The challenges, successes, and lessons learned operating and growing small and medium-sized businesses.
Microcap Moments
May 22, 2025
Reclaiming Joy: Dr. Kevin Cassidy on Orthodontics, Leadership and Growth
In this episode, Dr. Kevin Cassidy shares his journey from mowing the lawn at his father’s orthodontic practice to joining the team, eventually buying the business, and scaling it over the next two decades. He discusses the decision to partner with Southern Orthodontic Partners, the mindset shift that came with stepping back from daily operations, and the challenges of leading his team through change. Dr. Cassidy also reflects on his experience in Shore University’s Leadership Academy, where he reconnected with his passion for mentorship and rediscovered joy in his work. He highlights the power of trust, transparency, and leading with heart.
April 2, 2025
Earned, Not Given: Jim Forrest on Leadership, Grit, and Building Great Companies
In this episode, Jim Forrest shares his journey from bagging groceries at age six to becoming Chairman of multiple high-performing companies. He reflects on formative lessons from his father, early career missteps, and the customer-first mindset that shaped his leadership style. Jim discusses building great teams, the importance of process and strategic focus, and his role in mentoring rising leaders while helping shape a lasting culture of performance and accountability.
March 21, 2025
The Search for Opportunity: Michael Aubrey’s Story of Entrepreneurship and Growth
In this episode, Michael Aubrey shares his unconventional path—from investment banking to his family’s parking business—before using a search fund to acquire StatLab Medical Products. He discusses the challenges of entrepreneurship, including nearly running out of capital, and lessons from scaling businesses. Mike also reflects on leading Mission Veterinary Partners (MVP), transforming it from a struggling operation into an industry leader with 330+ hospitals and 8,000 team members. He highlights the power of perseverance, culture, and leadership, while discussing the Shore ecosystem and his passion for mentoring searchers.
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.
December 10, 2024
Point C: Continuing the Journey with the Advantage Fund | Ryan Kelley and John Hennegan
October 17, 2024
Unlocking Longevity: Redefining Health and Wellness
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