The challenges, successes, and lessons learned operating and growing small and medium-sized businesses.

Microcap Moments

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PODCASTMicrocap Moments

June 12, 2024

Scaling a People-First Culture: The FirmaPak Story

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.

PODCASTMicrocap Moments
Headshot of Michael Burcham

May 17, 2024

From Father to Daughter: The Entrepreneurial Journey and Family Legacy

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.

PODCASTMicrocap Moments
Headshot of Mickey Jiang

March 27, 2024

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

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. 

PODCASTMicrocap Moments
Headshot of Don Pierce

February 28, 2024

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

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.

PODCASTMicrocap Moments
Headshot of John Hennegan

January 31, 2024

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

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.

PODCASTMicrocap Moments
Headshot of Michael Burcham

December 13, 2023

Steering Navia from Family Business to Industry Leader | Hilarie Aitken

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.

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