Bigger. Stronger. Faster.

Shore Capital Partners

A podcast that explores the ways Shore Capital Partners brings billion-dollar resources to the microcap space. With this series, we highlight the array of resources Shore provides as well as their real-world impact, best-practices, and case studies.

  1. From Bulldog to Skycrest Roof: Ryan Burke on Founding, Growing, and Partnering - Microcap Moments

    2D AGO ·  BONUS

    From Bulldog to Skycrest Roof: Ryan Burke on Founding, Growing, and Partnering - Microcap Moments

    In this episode, Ryan Burke reflects on his journey from selling roofs in Colorado Springs to founding Bulldog Roofing at 23 and partnering with Shore Capital to help build Skycrest Roof. He shares how frustration with bad actors in the industry and a belief that customers and employees deserved better pushed him to take the leap and start the business out of his living room. Ryan discusses the rapid growth that followed, the chaos that came with it, and the hard lessons of moving from hustle to structure as the business scaled to sixty people and $30M in revenue. He talks candidly about his initial fears around private equity, why protecting his team of family and friends was his top priority, and how meeting the people at Shore shifted his perspective on partnership. Ryan highlights the importance of readiness, the value of building real processes and resilience into a business, and what Skycrest is looking for in the next generation of founders as it continues to grow. Key Takeaways: Frustration with bad actors and a belief that customers and employees deserve better can become the foundation for building a business with real integrity and lasting culture.Moving from hustle to structure is the hard but necessary work of scaling, where documented processes, defined roles, and clear procedures turn chaos into resilience.Readiness to partner is not just about age or financial outcomes, but about understanding what you want, knowing your team, and finding a buyer who treats your people and your legacy with care.The right partnership brings creativity to the deal, expertise to the table, and a shared commitment to growing the business without losing the culture and people that built it. Chapters: 00:00 – Introduction02:51 – Founding Bulldog Roofing05:49 – From Hustle to Structure08:39 – Readiness and Finding Shore17:40 – Evolving as a Leader21:14 – Building Skycrest Roof 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.

    30 min
  2. AI and the Data Foundation: Ross Koenig on Why Data Matters

    MAY 6

    AI and the Data Foundation: Ross Koenig on Why Data Matters

    In this episode, I follow up with Ross Koenig, Chief Data Officer at Shore Capital Partners and one of our earliest podcast guests. Ross reflects on how his role has evolved over the past three years, from leading the Data Center of Excellence supporting portfolio companies to focusing on Shore's own investment process data and cross-portfolio insights. He shares why Shore's longstanding commitment to process and documentation has become a powerful foundation in the age of AI, and how nearly 1,000 codified executive hires now enable pattern recognition that few firms can match. Ross also discusses why "garbage in, garbage out" matters more than ever, how AI is breaking down walls between executives and data, and why business owners who ignore AI risk being left behind. Key Takeaways: Build the data foundation first because AI only works as well as the process, documentation, and discipline behind itCodify what you know across people, processes, and decisions so you can spot patterns, learn from past outcomes, and make smarter choices going forwardRecognize that AI's biggest unlock is accessibility, putting information and analysis directly in the hands of executives who used to be blocked by technical wallsEngage with AI now regardless of size or industry because the cost barriers have fallen and the businesses that ignore it will quickly fall behind Chapters: 00:00 – Introduction01:36 – Building the Data Foundation06:36 – Codifying Knowledge at Scale12:15 – Accessibility and the Power of AI15:31 – Why Every Business Owner Should Engage with AI Now 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 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.

    24 min
  3. What Makes a Great Board Member: Part IV | Bill Clendenen, Charlie Talbot & Michael Burcham on Coaching N-1s and Building Scalable Leadership Teams

    FEB 26

    What Makes a Great Board Member: Part IV | Bill Clendenen, Charlie Talbot & Michael Burcham on Coaching N-1s and Building Scalable Leadership Teams

    In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham focus on the critical role N-1 leaders play in building scalable companies and how great boards evaluate and develop that talent. They discuss why N-1 engagement in the boardroom strengthens succession planning, sharpens strategic alignment, and prepares leaders for larger roles. The conversation explores how CEOs can coach and position their teams for success, when to elevate value-creation roles versus hygienic functions, and how boards assess whether executives can scale with the business. Throughout the discussion, they emphasize that effective boards don’t just oversee performance but actively help build the next generation of leadership. Key Takeaways: Strong boards engage N-1s directly to assess succession readiness, reinforce strategic alignment, and build depth across the leadership team.Board meetings serve as a proving ground where emerging leaders learn to think strategically, communicate clearly, and demonstrate their ability to scale with the business.Effective CEOs act as coaches, preparing N-1s for the boardroom, creating stretch opportunities, and reinforcing accountability while protecting confidence.High-performing boards don’t just evaluate current results; they actively help shape, develop, and elevate the next generation of leadership to sustain long-term value creation. Chapters: 00:00 – Introduction01:17 – Why N-1 Engagement Matters04:33 – When N-1s Should Lead08:05 – Coaching N-1s for the Boardroom 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 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.

    14 min
  4. What Makes a Great Board Member: Part III | Bill Clendenen, Charlie Talbot & Michael Burcham on Turning Boards into Strategic Assets

    FEB 11

    What Makes a Great Board Member: Part III | Bill Clendenen, Charlie Talbot & Michael Burcham on Turning Boards into Strategic Assets

    In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore how CEOs can turn their boards into true strategic assets. They share practical guidance on building trust through transparency, setting realistic goals, and engaging board members outside the boardroom. The conversation focuses on how effective CEOs pressure test strategy, avoid surprises, and translate strategic plans into clear operational execution. Throughout the discussion, they emphasize that strong CEO board relationships are built on consistency, preparation, and open dialogue, enabling boards to support leadership, execution, and long-term value creation actively. Key Takeaways: CEOs maximize impact by using the board as a strategic partner through transparency, preparation, and consistent engagement.Trust with the board is built through realistic goal-setting, open discussion of challenges, and a disciplined, no-surprises approach.Keeping the strategic plan front and center aligns discussion, sharpens decisions, and connects strategy directly to execution.Strong board engagement happens outside the boardroom, where prewiring and one-on-one conversations reduce friction and improve outcomes. Chapters: 00:00 – Introduction03:48 – Using the Board Strategically06:28 – Keeping Strategy Front and Center10:02 – Building Trust and Avoiding Surprises15:25 – Pre-Wiring Decisions and Board Dynamics 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 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.

    26 min
  5. What Makes a Great Board Member: Part II | Bill Clendenen, Charlie Talbot & Michael Burcham on Boardroom Behaviors That Drive Results

    JAN 22

    What Makes a Great Board Member: Part II | Bill Clendenen, Charlie Talbot & Michael Burcham on Boardroom Behaviors That Drive Results

    In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham build on the foundation of great board design by focusing on how effective board members show up in practice. They explore the mindset, behaviors, and preparation that separate high-impact directors, emphasizing curiosity over judgment, role clarity, and alignment with the strategic plan. The conversation examines what strong board preparation looks like, how directors add value inside and outside the boardroom, and why understanding the CEO’s perspective is critical. Throughout, they highlight how great board members help translate strategy into results, support talent development, and proactively engage to accelerate value creation. Key Takeaways: Great board members lead with curiosity over judgment and clear role awareness, creating trust and stronger outcomes with management.The most effective boards translate strategy into execution by aligning directors, investors, and CEOs around direction, pace, and results.Preparation anchored in the strategic plan allows boards to stay forward-looking, ask better questions, and focus on what matters most.High-impact directors extend their influence beyond meetings through proactive engagement, talent development, and targeted support for CEOs and teams. Chapters: 00:00 – Introduction01:12 – How Great Board Members Show Up03:11 – Turning Strategy Into Results09:37 – How Great Boards Prepare17:03 – Impact Beyond the Boardroom 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 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.

    22 min
  6. What Makes a Great Board Member: Part I | Bill Clendenen, Charlie Talbot & Michael Burcham on Designing High-Impact Boards

    JAN 14

    What Makes a Great Board Member: Part I | Bill Clendenen, Charlie Talbot & Michael Burcham on Designing High-Impact Boards

    In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore what makes a great board member and how Shore Capital Partners designs boards to drive value creation. They discuss the purpose of the board, the importance of diverse and relevant operating experience, and why board composition matters as much as strategy. The conversation highlights the role of the Lead Independent Director in supporting CEOs, de-risking execution, and translating between management, the board, and investors. Throughout the discussion, they emphasize that effective boards ask the right questions, stay aligned with the strategic plan, and actively help management build and scale the business. Key Takeaways: Great boards accelerate value creation by pairing clear strategy with real operating experience to help management grow and reduce risk.Diverse, complementary board composition turns governance into a competitive advantage beyond financial oversight.The Lead Independent Director plays a vital role in aligning management, the board, and investors through trust, context, and ongoing engagement.Effective boards stay aligned with strategy, ask better questions, and actively support the company’s evolution from growth to exit. Chapters: 00:00 – Introduction01:20 – The Purpose of a Great Board09:16 – The Role of the Lead Independent Director13:11 – How CEOs Should Use Their Board18:51 – How Boards Evolve Over the Hold Period 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 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.

    29 min
  7. Behind the CXO Title: Alison Shekman on Going Slow to Go Fast

    09/11/2025

    Behind the CXO Title: Alison Shekman on Going Slow to Go Fast

    In this episode, I talk with Alison Shekman, Chief of Staff at PhaseWell Research and a member of the CXO Fellows Program. Alison shares her journey from consulting into operations and what it has meant to step into an early-stage, acquisition-driven business. She reflects on slowing down to go fast, listening to frontline experts, and creating systems for prioritization. Alison also discusses lessons from the Shore Resource Team and why embracing iteration over perfection has shaped her approach as a CXO. Key Takeaways: Go slow to go fast by taking the time to understand what motivates people and plan for change so it can be implemented more effectivelyListen first and spend time in the field with the people who know the work best to close knowledge gaps and build credibilityCreate a system for relentless prioritization to bring clarity to the noise and stay aligned with leadership on what matters mostCall it version one, move forward, and keep iterating rather than waiting for perfection Chapters: 00:00 - Introduction02:57 - Go Slow to Go Fast05:01 - Closing the Knowledge Gap09:35 - The Value of Networks13:03 - Prioritization and Integration19:47 - Lessons for Young Leaders 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 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.

    24 min
  8. Behind the CXO Title: Driving Value Through Progress with Preethi Menon

    09/09/2025

    Behind the CXO Title: Driving Value Through Progress with Preethi Menon

    In this episode, we sit down with Preethi Menon, Senior Vice President of Integrations and Partnerships at Empower Aesthetics. After nearly a decade in consulting, Preethi joined the CXO Fellows Program and stepped into the challenge of building Empower from the ground up. She reflects on lessons from scaling the company, including overcoming perfectionism, embracing accountability, and moving fast to create value. Preethi also underscores the importance of humility, strong relationships, and the CXO peer network in her growth as a leader. Key Takeaways: Learning to value progress over perfection helps leaders in young companies move with speed, capture opportunities, and create meaningful value before the moment passesTaking full ownership means recognizing that every choice and relationship matters, and leaders are directly accountable for the outcomes that shape the businessEarning trust with founders and partners comes from humility and being willing to roll up your sleeves, especially when transitions bring uncertainty and changeLeaning on a network of peers gives young leaders the perspective and encouragement they need to navigate the challenges of building a company from the ground up Chapters: 00:00 - Introduction07:42 - The Early-Stage11:16 - Operational Learning Curves18:15 - Building Great Companies23:24 - Lessons Learned 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 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.

    31 min

Ratings & Reviews

5
out of 5
14 Ratings

About

A podcast that explores the ways Shore Capital Partners brings billion-dollar resources to the microcap space. With this series, we highlight the array of resources Shore provides as well as their real-world impact, best-practices, and case studies.

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