Microcap Moments
Episodes
Are We Getting Better?: Measuring What Actually Matters - Raw Talent
30 Mar 2026
Contributed by Lukas
In this episode, Jackson and Anderson close out the season by addressing the question every leader eventually faces: how do you know talent developmen...
Building a Learning Culture at Scale: Growth Without Dilution - Raw Talent
30 Mar 2026
Contributed by Lukas
In this episode, Jackson and Anderson explore how to scale professional development across an organization without turning it into a generic, one-size...
Practice Makes Performance: Turning Learning Into Habit - Raw Talent
30 Mar 2026
Contributed by Lukas
In this episode, Jackson and Anderson tackle why so much professional development doesn't stick. They unpack the gap between feeling inspired in a ses...
Creating a Culture That Grows Leaders: Readiness Before the Title - Raw Talent
30 Mar 2026
Contributed by Lukas
In this episode, Jackson and Anderson dig into how to build leaders before there's a vacancy. They explore the small, everyday behaviors that signal l...
What Talent Development Really Means: Beyond Training and Programs - Raw Talent
30 Mar 2026
Contributed by Lukas
In this episode, Jackson Sprayberry and Anderson Williams kick off the Raw Talent series by tackling a deceptively simple question: what is talent dev...
Perpetual Optimism is a Force Multiplier | Garret Dillon - Everyday Heroes
25 Mar 2026
Contributed by Lukas
In this episode, Garret Dillon shares his journey from the 101st Airborne Division to Director of Integrations at Agentis Longevity, and the military-...
Doubling Down on Growth: The Freestone Insurance Story
04 Mar 2026
Contributed by Lukas
In this episode, Ben Hayes, Nick Baxter, and Austin Bockwinkel share how Freestone Insurance Group is building a nationally recognized insurance platf...
What Makes a Great Board Member: Part IV | Bill Clendenen, Charlie Talbot & Michael Burcham on Coaching N-1s and Building Scalable Leadership Teams - Bigger. Stronger. Faster.
26 Feb 2026
Contributed by Lukas
In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham focus on the critical role N-1 leaders play in building scalable companies and ho...
What Makes a Great Board Member: Part III | Bill Clendenen, Charlie Talbot & Michael Burcham on Turning Boards into Strategic Assets - Bigger. Stronger. Faster.
11 Feb 2026
Contributed by Lukas
In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore how CEOs can turn their boards into true strategic assets. They share pra...
What Makes a Great Board Member: Part II | Bill Clendenen, Charlie Talbot & Michael Burcham on Boardroom Behaviors That Drive Results - Bigger. Stronger. Faster.
22 Jan 2026
Contributed by Lukas
In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham build on the foundation of great board design by focusing on how effective board ...
What Makes a Great Board Member: Part I | Bill Clendenen, Charlie Talbot & Michael Burcham on Designing High-Impact Boards - Bigger. Stronger. Faster.
14 Jan 2026
Contributed by Lukas
In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham explore what makes a great board member and how Shore Capital Partners designs bo...
Building the Future of Clinical Research with PhaseWell | Carsten Bick
17 Dec 2025
Contributed by Lukas
In this episode, Carsten Bick shares his path from building healthcare services businesses to leading PhaseWell Research. He reflects on what drew him...
Win the Day, Every Day | Elizabeth Smyers - Everyday Heroes
10 Dec 2025
Contributed by Lukas
In this episode, Elizabeth Smyers shares her journey from occupational therapist to Chief Innovation Officer at PRO-spectus and the mission-driven min...
Inspiring the Next Generation: Jordan Baltimore’s Vision for RISE
04 Dec 2025
Contributed by Lukas
In this episode, Jordan Baltimore reflects on his unlikely path from volunteering to rake a baseball field to founding New York Empire Baseball and le...
From Grandma’s Kitchen to Market Maker: The Story Behind SDC Nutrition
20 Nov 2025
Contributed by Lukas
In this episode, Devenee Schumacher shares her journey from her grandmother’s kitchen to founding and building SDC Nutrition into a leading manufact...
From Family Farm to Fortune 500 | Ken Meyer
13 Nov 2025
Contributed by Lukas
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, hum...
Empowering People, Driving Growth, and Leading with Grit | Tara Conger
05 Nov 2025
Contributed by Lukas
In this episode, Tara Conger reflects on her journey from athletics to executive leadership and how the lessons of great coaches shaped her approach t...
Caring at Scale: The PRO-spectus People-First Story
29 Oct 2025
Contributed by Lukas
In this episode, Amy Madden, Chief People and Culture Officer, and Suzanne Norman, Vice President of Patient Services at PRO-spectus, share how the co...
Saying Yes and Building Better Systems of Care | Dr. Corey Waller
15 Oct 2025
Contributed by Lukas
In this episode, Dr. Corey Waller traces his path from emergency and street medicine to leading systems change in behavioral health. He reflects on ho...
A Career Built on Excellence, Empathy, and Entrepreneurship | Kathy Wanner
08 Oct 2025
Contributed by Lukas
In this episode, Kathy Wanner reflects on a career built on excellence, empathy, and entrepreneurship. From her start at Morgan Stanley to building Ad...
From Vision to Execution: The First Year of Agentis | Jimmy St. Louis
25 Sep 2025
Contributed by Lukas
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...
Scaling with Intention: Lessons in Leadership and Growth | Bob Carlson and Michael Burcham
06 Aug 2025
Contributed by Lukas
In this episode, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on...
The Tidal Wave Effect: Cameron Perkins on Entrepreneurial Momentum
21 Jul 2025
Contributed by Lukas
In this episode, Cameron Perkins shares how a family legacy of both entrepreneurial success and failure shaped his approach to leadership, risk, and r...
The Operator’s Edge: Charlie Talbot’s Path to CFO and Ongoing Impact
26 Jun 2025
Contributed by Lukas
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 Ex...
Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and Growth
22 May 2025
Contributed by Lukas
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...
Earned, Not Given: Jim Forrest on Leadership, Grit, and Building Great Companies
02 Apr 2025
Contributed by Lukas
In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He refle...
The Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and Growth
21 Mar 2025
Contributed by Lukas
In this episode, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fu...
Building a Legacy Together: The Dynamic Connections Story
26 Feb 2025
Contributed by Lukas
In this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Fre...
Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan
10 Dec 2024
Contributed by Lukas
In this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discov...
Unlocking Longevity: Redefining Health and Wellness | Jimmy St. Louis
17 Oct 2024
Contributed by Lukas
In this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest in health and wellness, ultima...
Becoming a CEO: Lessons in Patience, Grit, and Leadership | Peter Roehmholdt
03 Oct 2024
Contributed by Lukas
In this episode, we sit down with Peter Roehmholdt to discuss his journey from KPMG audit to CEO of Great Lakes Dental Partners. Peter shares how his ...
The Journey from MBA to CEO | Mark Larsen
26 Jun 2024
Contributed by Lukas
In this episode, we explore Mark Larsen’s journey from MBA to CEO of Connexure. Mark shares how his journey actually began in early childhood entrep...
Scaling a People-First Culture: The FirmaPak Story | Rob Goldberg
12 Jun 2024
Contributed by Lukas
In this episode, we delve into the creation of FirmaPak with CEO Rob Goldberg, Brent Driggers of Container Services (CSI), and Damon Neff of Apex Plas...
From Father to Daughter: The Entrepreneurial Journey and Family Legacy | Allison Therwhanger
17 May 2024
Contributed by Lukas
In this episode, Allison Therwhanger describes how her father started a company as an ENT and plastic surgeon with a single innovative idea and produc...
From Intern to Principal: A Story of Remarkable Personal and Company Growth | Mickey Jiang
27 Mar 2024
Contributed by Lukas
In this episode, we welcome Mickey Jiang, a Principal at Shore Capital, who has been with the firm since joining as an Intern over 10 years ago. He sh...
From Concept to Commercialization | Don Pierce's Medical Device Ventures
28 Feb 2024
Contributed by Lukas
In this episode, we welcome Don Pierce who is a Partner at Shore Capital Partners and is primarily responsible for the sourcing and evaluation of inve...
Crafting Shore Capital's Vision in Microcap Healthcare | John Hennegan
31 Jan 2024
Contributed by Lukas
John Hennegan is a Founding Partner of Shore Capital and is primarily responsible for the sourcing and evaluation of healthcare investment opportuniti...
Steering Navia from Family Business to Industry Leader | Hilarie Aitken
13 Dec 2023
Contributed by Lukas
This is the third of our three-part series featuring CEOs who have successfully exited (or recapitalized) a Shore portfolio company. In this episode, ...
From Military to Medicine | Rex Adam's Path to CEO of EyeSouth Partners
15 Nov 2023
Contributed by Lukas
This is the second of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode f...
Revolutionizing Addiction Treatment with BrightView Health | Chad Smith
25 Oct 2023
Contributed by Lukas
This is the first of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode fe...
A Tale of Entrepreneurial Grit in Oral Healthcare | Dr. Josh Everts
27 Sep 2023
Contributed by Lukas
In this episode, we learn about Josh Everts' journey as the founding physician partner of OMS360. Josh discusses the successful multi-site practice he...
Paving the Road for Food Truck Entrepreneurs | Ross Resnick
23 Aug 2023
Contributed by Lukas
In this episode we highlight Ross Resnick, CEO of Roaming Hunger. Ross shares his lessons learned from working in two startups out of college and turn...
The Right Fit | Josh Johnson's Strategy for a New Dental Platform
26 Jul 2023
Contributed by Lukas
In this episode, we highlight Josh Johnson the CEO of Shore Capital Partner’s new dental platform, Innovate 32. Josh discusses his early experiences...
Spearheading Innovation in Microcap Investments | Mike Cooper
28 Jun 2023
Contributed by Lukas
Mike Cooper is a Founding Partner of Shore Capital and is responsible for all activities of the firm, including sourcing, evaluating, and enabling the...
From Vet to MVP | Dan Markwalder's Mission in Veterinary Leadership
24 May 2023
Contributed by Lukas
In this episode, we highlight Dan Markwalder the Chief Veterinary Officer at Mission Veterinary Partners (MVP). Dan shares his founder story including...
Sculpting Success in the Microcap Space | Ryan Kelley
26 Apr 2023
Contributed by Lukas
Ryan Kelley is a Founding Partner of Shore Capital and is responsible for all activities of the firm including sourcing, evaluating and enabling the g...
Navigating Growth and Partnership at Shore Capital | Brad Morehead
29 Mar 2023
Contributed by Lukas
Brad Morehead is a Partner at Shore Capital, where he is responsible for Business Services investment sourcing and valuation, transaction structu...
The Strategic Smile | Dr. Scott Blackman's Blueprint for Orthodontic Excellence
22 Feb 2023
Contributed by Lukas
Dr. Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Dr. Blackman transformed his orthodontic practice using strategies from ...
Merging Hospitality with Healthcare at EyeSouth Partners | Scott Bullock
25 Jan 2023
Contributed by Lukas
Scott Bullock started his career as a golf pro. He became the co-founder and president of EyeSouth Partners, an industry leader in ophthalmology. This...