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A podcast that explores the ways Shore Capital Partners brings billion-dollar resources to the microcap space. With this series, we highlight the array of resources Shore provides as well as their real-world impact, best-practices, and case studies.

Shore Capital Partners


    • May 8, 2025 LATEST EPISODE
    • every other week NEW EPISODES
    • 21m AVG DURATION
    • 44 EPISODES


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    Latest episodes from Bigger. Stronger. Faster.

    Accelerating Growth with a Commercial Center of Excellence | Zachary Nippert

    Play Episode Listen Later May 8, 2025 21:05 Transcription Available


    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 CapitalThe three core pillars of commercial excellence: talent, strategy, and sales processHow peer collaboration within the COE drives innovation and growthReal-world strategies for sales training and go-to-market successWhy commercial excellence is crucial for scaling microcap companiesChapters:00:00 Introduction06:14 The Role of the Centers of Excellence07:15 Commercial Excellence Function10:46 Challenges and Opportunities16:09 Success Stories and Future AspirationsListen to our podcasts at:https://www.shorecp.university/podcastsYou'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:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis 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.

    Turning Hard Lessons Into Life-Saving Training | Brian Hall - Everyday Heroes

    Play Episode Listen Later Apr 23, 2025 19:44 Transcription Available


    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 Introduction04:51 From Electrician to Trainer10:36 Brian's Impact13:57 The Human Element17:14 Passion for MusicListen to our podcasts at:https://www.shorecp.university/podcastsThere you will also find our other Everyday Heroes episodes, alongside our series Microcap Moments and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/Blog: https://www.shorecp.university/blogThis 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.

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

    Play Episode Listen Later Apr 2, 2025 36:16 Transcription Available


    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.00:00 Introduction06:14 Customer Focus & Early Lessons12:35 Leadership & Process Thinking18:13 Culture, Boards & Mentorship22:18 Strategy Starts with the Problem30:37 What Makes a Great CompanyListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/LinkedIn: https://www.linkedin.com/company/shore-universityThis 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.

    Finding Purpose in Physical Therapy | Larry Lawson - Everyday Heroes

    Play Episode Listen Later Mar 26, 2025 19:42 Transcription Available


    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.00:00 Introduction06:01 Philosophy and Physical Therapy10:11 Above and Beyond13:22 An Educator at Heart16:14 Proudest AccomplishmentsListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Everyday Heroes" episodes, alongside our series "Microcap Moments" and "Bigger. Stronger. Faster.", highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/Blog: https://www.shorecp.university/blogThis 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.

    Events: Building Meaningful Connections

    Play Episode Listen Later Mar 6, 2025 20:16 Transcription Available


    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.00:00 Introduction02:40 The Role and Impact08:25 Building World-Class Events10:46 Unique Aspects of Shore's Events14:34 Memorable Moments Listen to our podcasts at:https://www.shorecp.university/podcastsThere 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:Blog: https://www.shorecp.university/blogShore Capital 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, nor 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 Legacy Together: The Dynamic Connections Story - Microcap Moments

    Play Episode Listen Later Feb 26, 2025 20:30 Transcription Available


    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.00:00 Introduction01:51 Steve's Entrepreneurial Journey08:25 Jonas Beallor's Perspective11:35 Lynden Hennessey's Legacy15:52 Misconceptions About Private Equity17:18 Future Vision for Dynamic ConnectionsListen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

    Strategy: Developing the Strategic Plan

    Play Episode Listen Later Feb 20, 2025 21:05 Transcription Available


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

    The Power of Human Connection | Zaya Ismail - Everyday Heroes

    Play Episode Listen Later Feb 12, 2025 18:11


    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.Listen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Everyday Heroes" episodes, alongside our series "Microcap Moments" and "Bigger. Stronger. Faster.", highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Feb 6, 2025 22:38


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

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

    Play Episode Listen Later Jan 30, 2025 15:59


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

    Strategy: Understanding the Strategic Plan

    Play Episode Listen Later Jan 27, 2025 19:39


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

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

    Play Episode Listen Later Jan 8, 2025 22:43


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

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

    Play Episode Listen Later Dec 18, 2024 18:16


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

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

    Play Episode Listen Later Dec 11, 2024 22:46


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

    In Memoriam: Sharing the Light | Andrew Malone - Everyday Heroes

    Play Episode Listen Later Dec 5, 2024 14:18


    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. Listen to Alleyview! Listen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Everyday Heroes" episodes, alongside our series "Microcap Moments" and "Bigger. Stronger. Faster.", highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Nov 20, 2024 23:02


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

    Research: Supporting the Shore Investment Lifecycle

    Play Episode Listen Later Nov 13, 2024 17:48


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

    Driven by Compassion, Fueled by Positivity | Peter Nguyen - Everyday Heroes

    Play Episode Listen Later Nov 6, 2024 21:23


    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.Listen to our podcasts at:Podcast: https://www.shorecp.university/podcastsThere you will also find our other "Everyday Heroes" episodes, alongside our series "Microcap Moments" and "Bigger. Stronger. Faster.", highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/blogShore Capital University: https://www.shorecp.university/Shore Capital Partners: https://www.shorecp.com/This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Oct 25, 2024 13:50


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

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

    Play Episode Listen Later Oct 24, 2024 19:07


    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.   Listen to our podcasts at: https://www.shorecp.university/podcasts 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/ Blog: https://www.shorecp.university/blog   This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Oct 23, 2024 23:44


    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.   Listen to our podcasts at: https://www.shorecp.university/podcasts 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/ Blog: https://www.shorecp.university/blog   This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Oct 9, 2024 24:13


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

    Behind the CXO Title: Recognizing Your Potential with Beth LaBossiere

    Play Episode Listen Later Sep 18, 2024 27:52


    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. Listen to our podcasts at: https://www.shorecp.university/podcasts 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/ Blog: https://www.shorecp.university/blog   This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Aug 14, 2024 25:06


    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. Listen to our podcasts at: https://www.shorecp.university/podcasts 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/ Blog: https://www.shorecp.university/blog   This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Aug 7, 2024 26:11


    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.   Listen to our podcasts at: https://www.shorecp.university/podcasts 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/ Blog: https://www.shorecp.university/blog   This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later Jul 12, 2024 20:16


    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.   Listen to our podcasts at: https://www.shorecp.university/podcasts 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/ Blog: https://www.shorecp.university/blog   This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

    Play Episode Listen Later May 31, 2024 27:26


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

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

    Play Episode Listen Later Apr 17, 2024 31:57


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

    The Partnership Development Team

    Play Episode Listen Later Mar 20, 2024 18:06


    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. 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.

    The CFO Cohort

    Play Episode Listen Later Feb 21, 2024 18:15


    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. 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.

    Chief Talent Officer - Conor Leamy

    Play Episode Listen Later Jan 24, 2024 21:35


    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.” 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.

    HR Center of Excellence - Sarah Gabriel

    Play Episode Listen Later Dec 6, 2023 21:16


    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. 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.

    Technology Center of Excellence - Imran Shaikh

    Play Episode Listen Later Nov 8, 2023 22:08


    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 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. 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.

    Continuous Improvement Center of Excellence - Kevin Williams

    Play Episode Listen Later Oct 18, 2023 15:53


    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 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. 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.

    RCM Center of Excellence - Sarah Hirsch

    Play Episode Listen Later Sep 20, 2023 12:08


    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 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. 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.

    The Leadership Academy

    Play Episode Listen Later Aug 16, 2023 23:34


    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. 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.

    Payor Center of Excellence - Christy Vitulli

    Play Episode Listen Later Jul 19, 2023 22:21


    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 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. 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.

    Data Center of Excellence - Ross Koenig

    Play Episode Listen Later Jun 21, 2023 17:20


    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 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. 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.

    The Shore Resource Team

    Play Episode Listen Later May 17, 2023 16:53


    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. 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.

    The Shore Capital CXO Program

    Play Episode Listen Later Apr 19, 2023 15:43


    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.  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.

    Strategy: Shore Support and Execution

    Play Episode Listen Later Mar 15, 2023 17:58


    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. 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.

    Strategy: The Shore Capital Approach

    Play Episode Listen Later Feb 15, 2023 26:40


    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. 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.

    Lead Independent Directors: The Evolution

    Play Episode Listen Later Jan 11, 2023 22:51


    Lead Independent Directors (LIDs) not only bring deep operational experience to Shore Capital Boards of Directors but their role grows and evolves with the executive team. In this episode, we talk about this evolution and the key role the LID plays in various stages of the company. This episode features interviews with Michael Burcham, Sean McEnroe, Jim Forrest, Dylan Bates, Bill Clendenen, and Kevin Offel.  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.

    Lead Independent Directors: The Definition

    Play Episode Listen Later Nov 14, 2022 18:57


    In this episode, we talk about the role of the Lead Independent Director, who they are, how they help, and why Shore Capital Partners has invested in the role in every one of its Boards of Directors. This episode features interviews with Michael Burcham, Sean McEnroe, Jim Forrest, Dylan Bates, Bill Clendenen, and Kevin Offel.  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.

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