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PODCAST

Microcap Moments

Shore Capital Partners

A podcast that captures the key issues, successes, challenges, and lessons learned in the microcap space through in-depth interviews with high-level leaders across Shore Capital and our portfolio companies.

business entrepreneurship

All Episodes

23:56

Win the Day, Every Day | Elizabeth Smyers - Everyday...

Microcap Moments ·

2025/12/10

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

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48:00

Inspiring the Next Generation: Jordan Baltimore’s...

Microcap Moments ·

2025/12/04

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

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29:57

From Grandma’s Kitchen to Market Maker: The Story...

Microcap Moments ·

2025/11/20

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

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33:37

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

Microcap Moments ·

2025/10/29

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

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23:10

A Career Built on Excellence, Empathy, and...

Microcap Moments ·

2025/10/08

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

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29:53

Scaling with Intention: Lessons in Leadership and...

Microcap Moments ·

2025/08/06

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

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17:05

More Than a Job Description | Joy Schunhoff -...

Microcap Moments ·

2025/06/27

In this episode, Joy Schunhoff shares her journey from a 25-year career in human resources to becoming the practice administrator at ENT and Allergy of South Georgia. A lifelong Valdosta resident, Joy led her team through major operational transformations, including implementing a new EMR system, opening a surgery center, and navigating three hurricanes in just over a year. With her signature blend of intuition, ambition, and heart, Joy supports her team, her community, and her practice with

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24:14

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

Microcap Moments ·

2025/06/26

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

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25:31

Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics,...

Microcap Moments ·

2025/05/22

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

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19:42

Finding Purpose in Physical Therapy | Larry Lawson -...

Microcap Moments ·

2025/03/26

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

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31:46

The Search for Opportunity: Michael Aubrey’s Story of...

Microcap Moments ·

2025/03/21

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

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15:59

Through the SRT Lens: Laying the Foundation for...

Microcap Moments ·

2025/01/30

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

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18:16

Through the SRT Lens: Adapting to the Modern CFO Role...

Microcap Moments ·

2024/12/18

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

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22:46

Behind the SRT Lens: How Hannah Credille Pivoted from...

Microcap Moments ·

2024/12/11

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

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17:48

Research: Supporting the Shore Investment Lifecycle -...

Microcap Moments ·

2024/11/13

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

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26:16

Unlocking Longevity: Redefining Health and Wellness |...

Microcap Moments ·

2024/10/17

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.

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26:10

Becoming a CEO: Lessons in Patience, Grit, and...

Microcap Moments ·

2024/10/03

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.

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34:05

The Journey from MBA to CEO | Mark Larsen

Microcap Moments ·

2024/06/26

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

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23:31

Scaling a People-First Culture: The FirmaPak Story |...

Microcap Moments ·

2024/06/12

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

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36:12

From Father to Daughter: The Entrepreneurial Journey...

Microcap Moments ·

2024/05/17

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:

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35 results

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