The challenges, successes, and lessons learned operating and growing small and medium-sized businesses.

Microcap Moments

PODCASTMicrocap Moments

February 26, 2025

Building a Legacy Together: The Dynamic Connections Story

In this episode, we dive into the entrepreneurial journeys and strategic partnerships that drive Dynamic Connections, with insights from CEO Steve Frenkiel and partners Jonas Beallor and Lynden Hennessy. Steve discusses his transition from a naive entrepreneur to the leader of a rapidly growing logistics company, and the pivotal decision to partner with Shore Capital. Jonas and Lynden provide perspectives on why they chose to team up with Dynamic, sharing their goals for growth and maintaining strong customer service. They also reflect on their journeys and the importance of preserving company culture.

PODCASTMicrocap Moments

December 10, 2024

Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan

In this episode, Michael Burcham joins Ryan Kelley and John Hennegan to explore the stories behind Point C’s remarkable growth. From Ryan’s discovery of a transformative opportunity to a pivotal hotel lobby phone call that unlocked new revenue, they recount the moments—including the story behind the company’s name—that defined Point C’s journey. Now entering its next chapter with the Advantage Fund, Point C is set to scale new heights, seize fresh opportunities, and further expand its cost-saving healthcare solutions.

PODCASTMicrocap Moments

October 17, 2024

Unlocking Longevity: Redefining Health and Wellness

In this episode, Jimmy St. Louis, CEO of Agentis Longevity, talks about how his passion for sports sparked his interest in health and wellness, ultimately motivating him to launch a platform for optimizing men’s health. Jimmy shares his perspective on longevity, where quality and length of life intersect, and explains how the discipline honed through his sports career has influenced every aspect of his life, from his leadership style to his approach to building accessible healthcare solutions.

PODCASTMicrocap Moments

October 3, 2024

Becoming a CEO: Lessons in Patience, Grit, and Leadership

In this episode, we sit down with Peter Roehmholdt to learn about his career, which began in KPMG audit and evolved into his current role as CEO of Great Lakes Dental Partners. Peter shares how his finance background prepared him for the CFO role at GLDP, but mentorship was key in helping him adapt to the operational challenges of becoming the CEO. He highlights the importance of patience in opening opportunities, building trust within teams, and fostering a positive culture.

PODCASTMicrocap Moments

June 26, 2024

The Journey from MBA to CEO

In this episode, we explore Mark Larsen’s journey from MBA to CEO of Connexure. Mark shares how his journey actually began in early childhood entrepreneurial ventures and has been guided by the sage advice of his father: “Mark, get paid to continue to learn.” This advice steered Mark’s post-MBA career to the Shore Capital CXO Fellows Program. From this experience, Mark offers his own hard-won wisdom about the challenges and opportunities of being a young executive in a private equity backed company.

PODCASTMicrocap Moments

June 12, 2024

Scaling a People-First Culture: The FirmaPak Story

In this episode, we delve into the creation of FirmaPak with CEO Rob Goldberg, Brent Driggers of Container Services (CSI), and Damon Neff of Apex Plastics. They share their experiences and insights on balancing the traditional values of a family-run business with the growth that goes along with a private equity partnership. Rob, Brent, and Damon highlight the importance of finding a financial partner that respects family legacy and how FirmaPak is focused on scaling a culture and a company that puts its customers and its people first. Listen to learn how FirmaPak is navigating its path to growth while staying true to its core values.

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