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.

  1. From Family Farm to Fortune 500 | Ken Meyer

    قبل ١٦ ساعة

    From Family Farm to Fortune 500 | Ken Meyer

    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 Fulfillment 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 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.

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  2. Empowering People, Driving Growth, and Leading with Grit | Tara Conger

    ٥ نوفمبر

    Empowering People, Driving Growth, and Leading with Grit | Tara Conger

    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 Effort 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 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.

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

    ٢٩ أكتوبر

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

    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 results Chapters: 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 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 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.

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  4. Saying Yes and Building Better Systems of Care | Dr. Corey Waller

    ١٥ أكتوبر

    Saying Yes and Building Better Systems of Care | Dr. Corey Waller

    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 teams Chapters: 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 Grow 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 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.

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  5. A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy Wanner

    ٨ أكتوبر

    A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy Wanner

    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 win Chapters: 00:00 - Introduction06:24 - Grit and Adaptability10:48 - Mentorship and Growth17:29 - Resilience and Authenticity20:57 - Leading with Kindness 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 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.

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  6. From Vision to Execution: The First Year of Agentis | Jimmy St. Louis

    ٢٥ سبتمبر

    From Vision to Execution: The First Year of Agentis | Jimmy St. Louis

    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 together Chapters: 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 Execution 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 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.

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  7. Scaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael Burcham

    ٦ أغسطس

    Scaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael Burcham

    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 portfolio Chapters: 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 Sharp 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 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.

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  8. The Tidal Wave Effect: Cameron Perkins on Entrepreneurial Momentum

    ٢١ يوليو

    The Tidal Wave Effect: Cameron Perkins on Entrepreneurial Momentum

    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 momentum Chapters: 00:00 Introduction06:27 Lessons That Stick08:43 The Undercurrent10:55 The Reality of Entrepreneurship22:40 Why the First Win Matters 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 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.

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حول

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.

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