Shore Resource Team

SRT today, future C-Suite of tomorrow. Opportunity and optionality in over 40 Shore companies.

Jet Fuel for PE-backed Operators

SRT professionals support our companies and grow individually to eventually lead C-Suite functions in Shore companies. The team is made up of 20+ professionals with deep experience in financial operations, deals, and working directly with C-suite executives on M&A due diligence, management consulting, modeling, FP&A, operations, and more. Joining the SRT is an ideal career track for high-potential operators to accelerate their path from top consulting firms to a private equity backed C-Suite.

The Shore SRT experience is unmatched. It helped me develop the ability to see the big picture as a CFO, while honing tactical subject matter expertise.

Chase Hall

CFO, Southern Orthodontic Partners

Hear How it Works

PODCASTBigger. Stronger. Faster.

May 17, 2023

The Shore Resource Team

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.

PODCASTBigger. Stronger. Faster.

February 21, 2024

The CFO Cohort

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.

PODCASTBigger. Stronger. Faster.

November 20, 2024

Through the SRT Lens: How Brandon Coan Forged His Path to CFO

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.
PODCASTBigger. Stronger. Faster.

December 11, 2024

Through the SRT Lens: How Hannah Credille Pivoted from Accounting to Operations

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.

PODCASTBigger. Stronger. Faster.

December 18, 2024

Through the SRT Lens: Adapting to the Modern CFO Role with Joe Pizetoski

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.