Shore Capital Podcast Network

Shore Capital Partners
  • 5.0 (2)
  • Entrepreneurship
  • Updated Weekly

The Shore Capital Podcast Network (SCPN) offers a range of podcast series designed to empower business leaders and entrepreneurs with real-world knowledge and insights from companies within the Shore Capital Partners portfolio. Each series provides unique perspectives on overcoming business challenges and driving growth. From key lessons learned in scaling businesses to stories of leaders working behind the scenes, SCPN delivers valuable content that highlights the strategies, partnerships, and operational support that fuel success. These podcasts shine a light on the grit, leadership, and innovation that create meaningful change within organizations. Whether you're an entrepreneur, business leader, or simply curious about what drives growth and success, the Shore Capital Podcast Network offers expert advice, practical insights, and inspiring stories to inform and inspire. Join us to discover strategies for growth and leadership from the people making it happen every day.

  1. 1d ago

    Drive the Standard: Jimmy St. Louis on Building Trust

    In this episode, Jimmy St. Louis, CEO of Agentis Longevity, a national brand of longevity centers, returns for the third conversation in an annual series that began in the platform's first year. Year one was about vision and year two about lessons learned; year three, in Jimmy's words, is about driving the standard in a corner of healthcare that does not yet have one. He walks through the work behind that goal, from a world-class physician advisory board and appearances before Congress and the FDA to the Longevity Quotient, a fifteen-minute assessment that distills five clinical tests and sixty-five blood markers into a single health score tied to treatment protocols in every clinic. He also reflects on why the company's vision statement hinges on the word drive rather than set, how a team doing many things at once stays focused on four big rocks, and what makes sellers want to join the platform. He closes with three questions any consumer should ask before trusting a longevity clinic. Key Takeaways: Choose the words of your vision deliberately, because a single word like drive instead of set tells the team whether the organization is finished or in constant motionBuild trust before scale by giving every stakeholder, from regulators to sellers to patients, a framework they can point to for what high-quality care looks likeStandardize the core and let the edges vary: run the four core services exactly the same way in every clinic, and allow adjacent modalities to differ by market and customer basePrioritize visibly, so that every person in the company can name the quarter's four big rocks even when the organization is doing many things at once Chapters: 00:00 – Introduction03:03 – What Longevity Care Looks Like06:40 – Set vs. Drive11:58 – A Scoreboard for Your Health15:58 – The Blueprint for the Ideal Clinic19:21 – The Next Three Years21:59 – Three Questions to Ask Any Longevity Clinic 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.

  2. Oct 12

    The Power of Why: Brad Morehead on Leadership

    In this episode, I talk with Brad Morehead, Partner and Head of the Business Services Fund at Shore Capital Partners, who has also been a CEO, a CFO, a business professor, and a founder who built and sold his own company. We talk about business models: why the way a company acquires and keeps customers tells you more about how to build it than the industry it sits in, and what that means when you can group companies across a portfolio of nearly 70 by model rather than by end market. Brad walks through how models evolve, from founder-led selling to professionalized sales and from break/fix work to recurring revenue, and how a future-state org chart, the right board member, and a new set of KPIs carry a company through that shift. He also shares the lesson from a mentor that he now teaches younger investors: when someone tells you an idea didn't work, ask why, because you cannot be wrong when you are asking a question. We close with his own experience being acquired by a buyer in the exact same industry with a completely different model, which he compares to trying to build something with Legos and an Erector Set. Strategic Themes: Group companies by business model, not by industry, because a pest control business and a veterinary practice that both sell direct to consumers have more to teach each other than two companies that merely share an end marketDraw the future-state org chart before you change the model, then design the transition structure, systems, and KPIs (attach rate, cross-sell, recurring revenue) that get you thereAsk why when a founder says "we tried that and it didn't work," because the question gets you to the root cause, validates the person in front of you, and cannot be wrongRecognize the watch-outs that come with a model alongside its upside, because negative working capital or a subsidized customer acquisition model can let a company grow itself out of cash Chapters: 00:00 – Introduction02:00 – What a Business Model Actually Is05:29 – From Break/Fix to Recurring Revenue11:43 – The Power of Why14:40 – If I Gave You an Extra Million Dollars17:52 – Negative Working Capital Is a Good Thing, Until It Isn't19:40 – Legos and an Erector Set

  3. Oct 5

    The Ride After the Sale: Marc Insul and Pat Bowe on Choosing a Partner

    In this episode, Marc Insul, president and chief operating officer of Commercial Asset Preservation (CAP), and Pat Bowe, head of corporate development and strategy at Maintera, share how a founder who had already sold one company chose a partner the second time around. Marc explains how driving past vacant buildings in Cleveland during the 2008 downturn led him to found CAP, and why he and his business partner came to see that their own capital could only take the business so far. Together with TCG Services, CAP now forms Maintera, a facility services platform serving operating and vacant commercial properties across the United States and Canada. Marc and Pat talk candidly about what founders worry about when they consider private equity, why no two firms operate alike, and what trust and transparency look like after the close. Marc also reflects on the value of fresh eyes on a business he ran for years and why, for him, the best part of selling is the ride that comes after. Strategic ThemesDecide what you want after the close before you weigh offers, because the role you want, whether that's stepping back or staying on to keep growing, changes which partner is right for youTreat fresh eyes as the return on giving up control, since outsiders can spot what years inside the business have made hard to seeJudge a partner by its conduct and its references, and talk to founders who have already made the move, because no two firms operate alikeGet comfortable with someone else in your business first, because readiness is a mindset before it is a milestone Chapters00:00 – Introduction02:34 – What a Founder Sees in an Empty Building06:59 – Giving Up Control, Gaining Fresh Eyes12:35 – The Ride After the Sale14:40 – One Plus One Equals Three18:16 – Are You Ready to Partner?21:35 – Eight Suitors and What Comes Next 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.

  4. Sep 28

    A Good Business Isn't Enough: Jamie Cusack on Choosing the Right Partners

    In this episode, I talk with Jamie Cusack, CEO of Keystone Access Partners, Shore Capital's entrance and access control platform built on Dillard Companies and The Ritchie Group, with operations across Memphis, Tupelo, the Florida Gulf Coast, Northern Kentucky, and Indiana. Jamie came to the CEO seat in an unusual way: he watched the Shore model work from the inside as a board member of another Shore company before betting his own career on it. He walks through what a growth-based partnership actually looks like for a founder, including the conscious leadership training his teams had never had access to before, and the open conversation every owner needs to have about what role they want next. Jamie also explains why so many owners are more ready to sell than they think, even if the business still runs on pen and paper. And he is direct about what Keystone looks for in a partner: a good business isn't enough, because the people have to be good too. Key Takeaways: Decide what you actually want before the offer conversation, because the right partnership builds a role around your answer, whether that is running the day-to-day, leading M&A, or stepping backRecognize that pen and paper is not a readiness problem, because the systems, data, and technology gaps that make owners hesitate are exactly what a platform partner is built to closeChoose partners for capability and character, not just geography, because a business that treats its customers poorly is a non-starter no matter how good the numbers lookLearn from the operators you bring on instead of standardizing them, because a process that works in the field is a best practice to spread, not a variance to fix 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.

  5. Sep 21

    Run Toward the Mess: What It Takes to Grow Into the CEO Seat with Owen Miller

    In this episode, I talk with Owen Miller, CEO of 360Pack, a food and beverage packaging distribution business headquartered in Denver, Colorado. Owen joined 360Pack in its first year of operations through the Shore Capital CXO Fellows Program and, in less than five years, moved from CXO to VP of Supply Chain and Operations to COO and now to the CEO seat. He shares what it took to grow into each of those roles, including learning alongside founders with decades of industry experience and what the CEO seat has taught him that he couldn't have learned anywhere else. Owen also explains why the ambiguity of the CXO role is exactly the point: it demands intellectual curiosity, humility, and a willingness to run toward the messiest parts of the business while building influence without formal authority. Finally, he offers some straight talk for anyone considering the program: if you're looking for a cushy, kick-your-feet-up kind of role, this is not for you; if you're looking to be pushed and to grow like never before, there is no better place to be. Key Takeaways: Run toward the messiest parts of the business, because intellectual curiosity and a bias for the hardest problems are what turn an ambiguous role into an indispensable oneOwn your lane as the least experienced person in the room by speaking as the expert on what only you know, whether that's the data, the systems, or what the market is telling you, and cover the rest with preparation and hard workBuild credibility stakeholder by stakeholder: for the board, know your numbers and deliver what you said you would; for your team, show them you care about their future and convert what they tell you into actionSet the plan and get people behind it without formal authority, then own the results, because leading through influence is the skill the CEO seat demands most Chapters: 00:00 – Introduction02:20 – From CXO to CEO in Five Years06:15 – Why the CXO Program11:50 – The Least Experienced in the Room13:55 – What Makes a Good CXO18:15 – Do You Hate Losing or Love Winning More?21:25 – Advice for Future CXOs 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.

  6. Sep 2

    Telling Stories Through Bread: 33 Years of Companion Baking

    In this episode, Josh Allen, founder of Companion Baking in St. Louis, Missouri, shares how he turned a love of baking discovered in the Bay Area into a frozen artisan bread manufacturer shipping custom products across all 48 contiguous states. Guided by his grandfather's advice to listen to his customers, Josh built the business one customer and one product at a time, pivoted from wholesale to frozen manufacturing, and made helping customers tell their stories through bread the heart of what Companion does. He also reflects on why he always took the private equity calls out of curiosity, what made Shore different, and why partnering now rather than later lets him stay part of the journey as Companion builds its platform. Key Takeaways: Listen to your customers and they'll tell you how to grow. One customer, one product, one SKU at a time built a 33-year business.Say yes first and figure it out later. The willingness to solve a customer's problem tomorrow, like renting a van to deliver bread two hours away, opened the pivot to frozen that transformed the company.Sell the story, not the SKU. When customers help design their own bread, price fades and the relationship becomes sticky.Partner while you still have runway. Choosing partnership now instead of an exit later keeps a founder part of the next chapter, with a board, new leaders, and resources a small business could never afford alone. Chapters: 00:00 – Introduction02:25 – From the Bay Area Back to St. Louis08:45 – One Customer, One Product at a Time12:18 – Telling Stories Through Bread17:16 – Why Partner, and Why Shore24:43 – Building the Platform 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.

    Telling Stories Through Bread: 33 Years of Companion Baking

  7. Aug 26

    Behind the CXO Title: Nick Sherrard on Engineering the Win-Win-Win

    In this episode, I talk with Nick Sherrard, Chief of Staff at Thermal Shipping Solutions and a member of the CXO Fellows Program. Nick shares how an internship at a Shore portfolio company showed him just how quickly he could make a measurable difference in a microcap business, and what it means to be Chief of Staff in a fast-growing, family-founded company. An engineer by training, he reflects on thinking in inputs, outputs, and bottlenecks, finding the root causes behind recurring fire drills, and driving change without authority by making every solution a win-win-win. Nick also describes the role of the CXO cohort, part joint therapy and part best practice sharing, and shares the best advice he's ever gotten: don't confuse urgency with importance. Key Takeaways: In a microcap business, you can make a measurable difference fast, and the impact is clearly yours.Nobody else in your company is living the same highs and lows as the CXO. The cohort is part joint therapy and part best practice sharing.Thinking in inputs, outputs, and bottlenecks turns recurring fire drills into root causes you can actually fix.When you can't mandate anything, change happens by making every solution a win-win-win. If you can't make that case, you're probably solving the wrong problem.Don't confuse urgency with importance. This job is a marathon, not a sprint. Chapters: 00:00 – Introduction05:41 – The Cohort and the Operator Path17:00 – An Engineer's Mindset22:20 – Playing the Libero30:02 – Urgency vs. Importance 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.

    Behind the CXO Title: Nick Sherrard on Engineering the Win-Win-Win

  8. Aug 20

    The Network Effect: Building H2O Care Partners

    In this episode, Keith Caldwell, CEO of H2O Care Partners, and Sarah Longstreet, the company's Chief Marketing Officer, share the story of building a national water treatment platform. It began in 2021 when Keith met Mark St. Hilaire, founder of H2O Care in Massachusetts, and saw an opportunity to combine doing good with the growth potential of a fragmented, family-run industry. Today the platform spans more than thirty brands across nearly twenty states, supported by a Boston-based resource team of over forty across marketing, finance, hiring, technology, and operations. Keith and Sarah reflect on the network effect that emerges when great local businesses come together, how each new partner brings superpowers that get shared across the platform, and why preserving local brands, community ties, and long-tenured teams is central to how they scale. They also discuss what makes the right partner, from founders approaching retirement to those just getting started, and what's next as the platform continues to grow. Key Takeaways: Great partnerships start with people. Keeping the local name, the team, and the reputation intact is what makes strong family businesses open to joining a platform.The network effect is real. Every new partner brings a superpower that can be captured in playbooks and shared so the whole platform gets better.Scaling doesn't have to cost you culture. Centralize what lifts everyone, like marketing, finance, and technology, and keep brands, community ties, and daily decisions local.The right partner comes down to mindset: teams and customers first, a strong reputation in the industry, and a genuine desire to grow. Chapters: 00:00 – Introduction02:57 – The Origin of H2O Care Partners07:54 – The Network Effect11:04 – Scaling Culture, Not Just Operations14:16 – Finding the Right Partners18:01 – Driving Organic Growth25:44 – What's Next 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.

    The Network Effect: Building H2O Care Partners
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About

The Shore Capital Podcast Network (SCPN) offers a range of podcast series designed to empower business leaders and entrepreneurs with real-world knowledge and insights from companies within the Shore Capital Partners portfolio. Each series provides unique perspectives on overcoming business challenges and driving growth. From key lessons learned in scaling businesses to stories of leaders working behind the scenes, SCPN delivers valuable content that highlights the strategies, partnerships, and operational support that fuel success. These podcasts shine a light on the grit, leadership, and innovation that create meaningful change within organizations. Whether you're an entrepreneur, business leader, or simply curious about what drives growth and success, the Shore Capital Podcast Network offers expert advice, practical insights, and inspiring stories to inform and inspire. Join us to discover strategies for growth and leadership from the people making it happen every day.

Information

  • Creator
    Shore Capital Partners
  • Years Active
    2025 - 2026
  • Episodes
    147
  • Rating
    Clean
  • Copyright
    © Copyright 2026 Shore Capital Partners
  • Show Website
    Shore Capital Podcast Network

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