's Legacy

Listen to our podcasts at:

Other ways to connect:

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

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

The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing Impact

Thu, 26 Jun 2025 05:00:00 -0500

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:

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:

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

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

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

Shore University: Building a Scalable Learning Platform

Wed, 18 Jun 2025 05:00:00 -0500

In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development, along with Ben Gilbert, Associate of Talent Development, and Jackson Sprayberry, Director of Talent Development, to share how Shore University has grown into a platform that supports learning at every level, including executives, managers, and frontline team members. They talk about the systems behind ShoreU, like the LMS (learning management system), scenario-based training, and pathway programs, and how these tools help leaders apply what they learn in real situations.

Key Takeaways:

Pattern recognition across portfolio companies makes it possible to build leadership programs that scale across industries and business models
A mix of live sessions, self-paced tools, and media-driven content makes learning accessible to those with different learning styles and work flows
The talent pipeline is strengthened by identifying high-potential individuals early and preparing them to take on key roles as companies grow
As the platform evolves, the focus is on building both standardized pathways and customized experiences to meet companies where they are

Chapters:

00:00 Introduction
05:19 Building the System
14:13 Development Programs
18:34 Content that Connects
21:20 What's Next?

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Shore University: Why Talent Development Matters

Wed, 11 Jun 2025 05:00:00 -0500

In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development at Shore Capital, to explore why investing in people has been core to Shore since the beginning. Michael shares how the firm’s founders valued learning as a strategic advantage and how that mindset led to the creation of Shore University, the talent development function supporting both the firm and its portfolio companies. They discuss the challenges of scaling teams, the shift from individual contributor to manager, and the importance of trust, communication, and consistency in leadership. Through stories and examples, they show how ShoreU ensures that as companies grow, their people are prepared to grow with them.

Key Takeaways:

Shore University was built on the belief that learning is a strategic advantage.
Developing people is essential to scaling teams and sustaining performance.
First-time managers need support to grow from doing the work to leading others.
Companies are strongest when their people grow alongside the business.

Chapters:

00:00 Introduction
06:09 The ROI of Talent Development
10:12 From Contributor to Leader
20:24 Navigating Change
23:59 Growing with Your People

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Leading With Heart and Purpose | Kathleen Lee

Thu, 29 May 2025 05:00:00 -0500

In this episode, Kathleen Lee shares her journey from stay-at-home mom and part-time biller to Practice Administrator at Reston ENT. With a background in education and a lifelong passion for creativity, Kathleen brings a unique blend of structure, empathy, and innovation to her leadership. She fosters a culture where collaboration thrives and everyone from staff to patients feels seen and supported. By leading with heart and treating the practice as her own, Kathleen shows how ownership, adaptability, and purpose can transform a team.

Key Takeaways:

How she went from part-time biller to leading a thriving ENT practice
Why her background in education shapes her leadership and communication style
How she leads with ownership, creativity, and a people-first mindset

Chapters:

00:00 Introduction
02:44 Passion for Art
04:05 A Growing Career
9:48 A Different Perspective
12:16 Understanding the Drive

Listen to our podcasts at:

Other ways to connect:

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

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

Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and Growth

Thu, 22 May 2025 05:00:00 -0500

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:

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:

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

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

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

Accelerating Growth with a Commercial Center of Excellence | Zachary Nippert

Thu, 08 May 2025 05:00:00 -0500

In this episode, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and sales enablement. He also explains how peer collaboration within the COE fosters innovation, enabling commercial leaders to exchange insights, overcome challenges, and enhance performance across diverse industries.

Key Takeaways:

How Zachary Nippert is building the Commercial Center of Excellence at Shore Capital
The three core pillars of commercial excellence: talent, strategy, and sales process
How peer collaboration within the COE drives innovation and growth
Real-world strategies for sales training and go-to-market success
Why commercial excellence is crucial for scaling microcap companies

Chapters:

00:00 Introduction
06:14 The Role of the Centers of Excellence
07:15 Commercial Excellence Function
10:46 Challenges and Opportunities
16:09 Success Stories and Future Aspirations

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Turning Hard Lessons Into Life-Saving Training | Brian Hall

Wed, 23 Apr 2025 05:00:00 -0500

In this episode, Brian Hall shares how a lifetime of hands-on electrical work, from wiring homes with his dad to overseeing safety at a nuclear power plant, shaped his path to becoming Director of Training at Guidant Power. After coming close to losing his life in an electrical accident early in his career, Brian became deeply committed to keeping others safe. Today, he teaches workers across industries how to recognize hazards and follow safety protocols, turning complex standards into practical, real-world lessons. With lived experience, humility, and a passion for making sure people go home safe, Brian uses his expertise to help save lives.

Key Takeaways:

You connect better and teach more effectively when you've done the work yourself.
Training isn’t just about compliance, it’s about keeping people alive.
When people feel your conviction, they listen, and that can save lives.
A single moment on the job can change everything, training needs to happen before it’s too late.

Chapters:

00:00 Introduction
04:51 From Electrician to Trainer
10:36 Brian's Impact
13:57 The Human Element
17:14 Passion for Music

Listen to our podcasts at:

Other ways to connect:

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

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

Earned, Not Given: Jim Forrest on Leadership, Grit, and Building Great Companies

Wed, 02 Apr 2025 05:00:00 -0500

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:

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:

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

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

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

Finding Purpose in Physical Therapy | Larry Lawson

Wed, 26 Mar 2025 05:00:00 -0500

In this episode, Larry Lawson shares his unconventional journey to becoming a Regional Director at Greater Therapy Centers. From earning a Master’s in English to teaching, landscaping, pool work, and managing massage clinics, Larry spent years exploring before discovering his passion for physical therapy at age 39. That pivot became a launchpad for a meaningful and fast-rising career. Today, Larry leads with empathy, mentors new graduates, and creates environments where both patients and team members thrive—showing how purpose and impact can come from embracing every chapter.

Chapters:

00:00 Introduction
06:01 Philosophy and Physical Therapy
10:11 Above and Beyond
13:22 An Educator at Heart
16:14 Proudest Accomplishments

Listen to our podcasts at:

Other ways to connect:

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

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

The Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and Growth

Fri, 21 Mar 2025 05:00:00 -0500

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:

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:

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

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

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

Events: Building Meaningful Connections

Thu, 06 Mar 2025 05:00:00 -0500

In this episode, Head of Events at Shore Capital, Julia Dilday, shares insights into how thoughtful event design and relationship-building strengthen the firm’s brand and fuel growth. She discusses her path from TV production to private equity, the importance of small details in creating memorable experiences, and how collaboration across teams shapes the Shore culture. Joined by Jeff Williams (COO), Julia also reflects on the evolution of Shore’s events function and its growing impact on building a robust network of executives, board members, and investors.

Chapters:

00:00 Introduction
02:40 The Role and Impact
08:25 Building World-Class Events
10:46 Unique Aspects of Shore's Events
14:34 Memorable Moments

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Building a Legacy Together: The Dynamic Connections Story

Wed, 26 Feb 2025 05:00:00 -0500

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:

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:

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

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

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

Strategy: Developing the Strategic Plan

Thu, 20 Feb 2025 05:00:00 -0500

In this episode, the Shore Capital Strategic Planning team explores how they partner with portfolio companies to build and execute strategic plans. They discuss bridging the gap between the investment thesis and real-world execution, helping teams prioritize key initiatives, align stakeholders, and make data-driven decisions. Their structured yet adaptable process ensures companies stay focused, respond to market dynamics, and drive sustained growth.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

The Power of Human Connection | Zaya Ismail

Wed, 12 Feb 2025 05:00:00 -0500

In this episode, we explore how Zaya Ismail leads with authenticity. He explains how creating a strong clinic culture improves both patient care and business success. Through personal stories, he highlights the importance of trust, teamwork, and engagement in driving real results. Whether treating patients or leading teams, Zaya shows that the key to transformation is genuine connection and a commitment to excellence.

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Other ways to connect:

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

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

Through the SRT Lens: The Evolution of SRT with David Korb

Thu, 06 Feb 2025 05:00:00 -0500

In this episode, David Korb, Director on the Shore Resource Team, shares insights into how the SRT supports portfolio growth and enables faster execution. He discusses key projects, his career journey from consulting to private equity, and how mentorship plays a role in developing future leaders and CFOs. David also reflects on the evolution of the SRT and its growing impact on the Shore Capital portfolio.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp

Thu, 30 Jan 2025 05:00:00 -0500

In this episode, Ellie Hupp, a manager on the Shore Resource Team, shares her journey from financial due diligence to hands-on operational support. She discusses the importance of diversifying skills early in a career, the value of pattern recognition in private equity, and how SRT fosters collaboration across teams. Ellie also reflects on the growth opportunities at Shore and her aspirations for a future C-suite role.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Strategy: Understanding the Strategic Plan

Mon, 27 Jan 2025 05:00:00 -0500

In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with portfolio companies. They highlight timed breakouts, facilitation, and clear documentation to ensure alignment, accelerate idea-sharing, and deliver tangible outcomes. By evolving management processes and clarifying goals, they help companies achieve rapid growth and increased value.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor

Wed, 08 Jan 2025 05:00:00 -0500

In this episode, Bob Pollard, Senior Director on the Shore Resource Team, shares how the SRT prepared him for a longer-term interim CFO role. He discusses stepping into leadership, driving change, and mentoring team members. Bob also reflects on projects that transformed companies by taking on tasks that the founders did not have the capacity or resources to do before. He speaks about his personal growth as a leader and emphasizes the importance of collaboration and mentorship.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski

Wed, 18 Dec 2024 05:00:00 -0500

In this episode, Joe Pizetoski reflects on his career and the transition from the Shore Resource Team to the CFO role. He discusses the value of diverse experiences, including his time as interim CFO, and how they prepared him for strategic leadership. Joe highlights the challenges of scaling operations and fostering strong company culture. He emphasizes continuous learning, proactive problem-solving, and developing strategies that drive both individual growth and organizational success.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations

Wed, 11 Dec 2024 05:00:00 -0500

In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource Team. She discusses the impact of transitioning to an operationally focused role, her experiences supporting portfolio companies, and her first year, including serving as an interim CFO. Hannah emphasizes the importance of communication, scalability, and developing processes that empower teams and drive success.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan

Tue, 10 Dec 2024 05:00:00 -0500

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:

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:

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

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

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

In Memoriam: Sharing the Light | Andrew Malone

Thu, 05 Dec 2024 05:00:00 -0500

In this episode, we recognize our Shore Capital team member Andrew Malone who we lost far too soon after a brief illness. Starting in the summer of 2022, Andrew initiated and led our podcasting program after spending his early career in radio. He was the consummate team member who was always willing to step up and lend a hand. He brought a spirit and a kindness and a light that made us all better and our work more joyful. Anderson Williams, Michael Burcham, Ben Gilbert, and John Murdock offer their reflections on the unique light that was Andrew Malone.

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Other ways to connect:

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

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

Through the SRT Lens: How Brandon Coan Forged His Path to CFO

Wed, 20 Nov 2024 05:00:00 -0500

In this episode, Brandon Coan, CFO of Hueman People Solutions, reflects on how his experience with the Shore Resource Team prepared him for his first CFO role. He shares stories from his work on 100-day Plans, the challenges of stepping into interim roles, and his transition into full-time leadership at Hueman. Brandon also discusses the lasting impact of his SRT projects and provides valuable insights on leadership, personal growth, and the importance of doing things the right way.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Research: Supporting the Shore Investment Lifecycle

Wed, 13 Nov 2024 05:00:00 -0500

In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the importance of using data to identify market trends, validate strategies, and adapt to industry changes. Caitlin also provides practical examples of how research drives decision-making and enhances portfolio value, offering a comprehensive view of the insights shaping Shore’s investment approach.

Listen to our podcasts at:

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

Other ways to connect:

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

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

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

Driven by Compassion, Fueled by Positivity | Peter Nguyen

Wed, 06 Nov 2024 05:00:00 -0500

In this episode, Peter Nguyen, Director of Market Access at PRO-spectus, discusses his journey fueled by positivity and genuine enthusiasm. Starting as a part-time employee, Peter grew to become a leader known for his empathy and resilience. We learn how his unique approach, rooted in kindness and optimism, has helped PRO-spectus thrive while ensuring patient needs are prioritized. His story is one of dedication and purpose, offering insights on the impact of positivity in leadership.

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Other ways to connect:

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

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

What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired

Fri, 25 Oct 2024 10:00:00 -0500

In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear vision, building the right team, holding people accountable, and fostering a culture of success. Failing to deliver results, lacking transparency with the board, or not hiring quickly enough are key reasons CEOs are let go. The discussion emphasizes the need for honesty, decisiveness, and readiness to meet the fast-paced demands of the CEO role.

Listen to our podcasts at:

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

Other ways to connect:

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

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

What Makes a Great CEO: Part IV | Executives Bill Clendenen & Michael Burcham on Strategy

Thu, 24 Oct 2024 10:00:00 -0500

In this episode, Bill Clendenen and Michael Burcham explore the essence of strategy for CEOs, explaining how it defines a company's plan to win, while the strategic plan outlines the steps to achieve that goal. Failing to align the organization around the strategy risks confusion and missed opportunities, making it crucial for everyone, from frontline workers to the board, to stay aligned. They also emphasize that strategy is a living tool, evolving with market changes and company growth.

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Other ways to connect:

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

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

What Makes a Great CEO: Part III | Executives Bill Clendenen & Michael Burcham on Building a Winning Team

Wed, 23 Oct 2024 10:00:00 -0500

In this episode, Bill Clendenen and Michael Burcham discuss the vital role of team building for CEOs, particularly in scaling businesses. They highlight the importance of hiring a CFO early and stress the need for self-awareness in leadership. CEOs must recognize their strengths and weaknesses to assemble teams that complement their abilities. They stress that building the right team is not just about filling roles but about positioning the company for sustainable growth and long-term success.

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Other ways to connect:

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

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

Unlocking Longevity: Redefining Health and Wellness | Jimmy St. Louis

Thu, 17 Oct 2024 10:00:00 -0500

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:

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:

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

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

Transforming Lives Through Mental Healthcare | Amanda Skrinjorich

Wed, 16 Oct 2024 05:00:00 -0500

In this episode, Amanda Skrinjorich, Senior Medical Resource Director at Harmony, opens up about her journey into mental healthcare and what inspired her to choose this path. She discusses the role of language in emotional regulation, the importance of patient-centered care, and the adoption of innovative methods in psychiatry. Amanda also reflects on her personal experiences with her mother’s mental health and her commitment to continually finding new ways to support and care for her patients.

Listen to our podcasts at:

Other ways to connect:

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

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

Behind the CXO Title: How Ryan McNally Went a Mile Deep in His Niche

Wed, 09 Oct 2024 10:00:00 -0500

In this episode, Ryan McNally, COO of Courser, reflects on his journey from investment banking and private equity to operations. The CXO Fellows Program was the catalyst for his transition, enabling him to take a deep dive into the IT services industry and move from advising businesses to actively leading them. As Courser has grown, he has focused on process improvement and aligning strategic goals with execution, driving the company’s growth while advancing his leadership journey.

Listen to our podcasts at:

Other ways to connect:

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

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

Becoming a CEO: Lessons in Patience, Grit, and Leadership | Peter Roehmholdt

Thu, 03 Oct 2024 10:00:00 -0500

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:

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:

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

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

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

Behind the CXO Title: Recognizing Your Potential with Beth LaBossiere

Wed, 18 Sep 2024 10:00:00 -0500

In this episode, Beth LaBossiere, Chief of Staff at Whetstone Distribution, shares how the CXO Fellows Program helped her transition from consulting to operations. It was a transition that not only introduced her to a new career path but also to an entirely new industry. This required her to develop a new set of skills, which she accomplished with the support of her team and the CXO network. Through this journey, she uncovered her leadership potential and set her sights on becoming a CEO.

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Other ways to connect:

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

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

From Tactical Ops to Treating Addiction: A Doctor’s Unique Path | Dr. Corey Waller

Thu, 12 Sep 2024 10:00:00 -0500

In this episode, we explore the journey of Dr. Corey Waller, Chief Medical Officer at Brightview Health, as he reflects on his career, from working with the DEA to leading addiction treatment, a transition that provides him a unique perspective on addiction and healthcare. Drawing from his diverse experiences, Corey offers insights into the complexities of patient care, discussing how he navigates regulations, empowers his team, and advocates for patients in an evolving healthcare landscape.

Listen to our podcasts at:

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:

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

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

A Legacy of Compassion in Women’s Health | Linda Longo

Wed, 21 Aug 2024 10:00:00 -0500

In this episode, we explore the inspiring career and personal story of Linda Longo, VP of Operations (previously Regional Director of Operations) at Together Women's Health. Linda recounts her challenging start to nursing, detailing how she overcame obstacles that allowed her to rise within women's health to become a trusted leader, all while maintaining a deep personal connection to her work. Her story highlights the essential role of compassion, trust, and resilience in navigating the complexities of healthcare.

Listen to our podcasts at:

Other ways to connect:

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

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

Behind the CXO Title: Shaping Mark Larsen’s Path to CEO

Wed, 14 Aug 2024 10:00:00 -0500

In this episode, we sit down with Mark Larsen, a CXO alumnus who now serves as the CEO of Connexure, to discuss his remarkable career growth. Mark reflects on his early days as a CXO, explaining why he chose this career path, how failure contributed to his professional development, and the importance of building relationships in the microcap space. He also offers advice for aspiring CXOs on how to optimize their time in the program.

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Other ways to connect:

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

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

Behind the CXO Title: Emily Kahn Reflects on a Year of Growth and Change

Wed, 07 Aug 2024 10:00:00 -0500

In this episode, Emily Kahn reflects on her first year with Shore Capital's CXO Fellows Program. She shares her transition from being a consultant to a private equity-backed executive, explaining the reasons behind her career shift. Emily emphasizes the importance of building relationships and the support she received from the CXO alumni network. She also discusses how her personal entrepreneurial venture has deepened her appreciation for the dedication and hard work Shore founders put into their companies.

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Other ways to connect:

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

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

Growing, Leading Change, and Developing Your Team at the Speed of Private Equity | Caity Liggon

Fri, 26 Jul 2024 08:00:00 -0500

In this episode, Caity Liggon recounts her career evolution from a part-time, high school employee to the Director of Billing at Assembly Health. She emphasizes that she wants to be known for her kindness and compassion, not her business success. This philosophy is reflected in her leadership style, which focuses on developing her people, managing change effectively, and maintaining transparent, flexible communication. These qualities contribute to her success and recognition as an Everyday Hero.

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Other ways to connect:

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

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

Behind the CXO Title: Rising to the Challenge with Rob Collins

Fri, 12 Jul 2024 10:00:00 -0500

In this episode, Rob Collins of SENTA Partners discusses his experience with Shore Capital's CXO Fellows program. He details joining SENTA unconventionally, taking on leadership roles, and contributing to the company's growth. Rob highlights the importance of facing challenging tasks, the benefits of the CXO network, and key lessons learned, emphasizing curiosity, initiative, and reflection throughout his leadership journey.

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Other ways to connect:

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

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

The Journey from MBA to CEO | Mark Larsen

Wed, 26 Jun 2024 10:00:00 -0500

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:

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:

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

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

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

Scaling a People-First Culture: The FirmaPak Story | Rob Goldberg

Wed, 12 Jun 2024 10:00:00 -0500

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:

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:

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

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

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

What Makes a Great CEO: Part II | Executives Bill Clendenen & Michael Burcham on Excelling as a Shore Capital CEO

Fri, 31 May 2024 10:00:00 -0500

In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss what it takes to become a successful CEO within a Shore Capital portfolio company. They highlight the importance of having a bias for action, grit, and determination, as well as the capability to lead and mentor simultaneously. They emphasize the need for true humility, acknowledging limitations, and engaging with board members for continuous improvement. The discussion also covers the critical role of storytelling in communicating vision and strategy throughout the organization.

Listen to our podcasts at:

Other ways to connect:

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

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

Life, Leadership, and Long-Distance Running | Angie Gould

Fri, 24 May 2024 03:08:00 -0500

In this episode, Angie Gould shares the life and leadership lessons she has learned through a lifetime of hard work and a passion for long-distance running. She talks about the importance of mindset and the grit and persistence required to keep putting one step in front of the other. She shares priceless wisdom about earning your stripes as a manager and leader and the importance of the relationships that get you through the difficult times.

Listen to our podcasts at:

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

Other ways to connect:

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

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

From Father to Daughter: The Entrepreneurial Journey and Family Legacy | Allison Therwhanger

Fri, 17 May 2024 04:56:00 -0500

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:

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:

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

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

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

What Makes a Great CEO: Part I | Executives Bill Clendenen & Michael Burcham on Leadership Excellence

Wed, 17 Apr 2024 14:04:00 -0500

In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss the crucial attributes of a successful CEO, especially within private equity. They emphasize the importance of financial acumen, empowering the team without micromanaging, and the continuous education and coaching of teams. Both highlight the necessity for potential CEOs to develop strong foundational skills, including goal setting and relationship-building, to lead and scale businesses effectively.

Listen to our podcasts at:

https://www.shorecp.university/podcasts

Other ways to connect:

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

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

Crafting Community Through Cuisine | Alyssa Mason

Wed, 03 Apr 2024 14:12:00 -0500

We explore the intersection of food, business, and community engagement with Alyssa Mason of RMNG, an experiential marketing agency that has been creating brand activations for over a decade. RMNG is a division of Roaming Hunger. Alyssa shares her journey from the tech industry to the culinary streets, illustrating how RMNG’s magical mobile experiences create community connections and amplify brands. Through stories of innovative campaigns and personal insights, she embodies the spirit of making a meaningful impact in the fast-paced world of mobile food marketing.

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:

Other ways to connect:

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

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

From Intern to Principal: A Story of Remarkable Personal and Company Growth | Mickey Jiang

Wed, 27 Mar 2024 05:00:00 -0500

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:

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:

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

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

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

The Partnership Development Team

Wed, 20 Mar 2024 15:36:00 -0500

In this episode, we welcome Jeff Williams, COO of Shore, and Max Martineau, Chief of Staff, who discuss the Partnership Development Team (PDT) and its role in identifying successful partners across our portfolio. The conversation offers a look at the process of investment and acquisition, underscoring the PDT’s impact on driving growth in the microcap space.

The Power of People-First Leadership | Jennifer Cooper

Wed, 13 Mar 2024 13:46:00 -0500

Jennifer Cooper is the Senior Vice President of Recruitment Process Outsourcing (RPO) at Hueman People Solutions. Starting in the back office of a travel nurse company, Jennifer eventually seized the opportunity to help begin the RPO division at Hueman. Though she faced some early leadership challenges, Jennifer’s resilience and commitment to her team helped pave the way for Hueman’s growth, as well as her own.

Hueman is a globally and nationally recognized healthcare focused RPO company. The company’s dedicated recruiters act as an integrated extension of its customers hiring department, offering a wide range of services from candidate sourcing, recruitment marketing, screening, and offer management. Hueman’s end-to-end outsourced service addresses many of the critical pain points affecting companies, including reducing the average cost to hire and average time to hire.

From Concept to Commercialization | Don Pierce's Medical Device Ventures

Wed, 28 Feb 2024 06:00:00 -0500

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:

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:

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

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

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

The CFO Cohort

Wed, 21 Feb 2024 14:34:00 -0500

In this episode, we welcome Jeff Williams, COO of Shore, and Riley Looser, Head of the Resource Team, who discuss Shore's approach to CFO operations including the partnership with the Shore Resource Team (SRT). They share insights into the power of the portfolio CFO cohort for sharing knowledge and best practices. They also highlight the necessity of implementing structured processes early to enable CFOs to focus more on strategic initiatives necessary to scale the business.

A Passion for Helping People Find Their Fit | Leanne Watson

Wed, 14 Feb 2024 14:17:00 -0500

Leanne Watson is the Head of Talent Acquisition at H2O Care Partners where she helps find talent for their entrepreneur partners. Before she joined H2O Care, Leanne wasn’t sure she was the right fit for the job opportunity. One conversation with the CEO Keith Caldwell quickly changed her mind. She recognized the value of the partnerships H2O Care was building and the importance of matching the right talent with the right opportunity and in the right culture for their overall success.

H2O Care Partners is building a premier network of residential water treatment companies through strategic and empowering partnerships. H2O CP’s first partner, H2O Care, has 3 Massachusetts locations and has provided full-service, innovative, and reliable water testing and treatment systems to clients for over 30 years.

Crafting Shore Capital's Vision in Microcap Healthcare | John Hennegan

Wed, 31 Jan 2024 06:00:00 -0500

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:

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:

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

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

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

Executive Talent Acquisition - Conor Leamy

Wed, 24 Jan 2024 06:00:00 -0500

In this episode, we're joined by Conor Leamy, Shore's Chief Talent Officer, who sheds light on his team’s strategic use of pattern recognition and data analytics in executive talent acquisition across the Shore portfolio. Conor discusses how these tools help mitigate natural biases in hiring practices and enable our microcap companies to win the “war for talent.”

A Life of Learning, Growing, and Innovating | Tyler Kalin

Wed, 10 Jan 2024 06:00:00 -0500

Tyler Kalin is the Senior Marketplace Manager at Roaming Hunger where he specializes in helping entrepreneurs, franchisees, and brands succeed in the food truck business. While his early career wasn’t in the mobile or culinary categories, his adventurous spirit and entrepreneurial attitude have fueled him to become an expert in this field. His story highlights the connection between his personal growth and the growth and evolution of Roaming Hunger.

Steering Navia from Family Business to Industry Leader | Hilarie Aitken

Wed, 13 Dec 2023 06:00:00 -0500

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:

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:

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

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

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

HR Center of Excellence - Sarah Gabriel

Wed, 06 Dec 2023 06:00:00 -0500

Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies create a competitive advantage through collaboration.

In this episode, we discuss Shore’s COE focused on Human Resources. Sarah Gabriel, Chief People Officer for Shore, talks about the unique employee value proposition that Shore provides our portfolio companies and their people. As part of this, she also shares how HR leaders from across the portfolio work together to support each other and problem-solve through both formal gatherings and informal relationships and interactions.

A Journey of Growth and Encouragement | Elizabeth Maddux

Wed, 29 Nov 2023 06:00:00 -0500

Elizabeth Maddux is the First Shift Supervisor at Container Services, Inc. She started with the company over sixteen years ago as an Entry Level Packer. Elizabeth’s positive attitude and her experience working the line have been invaluable parts of her story, and big reasons why she has been able to build a great team and earn the trust of her Plant Manager. Her story also highlights the importance of professional encouragement from both our coworkers and family.

Container Services, Inc. (“CSI”) is a premier manufacturer of rigid plastic packaging services, specializing in the production of PET (polyethylene terephthalate) containers and HDPE (high-density polyethylene) containers for specialty food & beverage and other manufacturers. CSI was founded by in July 1991 to provide custom plastic bottles to honey producers, including their iconic “honey bear” bottle. Based in Hillsboro, Kansas with a second location in New Castle, Pennsylvania, CSI has over 100 employees, and more than 150,000 sq. ft. of manufacturing space, while maintaining excellent customer service and providing sophisticated, innovative and reliable plastic packaging solutions.

From Military to Medicine | Rex Adam's Path to CEO of EyeSouth Partners

Wed, 15 Nov 2023 06:00:00 -0500

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:

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:

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

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

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

Technology Center of Excellence - Imran Shaikh

Wed, 08 Nov 2023 06:00:00 -0500

In this episode we discuss Shore’s COE focused on Technology. Imran Shaikh, Chief Technology Officer for Shore, talks about the minimum IT operating standards that Shore requires of portfolio companies, and the way in which Shore uses IT as a value generator. He also discusses real world examples and solutions for dealing with IT security threats in the microcap context.

Creating a Legacy Against the Odds | Courtney Sanchez

Wed, 01 Nov 2023 05:00:00 -0500

Courtney Sanchez is a Vice President of Clinical Operations and Population Health for Point C. Her career started as a nurse and after years in larger healthcare companies, joined Point C to build their Care Management Program from the ground up. In 18 months, she helped build the Care Management team from 3 nurses to 25. With so much success and overcoming a challenging childhood, her biggest accomplishment remains being a single mom to her two boys.

Point C is a third party administration platform for medical and dental benefits for self-insured employers. Administrative services the company currently provides include claims processing, network management, and utilization review. Point C’s mission is to support TPA partners through business process innovations and product solutions that drive value for employers and enhance the member experience.

Revolutionizing Addiction Treatment with BrightView Health | Chad Smith

Wed, 25 Oct 2023 05:00:00 -0500

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:

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:

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

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

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

Continuous Improvement Center of Excellence - Kevin Williams

Wed, 18 Oct 2023 05:00:00 -0500

In this episode we discuss Shore’s COE focused on Continuous Improvement. Kevin Williams, Chief Improvement Officer for Shore, talks about the strategies he and his team employ to help our portfolio companies continuously improve. He discusses examples from our Healthcare, Food and Beverage, and Business Services verticals.

Passion, Persistence, and Professional Growth | Rob Ruff

Wed, 11 Oct 2023 05:00:00 -0500

Rob Ruff is the Vice President of Payroll for Strongpoint Partners. Rob has been with HowardSimon the founding partner of Strongpoint for almost 17 years, spending all that time in the payroll division. He talks about his persistence and how it helps him and his team meet the demands of a fast-growing payroll division.

Strongpoint Partners is a network of retirement plan Third Party Administrators (“TPAs”) and payroll services providers based in the Greater Chicagoland area. Strongpoint Partners’ core offerings include 401(k) plan administration, recordkeeping, 3(16) fiduciary services, payroll services and human capital management services for primarily small- and medium-sized businesses. The Company’s goal is to integrate retirement and payroll services on a single platform to best serve employers and their employees.

A Tale of Entrepreneurial Grit in Oral Healthcare | Dr. Josh Everts

Wed, 27 Sep 2023 05:00:00 -0500

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:

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:

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

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

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

RCM Center of Excellence - Sarah Hirsch

Wed, 20 Sep 2023 05:00:00 -0500

In this episode, we discuss Shore’s COE focused on Revenue Cycle Management (RCM). Sarah Hirsch, Chief Revenue Officer for Shore, talks about the strategies she employs to help multi-site healthcare portfolio companies navigate the complex world of RCM. Sarah also discusses the RCM infrastructure that Shore offers to enable these companies to thrive and scale.

The Iterative Path to Success | Connor Benjamin

Wed, 06 Sep 2023 05:00:00 -0500

Connor Benjamin is an Integration Manager for Point C. Connor started with the company with no experience in the third-party administration (TPA) of benefits space, but he had the hunger and drive to rise to the challenge. Connor now leads the integration process when new companies join the Point C family of companies.

Point C is a TPA platform for medical and dental benefits for self-insured employers. Administrative services the company currently provides include claims processing, network management, and utilization review. Point C’s mission is to support TPA partners through business process innovations and product solutions that drive value for employers and enhance the member experience.

Paving the Road for Food Truck Entrepreneurs | Ross Resnick

Wed, 23 Aug 2023 05:00:00 -0500

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.

Listen to our podcasts at:

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:

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

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

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

The Leadership Academy

Wed, 16 Aug 2023 05:00:00 -0500

In this episode, we discuss Shore Capital’s approach to Talent Development, specifically through Shore University’s Leadership Academies. We’ll explore how Shore is investing in talent development and the benefits for portfolio companies. We’ll hear from new and seasoned leaders about their experiences and how they’ve put learning into action.

Creating Work-Life Balance for Others | Michelle Klenotich

Wed, 02 Aug 2023 05:00:00 -0500

Michelle Klenotich is a Director of Payroll and Tax at TandemHR. The company where Michelle worked with a team of 25 employees was acquired by Tandem after 20 successful years. Within a year, Michelle was leading a team of 27 people and taking Tandem's payroll service to new heights.

Tandem provides custom, high-touch Fortune 500 caliber human resources to small, mid-sized and enterprise businesses throughout the United States. By managing the administrative aspects of human resources such as payroll processing, benefits administration, compliance, risk management, employee relations etc., Tandem’s HR experts allow client executives to focus on growing their businesses.

The Right Fit | Josh Johnson's Strategy for a New Dental Platform

Wed, 26 Jul 2023 05:00:00 -0500

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.

Listen to our podcasts at:

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:

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

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

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

Payor Center of Excellence - Christy Vitulli

Wed, 19 Jul 2023 05:00:00 -0500

In this episode, we discuss Shore’s COE focused on healthcare payor strategies. Christy Vitulli, Head of Payor Strategies for Shore, talks about the importance of implementing a payor strategy from platform inception through the typical 5-year holding period for our portfolio companies. Christy shares insights that can help optimize the business, evaluate acquisition targets, and maximize company valuation upon exit.

Living by the Golden Rule in Healthcare | Lindsey Fontenot

Wed, 12 Jul 2023 05:00:00 -0500

Lindsey Fontenot is a Regional Operations Director at Community Care Partners (CCP). Her Everyday Hero journey started with her childhood dream of becoming a nurse. She now oversees 36 urgent care clinics across the state of Louisiana. Underlying her success is the drive of a mom with a special needs child.

Community Care Partners represents a network of urgent care and primary care clinics. CCP has locations in Oregon, Washington, Montana, Wyoming, Colorado, Texas, and Louisiana.

Spearheading Innovation in Microcap Investments | Mike Cooper

Wed, 28 Jun 2023 05:00:00 -0500

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:

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:

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

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

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

Data Center of Excellence - Ross Koenig

Wed, 21 Jun 2023 05:00:00 -0500

In this episode, we discuss Shore’s COE focused on Data. Ross Koenig, Chief Data Officer for Shore, talks about what good data infrastructure looks like, misconceptions about data, and how answering a few simple questions can lay the foundation of a powerful data strategy.

The Strategy of Spreading Happiness | Laura Gerrard

Wed, 07 Jun 2023 05:00:00 -0500

Laura Gerrard is the Customer Service Manager at Main Street Gourmet, a partner of Sweetmore Bakeries. Laura’s Everyday Hero story starts with an understanding of her place in the broader world, a perspective she’s developed over a lifetime of travel. With her sense of perspective, Laura has an uncanny ability to stay calm under pressure and to know just the right moment to release tension with her notorious sense of humor. This is the story of how Laura achieved her proudest accomplishment: becoming a Manager at Main Street Gourmet.

Sweetmore Bakeries (Chicago, IL) operates three bakeries – Main Street Gourmet, Biscotti Brothers, and Meurer Brothers – delivering stock and custom bakery products to the retail in-store bakery and national restaurant channels. Sweetmore focuses on high quality and innovative products to help customers differentiate their sweet baked goods and improve operations.

From Vet to MVP | Dan Markwalder's Mission in Veterinary Leadership

Wed, 24 May 2023 05:00:00 -0500

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:

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:

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

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

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

The Shore Resource Team

Wed, 17 May 2023 05:00:00 -0500

The Shore Resource Team (SRT) is a dedicated team of finance and operations professionals within Shore Capital. SRT offers support, expertise, and bandwidth to portfolio companies to help go faster with less risk. In this episode, Jeff Williams, Shore Capital COO, and members of the SRT describe how the team works, the types of projects they take on, and the impact they have on the growth of our companies.

The Power of Compassion in Patient Care | Brandy Hamar

Wed, 03 May 2023 05:00:00 -0500

Brandy Hamar is a Patient Loyalty Manager at Community Care Partners (“CCP”). Brandy’s Everyday Hero story began when she returned to work after years of being a stay-at-home mom. Brandy started at the front desk at one urgent care clinic. She now manages patient loyalty across the approximately 100 CCP clinics. This is her story of personal and professional growth.

CCP represents a network of urgent care and primary care clinics. CCP provides the following services in addition to urgent care and primary care services: laboratory and radiology services, treatment of fractures / lacerations, immunizations, occupational health and medicine, work-related injuries, physical therapy, and on-site prescriptions. The company has locations in Oregon, Washington, Montana, Wyoming, Colorado, Texas, and Louisiana.

Sculpting Success in the Microcap Space | Ryan Kelley

Wed, 26 Apr 2023 05:00:00 -0500

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:

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:

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

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

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

The Shore Capital CXO Program

Wed, 19 Apr 2023 05:00:00 -0500

The Shore Capital CXO Executive Program seeks to place highly motivated and hungry young executives into Chief of Staff positions throughout the country with the mentorship and support needed to succeed, mature and grow into C-level executives.

Learn more about this unique opportunity for young, hungry executives and the Shore portfolio companies they serve. This episode includes interviews with the founder of the CXO program as well as several current CXOs about what the program is, how it works, and the impact it has.

Harnessing the Drive for Success | Abby Holden

Wed, 05 Apr 2023 05:00:00 -0500

Abby Holden is Operations Director at Georgia Bone and Joint, the founding practice of Triumph Orthopedic Partners. Abby’s Everyday Hero story began playing golf at an early age. Little did she know, the valuable lessons she learned would accelerate her career and help her battle breast cancer.

Triumph Orthopedics (“Triumph”) is a network of orthopedic practices in the Southeast. Triumph’s partner practices offer patients comprehensive medical and surgical orthopedic services, including general orthopedics, sports medicine, fracture treatment, arthroscopic surgery, joint repair and replacement, and spine surgery services. Triumph’s mission is to empower orthopedists and their team to deliver an exceptional patient experience.

Navigating Growth and Partnership at Shore Capital | Brad Morehead

Wed, 29 Mar 2023 05:00:00 -0500

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:

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:

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

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

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

Strategy: Shore Support and Execution

Wed, 15 Mar 2023 05:00:00 -0500

Shore’s proprietary strategic planning process is a success enabler for companies to get out of the gates fast and effectively. This episode details the implementation process after a strategy session, including perspectives from new and established portfolio leadership, Shore Partners, and the Shore Strategic Planning team.

Breaking the Silence: Suicide Awareness| Temperance Jones

Wed, 01 Mar 2023 06:00:00 -0500

Temperance Jones is an HR Generalist at Southern Orthodontic Partners. She is recognized as an Everyday Hero for her advocacy for suicide awareness and prevention. Temperance had the courage to share the story of her brother’s suicide, which sparks deeper conversations and connections at work and within her community. She shares her story in the hopes that it starts a conversation that saves a life.

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.

The Strategic Smile | Dr. Scott Blackman's Blueprint for Orthodontic Excellence

Wed, 22 Feb 2023 06:00:00 -0500

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.

Listen to our podcasts at:

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:

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

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

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

Strategy: The Shore Capital Approach

Wed, 15 Feb 2023 06:00:00 -0500

In this episode, we discuss the Shore Capital Partners collaborative approach to strategy setting. We'll explore the process and how it creates alignment and sets companies up to make early decisions bigger, stronger, or faster; featuring interviews with Michael Burcham, Mike Cooper, Chris Mioton, and John Nelson. In future episodes, we'll take a deeper dive into the preparation, process, and follow-ups.

The Heart Behind the Hustle | Deborah Williams

Wed, 08 Feb 2023 06:00:00 -0500

Deborah Williams is an Executive Assistant at IZI Medical. She played a key role in helping the company scale, while preserving its family-like culture. Deborah’s Everyday Hero story is professional and personal, as you will hear from Greg Groenke, CEO of IZI Medical, and from Deborah’s son.

Based in Baltimore, Maryland, IZI Medical Products is a leading developer, manufacturer, and provider of high quality medical consumable accessories used in radiology, radiation therapy, vertebroplasty and image guided surgery procedures. IZI has built a diverse portfolio of products backed by strong intellectual property and currently sells to more than 1,000 domestic customers as well as internationally across 25 countries. Shore exited IZI Medical in October 2022.

Merging Hospitality with Healthcare at EyeSouth Partners | Scott Bullock

Wed, 25 Jan 2023 06:00:00 -0500

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:

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: