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Shore Search Partners

The is the second of a three-part series that features CEOs who successfully exited (or recapitalized) a Shore portfolio company. This episode features Rex Adams, CEO of EyeSouth, the nation&#8217;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&amp;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.

Microcap Moments

From Military to Medicine | Rex Adam's Path to CEO of EyeSouth Partners

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.

Revolutionizing Addiction Treatment with BrightView Health | Chad Smith

In this episode, we learn about Josh Everts&#8217; journey as a founding physician partner of OMS360. Josh discusses the successful multi-site practice he and his partners built and the process they underwent selecting Shore Capital as their private equity partner. Josh also shares how his role as a leader changed to best support 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.

A Tale of Entrepreneurial Grit in Oral Healthcare | Dr. Josh Everts

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.

Paving the Road for Food Truck Entrepreneurs | Ross Resnick

In this episode, we talk with Josh Johnson, CEO of Shore Capital Partner’s new dental platform, Innovate 32. Josh shares his experience starting a platform from the ground up, highlighting the early value of Shore’s approach to forming a Board of Directors and the range of resources available to early-stage CEOs. Josh also discusses the future of the new platform and the excitement and possibility that drive him every day.

The Right Fit | Josh Johnson's Strategy for a New Dental Platform

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.

Spearheading Innovation in Microcap Investments | Mike Cooper

In this episode, we highlight Dan Markwalder the Chief Veterinary Officer at Mission Veterinary Partners (MVP). Dan shares his microcap founder story, the effect of his mother&#8217;s wisdom, the thrill of a successful first practice, and the challenge of the struggling second. Dan ultimately built a practice that included 22 hospitals. He explains why he partnered with MVP and the impact they are having on the 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.

From Vet to MVP | Dan Markwalder's Mission in Veterinary Leadership

In the latest episode of Microcap Moments, Michael Burcham interviews Shore Capital Partner’s Ryan Kelley. One of four Founding Partners, Ryan shares his unique perspective on starting Shore, the “why” behind being an investor and business builder, buying businesses that aren’t for sale, and the importance of relationships.
As a Partner, Ryan is responsible for all activities of the firm including sourcing, evaluating, and enabling the growth of Shore investments. Ryan currently sits on Board of Directors of Behavioral Innovations, BrightView Health, Navia Benefit Solutions, Transformations Care Network, and CG Life. He serves as Chairman of Community Care Partners, Point C, and Tandem HR. Ryan previously served as Director of Sirona Infusion, ClearPath Diagnostics, Michigan Rehabilitation Specialists, Fast Pace Urgent Care, and the Stepping Stones Group.

Sculpting Success in the Microcap Space | Ryan Kelley

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.

Navigating Growth and Partnership at Shore Capital | Brad Morehead

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.

The Strategic Smile | Dr. Scott Blackman's Blueprint for Orthodontic Excellence

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&#8217;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.

Merging Hospitality with Healthcare at EyeSouth Partners | Scott Bullock

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.

Steering Navia from Family Business to Industry Leader | Hilarie Aitken

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.

Crafting Shore Capital's Vision in Microcap Healthcare | John Hennegan

In this episode, we welcome Don Pierce. Don is a Partner at Shore Capital Partners 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.

From Concept to Commercialization | Don Pierce's Medical Device Ventures

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&#8217;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&#8217;s evolution as it has grown and the lessons he has learned in his journey from Intern to Principal.

From Intern to Principal: A Story of Remarkable Personal and Company Growth | Mickey Jiang

In this episode, Allison Therwhanger, Vice President of Corporate Sales at Innovia Medical, 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 to create Innovia.

From Father to Daughter: The Entrepreneurial Journey and Family Legacy

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 to learn how FirmaPak is navigating its path to growth while staying true to its core values.

Scaling a People-First Culture: The FirmaPak Story

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.

The Journey from MBA to CEO

<div class="x_elementToProof"> In this episode, we sit down with Peter Roehmholdt to learn about his career, which began in KPMG audit and evolved into his current role as CEO of Great Lakes Dental Partners. Peter shares how his finance background prepared him for the CFO role at GLDP, but mentorship was key in helping him adapt to the operational challenges of becoming the CEO. He highlights the importance of patience in opening opportunities, building trust within teams, and fostering a positive culture.</div>
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Becoming a CEO: Lessons in Patience, Grit, and Leadership

<div class="x_elementToProof">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.</div>
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Unlocking Longevity: Redefining Health and Wellness

<div class="x_elementToProof"> 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 Fund, Point C is set to scale new heights, seize fresh opportunities, and further expand its cost-saving healthcare solutions.</div>
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Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan

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 perspectives on why they chose to team up with Dynamic, sharing their goals for growth and maintaining strong customer service. They also reflect on their journeys and the importance of preserving company culture.

Building a Legacy Together: The Dynamic Connections Story

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 struggling operation into an industry leader with 330+ hospitals and 8,000 team members. He highlights the power of perseverance, culture, and leadership, while discussing the Shore ecosystem and his passion for mentoring searchers.

The Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and Growth

In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.