Microcap Moments

In this episode, Allison Therwhanger describes how her father started a company as an ENT and plastic surgeon with a single innovative idea and product that they made in her house as she was growing up. Speaking proudly about the importance of her family relationships and legacy, she talks about why she ultimately joined her father in the business, the journey of building the business together, and the decision to partner with Shore Capital Partners. 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 welcome Mickey Jiang, a Principal at Shore Capital, who has been with the firm since joining as an Intern over 10 years ago. He shares candid stories from Shore's early days, highlighting the blend of humor, hard work, and mentorship that shaped both his career and Shore’s culture. Mickey also talks about the firm's evolution as it has grown and the lessons he has learned in his journey from Intern to Principal. 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 welcome Don Pierce who is a Partner at Shore Capital Partners and is primarily responsible for the sourcing and evaluation of investment opportunities in the medical device field. Don discusses the unique aspects of the industry from product concept to commercialization, and the global regulations that present different opportunities and challenges. He also shares a powerful example of the way Innovia Medical adapted its product offering during Covid to serve the needs of frontline workers. 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.

John Hennegan is a Founding Partner of Shore Capital and is primarily responsible for the sourcing and evaluation of healthcare investment opportunities and operating executives. In this episode, John discusses the unique and often emotional nature of microcap investing. He also talks about the importance of continued learning as a company scales and describes Shore’s approach to sharing lessons learned across the portfolio. As only a Founding Partner can, John adds color and insight on the past, present, and future of Shore Capital Partners. 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.

This is the third of our three-part series featuring CEOs who have successfully exited (or recapitalized) a Shore portfolio company. In this episode, Hilarie Aitken shares her experience as the CEO of Navia, a consumer-directed benefits provider serving 9,000+ employers across all 50 states. Hilarie discusses how her father founded Navia and she stepped in to run the business after his untimely passing. She talks about her search for a private equity partner and how the partnership with Shore aligned with the unique circumstances of their family-run business. Hilarie also highlights her lessons learned as CEO of a scaling business. In February 2021, Shore announced the sale of Navia Benefit Solutions, a third-party administrator of Flexible Spending Accounts and other tax-advantaged benefits including Commuter and Transit Benefits, Health Savings Accounts, Health Reimbursement Arrangements, and COBRA services. Shore and Navia executed a growth plan that included five strategic acquisitions and substantial organic growth. 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.

This is the second of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode features Rex Adams, the CEO of EyeSouth, the nation's largest comprehensive ophthalmology platform headquartered in Atlanta. Rex shares how focusing on people, processes, and technology helped EyeSouth exceed their growth goals. He also discusses his advice to future CEOs and his strong belief that leaders have a responsibility to develop their people. In October 2022, Shore Capital Partners announced the sale of EyeSouth Partners, a leading provider of comprehensive ophthalmology services across the eastern United States, to Olympus Partners. Shore formed EyeSouth in 2017 with the goal of creating a leading ophthalmology platform in the South and providing the highest level of support to its practices and clinicians. At the time of founding, Shore completed a strategic partnership with Georgia Eye Partners and its founding physician, Dr. Eugene Gabianelli, was appointed Chief Medical Officer of EyeSouth. Led by Chief Executive Officer Rex Adams, EyeSouth grew its affiliate network from 5 locations to over 155 locations throughout Georgia, Texas, Louisiana, Florida, Tennessee, Ohio, Kentucky, Pennsylvania, Alabama, North Carolina and Illinois. The growth was driven by organic and M&A initiatives, as well as EyeSouth’s ability to support its affiliated practices and physician partners with strategic guidance, administrative resources, operating expertise and capital with an absolute focus on clinical quality and a patient-first culture. 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.

This is the first of a three-part series that features CEOs who have successfully exited (or recapitalized) a Shore portfolio company. This episode features Chad Smith, the co-founder and CEO of BrightView Health, a company that operates outpatient addiction treatment clinics. Chad shares how he and his co-founders weren’t initially looking to start a big company, but rather serve the communities with the highest needs. This empathetic approach was an important part of his eventual partnership and alignment with Shore Capital. BrightView now operates over 85 clinics. BrightView (Cincinnati, OH) is an outpatient addiction medicine practice based on clinical best practices and outcomes measures. Through the use of medical treatment in conjunction with psychological and social services, BrightView delivers the necessary support to help patients meet both their mental and physical goals. 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 learn about Josh Everts' journey as the founding physician partner of OMS360. Josh discusses the successful multi-site practice he and his partners built and the thorough due diligence process they underwent in selecting Shore Capital as their private equity partner. On a more personal note, Josh shares how he as a leader realized that he needed to step back as the business grew in order to allow his team and the business to grow and flourish. OMS360 is an oral surgeon support organization that partners with quality practices to deliver expertise in business development, finance, marketing, recruiting, benefits, and other practice administration while enhancing oral surgeons’ ability to provide the highest quality of patient care. OMS360 continues to build its network of practices with expectations of becoming a preeminent oral surgeon support organization throughout the South and Mid-Atlantic regions of the United States. 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 highlight Ross Resnick, CEO of Roaming Hunger. Ross shares his lessons learned from working in two startups out of college and turning his passion project into a private-equity-backed business. Ross talks about his vision for continuing to scale Roaming Hunger to support other entrepreneurs and his first 100 days of partnership with Shore. Roaming Hunger is a software and services platform partnering with food trucks, catering companies, and mobile pop ups to provide foodservice solutions and experiential marketing activations to customers nationwide. The Company is headquartered in West Hollywood, CA. 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 highlight Josh Johnson the CEO of Shore Capital Partner’s new dental platform, Innovate 32. Josh discusses his early experiences in starting a platform from the ground up, the early value of Shore’s unique approach in forming a Board of Directors, and the range of resources Shore brings to early-stage CEOs. Josh also discusses the future of the new platform and the excitement and possibility that drive him every day. 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. 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.

Mike Cooper is a Founding Partner of Shore Capital and is responsible for all activities of the firm, including sourcing, evaluating, and enabling the growth of Shore investments. In this episode, Mike talks about the unique opportunities in the microcap space and Shore’s approach to picking the right sectors and the right partners. He shares examples of the multiple pathways to success for Shore portfolio companies’ growth. 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 highlight Dan Markwalder the Chief Veterinary Officer at Mission Veterinary Partners (MVP). Dan shares his founder story including the wisdom of his mother, the thrill of a successful first practice and the challenge of a struggling second. Dan ultimately joined MVP with 22 veterinary hospitals. He shares why he partnered with MVP and the impact they are having on the broader industry. Mission Veterinary Partners (Detroit, MI) is a veterinarian owned and managed network of general practice animal hospitals with a common goal of providing best-in-class care to companion animals. Their clinics provide wellness exams, senior pet care, vaccinations, oncology, ophthalmology, surgery, nutritional counseling, allergies and dermatology, and micro-chipping via their network of hospitals located throughout the United States. 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.

Ryan Kelley is a Founding Partner of Shore Capital and is responsible for all activities of the firm including sourcing, evaluating and enabling the growth of Shore investments. In this episode, Ryan shares insight on the “why” behind Shore Capital and the meaningful relationships that make Shore such a great partner for founders. Ryan is a Director of Behavioral Innovations, BrightView, Navia Benefit Solutions, Transformations Care Network and CG Life, and was a past Director of the Florida Autism Center. He serves as Chairman of Community Care Partners, Point C, and Tandem. Ryan also served as past Director of Sirona Infusion, ClearPath Diagnostics, Michigan Rehabilitation Specialists, Fast Pace Urgent Care, the Stepping Stones Group, and Navia Benefit 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.

Brad Morehead is a Partner at Shore Capital, where he is responsible for Business Services investment sourcing and valuation, transaction structuring, and corporate development. He also sits on the board of three Shore healthcare companies and is a former Shore portfolio CEO. In this episode, Brad shares insights into Shore’s approach to partnership from his unique perspective. 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.

Dr. Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Dr. Blackman transformed his orthodontic practice using strategies from the hospitality sector, he saw a partnership with Shore as an opportunity to increase scale and impact the orthodontic industry. This is his story about choosing to sell his practice and the personal and professional growth that followed. Southern Orthodontic Partners (Nashville, TN) is a network of orthodontic practices in the Southeast. Affiliated practices offer general orthodontic services including correction of crowding and overbite, spacing via braces and Invisalign, as well as teeth whitening 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.

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 wasn't an easy or obvious jump. So, we wanted to learn from Scott how it happened and some of the lessons learned along the way. EyeSouth Partners is a premier network of integrated eye care practices located across the country. EyeSouth’s affiliate network consists of 35 practices with over 290 doctors providing medical and surgical eye care services at over 160 locations including 19 surgery centers throughout Georgia, Texas, Louisiana, Florida, Tennessee, Ohio, Kentucky, Pennsylvania, Alabama, Illinois and North Carolina. 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.