In this episode, Dr. Brian McClain, founder and managing partner of Pinnacle Care Providers in Ohio, and Emily Rafferty, CEO of the new platform bringing Pinnacle together with Preferred Podiatry Group, share how a model of post-acute care built over decades became the foundation for a multi-state platform. Dr. McClain explains why staying the same was the bigger risk for a practice that had always improved, and how unscripted conversations with chief clinical officers across the Shore portfolio answered his concerns before he said yes. Emily describes why the work is personal for her and for most of the team, and how the platform plans to multiply the clinical model's impact through provider recruiting, technology, and relationships with the communities it serves. They also explain how physicians keep leading the clinical model through a clinical advisory board, and why growth in this business means more time with patients, not less. Finally, they look five years out, to a day when coordinated care delivered where people live is the standard rather than the exception.

Key Takeaways:

• Weigh the risk of staying the same against the risk of changing, because with an aging population and fast-moving technology, a practice that improves slowly gets left behind
• Vet a partner by talking unscripted with leaders already inside the portfolio and asking them anything, because trust built that way is what lets a mission-driven practice say yes
• Keep physicians leading the clinical model and give them a clinical advisory board, so practices in different markets learn from each other instead of being standardized from above
• Buy time for patients by stripping out work that adds no value, because proactive care drives both quality outcomes and financial results

Chapters:

1. 00:00 – Introduction
2. 02:15 – Why Post-Acute Care Is Personal
3. 07:37 – Bringing Pinnacle and PPG Together
4. 10:21 – Why Partner, and Ask Them Anything
5. 12:52 – Staying the Same Was the Bigger Risk
6. 16:17 – Doctors Lead the Doctors
7. 20:03 – Growth, Communities, and More Time With Patients

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, 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, Marc Insul, president and chief operating officer of Commercial Asset Preservation (CAP), and Pat Bowe, head of corporate development and strategy at Maintera, share how a founder who had already sold one company chose a partner the second time around. Marc explains how driving past vacant buildings in Cleveland during the 2008 downturn led him to found CAP, and why he and his business partner came to see that their own capital could only take the business so far. Together with TCG Services, CAP now forms Maintera, a facility services platform serving operating and vacant commercial properties across the United States and Canada. Marc and Pat talk candidly about what founders worry about when they consider private equity, why no two firms operate alike, and what trust and transparency look like after the close. Marc also reflects on the value of fresh eyes on a business he ran for years and why, for him, the best part of selling is the ride that comes after.

• Decide what you want after the close before you weigh offers, because the role you want, whether that's stepping back or staying on to keep growing, changes which partner is right for you
• Treat fresh eyes as the return on giving up control, since outsiders can spot what years inside the business have made hard to see
• Judge a partner by its conduct and its references, and talk to founders who have already made the move, because no two firms operate alike
• Get comfortable with someone else in your business first, because readiness is a mindset before it is a milestone

1. 00:00 – Introduction
2. 02:34 – What a Founder Sees in an Empty Building
3. 06:59 – Giving Up Control, Gaining Fresh Eyes
4. 12:35 – The Ride After the Sale
5. 14:40 – One Plus One Equals Three
6. 18:16 – Are You Ready to Partner?
7. 21:35 – Eight Suitors and What Comes Next

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.