Blog 07 Oct 2026 07 Oct 2026 Picture the Partnership Before You Read the Offer By Matthew Carrier, Content and Media Strategy, Shore Capital Partners. The views here are the author's own. Most founders read… Matthew Carrier
Microcap Moments 05 Oct 2026 05 Oct 2026 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… Shore University
Blog 02 Oct 2026 02 Oct 2026 Is Your Business Ready to Sell? You May Be Measuring the Wrong Things When the Exit Planning Institute surveyed business owners in 2023, fewer than a third had a documented plan for leaving… Matthew Carrier
Microcap Moments 28 Sep 2026 28 Sep 2026 A Good Business Isn’t Enough: Jamie Cusack on Choosing the Right Partners In this episode, Jamie Cusack, CEO of Keystone Access Partners, Shore Capital's entrance and access control platform built on Dillard… Shore University
Microcap Moments 02 Sep 2026 02 Sep 2026 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… Shore University
Microcap Moments 20 Aug 2026 20 Aug 2026 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… Shore University
Microcap Moments 17 Jun 2026 17 Jun 2026 Building Trust at Scale: Joe Rice and the CXponent Story In this episode, Joe Rice, CEO of CXponent, shares how watching his father run a business sparked a lifelong pull… Shore University
Microcap Moments 14 May 2026 14 May 2026 From Bulldog to Skycrest Roof: Ryan Burke on Founding, Growing, and Partnering In this episode, Ryan Burke reflects on his journey from selling roofs in Colorado Springs to founding Bulldog Roofing at… Shore University
Microcap Moments 04 Mar 2026 04 Mar 2026 Doubling Down on Growth: The Freestone Insurance Story In this episode, Ben Hayes, Nick Baxter, and Austin Bockwinkel share how Freestone Insurance Group is building a nationally recognized… Shore University
Microcap Moments 17 Dec 2025 17 Dec 2025 Building the Future of Clinical Research with PhaseWell In this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on… Shore University
Microcap Moments, Podcast 04 Dec 2025 04 Dec 2025 Inspiring the Next Generation: Jordan Baltimore’s Vision for RISE In this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New… Shore University
Microcap Moments, Podcast 20 Nov 2025 20 Nov 2025 From Grandma’s Kitchen to Market Maker: The Story Behind SDC Nutrition In this episode, Devenee Schumacher shares her journey from her grandmother’s kitchen to founding and building SDC Nutrition into a… Shore University
Microcap Moments, Podcast 15 Oct 2025 15 Oct 2025 Saying Yes and Building Better Systems of Care In this episode, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral… Shore University
Microcap Moments, Podcast 08 Oct 2025 08 Oct 2025 A Career Built on Excellence, Empathy, and Entrepreneurship In this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan… Shore University
Microcap Moments, Podcast 06 Aug 2025 06 Aug 2025 Scaling with Intention: Lessons in Leadership and Growth In this episode, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development,… Shore University
Microcap Moments, Podcast 21 Jul 2025 21 Jul 2025 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… Shore University
Microcap Moments, Podcast 26 Jun 2025 26 Jun 2025 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… Shore University
Microcap Moments, Podcast 22 May 2025 22 May 2025 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… Shore University
Microcap Moments, Podcast 02 Apr 2025 02 Apr 2025 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… Shore University
Microcap Moments, Podcast 21 Mar 2025 21 Mar 2025 The Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and Growth In this episode, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fund… Shore University
Microcap Moments, Podcast 26 Feb 2025 26 Feb 2025 Building a Legacy Together: The Dynamic Connections Story In this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO… Shore University
Microcap Moments, Podcast 10 Dec 2024 10 Dec 2024 Point C: Continuing the Journey with the Advantage Fund In this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth.… Shore University
Microcap Moments, Podcast 17 Oct 2024 17 Oct 2024 Unlocking Longevity | Redefining Health and Wellness In this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest… Shore University
Microcap Moments, Podcast 03 Oct 2024 03 Oct 2024 Becoming a CEO: Lessons in Patience, Grit, and Leadership In this episode, we sit down with Peter Roehmholdt to learn about his career, which began in KPMG audit and… Shore University
Microcap Moments, Podcast 26 Jun 2024 26 Jun 2024 The Journey from MBA to CEO In this episode, we explore Mark Larsen’s journey from MBA to CEO of Connexure. Mark shares how his journey actually… Shore University
Microcap Moments, Podcast 12 Jun 2024 12 Jun 2024 Scaling a People-First Culture: The FirmaPak Story In this episode, we delve into the creation of FirmaPak with CEO Rob Goldberg, Brent Driggers of Container Services (CSI),… Shore University
Microcap Moments, Podcast 17 May 2024 17 May 2024 From Father to Daughter: The Entrepreneurial Journey and Family Legacy In this episode, Allison Therwhanger, Vice President of Corporate Sales at Innovia Medical, describes how her father started a company… Shore University
Microcap Moments, Podcast 27 Mar 2024 27 Mar 2024 From Intern to Principal : A Story of Remarkable Personal and Company Growth In this episode, we welcome Mickey Jiang, a Principal at Shore Capital, who has been with the firm since joining… Shore University
Microcap Moments, Podcast 28 Feb 2024 28 Feb 2024 From Concept to Commercialization | Don Pierce’s Medical Device Ventures In this episode, we welcome Don Pierce who is a Partner at Shore Capital Partners and is primarily responsible for… Shore University
Microcap Moments, Podcast 31 Jan 2024 31 Jan 2024 Crafting Shore Capital’s Vision in Microcap Healthcare John Hennegan is a Founding Partner of Shore Capital and is primarily responsible for the sourcing and evaluation of healthcare… Shore University
Microcap Moments, Podcast 13 Dec 2023 13 Dec 2023 Steering Navia from Family Business to Industry Leader This is the third of our three-part series featuring CEOs who have successfully exited (or recapitalized) a Shore portfolio company.… Shore University
Microcap Moments, Podcast 15 Nov 2023 15 Nov 2023 From Military to Medicine | Rex Adam’s Path to CEO of EyeSouth Partners This is the second of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio… Shore University
Microcap Moments, Podcast 25 Oct 2023 25 Oct 2023 Revolutionizing Addiction Treatment with BrightView Health This is the first of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio… Shore University
Microcap Moments, Podcast 27 Sep 2023 27 Sep 2023 A Tale of Entrepreneurial Grit in Oral Healthcare | Dr. Josh Everts In this episode, we learn about Josh Everts' journey as the founding physician partner of OMS360. Josh discusses the successful… Shore University
Microcap Moments, Podcast 23 Aug 2023 23 Aug 2023 Paving the Road for Food Truck Entrepreneurs | Ross Resnick In this episode we highlight Ross Resnick, CEO of Roaming Hunger. Ross shares his lessons learned from working in two… Shore University
Microcap Moments, Podcast 26 Jul 2023 26 Jul 2023 The Right Fit | Josh Johnson’s Strategy for a New Dental Platform In this episode, we highlight Josh Johnson the CEO of Shore Capital Partner’s new dental platform. Josh discusses his early… Shore University
Microcap Moments, Podcast 28 Jun 2023 28 Jun 2023 Spearheading Innovation in Microcap Investments | Mike Cooper Mike Cooper is a Founding Partner of Shore Capital and is responsible for all activities of the firm, including sourcing,… Shore University
Microcap Moments, Podcast 24 May 2023 24 May 2023 From Vet to MVP | Dan Markwalder’s Mission in Veterinary Leadership In this episode, we highlight Dan Markwalder the Chief Veterinary Officer at Mission Veterinary Partners (MVP). Dan shares his founder… Shore University
Microcap Moments, Podcast 26 Apr 2023 26 Apr 2023 Sculpting Success in the Microcap Space | Ryan Kelley Ryan Kelley is a Founding Partner of Shore Capital and is responsible for all activities of the firm including sourcing,… Shore University
Microcap Moments, Podcast 29 Mar 2023 29 Mar 2023 Navigating Growth and Partnership at Shore Capital | Brad Morehead Brad Morehead is a Partner at Shore Capital, where he is responsible for Business Services investment sourcing and valuation, transaction… Shore University
Microcap Moments, Podcast 22 Feb 2023 22 Feb 2023 The Strategic Smile | Dr. Scott Blackman’s Blueprint for Orthodontic Excellence Dr. Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Dr. Blackman transformed his orthodontic practice using strategies… Shore University
Microcap Moments, Podcast 25 Jan 2023 25 Jan 2023 Merging Hospitality with Healthcare at EyeSouth Partners | Scott Bullock Scott Bullock started his career as a golf pro. He became the co-founder and president of EyeSouth Partners, an industry… Shore University
