In this episode, Anderson Williams, Principal of Talent Development, is joined by Jackson Sprayberry, Director of Talent Development, and Ben Gilbert, Associate of Talent Development, to share how Shore University customizes talent development to meet the unique needs of each portfolio company. They explore how surface-level requests like conflict resolution or performance management often reveal core challenges with communication, accountability, and time management. Through examples including ...
Jul 10, 2025•29 min•Ep. 40
In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development, along with Ben Gilbert, Associate of Talent Development, and Jackson Sprayberry, Director of Talent Development, to share how Shore University has grown into a platform that supports learning at every level, including executives, managers, and frontline team members. They talk about the systems behind ShoreU, like the LMS (learning management system), s...
Jun 18, 2025•25 min•Ep. 39
In this episode, Michael Burcham, Chief of Strategy, Research, and Talent Development, joins Anderson Williams, Principal of Talent Development at Shore Capital, to explore why investing in people has been core to Shore since the beginning. Michael shares how the firm’s founders valued learning as a strategic advantage and how that mindset led to the creation of Shore University, the talent development function supporting both the firm and its portfolio companies. They discuss the challenges of ...
Jun 11, 2025•27 min•Ep. 38
In this episode, Zachary Nippert, Chief Commercial Officer at Shore Capital, discusses building out the Commercial Center of Excellence (COE) to accelerate organic growth across the firm’s portfolio. Drawing from his experience in global advertising, tech entrepreneurship, and revenue leadership, Zack shares how he is creating a structured approach to commercial strategy, talent development, and sales enablement. He also explains how peer collaboration within the COE fosters innovation, enabling...
May 08, 2025•21 min•Ep. 37
In this episode, Head of Events at Shore Capital, Julia Dilday, shares insights into how thoughtful event design and relationship-building strengthen the firm’s brand and fuel growth. She discusses her path from TV production to private equity, the importance of small details in creating memorable experiences, and how collaboration across teams shapes the Shore culture. Joined by Jeff Williams (COO), Julia also reflects on the evolution of Shore’s events function and its growing impact on buildi...
Mar 06, 2025•20 min•Ep. 36
In this episode, the Shore Capital Strategic Planning team explores how they partner with portfolio companies to build and execute strategic plans. They discuss bridging the gap between the investment thesis and real-world execution, helping teams prioritize key initiatives, align stakeholders, and make data-driven decisions. Their structured yet adaptable process ensures companies stay focused, respond to market dynamics, and drive sustained growth. Listen to our podcasts at: https://www.shorec...
Feb 20, 2025•21 min•Ep. 35
In this episode, David Korb, Director on the Shore Resource Team, shares insights into how the SRT supports portfolio growth and enables faster execution. He discusses key projects, his career journey from consulting to private equity, and how mentorship plays a role in developing future leaders and CFOs. David also reflects on the evolution of the SRT and its growing impact on the Shore Capital portfolio. Listen to our podcasts at: https://www.shorecp.university/podcasts You’ll also find other ...
Feb 06, 2025•23 min•Ep. 34
In this episode, Ellie Hupp, a manager on the Shore Resource Team, shares her journey from financial due diligence to hands-on operational support. She discusses the importance of diversifying skills early in a career, the value of pattern recognition in private equity, and how SRT fosters collaboration across teams. Ellie also reflects on the growth opportunities at Shore and her aspirations for a future C-suite role. Listen to our podcasts at: https://www.shorecp.university/podcasts You’ll als...
Jan 30, 2025•16 min•Ep. 33
In this episode, the Shore Capital Strategic Planning team describes their proven approach to creating, managing, and iterating strategic plans with portfolio companies. They highlight timed breakouts, facilitation, and clear documentation to ensure alignment, accelerate idea-sharing, and deliver tangible outcomes. By evolving management processes and clarifying goals, they help companies achieve rapid growth and increased value. Listen to our podcasts at: https://www.shorecp.university/podcasts...
Jan 27, 2025•20 min•Ep. 32
In this episode, Bob Pollard, Senior Director on the Shore Resource Team, shares how the SRT prepared him for a longer-term interim CFO role. He discusses stepping into leadership, driving change, and mentoring team members. Bob also reflects on projects that transformed companies by taking on tasks that the founders did not have the capacity or resources to do before. He speaks about his personal growth as a leader and emphasizes the importance of collaboration and mentorship. Listen to our pod...
Jan 08, 2025•23 min•Ep. 31
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. Listen ...
Dec 18, 2024•18 min•Ep. 30
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. Listen to our podcasts at: https://w...
Dec 11, 2024•23 min•Ep. 29
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. Listen to ou...
Nov 20, 2024•23 min•Ep. 28
In this episode, Caitlin Zager dives into how Shore Capital utilizes research to guide investments from initial analysis to exit. She discusses the importance of using data to identify market trends, validate strategies, and adapt to industry changes. Caitlin also provides practical examples of how research drives decision-making and enhances portfolio value, offering a comprehensive view of the insights shaping Shore’s investment approach. Listen to our podcasts at: https://www.shorecp.universi...
Nov 13, 2024•18 min•Ep. 27
In this episode, Bill Clendenen and Michael Burcham discuss what can get a CEO fired. They outline the CEO’s core responsibilities: setting a clear vision, building the right team, holding people accountable, and fostering a culture of success. Failing to deliver results, lacking transparency with the board, or not hiring quickly enough are key reasons CEOs are let go. The discussion emphasizes the need for honesty, decisiveness, and readiness to meet the fast-paced demands of the CEO role. List...
Oct 25, 2024•14 min•Ep. 26
In this episode, Bill Clendenen and Michael Burcham explore the essence of strategy for CEOs, explaining how it defines a company's plan to win, while the strategic plan outlines the steps to achieve that goal. Failing to align the organization around the strategy risks confusion and missed opportunities, making it crucial for everyone, from frontline workers to the board, to stay aligned. They also emphasize that strategy is a living tool, evolving with market changes and company growth. Listen...
Oct 24, 2024•19 min•Ep. 25
In this episode, Bill Clendenen and Michael Burcham discuss the vital role of team building for CEOs, particularly in scaling businesses. They highlight the importance of hiring a CFO early and stress the need for self-awareness in leadership. CEOs must recognize their strengths and weaknesses to assemble teams that complement their abilities. They stress that building the right team is not just about filling roles but about positioning the company for sustainable growth and long-term success. L...
Oct 23, 2024•24 min•Ep. 24
In this episode, Ryan McNally, COO of Courser, reflects on his journey from investment banking and private equity to operations. The CXO Fellows Program was the catalyst for his transition, enabling him to take a deep dive into the IT services industry and move from advising businesses to actively leading them. As Courser has grown, he has focused on process improvement and aligning strategic goals with execution, driving the company’s growth while advancing his leadership journey. Listen to our...
Oct 09, 2024•24 min•Ep. 23
In this episode, Beth LaBossiere, Chief of Staff at Whetstone Distribution, shares how the CXO Fellows Program helped her transition from consulting to operations. It was a transition that not only introduced her to a new career path but also to an entirely new industry. This required her to develop a new set of skills, which she accomplished with the support of her team and the CXO network. Through this journey, she uncovered her leadership potential and set her sights on becoming a CEO. Listen...
Sep 18, 2024•28 min•Ep. 22
In this episode, we sit down with Mark Larsen, a CXO alumnus who now serves as the CEO of Connexure, to discuss his remarkable career growth. Mark reflects on his early days as a CXO, explaining why he chose this career path, how failure contributed to his professional development, and the importance of building relationships in the microcap space. He also offers advice for aspiring CXOs on how to optimize their time in the program. Listen to our podcasts at: https://www.shorecp.university/podca...
Aug 14, 2024•25 min•Ep. 21
In this episode, Emily Kahn reflects on her first year with Shore Capital's CXO Fellows Program. She shares her transition from being a consultant to a private equity-backed executive, explaining the reasons behind her career shift. Emily emphasizes the importance of building relationships and the support she received from the CXO alumni network. She also discusses how her personal entrepreneurial venture has deepened her appreciation for the dedication and hard work Shore founders put into thei...
Aug 07, 2024•26 min•Ep. 20
In this episode, Rob Collins of SENTA Partners discusses his experience with Shore Capital's CXO Fellows program. He details joining SENTA unconventionally, taking on leadership roles, and contributing to the company's growth. Rob highlights the importance of facing challenging tasks, the benefits of the CXO network, and key lessons learned, emphasizing curiosity, initiative, and reflection throughout his leadership journey. Listen to our podcasts at: https://www.shorecp.university/podcasts Ther...
Jul 12, 2024•20 min•Ep. 19
In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss what it takes to become a successful CEO within a Shore Capital portfolio company. They highlight the importance of having a bias for action, grit, and determination, as well as the capability to lead and mentor simultaneously. They emphasize the need for true humility, acknowledging limitations, and engaging with board members for continuous improvement. The discussion also covers the critical role of storytelling i...
May 31, 2024•27 min•Ep. 18
In this episode, seasoned executives Bill Clendenen and Michael Burcham discuss the crucial attributes of a successful CEO, especially within private equity. They emphasize the importance of financial acumen, empowering the team without micromanaging, and the continuous education and coaching of teams. Both highlight the necessity for potential CEOs to develop strong foundational skills, including goal setting and relationship-building, to lead and scale businesses effectively. Listen to our pod...
Apr 17, 2024•32 min•Ep. 17
In this episode, we welcome Jeff Williams, COO of Shore, and Max Martineau, Chief of Staff, who discuss the Partnership Development Team (PDT) and its role in identifying successful partners across our portfolio. The conversation offers a look at the process of investment and acquisition, underscoring the PDT’s impact on driving growth in the microcap space. This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment advisor...
Mar 20, 2024•18 min•Ep. 16
In this episode, we welcome Jeff Williams, COO of Shore, and Riley Looser, Head of the Resource Team, who discuss Shore's approach to CFO operations including the partnership with the Shore Resource Team (SRT). They share insights into the power of the portfolio CFO cohort for sharing knowledge 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. This podcast is the ...
Feb 21, 2024•18 min•Ep. 15
In this episode, we're joined by Conor Leamy, Shore's Chief Talent Officer, who sheds light on his team’s strategic use of pattern recognition and data analytics in executive talent acquisition across the Shore portfolio. Conor discusses how these tools help mitigate natural biases in hiring practices and enable our microcap companies to win the “war for talent.” This podcast is the property of Shore Capital Partners LLC. None of the content herein is investment advice, an offer of investment ad...
Jan 24, 2024•22 min•Ep. 14
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 O...
Dec 06, 2023•21 min•Ep. 13
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 Technology. Imran Shaikh, Chief Technology Offi...
Nov 08, 2023•22 min•Ep. 12
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 Continuous Improvement. Kevin Williams, Chief I...
Oct 18, 2023•16 min•Ep. 11
