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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

Listen to our podcasts at:

https://www.shorecp.university/podcasts

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

Other ways to connect:

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

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

Blog: https://www.shorecp.university/blog

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

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

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