Podcasts

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.

Elizabeth Maddux is the First Shift Supervisor at Container Services, Inc. She started with the company over sixteen years ago as an Entry Level Packer. Elizabeth’s positive attitude and her experience working the line have been invaluable parts of her story, and big reasons why she has been able to build a great team and earn the trust of her Plant Manager. Her story also highlights the importance of professional encouragement from both our coworkers and family. 

Container Services, Inc. (“CSI”) is a premier manufacturer of rigid plastic packaging services, specializing in the production of PET (polyethylene terephthalate) containers and HDPE (high-density polyethylene) containers for specialty food & beverage and other manufacturers. CSI was founded by in July 1991 to provide custom plastic bottles to honey producers, including their iconic “honey bear” bottle. Based in Hillsboro, Kansas with a second location in New Castle, Pennsylvania, CSI has over 100 employees, and more than 150,000 sq. ft. of manufacturing space, while maintaining excellent customer service and providing sophisticated, innovative and reliable plastic packaging solutions.

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'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.

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.

Courtney Sanchez is a Vice President of Clinical Operations and Population Health for Point C. Her career started as a nurse and after years in larger healthcare companies, joined Point C to build their Care Management Program from the ground up. In 18 months, she helped build the Care Management team from 3 nurses to 25. With so much success and overcoming a challenging childhood, her biggest accomplishment remains being a single mom to her two boys.

Point C is a third party administration platform for medical and dental benefits for self-insured employers. Administrative services the company currently provides include claims processing, network management, and utilization review. Point C’s mission is to support TPA partners through business process innovations and product solutions that drive value for employers and enhance the member experience.

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.

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.

Rob Ruff is a Vice President of Payroll for HowardSimon, the founding partner of Strongpoint Partners. Rob has over 17 years of payroll experience with HowardSimon, and shares how persistence helps him and his team meet the demands of a fast-growing company.

Strongpoint Partners is a network of retirement plan Third Party Administrators (“TPAs”) and payroll services providers based in the Greater Chicagoland area. Strongpoint Partners’ core offerings include 401(k) plan administration, recordkeeping, 3(16) fiduciary services, payroll services and human capital management services for primarily small- and medium-sized businesses. The Company’s goal is to integrate retirement and payroll services on a single platform to best serve employers and their employees.

In this episode, we learn about Josh Everts' 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.

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.

Connor Benjamin is an Integration Manager for Point C. Connor started with the company with no experience in the third-party administration (TPA) of benefits space, but he had the hunger and drive to rise to the challenge. Connor now leads the integration process when new companies join the Point C family of companies.

Point C is a TPA platform for medical and dental benefits for self-insured employers. Administrative services the company currently provides include claims processing, network management, and utilization review. Point C’s mission is to support TPA partners through business process innovations and product solutions that drive value for employers and enhance the member experience.

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.

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.

Michelle Klenotich is a Director of Payroll and Tax at TandemHR. The company where Michelle worked with a team of 25 employees was acquired by Tandem after 20 successful years. Within a year, Michelle was leading a team of 27 people and taking Tandem's payroll service to new heights.

Tandem provides custom, high-touch Fortune 500 caliber human resources to small, mid-sized and enterprise businesses throughout the United States. By managing the administrative aspects of human resources such as payroll processing, benefits administration, compliance, risk management, employee relations etc., Tandem’s HR experts allow client executives to focus on growing their businesses.

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.

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.  

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.

Lindsey Fontenot is a Regional Operations Director at Community Care Partners (CCP). Her Everyday Hero journey started with her childhood dream of becoming a nurse. She now oversees 36 urgent care clinics across the state of Louisiana. Underpinning her success is the drive of a mom with a special needs child.

Community Care Partners represents a network of urgent care and primary care clinics. CCP has locations in Oregon, Washington, Montana, Wyoming, Colorado, Texas, and Louisiana.

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.

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 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.

Laura Gerrard is a Customer Service Manager at Main Street Gourmet, a partner of Sweetmore Bakeries. Laura’s Everyday Hero story starts with her place in the broader world, a perspective she’s developed over a lifetime of travel. Laura has the ability to stay calm under pressure and know just the right moment to release tension with her sense of humor. This is the story of how Laura achieved her proudest accomplishment: becoming a Manager at Main Street Gourmet.

Sweetmore Bakeries (Chicago, IL) operates three bakeries – Main Street Gourmet, Biscotti Brothers, and Meurer Brothers – delivering stock and custom bakery products to the retail in-store bakery and national restaurant channels. Sweetmore focuses on high quality and innovative products to help customers differentiate their sweet baked goods and improve operations.

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'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.

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.

Brandy Hamar is a Patient Loyalty Manager at Community Care Partners (“CCP”). Brandy’s Everyday Hero story began when she returned to work after years of being a stay-at-home mom. Brandy started at the front desk at one urgent care clinic. She now manages patient loyalty across the approximately 100 CCP clinics. This is her story of personal and professional growth.

CCP represents a network of urgent care and primary care clinics. CCP provides the following services in addition to urgent care and primary care services: laboratory and radiology services, treatment of fractures / lacerations, immunizations, occupational health and medicine, work-related injuries, physical therapy, and on-site prescriptions. The company has locations in Oregon, Washington, Montana, Wyoming, Colorado, Texas, and Louisiana.

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.

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.

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.

Abby Holden is Operations Director at Georgia Bone and Joint, the founding practice of Triumph Orthopedic Partners. Abby’s Everyday Hero story began playing golf at an early age. Little did she know, the valuable lessons she learned would accelerate her career and help her battle breast cancer.

Triumph Orthopedics (“Triumph”) is a network of orthopedic practices in the Southeast. Triumph’s partner practices offer patients comprehensive medical and surgical orthopedic services, including general orthopedics, sports medicine, fracture treatment, arthroscopic surgery, joint repair and replacement, and spine surgery services. Triumph’s mission is to empower orthopedists and their team to deliver an exceptional patient experience.

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.

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.

Temperance Jones is an HR Generalist at Southern Orthodontic Partners. She is recognized as an Everyday Hero for her advocacy for suicide awareness and prevention. Temperance had the courage to share the story of her brother’s suicide, which sparks deeper conversations and connections at work and within her community. She shares her story in the hopes that it starts a conversation that saves a life.

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.

Scott Blackman is a Founding Partner of Southern Orthodontic Partners. As Scott 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.

In this episode, we discuss the Shore Capital Partners collaborative approach to strategy setting. We'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'll take a deeper dive into the preparation, process, and follow-ups.

Deborah Williams is an Executive Assistant at IZI Medical. She played a key role in helping the company scale, while preserving its family-like culture. Deborah’s Everyday Hero story is professional and personal, as you will hear from Greg Groenke, CEO of IZI Medical, and from Deborah’s son.

Based in Baltimore, Maryland, IZI Medical Products is a leading developer, manufacturer, and provider of high quality medical consumable accessories used in radiology, radiation therapy, vertebroplasty and image guided surgery procedures. IZI has built a diverse portfolio of products backed by strong intellectual property and currently sells to more than 1,000 domestic customers as well as internationally across 25 countries. Shore exited IZI Medical in October of 2022.