Shore Capital Podcast Network

In this episode, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fund to acquire StatLab Medical Products. He discusses the challenges of entrepreneurship, including nearly running out of capital, and lessons from scaling businesses. Mike also reflects on leading Mission Veterinary Partners (MVP), transforming it from a s...

In this episode, Head of Events at Shore Capital, Julia Dilday, shares insights into how thoughtful event design and relationship-building strengthen the firm’s brand and fuel growth. She discusses her path from TV production to private equity, the importance of small details in creating memorable experiences, and how collaboration across teams shapes the Shore culture. Joined by Jeff Williams (CO...

In this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Frenkiel and partners Jonas Beallor and Lynden Hennessy. Steve discusses his transition from a naive entrepreneur to the leader of a rapidly growing logistics company, and the pivotal decision to partner with Shore Capital. Jonas and Lynden provide pers...

In this episode, the Shore Capital Strategic Planning team explores how they partner with portfolio companies to build and execute strategic plans. They discuss bridging the gap between the investment thesis and real-world execution, helping teams prioritize key initiatives, align stakeholders, and make data-driven decisions. Their structured yet adaptable process ensures companies stay focused, r...

In this episode, we explore how Zaya Ismail leads with authenticity. He explains how creating a strong clinic culture improves both patient care and business success. Through personal stories, he highlights the importance of trust, teamwork, and engagement in driving real results. Whether treating patients or leading teams, Zaya shows that the key to transformation is genuine connection and a comm...

In this episode, David Korb, Director on the Shore Resource Team, shares insights into how the SRT supports portfolio growth and enables faster execution. He discusses key projects, his career journey from consulting to private equity, and how mentorship plays a role in developing future leaders and CFOs. David also reflects on the evolution of the SRT and its growing impact on the Shore Capital p...

In this episode, Ellie Hupp, a manager on the Shore Resource Team, shares her journey from financial due diligence to hands-on operational support. She discusses the importance of diversifying skills early in a career, the value of pattern recognition in private equity, and how SRT fosters collaboration across teams. Ellie also reflects on the growth opportunities at Shore and her aspirations for...

In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with portfolio companies. They highlight timed breakouts, facilitation, and clear documentation to ensure alignment, accelerate idea-sharing, and deliver tangible outcomes. By evolving management processes and clarifying goals, they help companies achieve...

In this episode, Bob Pollard, Senior Director on the Shore Resource Team, shares how the SRT prepared him for a longer-term interim CFO role. He discusses stepping into leadership, driving change, and mentoring team members. Bob also reflects on projects that transformed companies by taking on tasks that the founders did not have the capacity or resources to do before. He speaks about his personal...

In this episode, Joe Pizetoski reflects on his career and the transition from the Shore Resource Team to the CFO role. He discusses the value of diverse experiences, including his time as interim CFO, and how they prepared him for strategic leadership. Joe highlights the challenges of scaling operations and fostering strong company culture. He emphasizes continuous learning, proactive problem-solv...

In this episode, Hannah Credille shares her journey from an early career in technical accounting to becoming a strategic leader on the Shore Resource Team. She discusses the impact of transitioning to an operationally focused role, her experiences supporting portfolio companies, and her first year, including serving as an interim CFO. Hannah emphasizes the importance of communication, scalability,...

In this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discovery of a transformative opportunity to a pivotal hotel lobby phone call that unlocked new revenue, they recount the moments—including the story behind the company’s name—that defined Point C’s journey. Now entering its next chapter with the Advantage Fun...

In this episode, we recognize our Shore Capital team member Andrew Malone who we lost far too soon after a brief illness. Starting in the summer of 2022, Andrew initiated and led our podcasting program after spending his early career in radio. He was the consummate team member who was always willing to step up and lend a hand. He brought a spirit and a kindness and a light that made us all better...

In this episode, Brandon Coan, CFO of Hueman People Solutions, reflects on how his experience with the Shore Resource Team prepared him for his first CFO role. He shares stories from his work on 100-day Plans, the challenges of stepping into interim roles, and his transition into full-time leadership at Hueman. Brandon also discusses the lasting impact of his SRT projects and provides valuable ins...

In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the importance of using data to identify market trends, validate strategies, and adapt to industry changes. Caitlin also provides practical examples of how research drives decision-making and enhances portfolio value, offering a comprehensive view of the i...

In this episode, Peter Nguyen, Director of Market Access at PRO-spectus, discusses his journey fueled by positivity and genuine enthusiasm. Starting as a part-time employee, Peter grew to become a leader known for his empathy and resilience. We learn how his unique approach, rooted in kindness and optimism, has helped PRO-spectus thrive while ensuring patient needs are prioritized. His story is on...

In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear vision, building the right team, holding people accountable, and fostering a culture of success. Failing to deliver results, lacking transparency with the board, or not hiring quickly enough are key reasons CEOs are let go. The discussion emphasizes th...

In this episode, Bill Clendenen and Michael Burcham explore the essence of strategy for CEOs, explaining how it defines a company's plan to win, while the strategic plan outlines the steps to achieve that goal. Failing to align the organization around the strategy risks confusion and missed opportunities, making it crucial for everyone, from frontline workers to the board, to stay aligned. They al...

In this episode, Bill Clendenen and Michael Burcham discuss the vital role of team building for CEOs, particularly in scaling businesses. They highlight the importance of hiring a CFO early and stress the need for self-awareness in leadership. CEOs must recognize their strengths and weaknesses to assemble teams that complement their abilities. They stress that building the right team is not just a...

In this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest in health and wellness, ultimately motivating him to launch a platform for optimizing men’s health. Jimmy shares his perspective on longevity, where quality and length of life intersect, and explains how the discipline honed through his sports career has influenced every aspect o...

In this episode, Amanda Skrinjorich, Senior Medical Resource Director at Harmony, opens up about her journey into mental healthcare and what inspired her to choose this path. She discusses the role of language in emotional regulation, the importance of patient-centered care, and the adoption of innovative methods in psychiatry. Amanda also reflects on her personal experiences with her mother’s men...

In this episode, Ryan McNally, COO of Courser, reflects on his journey from investment banking and private equity to operations. The CXO Fellows Program was the catalyst for his transition, enabling him to take a deep dive into the IT services industry and move from advising businesses to actively leading them. As Courser has grown, he has focused on process improvement and aligning strategic goal...

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 experience in finance and strategic roles prepared him to become the CFO at GLDP, but mentorship was crucial in helping him adapt to the operational challenges of transitioning to CEO. He also highlights the importance of patience in opening up oppor...

In this episode, Beth LaBossiere, Chief of Staff at Whetstone Distribution, shares how the CXO Fellows Program helped her transition from consulting to operations. It was a transition that not only introduced her to a new career path but also to an entirely new industry. This required her to develop a new set of skills, which she accomplished with the support of her team and the CXO network. Throu...

In this episode, we explore the journey of Dr. Corey Waller, Chief Medical Officer at Brightview Health, as he reflects on his career, from working with the DEA to leading addiction treatment, a transition that provides him a unique perspective on addiction and healthcare. Drawing from his diverse experiences, Corey offers insights into the complexities of patient care, discussing how he navigates...