Microcap Moments

In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development at Shore Capital, to explore why investing in people has been core to Shore since the beginning. Michael shares how the firm’s founders valued learning as a strategic advantage and how that mindset led to the creation of Shore University, the talent development function supporting both the firm and its portfolio companies. They discuss the challenges of scaling teams, the shift from individual contributor to manager, and the importance of trust, communication, and consistency in leadership. Through stories and examples, they show how ShoreU ensures that as companies grow, their people are prepared to grow with them.

Key Takeaways:

• Shore University was built on the belief that learning is a strategic advantage.
• Developing people is essential to scaling teams and sustaining performance.
• First-time managers need support to grow from doing the work to leading others.
• Companies are strongest when their people grow alongside the business.

Chapters:

• 00:00 Introduction
• 06:09 The ROI of Talent Development
• 10:12 From Contributor to Leader
• 20:24 Navigating Change
• 23: 59 Growing with Your People

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

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

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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, Kathleen Lee shares her journey from stay-at-home mom and part-time biller to Practice Administrator at Reston ENT. With a background in education and a lifelong passion for creativity, Kathleen brings a unique blend of structure, empathy, and innovation to her leadership. She fosters a culture where collaboration thrives and everyone from staff to patients feels seen and supported. By leading with heart and treating the practice as her own, Kathleen shows how ownership, adaptability, and purpose can transform a team.

Key Takeaways:

• How she went from part-time biller to leading a thriving ENT practice
• Why her background in education shapes her leadership and communication style
• How she leads with ownership, creativity, and a people-first mindset

Chapters:

• 00:00 Introduction
• 02:44 Passion for Art
• 04:05 A Growing Career
• 9:48 A Different Perspective
• 12:16 Understanding the Drive

Listen to our podcasts at:

https://www.shorecp.university/podcasts

There 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/blog

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, 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 business
• Why partnering with Southern Orthodontic Partners helped him rediscover purpose and joy in his work
• Lessons from Shore University’s Leadership Academy on servant leadership and team culture
• What Dr. Cassidy wishes he knew about change management before selling his practice
• The mindset shift from doing everything to leading with trust and letting go of control

Chapters:

• 00:00 Introduction
• 04:41 The Decision to Partner with SOP
• 11:50 Leadership and Personal Growth
• 16:06 Navigating Change and Communication
• 23:02 Looking Ahead: Future Plans

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'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/blog

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and sales enablement. He also explains how peer collaboration within the COE fosters innovation, enabling commercial leaders to exchange insights, overcome challenges, and enhance performance across diverse industries.

Key Takeaways:

• How Zachary Nippert is building the Commercial Center of Excellence at Shore Capital
• The three core pillars of commercial excellence: talent, strategy, and sales process
• How peer collaboration within the COE drives innovation and growth
• Real-world strategies for sales training and go-to-market success
• Why commercial excellence is crucial for scaling microcap companies

Chapters:

• 00:00 Introduction
• 06:14 The Role of the Centers of Excellence
• 07:15 Commercial Excellence Function
• 10:46 Challenges and Opportunities
• 16:09 Success Stories and Future Aspirations

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

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

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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 Introduction
• 04:51 From Electrician to Trainer
• 10:36 Brian's Impact
• 13:57 The Human Element
• 17:14 Passion for Music

Listen to our podcasts at:

https://www.shorecp.university/podcasts

There 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/blog

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, 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 Introduction
• 06:14 Customer Focus & Early Lessons
• 12:35 Leadership & Process Thinking
• 18:13 Culture, Boards & Mentorship
• 22:18 Strategy Starts with the Problem
• 30:37 What Makes a Great Company

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'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/blog

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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 Introduction
• 05:44 Creating MVP
• 10:07 Back to Search
• 11:32 The Search Fund Model
• 18:41 Why Shore Capital?
• 23:44 Setting the Record Straight

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'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/blog

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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 Introduction
• 01:51 Steve's Entrepreneurial Journey
• 08:25 Jonas Beallor's Perspective
• 11:35 Lynden Hennessey's Legacy
• 15:52 Misconceptions About Private Equity
• 17:18 Future Vision for Dynamic Connections

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'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/blog

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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/podcasts

You'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/blog

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

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

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, 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/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.