In this episode, Bob Carlson, Operating Partner at Shore Capital, and Michael Burcham, Chief of Strategy, Research, and Talent Development, reflect on their experience serving on the board of Point C, a Shore portfolio company that completed a successful recapitalization. They share how the early investment thesis came together, how the founding partner was identified, and how the executive team, board, and M&A strategy evolved over time. Bob and Michael offer insights for first-time board members, including how to engage between meetings and why sharing experience rather than advice matters most. They close by discussing their personal passion for entrepreneurship and how investing in startups sharpens their perspective and fuels innovation across Shore.

Key Takeaways:

• Platform companies succeed when strategy, culture, and execution evolve together through each stage of growth
• Board members drive value by engaging between meetings and sharing hard-earned experience, not just advice
• The best partnerships are built on values alignment, shared purpose, and a clear vision for growth
• Staying close to early-stage entrepreneurship sharpens perspective and drives innovation across the portfolio

Chapters:

• 00:00 - Introduction
• 05:20 - Why the TPA Space Made Strategic Sense
• 08:28 - Launching and Scaling the Point C Platform
• 12:13 - Evolving the M&A Strategy and Partner Fit
• 17:00 - Lessons for First-Time Board Members
• 22:13 - Entrepreneurship, Innovation, and Staying Sharp

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 Capital 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, Cameron Perkins shares how a family legacy of both entrepreneurial success and failure shaped his approach to leadership, risk, and resilience. He reflects on co-founding FastMed and leading Anutra Medical, a venture-backed startup, and what those experiences taught him about scaling with intention. Now a Partner at Shore Search Partners and Executive Partner at Shore Capital, Cameron discusses the mindset of great founders and entrepreneurs, the difference between belief and capability, and how Shore supports them through every stage of growth. He explains why his greatest passion is helping others win and how serving as the undercurrent behind their momentum has become his most meaningful work.

Key Takeaways:

• Entrepreneurs who believe in their ability to learn and adapt are better equipped to navigate uncertainty and scale with confidence
• Building a business is deeply personal and often all-consuming, requiring emotional resilience, grit, and sacrifice
• Effective coaches build trust by forming real relationships, asking thoughtful questions, and stepping in with guidance when it matters most
• Founders grow faster when they are supported by mentors who serve as a steady undercurrent behind their momentum

Chapters:

• 00:00 Introduction
• 06:27 Lessons That Stick
• 08:43 The Undercurrent
• 10:55 The Reality of Entrepreneurship
• 22:40 Why the First Win Matters

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 Capital 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, Charlie Talbot shares how two decades in brand leadership and operations paved the way for his success as a multi-time CFO and now Executive Partner at Shore Capital. He reflects on scaling companies like Potbelly, Athletico, and Tend, building strong CEO partnerships, and learning to lead with both numbers and empathy. Charlie discusses the value of culture, the mindset shift from reporting to forecasting, and why joining Shore was a natural next step to give back, share hard-earned lessons, and help leaders navigate their journeys.

Key Takeaways:

• CFOs who understand how a business truly operates are better prepared to lead with impact across the organization
• Sustainable growth is built on a foundation of strong culture and authentic, relationship-driven leadership
• New CFOs earn trust by developing curiosity, building relationships, and learning every function of the business
• The strongest CFOs become strategic partners to their CEOs by fostering trust, clarifying roles, and aligning on execution

Chapters:

• 00:00 Introduction
• 03:46 A Surprising Start
• 06:39 Becoming a CFO
• 12:15 Advice from a CFO
• 20:54 Why Shore?

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 Capital 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.