A series on the resources, network, and know-how to help entrepreneurs to grow faster with less risk.

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.

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 microcap space.

In this episode, we welcome Jeff Williams, COO of Shore, and Riley Looser, Head of the Shore Resource Team (SRT), who discuss Shore’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.

In this episode, we’re joined by Conor Leamy, Shore’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 microcap companies to win the “war for talent.”

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.

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.

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.

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.