Microcap Moments

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 businessWhy partnering with Southern Orthodontic Partners helped him rediscover purpose and joy in his workLessons from Shore University's Leadership Academy on servant leadership and team cultureWhat Dr. Cassidy wishes he knew about change management before selling his practiceThe mindset shift from doing everything to leading with trust and letting go of controlChapters:00:00 Introduction04:41 The Decision to Partner with SOP11:50 Leadership and Personal Growth16:06 Navigating Change and Communication23:02 Looking Ahead: Future PlansListen to our podcasts at:https://www.shorecp.university/podcastsYou'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.Other ways to connect:Blog: https://www.shorecp.university/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.

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.

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.

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.00:00 Introduction05:44 Creating MVP10:07 Back to Search11:32 The Search Fund Model18:41 Why Shore Capital?23:44 Setting the Record StraightListen 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.

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.

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.

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.

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.

In this episode, Joe Pizetoski shares his journey from the Shore Resource Team to becoming a CFO. 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.

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: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.

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.

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.

In this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest in health and wellness, ultimately motivating him to launch a platform for optimizing men's health. Jimmy shares his perspective on longevity, where quality and length of life intersect, and explains how the discipline honed through his sports career has influenced every aspect of his life, from his leadership style to his approach to building accessible healthcare solutions.    Listen to our podcasts at: Podcast: https://www.shorecp.university/podcasts There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

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

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

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

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

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

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

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

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

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

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

In this episode we highlight Ross Resnick, CEO of Roaming Hunger. Ross shares his lessons learned from working in two startups out of college and turning his passion project into a private-equity-backed business. Ross talks about his vision for continuing to scale Roaming Hunger to support other entrepreneurs and his first 100 days of partnership with Shore. Roaming Hunger is a software and services platform partnering with food trucks, catering companies, and mobile pop ups to provide foodservice solutions and experiential marketing activations to customers nationwide. The Company is headquartered in West Hollywood, CA. Listen to our podcasts at: Podcast: https://www.shorecp.university/podcasts There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, we highlight Josh Johnson the CEO of Shore Capital Partner's new dental platform, Innovate 32. Josh discusses his early experiences in starting a platform from the ground up, the early value of Shore's unique approach in forming a Board of Directors, and the range of resources Shore brings to early-stage CEOs. Josh also discusses the future of the new platform and the excitement and possibility that drive him every day. This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information. Listen to our podcasts at: Podcast: https://www.shorecp.university/podcasts There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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

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

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

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

Dr. Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Dr. Blackman transformed his orthodontic practice using strategies from the hospitality sector, he saw a partnership with Shore as an opportunity to increase scale and impact the orthodontic industry. This is his story about choosing to sell his practice and the personal and professional growth that followed.  Southern Orthodontic Partners (Nashville, TN) is a network of orthodontic practices in the Southeast. Affiliated practices offer general orthodontic services including correction of crowding and overbite, spacing via braces and Invisalign, as well as teeth whitening solutions. Listen to our podcasts at: Podcast: https://www.shorecp.university/podcasts There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which make the microcap space unique. Other ways to connect: Blog: https://www.shorecp.university/blog Shore Capital University: https://www.shorecp.university/ Shore Capital Partners: https://www.shorecp.com/ This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

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