In this episode, Jimmy St. Louis, CEO of Agentis Longevity, a national brand of longevity centers, returns for the third conversation in an annual series that began in the platform's first year. Year one was about vision and year two about lessons learned; year three, in Jimmy's words, is about driving the standard in a corner of healthcare that does not yet have one. He walks through the work behind that goal, from a world-class physician advisory board and appearances before Congress and the FDA to the Longevity Quotient, a fifteen-minute assessment that distills five clinical tests and sixty-five blood markers into a single health score tied to treatment protocols in every clinic. He also reflects on why the company's vision statement hinges on the word drive rather than set, how a team doing many things at once stays focused on four big rocks, and what makes sellers want to join the platform. He closes with three questions any consumer should ask before trusting a longevity clinic.

Key Takeaways:

• Choose the words of your vision deliberately, because a single word like drive instead of set tells the team whether the organization is finished or in constant motion
• Build trust before scale by giving every stakeholder, from regulators to sellers to patients, a framework they can point to for what high-quality care looks like
• Standardize the core and let the edges vary: run the four core services exactly the same way in every clinic, and allow adjacent modalities to differ by market and customer base
• Prioritize visibly, so that every person in the company can name the quarter's four big rocks even when the organization is doing many things at once

Chapters:

1. 00:00 – Introduction
2. 03:03 – What Longevity Care Looks Like
3. 06:40 – Set vs. Drive
4. 11:58 – A Scoreboard for Your Health
5. 15:58 – The Blueprint for the Ideal Clinic
6. 19:21 – The Next Three Years
7. 21:59 – Three Questions to Ask Any Longevity Clinic

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You'll also find other Microcap Moments episodes, alongside our series Everyday Heroes and Bigger. Stronger. Faster., highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, I talk with Brad Morehead, Partner and Head of the Business Services Fund at Shore Capital Partners, who has also been a CEO, a CFO, a business professor, and a founder who built and sold his own company. We talk about business models: why the way a company acquires and keeps customers tells you more about how to build it than the industry it sits in, and what that means when you can group companies across a portfolio of nearly 70 by model rather than by end market. Brad walks through how models evolve, from founder-led selling to professionalized sales and from break/fix work to recurring revenue, and how a future-state org chart, the right board member, and a new set of KPIs carry a company through that shift. He also shares the lesson from a mentor that he now teaches younger investors: when someone tells you an idea didn't work, ask why, because you cannot be wrong when you are asking a question. We close with his own experience being acquired by a buyer in the exact same industry with a completely different model, which he compares to trying to build something with Legos and an Erector Set.

Strategic Themes:

• Group companies by business model, not by industry, because a pest control business and a veterinary practice that both sell direct to consumers have more to teach each other than two companies that merely share an end market
• Draw the future-state org chart before you change the model, then design the transition structure, systems, and KPIs (attach rate, cross-sell, recurring revenue) that get you there
• Ask why when a founder says "we tried that and it didn't work," because the question gets you to the root cause, validates the person in front of you, and cannot be wrong
• Recognize the watch-outs that come with a model alongside its upside, because negative working capital or a subsidized customer acquisition model can let a company grow itself out of cash

Chapters:

1. 00:00 – Introduction
2. 02:00 – What a Business Model Actually Is
3. 05:29 – From Break/Fix to Recurring Revenue
4. 11:43 – The Power of Why
5. 14:40 – If I Gave You an Extra Million Dollars
6. 17:52 – Negative Working Capital Is a Good Thing, Until It Isn't
7. 19:40 – Legos and an Erector Set

In this episode, I talk with Owen Miller, CEO of 360Pack, a food and beverage packaging distribution business headquartered in Denver, Colorado. Owen joined 360Pack in its first year of operations through the Shore Capital CXO Fellows Program and, in less than five years, moved from CXO to VP of Supply Chain and Operations to COO and now to the CEO seat. He shares what it took to grow into each of those roles, including learning alongside founders with decades of industry experience and what the CEO seat has taught him that he couldn't have learned anywhere else. Owen also explains why the ambiguity of the CXO role is exactly the point: it demands intellectual curiosity, humility, and a willingness to run toward the messiest parts of the business while building influence without formal authority. Finally, he offers some straight talk for anyone considering the program: if you're looking for a cushy, kick-your-feet-up kind of role, this is not for you; if you're looking to be pushed and to grow like never before, there is no better place to be.

Key Takeaways:

• Run toward the messiest parts of the business, because intellectual curiosity and a bias for the hardest problems are what turn an ambiguous role into an indispensable one
• Own your lane as the least experienced person in the room by speaking as the expert on what only you know, whether that's the data, the systems, or what the market is telling you, and cover the rest with preparation and hard work
• Build credibility stakeholder by stakeholder: for the board, know your numbers and deliver what you said you would; for your team, show them you care about their future and convert what they tell you into action
• Set the plan and get people behind it without formal authority, then own the results, because leading through influence is the skill the CEO seat demands most

Chapters:

1. 00:00 – Introduction
2. 02:20 – From CXO to CEO in Five Years
3. 06:15 – Why the CXO Program
4. 11:50 – The Least Experienced in the Room
5. 13:55 – What Makes a Good CXO
6. 18:15 – Do You Hate Losing or Love Winning More?
7. 21:25 – Advice for Future CXOs

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, I talk with Nick Sherrard, Chief of Staff at Thermal Shipping Solutions and a member of the CXO Fellows Program. Nick shares how an internship at a Shore portfolio company showed him just how quickly he could make a measurable difference in a microcap business, and what it means to be Chief of Staff in a fast-growing, family-founded company. An engineer by training, he reflects on thinking in inputs, outputs, and bottlenecks, finding the root causes behind recurring fire drills, and driving change without authority by making every solution a win-win-win. Nick also describes the role of the CXO cohort, part joint therapy and part best practice sharing, and shares the best advice he's ever gotten: don't confuse urgency with importance.

Key Takeaways:

• In a microcap business, you can make a measurable difference fast, and the impact is clearly yours.
• Nobody else in your company is living the same highs and lows as the CXO. The cohort is part joint therapy and part best practice sharing.
• Thinking in inputs, outputs, and bottlenecks turns recurring fire drills into root causes you can actually fix.
• When you can't mandate anything, change happens by making every solution a win-win-win. If you can't make that case, you're probably solving the wrong problem.
• Don't confuse urgency with importance. This job is a marathon, not a sprint.

Chapters:

1. 00:00 – Introduction
2. 05:41 – The Cohort and the Operator Path
3. 17:00 – An Engineer's Mindset
4. 22:20 – Playing the Libero
5. 30:02 – Urgency vs. Importance

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Anderson talks with Ryan Resch, Principal of Operations at Shore Capital Partners. Ryan spent over a decade in basketball, from student manager at Baylor to Chief of Staff with the Phoenix Suns, before joining Shore nine months ago. He shares how first-principle problem-solving became the common thread across every career he has built, why the shift from the zero-sum world of professional sports to private equity changes how teams operate, and how that same builder mindset now drives Shore's internal AI enablement efforts. Ryan also discusses why AI is a platform-level shift, not just an operational initiative, and what it takes to build something transformational from the ground up.

Key Takeaways:

• First-principle problem-solving makes skills transferable across industries. Break any challenge into its parts, and the path forward becomes clear.
• AI is not a tool. It is a platform-level shift, and the organizations building AI capability now are building a durable advantage.
• Talent wins games. Coordination wins championships. The real challenge is aligning people, roles, and resources toward a shared mission.
• Focus is a discipline, not a default. In an unbounded environment, saying no to good ideas is what protects your ability to execute on the right ones.

Chapters:

1. 00:00 - Introduction
2. 02:09 - From Baylor to the NBA
3. 06:22 - What Brought Ryan to Shore
4. 10:47 - Building AI Enablement at Shore
5. 18:01 - Operating Systems, Scouting, and Focus
6. 25:17 - What's Ahead

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Anderson Williams talks with Cynthia Hiskes, Head of the Human Capital Center of Excellence at Shore Capital Partners. Cynthia brings deep experience building and scaling HR functions across companies of every size, and she shares why aligning your HR investment to the stage and scale of your business is one of the most important decisions a founder or CEO can make. They discuss what human capital looks like in microcap and highly acquisitive companies, why HR belongs at the strategy table from day one, and how the Center of Excellence facilitates learning across the portfolio so leaders don't have to figure it out alone. Cynthia also walks through how to think about talent assessment, organizational design, and culture during rapid growth and acquisition integration, and why the metrics that matter at exit need to be built into the planting phase.

Key Takeaways:

• Match your HR investment to your stage because over-engineered systems early on waste resources, while under-investing later puts growth at risk
• Bring HR in early as a strategic partner, not a downstream handoff, because the best integration and growth decisions happen when human capital is part of the original conversation
• Treat human capital as a value multiplier, not a cost center, especially in microcap businesses where every key role disproportionately drives the outcome
• Build the metrics that tell your exit story (turnover, engagement, time to fill, wage sustainability) during the planting and growing phases, not at the end

Chapters:

1. 00:00 – Introduction
2. 01:31 – Stage-Relevant HR
3. 06:36 – Org Design and Acquisitions
4. 11:37 – HR as a Strategic Partner
5. 18:14 – Talent and the Exit Story
6. 26:02 – HR Misconceptions

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, I follow up with Ross Koenig, Chief Data Officer at Shore Capital Partners and one of our earliest podcast guests. Ross reflects on how his role has evolved over the past three years, from leading the Data Center of Excellence supporting portfolio companies to focusing on Shore's own investment process data and cross-portfolio insights. He shares why Shore's longstanding commitment to process and documentation has become a powerful foundation in the age of AI, and how nearly 1,000 codified executive hires now enable pattern recognition that few firms can match. Ross also discusses why "garbage in, garbage out" matters more than ever, how AI is breaking down walls between executives and data, and why business owners who ignore AI risk being left behind.

Key Takeaways:

• Build the data foundation first because AI only works as well as the process, documentation, and discipline behind it
• Codify what you know across people, processes, and decisions so you can spot patterns, learn from past outcomes, and make smarter choices going forward
• Recognize that AI's biggest unlock is accessibility, putting information and analysis directly in the hands of executives who used to be blocked by technical walls
• Engage with AI now regardless of size or industry because the cost barriers have fallen and the businesses that ignore it will quickly fall behind

Chapters:

1. 00:00 – Introduction
2. 01:36 – Building the Data Foundation
3. 06:36 – Codifying Knowledge at Scale
4. 12:15 – Accessibility and the Power of AI
5. 15:31 – Why Every Business Owner Should Engage with AI Now

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.

In this episode, Bill Clendenen, Charlie Talbot, and Michael Burcham focus on the critical role N-1 leaders play in building scalable companies and how great boards evaluate and develop that talent. They discuss why N-1 engagement in the boardroom strengthens succession planning, sharpens strategic alignment, and prepares leaders for larger roles. The conversation explores how CEOs can coach and position their teams for success, when to elevate value-creation roles versus hygienic functions, and how boards assess whether executives can scale with the business. Throughout the discussion, they emphasize that effective boards don’t just oversee performance but actively help build the next generation of leadership.

Key Takeaways:

1. Strong boards engage N-1s directly to assess succession readiness, reinforce strategic alignment, and build depth across the leadership team.
2. Board meetings serve as a proving ground where emerging leaders learn to think strategically, communicate clearly, and demonstrate their ability to scale with the business.
3. Effective CEOs act as coaches, preparing N-1s for the boardroom, creating stretch opportunities, and reinforcing accountability while protecting confidence.
4. High-performing boards don’t just evaluate current results; they actively help shape, develop, and elevate the next generation of leadership to sustain long-term value creation.

Chapters:

1. 00:00 – Introduction
2. 01:17 – Why N-1 Engagement Matters
3. 04:33 – When N-1s Should Lead
4. 08:05 – Coaching N-1s for the Boardroom

Listen to our podcasts at:

https://www.shorecp.university/podcasts

You’ll also find other Bigger. Stronger. Faster. episodes, alongside our Microcap Moments and Everyday Heroes series—highlighting the people and stories that make the microcap space unique.

Other ways to connect:

Blog: https://www.shorecp.university/blog

Shore University: https://www.shorecp.university/

Shore Capital Partners: https://www.shorecp.com/

LinkedIn: https://www.linkedin.com/company/shore-university

This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisory services, or a recommendation or offer relating to any security. See the “Terms of Use” page on the Shore Capital website for other important information.