Business Services

Food and Beverage

Healthcare

Industrials

Real Estate

Shore Search Partners

<p id="">Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies create a competitive advantage through collaboration.</p>
<p id="">In this episode we discuss Shore’s COE focused on Human Resources. Sarah Gabriel, Chief People Officer for Shore, talks about the unique employee value proposition that Shore provides our portfolio companies and their people. As part of this, she also shares how HR leaders from across the portfolio work together to support each other and problem-solve through both formal gatherings and informal relationships and interactions.</p>


Bigger.  Stronger.  Faster.

HR Center of Excellence - Sarah Gabriel

<p id="">Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs are a team of senior professionals who came from careers as operators, and support individual companies or help harness the power of 40+ companies as a competitive advantage. The COE team leads peer cohorts, operational improvement projects, share best practices, and provide the tools and support for companies and executives from early hold through exit readiness.</p>
<p id="">In this episode we discuss Shore’s COE focused on Technology. Imran Shaikh, Chief Technology Officer for Shore, talks about the IT operating standards Shore sets for portfolio companies, and the way in which Shore uses IT as a value generator. He also discusses real world examples and solutions for dealing with IT security threats in small- and medium-sized companies.</p>


Technology Center of Excellence - Imran Shaikh

<p id="">In this episode we discuss Shore’s Center of Excellence focused on Continuous Improvement. Kevin Williams, Chief Improvement Officer for Shore, talks about the Lean strategies he and his team employ to help our portfolio companies continuously improve. He discusses examples from our Healthcare, Food and Beverage, and Business Services verticals.</p>


Continuous Improvement Center of Excellence - Kevin Williams

<p>In this episode, we discuss Revenue Cycle Management (RCM) with Sarah Hirsch, Chief Revenue Office for Shore. Sarah is in the Centers of Excellence, an extension of the Shore Resource Team offering portfolio support in key functional areas, like RCM, IT, HR, Sales and Marketing. Sarah discusses the strategies she employs to help multi-site healthcare portfolio companies navigate the complex world of RCM. Sarah also discusses the RCM infrastructure Shore uses to support successful scaling.</p>


RCM Center of Excellence - Sarah Hirsch

<p>In this episode, we discuss Shore Capital’s approach to Talent Development, specifically through Shore University’s Leadership Academies. We’ll explore how Shore is investing in talent development and the benefits for portfolio companies. We’ll hear from new and seasoned leaders about their experiences and how they’ve put learning into action.</p>


The Leadership Academy

<p id="">Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects and promote collaboration between executives so that 40+ companies sharing best practices creates a competitive advantage.</p>
<p id="">In this episode, we discuss Shore’s COE for healthcare payor strategies, Christy Vitulli. As Head of Payor Strategies, Christy talks about the importance of implementing a strategy from platform inception through the typical holding period, and shares insights on payor optimization, acquisition diligence, and maximizing valuation upon exit.</p>


Payor Center of Excellence - Christy Vitulli

<p id="">Within the Shore Resource Team is a specialized group called the Centers of Excellence (COE). COEs came from operating careers to provide subject matter expertise and support to portfolio companies. COEs directly support companies on projects, share best practices between companies, and promote connectivity between companies so that 40+ companies create a competitive advantage through collaboration.</p>
<p id="">In this episode, we discuss Shore’s COE focused on Data. Ross Koenig, Chief Data Officer for Shore, talks about what good data infrastructure looks like, misconceptions about data, and how answering a few simple questions can lay the foundation of a powerful data strategy.</p>


Data Center of Excellence - Ross Koenig

<p id="">The Shore Resource Team (SRT) is a dedicated team of finance and operations professionals within Shore Capital. SRT offers support, expertise, and bandwidth to portfolio companies to help go faster with less risk. In this episode, Jeff Williams, Shore Capital COO, and members of the SRT describe how the team works, the types of projects they take on, and the impact they have on the growth of our companies.</p>


The Shore Resource Team

<p id="">The Shore Capital CXO Executive Program seeks to place highly motivated and hungry young executives into Chief of Staff positions throughout the country with the mentorship and support needed to succeed, mature and grow into C-level executives.</p>
<p id="">Learn more about this unique opportunity for young, hungry executives and the Shore portfolio companies they serve. This episode includes interviews with the founder of the CXO program as well as several current CXOs about what the program is, how it works, and the impact it has.</p>


The Shore Capital CXO Program

<p id="">Shore’s proprietary strategic planning process is a success enabler for companies to get out of the gates fast and effectively. This episode details the implementation process after a strategy session, including perspectives from new and established portfolio leadership, Shore Partners, and the Shore Strategic Planning team.</p>


Strategy - Shore Support and Execution

<p id="">In this episode, we discuss the Shore Capital Partners collaborative approach to strategy setting. We&#8217;ll explore the process and how it creates alignment and sets companies up to make early decisions bigger, stronger, or faster; featuring interviews with Michael Burcham, Mike Cooper, Chris Mioton, and John Nelson. In future episodes, we&#8217;ll take a deeper dive into the preparation, process, and follow-ups.</p>


Strategy - The Shore Capital Approach

<p>Lead Independent Directors (LIDs) not only bring deep operational experience to Shore Capital Boards of Directors but their role grows and evolves with the executive team. In this episode, we talk about this evolution and the key role the LID plays in various stages of the company. This episode features interviews with Michael Burcham, Sean McEnroe, Jim Forrest, Dylan Bates, Bill Clendenen, and Kevin Offel.</p>


Lead Independent Directors - The Evolution

<p id="">In this episode, we talk about the role of the Lead Independent Director, who they are, how they help, and why Shore Capital Partners has invested in the role in every one of its Boards of Directors. This episode features interviews with Michael Burcham, Sean McEnroe, Jim Forrest, Dylan Bates, Bill Clendenen, and Kevin Offel.</p>


Lead Independent Directors - The Definition

<p>In this episode, we&#8217;re joined by Conor Leamy, Shore&#8217;s Chief Talent Officer, who sheds light on his team’s strategic use of pattern recognition and data analytics in executive talent acquisition across the Shore portfolio. Conor discusses how these tools help mitigate natural biases in hiring practices and enable our lower middle-market companies to win the “war for talent.”</p>


Executive Talent Acquisition – Conor Leamy

<p>In this episode, we welcome Jeff Williams, COO of Shore, and Riley Looser, Head of the Shore Resource Team (SRT), who discuss Shore&#8217;s approach to CFO operations and the partnership with the SRT. They share insights into the power of Shore’s CFO Cohort of portfolio company finance executives for knowledge sharing and best practices. They also highlight the necessity of implementing structured processes early to enable CFOs to focus more on strategic initiatives necessary to scale the business.</p>


The CFO Cohort

<p>In this episode, we highlight the Partnership Development Team (PDT),  the internal business development group that supplements the investment team and portfolio companies’ efforts sourcing  platform and add-on opportunities. Jeff Williams, COO of Shore, and Max Martineau, Chief of Staff, lead the PDT and provide a look behind its processes, underscoring the PDT’s impact on driving growth in the lower middle-market space.</p>


The Partnership Development Team

<p>In this episode, “what makes a successful CEO” is answered by two great entrepreneurs, founders, CEOs, board members, and Lead Independent Directors. Bill Clendenen and Michael Burcham share the crucial attributes of CEOs, especially within private equity. They emphasize the importance of financial acumen, empowering the team without micromanaging, and the continuous education and coaching of teams. Both highlight the need for potential CEOs to develop key scaling skills like goal setting and relationship-building.</p>


What Makes a Great CEO | Executives Bill Clendenen & Michael Burcham on Leadership Excellence

<p><span class="x_color19">In this episode, Rob Collins of SENTA Partners discusses his experience with Shore Capital&#8217;s CXO Fellows program. He details joining SENTA unconventionally, taking on leadership roles, and contributing to the company&#8217;s growth. Rob highlights the importance of facing challenging tasks, the benefits of the CXO network, and key lessons learned, emphasizing curiosity, initiative, and reflection throughout his leadership journey.</span></p>


Behind the CXO Title: Rising to the Challenge with Rob Collins

<p>In this episode, Emily Kahn reflects on her first year with Shore Capital&#8217;s CXO Fellows Program. She shares her transition from being a consultant to a private equity-backed executive, explaining the reasons behind her career shift. Emily emphasizes the importance of building relationships and the support she received from the CXO alumni network. She also discusses how her personal entrepreneurial venture has deepened her appreciation for the dedication and hard work Shore founders put into their companies.</p>


Behind the CXO Title: Emily Kahn Reflects on a Year of Growth and Change

<p>In this episode, we sit down with Mark Larsen, a CXO alumnus who now serves as the CEO of Connexure, to discuss his remarkable career growth. Mark reflects on his early days as a CXO, explaining why he chose this career path, how failure contributed to his professional development and the importance of building relationships in the microcap space. He also offers advice for aspiring CXOs on how to optimize their time in the program.</p>


Behind the CXO Title: Shaping Mark Larsen’s Path to CEO

<div class="x_elementToProof">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. Through this journey, she uncovered her leadership potential and set her sights on becoming a CEO.</div>
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Behind the CXO Title: Recognizing Your Potential with Beth LaBossiere

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">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 goals with execution, driving the company’s growth while advancing his leadership journey.</span></div>
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Behind the CXO Title: How Ryan McNally Went a Mile Deep in His Niche

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">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 about filling roles but about positioning the company for sustainable growth and long-term success.</span></div>
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What Makes a Great CEO: Part III | Executives Bill Clendenen & Michael Burcham on Building a Winning Team

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">In this episode, Bill Clendenen and Michael Burcham explore the essence of strategy for CEOs, explaining how it defines a company&#8217;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 also emphasize that strategy is a living tool, evolving with market changes and company growth.</span></div>
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What Makes a Great CEO: Part IV | Executives Bill Clendenen & Michael Burcham on Defining, Executing, and Adapting Your Strategy

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">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 the need for honesty, decisiveness, and readiness to meet the fast-paced demands of the CEO role.</span></div>
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What Makes a Great CEO: Part V | Executives Bill Clendenen & Michael Burcham on What Gets a CEO Fired

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss what it takes to become a successful CEO within a Shore Capital portfolio company. They highlight the importance of having a bias for action, grit, and determination, as well as the capability to lead and mentor simultaneously. They emphasize the need for true humility, acknowledging limitations, and engaging with board members for continuous improvement. The discussion also covers the critical role of storytelling in communicating vision and strategy throughout the organization.</span></div>
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What Makes a Great CEO: Part II | Executives Bill Clendenen & Michael Burcham on Excelling as a Shore Capital CEO

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">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 insights shaping Shore’s investment approach.</span></div>
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Research: Supporting the Shore Investment Lifecycle

<div class="x_elementToProof"><span data-olk-copy-source="MessageBody">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.</span></div>
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Through the SRT Lens: How Brandon Coan Forged His Path to CFO

<p>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, and developing processes that empower teams and drive success.</p>
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Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations

<p><span data-olk-copy-source="MessageBody">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-solving, and developing strategies that drive both individual growth and organizational success.</span></p>
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Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski

<p><span data-olk-copy-source="MessageBody">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 growth as a leader and emphasizes the importance of collaboration and mentorship.</span></p>
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Through the SRT Lens: Bob Pollard on Growing as a Leader and Mentor

<p><span data-olk-copy-source="MessageBody">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 rapid growth and increased value.</span></p>
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Strategy: Understanding the Strategic Plan

<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 a future C-suite role.</p>
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Through the SRT Lens: Laying the Foundation for Success with Ellie Hupp

<p>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 portfolio.</p>
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Through the SRT Lens: The Evolution of SRT with David Korb

<p>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, respond to market dynamics, and drive sustained growth.</p>
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Strategy: Developing the Strategic Plan

<p>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 (COO), Julia also reflects on the evolution of Shore’s events function and its growing impact on building a robust network of executives, board members, and investors.</p>
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Events: Building Meaningful Connections

<p>In this episode, Zachary Nippert, Chief Commercial Officer at</p>
<p>Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and sales enablement. He also explains how peer collaboration within the COE fosters innovation, enabling commercial leaders to exchange insights, overcome challenges, and enhance performance across diverse industries.</p>
