Microcap Moments
Shore Capital Partners
Recent Episodes
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 insights on leadership, personal growth, and the importance of doing things the right way.
Listen to our podcasts at:
https://www.shorecp.university/podcasts
There you will also find our other "Bigger. Stronger. Faster." episodes, alongside our "Microcap Moments" and "Everyday Heroes" series, which highlights the people and stories that make the microcap space unique.
Other ways to connect:
Shore Capital University: https://www.shorecp.university/
Shore Capital Partners: https://www.shorecp.com/
Blog: https://www.shorecp.university/blog
This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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 of his life, from his leadership style to his approach to building accessible healthcare solutions.
Listen to our podcasts at:
Podcast: https://www.shorecp.university/podcasts
There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which 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/
This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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 opportunities, building trust within teams, and fostering a positive culture to succeed as a leader.
Listen to our podcasts at:
Podcast: https://www.shorecp.university/podcasts
There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which 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/
This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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 entrepreneurial ventures and has been guided by the sage advice of his father: “Mark, get paid to continue to learn.” This advice steered Mark’s post-MBA career to the Shore Capital CXO Fellows Program. From this experience, Mark offers his own hard-won wisdom about the challenges and opportunities of being a young executive in a private equity backed company.
Listen to our podcasts at:
Podcast: https://www.shorecp.university/podcasts
There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which 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/
This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.
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 Plastics. They share their experiences and insights on balancing the traditional values of a family-run business with the growth that goes along with a private equity partnership. Rob, Brent, and Damon highlight the importance of finding a financial partner that respects family legacy, and how FirmaPak is focused on scaling a culture and a company that puts its customers and its people first. Listen in to learn how FirmaPak is navigating its path to growth while staying true to its core values.
Listen to our podcasts at:
Podcast: https://www.shorecp.university/podcasts
There you will also find our other "Microcap Moments" episodes, alongside our series "Everyday Heroes" and "Bigger. Stronger. Faster.", highlighting the people and stories which 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/
This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, nor a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.