Microcap Moments

Shore Capital Partners
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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. Behind the CXO Title: Alison Shekman on Going Slow to Go Fast - Bigger. Stronger. Faster.

    -5 J · BONUS

    Behind the CXO Title: Alison Shekman on Going Slow to Go Fast - Bigger. Stronger. Faster.

    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 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.

    24 min
  2. Behind the CXO Title: Driving Value Through Progress with Preethi Menon - Bigger. Stronger. Faster.

    9 SEPT. · BONUS

    Behind the CXO Title: Driving Value Through Progress with Preethi Menon - Bigger. Stronger. Faster.

    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 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.

    31 min
  3. Behind the CXO Title: Prioritizing What Matters Most with Will Cook - Bigger. Stronger. Faster.

    28 AOÛT · BONUS

    Behind the CXO Title: Prioritizing What Matters Most with Will Cook - Bigger. Stronger. Faster.

    In this episode, we sit down with Will Cook, Chief of Staff at Skycrest Roof Co. Will shares his unique path from consulting to serving as an infantry officer in the U.S. Army before joining the CXO program. He reflects on his first year helping to launch Skycrest, where the role meant doing everything from marketing to operations while learning the business from the ground up. Will highlights the importance of humility, listening, and building relationships with founders and frontline teams, especially in a people-driven industry. He also discusses evaluating talent in fast-moving environments, practicing relentless prioritization, and leaning on the CXO peer network to navigate the inevitable highs and lows of growing a young company. Key Takeaways: Learning the business from the ground up builds credibility, deepens relationships, and ensures leaders make informed decisions that create lasting valueRelentless prioritization helps executives focus on the highest-impact initiatives, avoid distractions, and drive meaningful results in fast-moving environmentsPeople are at the center of every decision, and knowing your team’s strengths, weaknesses, and motivations is key to building trust and driving performanceSteadiness through highs and lows is sustained by leaning on peers and mentors, creating a support system that strengthens resilience and perspective Chapters: 00:00 - Introduction07:56 - What Makes a Good CXO12:05 - Building Relationships with Founders14:36 - Advice for New Leaders17:24 - Best Advice Ever Received 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.

    23 min
  4. Scaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael Burcham

    6 AOÛT

    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.

    30 min
  5. The Tidal Wave Effect: Cameron Perkins on Entrepreneurial Momentum

    21 JUIL.

    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.

    29 min
  6. The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing Impact

    26 JUIN

    The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing Impact

    In this episode, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys. Key Takeaways: CFOs who understand how a business truly operates are better prepared to lead with impact across the organizationSustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadershipNew CFOs earn trust by developing curiosity, building relationships, and learning every function of the businessThe strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on execution Chapters: 00:00 Introduction03:46 A Surprising Start06:39 Becoming a CFO12:15 Advice from a CFO20:54 Why Shore? 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.

    24 min
  7. Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and Growth

    22 MAI

    Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and Growth

    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 businessWhy partnering with Southern Orthodontic Partners helped him rediscover purpose and joy in his workLessons from Shore University’s Leadership Academy on servant leadership and team cultureWhat Dr. Cassidy wishes he knew about change management before selling his practiceThe mindset shift from doing everything to leading with trust and letting go of control Chapters: 00:00 Introduction04:41 The Decision to Partner with SOP11:50 Leadership and Personal Growth16:06 Navigating Change and Communication23:02 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 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.

    26 min
  8. Earned, Not Given: Jim Forrest on Leadership, Grit, and Building Great Companies

    2 AVR.

    Earned, Not Given: Jim Forrest on Leadership, Grit, and Building Great Companies

    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 Introduction06:14 Customer Focus & Early Lessons12:35 Leadership & Process Thinking18:13 Culture, Boards & Mentorship22:18 Strategy Starts with the Problem30:37 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 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.

    32 min
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Notes et avis

4,7
sur 5
15 notes

À propos

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.

Informations

  • Création
    Shore Capital Partners
  • Années d’activité
    2023 - 2025
  • Épisodes
    31
  • Classification
    Tous publics
  • Copyright
    © Copyright 2025 Shore Capital Partners
  • Site web de l’émission
    Microcap Moments

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