Microcap Moments

In this episode, Garret Dillon shares his journey from the 101st Airborne Division to Director of Integrations at Agentis Longevity, and the military-forged mindset that drives his work. Through Shore Capital's Military to Operations program, Garret found a path to channel his leadership, grit, and relentless optimism into building a fast-growing healthcare company from the inside. He reflects on how the discipline of military life translates to the ambiguity of a startup, why veterans shouldn't discount their experience, and how a Colin Powell quote became his operating philosophy. The episode paints a picture of how one person's energy and mindset can shape a team's culture and a company's trajectory.Key Takeaways:Staying optimistic isn't just nice to have. It's what makes big goals possible with a small team.The skills veterans build in the military carry over to business more than they might expect.Not having a playbook is tough, but it's also the most rewarding part of building something new.Great culture doesn't happen by accident. It comes from people who show up every day with energy and purpose.Chapters:00:00 — Introduction03:00 — From the Military to Agentis07:12 — Optimism in Action10:36 — Building Culture14:08 — Advice and Motivation19:05 — What Makes Garret a HeroListen 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 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, Ben Hayes, Nick Baxter, and Austin Bockwinkel share how Freestone Insurance Group is building a nationally recognized insurance platform rooted in relationships and entrepreneurial drive. Ben reflects on his journey from professional golf to founding a full-service brokerage, and how an unplanned conversation with Shore Capital opened his eyes to what Freestone could become. The team discusses why they chose partnership over exit, how investing in talent and technology transformed their business, and what they look for in agency owners ready to join the platform. They talk about preserving the brands and cultures entrepreneurs have built, why the most exciting time to join is at the beginning, and how insurance remains a people-first industry where Freestone's future will be defined by the partners who choose to be part of the story.Key Takeaways:Entrepreneurial drive and trusted relationships form the foundation of durable growth in a people-first insurance industry.Investing early in specialized expertise and operational infrastructure frees leaders to move from working in the business to building the business.Choosing partnership over exit unlocks talent, technology, and strategic resources that accelerate scale without sacrificing culture or control.The most compelling platforms preserve brand, legacy, and entrepreneurial identity while aligning incentives to create long-term shared value.Chapters:00:00 - Introduction03:49 - A People-First Business06:10 - Investing in Talent and Infrastructure09:46 - Partnership Over Exit18:28 - Preserving Legacy and Driving GrowthListen 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 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, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him to clinical research, the opportunity to expand patient and physician access in a fragmented industry, and why people remain central to creating a successful platform. Carsten discusses scaling clinical trials through thoughtful partnerships, why culture and trust matter as much as process and technology, and how Shore Capital’s people-first approach aligned with his vision for long-term growth. He underscores the responsibility of building alongside experienced founders, staying close to patients, and letting purpose guide PhaseWell’s strategy and leadership.Key Takeaways:People-first leadership comes first, shaping how teams are built, decisions are made, and care is delivered throughout the organization.Expanding access to clinical research requires engaging more physicians and patients in a highly fragmented industry.Trust, culture, and experienced partnerships enable growth while preserving quality, integrity, and alignment with mission.Long-term success is driven by staying close to purpose, investing in people, and building platforms alongside partners who share a long-term vision.Chapters:00:00 - Introduction05:57 - Expanding Access in a Fragmented Industry17:17 - People-First Leadership20:27 - Building Trust Through the Right Partnerships24:57 - Purpose, Scale, and Long-Term GrowthListen 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 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, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and leading RISE. He shares how passion, curiosity, and a belief in what young athletes deserve shaped his vision for elevating youth sports. Jordan discusses why culture, coaching, and community sit at the heart of his model, how transforming coaching from a gig into a profession changes lives, and why Shore’s commitment to scaling culture, not just business, was the deciding factor in their partnership. He highlights the power of inspiration, the responsibility of shaping young athletes’ experiences, and how staying true to purpose continues to guide every decision he makes.Key Takeaways:Passion for people, community, and the joy of the game creates the foundation for meaningful growth in youth sports.Elevating coaching from a gig to a profession strengthens culture and ensures every athlete receives consistent, inspiring development.Great experiences come from focusing on the core of youth sports, connection, learning, and life lessons, not just technology or metrics.The right partnerships are built on shared values, a commitment to culture, and a clear vision for scaling without losing what makes the work special.Inspiration thrives when leaders stay curious, invest in development, and create environments where young athletes and coaches can learn, grow, and belong.Chapters:00:00 - Introduction06:22 - Passion for Community12:40 - Building Sustainable Coaching21:25 - Finding the Right Partner34:59 - The Future of RISEListen 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 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, Devenee Schumacher shares her journey from her grandmother’s kitchen to founding and building SDC Nutrition into a leading manufacturer in the health and wellness industry. She reflects on how her love of food, curiosity for science, and commitment to quality turned a homegrown idea into a company built on integrity and innovation. Devenee discusses how honesty and persistence guided her through the challenges of scaling a new market, why investing in people and doing what’s right creates lasting impact, and how true growth comes from staying grounded in purpose and passion.Key Takeaways:Purpose and passion often begin with humble roots where love for craft and family spark lifelong curiosity and drive.Integrity and quality build trust in products, partners, and people and form the foundation of lasting success.Resilience and innovation thrive when leaders stay true to their values, adapt to change, and keep improving what they create.True fulfillment comes from doing what’s right, investing in others, and leading with honesty, purpose, and heart.Chapters:00:00 - Introduction05:16 - Humble Roots and Lifelong Curiosity07:40 - Turning Passion into a Product14:07 - Integrity and Innovation in Manufacturing22:10 - Growth, Partnership, and PurposeListen 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 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, Ken Meyer shares his journey from growing up on a family farm to leading at Whole Foods and beyond. He reflects on how hard work, humility, and a people-first mindset shaped his 24-year career and guided him through major transitions from building teams to leading Whole Foods’ sale to Amazon. Ken discusses how trust, transparency, and empowerment drive lasting culture, why great leaders learn through failure, and how success comes from focusing on purpose, staying curious, and never losing sight of what matters most.Key Takeaways:Lasting leadership begins with hard work, humility, and curiosity that keep growth grounded in purpose.Empowering people through trust, transparency, and context creates a culture where teams thrive and leaders emerge.Successful transformations happen when leaders build trust, communicate openly, and stay true to shared values.Fulfillment comes from focusing on what matters most, helping others grow, and creating impact that endures.Chapters:00:00 - Introduction03:45 - Lessons from the Farm09:30 - The Power of Trust and Empowerment15:11 - Leading Through Transformations22:44 - Purpose and FulfillmentListen 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 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, Tara Conger reflects on her journey from athletics to executive leadership and how the lessons of great coaches shaped her approach to business. She shares how building trust, investing in people, and leading through change helped her guide Tandem HR through growth and a successful exit. Tara also discusses what makes private equity leadership unique, the importance of balancing impact with effort, and why resilience and culture are at the heart of every great team.Key Takeaways:Lessons from the field to the boardroom show that teamwork, preparation, and accountability turn potential into lasting success.Investing in people and culture creates the foundation for growth, where engagement and purpose drive performance.Great leadership grows from trust and resilience, guiding teams with clarity and empathy through transformation and uncertainty.True impact comes from focusing energy on outcomes that matter, not just the effort behind them.Chapters:00:00 - Introduction04:40 - Lessons from the Field to the Boardroom09:41 - Building Culture Through Clarity and Connection13:51 - Leading Through Change with Empathy and Resilience22:53 - Focusing on Impact, Not EffortListen 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 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, Amy Madden, Chief People and Culture Officer, and Suzanne Norman, Vice President of Patient Services at PRO-spectus, share how the company is evolving from a patient first culture to a people first growth strategy. They reflect on PRO’s rapid expansion, founder led roots, and the importance of staying scrappy while scaling. Amy and Suzanne discuss how investing in leadership development, performance management, and shared ownership is helping PRO grow by growing its people, and how an intentional, values driven culture remains the foundation of everything they do.Key Takeaways:Culture becomes a catalyst for growth when a patient first mission expands into a people first mindset that empowers performance and purposeIntentional connection sustains culture in a remote world, where engagement, transparency, and care keep teams aligned through rapid growthLeadership development drives scale when managers grow with intention, build consistency, and create environments where others can succeedShared ownership turns accountability into motivation, aligning personal success with the company’s mission and collective resultsChapters:00:00 - Introduction06:22 - Culture as a Catalyst for Growth11:46 - Intentional Connection in a Remote World14:02 - Leadership Development That Drives Scale22:54 - Shared Ownership and Accountability30:09 - Preserving Culture Through GrowthListen 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 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, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral health. He reflects on how saying yes to new challenges shaped his mission to build structures where the easy thing is the right thing. Corey shares insights on the evolving field of addiction treatment, the balance between ethics and business, and how real impact comes from creating systems that outlast any one person.Key Takeaways:Saying yes opens doors to growth and purpose, helping leaders discover new paths and create lasting impact through curiosity and actionLasting change comes from building systems that make doing the right thing the easy thing and endure beyond any one individualEthical healthcare thrives on good tension between medicine and business, where collaboration and accountability drive sustainable impactHumility and openness fuel continuous learning, allowing leaders to set aside ego, listen deeply, and grow alongside their teamsChapters:00:00 - Saying Yes to Every Opportunity05:10 - Building Systems That Make the Right Thing Easy09:04 - Balancing Heart and Business in Healthcare14:11 - Finding Balance Through Ethical Tension16:24 - Staying Grounded While Striving to GrowListen 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 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, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Adams Street Partners into a global investment firm, she shares lessons on ownership, trust, and the power of putting capital in the hands of great founders. Kathy discusses what drew her to Shore Capital Partners, how investing in searchers aligns with her passion for mentoring, and why leading with kindness remains her guiding principle. She offers perspective on grit, humility, and staying true to yourself, and why success and kindness can go hand in hand.Key Takeaways:Excellence begins with trust and consistency, built through attention to detail and a commitment to doing every job with prideEntrepreneurial success depends on humility, grit, and adaptability, allowing leaders to pivot and persevere through uncertaintyTrue fulfillment comes from helping others grow by sharing knowledge, mentoring emerging leaders, and investing in people with purposeKindness and competitiveness can coexist, and the most effective leaders lead with empathy while maintaining the drive to winChapters:00:00 - Introduction06:24 - Grit and Adaptability10:48 - Mentorship and Growth17:29 - Resilience and Authenticity20:57 - Leading with KindnessListen 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 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, Jimmy St. Louis, CEO of Agentis Longevity, reflects on the company’s first year of growth and the lessons learned along the way. He shares how building a mission-driven, values-led team has shaped Agentis, why partnerships and cultural alignment are critical to success, and what it takes to balance long-term vision with the urgency of execution. Jimmy also highlights the role of Shore Capital in helping him navigate challenges and accelerate growth while staying true to the mission of redefining longevity healthcare.Key Takeaways:Mission-driven leadership takes root when values are lived daily and reinforced through culture, not just wordsThe right partners bring expertise, credibility, and culture that strengthen the platform beyond financial outcomesStrategic planning becomes a catalyst when paired with flexibility, helping leaders balance long-term vision with near-term executionTrue growth comes from treating acquisitions as partnerships where both sides learn, adapt, and build togetherChapters:00:00 - Introduction04:22 - Building a Values-Led Team07:46 - Partnerships and Culture09:52 - Learning from Shore14:34 - Develop the M&A Playbook23:26 - Vision and ExecutionListen 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 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, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on their experience serving on the board of Point C, a Shore portfolio company that completed a successful recapitalization. They share how the early investment thesis came together, how the founding partner was identified, and how the executive team, board, and M&A strategy evolved over time. Bob and Michael offer insights for first-time board members, including how to engage between meetings and why sharing experience rather than advice matters most. They close by discussing their personal passion for entrepreneurship and how investing in startups sharpens their perspective and fuels innovation across Shore.Key Takeaways:Platform companies succeed when strategy, culture, and execution evolve together through each stage of growthBoard members drive value by engaging between meetings and sharing hard-earned experience, not just adviceThe best partnerships are built on values alignment, shared purpose, and a clear vision for growthStaying close to early-stage entrepreneurship sharpens perspective and drives innovation across the portfolioChapters:00:00 - Introduction05:20 - Why the TPA Space Made Strategic Sense08:28 - Launching and Scaling the Point C Platform12:13 - Evolving the M&A Strategy and Partner Fit17:00 - Lessons for First-Time Board Members22:13 - Entrepreneurship, Innovation, and Staying SharpListen 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 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, Cameron Perkins shares how a family legacy of both entrepreneurial success and failure shaped his approach to leadership, risk, and resilience. He reflects on co-founding FastMed and leading Anutra Medical, a venture-backed startup, and what those experiences taught him about scaling with intention. Now a Partner at Shore Search Partners and Executive Partner at Shore Capital, Cameron discusses the mindset of great founders and entrepreneurs, the difference between belief and capability, and how Shore supports them through every stage of growth. He explains why his greatest passion is helping others win and how serving as the undercurrent behind their momentum has become his most meaningful work.Key Takeaways:Entrepreneurs who believe in their ability to learn and adapt are better equipped to navigate uncertainty and scale with confidenceBuilding a business is deeply personal and often all-consuming, requiring emotional resilience, grit, and sacrificeEffective coaches build trust by forming real relationships, asking thoughtful questions, and stepping in with guidance when it matters mostFounders grow faster when they are supported by mentors who serve as a steady undercurrent behind their momentumChapters:00:00 Introduction06:27 Lessons That Stick08:43 The Undercurrent10:55 The Reality of Entrepreneurship22:40 Why the First Win MattersListen 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 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, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.Key Takeaways:CFOs who understand how a business truly operates are better prepared to lead with impact across the organizationSustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadershipNew CFOs earn trust by developing curiosity, building relationships, and learning every function of the businessThe strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on executionChapters:00:00 Introduction03:46 A Surprising Start06:39 Becoming a CFO12:15 Advice from a CFO20:54 Why Shore?Listen 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 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, 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 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, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.Chapters:00:00 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: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 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, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fund to acquire StatLab Medical Products. He discusses the challenges of entrepreneurship, including nearly running out of capital, and lessons from scaling businesses. Mike also reflects on leading Mission Veterinary Partners (MVP), transforming it from a struggling operation into an industry leader with 330+ hospitals and 8,000 team members. He highlights the power of perseverance, culture, and leadership, while discussing the Shore ecosystem and his passion for mentoring searchers.Chapters:00:00 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: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 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, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Frenkiel and partners Jonas Beallor and Lynden Hennessy. Steve discusses his transition from a naive entrepreneur to the leader of a rapidly growing logistics company, and the pivotal decision to partner with Shore Capital. Jonas and Lynden provide perspectives on why they chose to team up with Dynamic, sharing their goals for growth and maintaining strong customer service. They also reflect on their journeys and the importance of preserving company culture.Chapters:00:00 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: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 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, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discovery of a transformative opportunity to a pivotal hotel lobby phone call that unlocked new revenue, they recount the moments—including the story behind the company’s name—that defined Point C’s journey. Now entering its next chapter with the Advantage Fund, Point C is set to scale new heights, seize fresh opportunities, and further expand its cost-saving healthcare solutions.Listen to our podcasts at:https://www.shorecp.university/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 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, 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/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.