Microcap Moments

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:

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 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:

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 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:

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, 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:

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 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:

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 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:

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.

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:

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.

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:

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.

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:

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.

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:

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.