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Peak Performer Program2022 - 2023
2 SCP PEAK PERFORMER PROGRAMDear Shore Capital Partners Portfolio Company Team Member,Congratulations on being nominated by your Chief Executive Oicer to participate in Shore Capital’s new leadership development program. You have been identied as a high potential individual, and we are pleased to oer you a place in the Peak Performer Program (“PPP”). This exclusive workshop series is led by renowned Harvard Professor Boris Groysberg, Richard P. Chapman Professor of Business Administration, and friend of Shore. The PPP experience is designed to build your network, learn from other top performers, and gain valuable insight into world class leadership – leading yourself, leading teams, and leading organizations. This is a very limited program oered to fewer than 1% of the 30,000+ employees in the Shore family of companies. Boris will be leading you and your PPP cohort through a high-touch experience of ve virtual and one in-person workshops, featuring leading research and case studies. To further personalize your experience, you will be assigned a breakout group of ve other participants. Your breakout group is an opportunity to collaborate on the workshops and build closer relationships that strengthen your core network. For your contribution to the program, you will receive a certication of completion, endorsed by Professor Groysberg and Shore Capital Partners. Please nd additional details below on the PPP and your rst workshop. Congratulations and we look forward to bringing you a premier leadership development experience. Sincerely,Shore Capital Partners
SCP PEAK PERFORMER PROGRAM 3 ParticipantsDaniel AlexanderMichael AlexanderAmy BaccamDaniel BarriaultSharon BergsteinHunter BlairAndrew BonnerCourtney BrewerChris ByrneMatthew ConantWalter Connors IIIMike CoscarelliCasey CottamMelissa CoxJoyal DesaiLauren DoorlagMelissa DrumstaChris FetterMark FiguraDemi GrayParks HaleyStephen JonesMichelle KlenotichJen KoskiAlison KrummTrevor LemisJack LoweyJim MaurerTripp McEachernMolly McVayAlex MercierKoreen MuthiahNeal NeSmithColin NeubauerAmy Perry TiptonKevin PattersonDan PhillipsAshley PiazzaMia ProvostSarah PurnellCody RichertJoe RicheyKimberly RobertsMartha SchrageBrian SingerKeith SobelCassie SzczudloJennifer TaylorTorey TokarskiMatthew TuttleRyan VetersKim WeaverMatt WestcottChase WhitworthKristin WorcesterRai YessayanShirin ZarinkiaCarter Zorn
4 SCP PEAK PERFORMER PROGRAMParticipant BiosDaniel Alexander Murrieta, CA Business Development Director – OC FlavorsI am responsible for helping clients reach their goals by providing them with the avors they have imagined, come to life. I also aid OC Flavors obtain better brand recognition and nancial growth through customer relationships.Michael Alexander Alpharetta, GA Controller – OMS360In his role as controller, Michael is responsible for maintaining the company’s nancial records. In addition to being responsible for the company’s nancial records, Michael also plays a heavy role in expense and treasury management, as well as nancial analysis.Amy Baccam St. Petersburg, FL VP of Integration and Implementation – Southern Veterinary PartnersAs the VP of Integration, she works collaboratively between the Business Development, Home Oice and the Field Operations teams to deliver a personalized integration experience for our acquisition hospitals and facilities. She leads a team of 5 which includes a Field Integration Manager and 4 Field Integration Specialists. On the Implementation side of her role, she works collaboratively with Senior Leadership, Home Oice and Field Operations to Implement new programs or processes that impact eld leadership or hospitals. She leads a team of 2 Operations Implementation Specialists. One Operations Implmentation Specialist is mainly dedicated to Clinical Operations which is supported by 2 Clinical Operations Coordinators.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 5 Daniel Barriault Birmingham, AL Accounting Manager – Southern Veterinary Partners, LLCDaniel serves as an Accounting Manager at SVP where he is responsible for the management and review of key accounting functions including revenue recognition and reporting, Insurance classication and reporting, and gross prot analysis. Daniel currently manages a team of 2 direct reports, who’s responsibilities range from short term asset and operating cash reconciliations to short term liability accruals, as well as the implementation and advancement of SVP’s automated accounting software.Sharon Bergstein Northbrook, IL Client Service Manager – Specialdocs ConsultantsThe role of a client service manager is always to keep the best interests of the physician and the patient in mind. It is a job that changes physicians live for the better.Andrew Bonner Indianapolis, IN VP of Business Development – Specialdocs Consultants, LLCAndrew’s role is to grow the Specialdocs client network by identifying, engaging, qualifying and signing physicians who are seeking to practice in the concierge model.Hunter Blair Nashville, TN Controller – Triumph Orthopedic PartnersHunter leads the accounting function at Triumph. He has implemented systems and internal controls to ensure eective and eicient nancial reporting with actionable data. Hunter oversees nancial reporting, inclusive of all audit, tax, and regulatory requirements.
6 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSCourtney Brewer Birmingham, AL Operations Implementation Specialist – Southern Veterinary PartnersImplements strategic initiatives in SVP’s Hospitals with a focus on improving Clinical Operations. Works cross-functionally on projects from development to implementation.Chris Byrne Boston, MA VP of M&A – H2O Care PartnersChris is responsible for leading partnership eorts for H2O Care Partners, which is seeking to partner with water entrepreneurs across the United States.Walter Connors III Vancouver, WA VP of IT – Community Care PartnersWalter joined Community Care Partners in 2021 and oversees the Information Technology team serving all the company’s brands.Prior to CCP, Walter was the Chief Information Oicer for Brannen Bank and also held various positions at Vista Equity Partners and organizations inside the Vista portfolio.Matthew Conant Woodridge, IL SVP of Operation – Therapy Partners GroupConant is responsible for operational excellence at TPG clinics located in S. California. He will also help integrate any future acquisitions into the company.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 7 Mike Coscarelli Birmingham, MI Mergers and Acquisitions Associate – Mission Veterinary PartnersMike joined the team at Mission Veterinary Partners (MVP) in late 2021. During his time with MVP, Mike has primarily been responsible for managing key activities within the company’s acquisition life cycle including the development of nancial models, investment committee memorandums and other pertinent deal related documents. A key part of Mike’s job is critically considering both the tangible and intangible attributes of a veterinary hospital to properly determine asset valuation and deal structure.Casey Cottam Dallas, TX Head of Physician RCM – Assembly HealthI oversee operations for the physician-based RCM division of Assembly.Joyal Desai Brea, CA Controller – OC Flavors Successfully able to manage the Finances of the organization.Melissa Cox Nashville, TN Director of Continuous Improvement – Southern Veterinary PartnersMelissa leads teams supporting veterinary hospital operations. She leads a team of internal consultants who help hospital leaders identify barriers to success. Her consultants also coach hospital leaders though change management and action planning. Melissa also leads a quality assurance team. The QA team identies areas of opportunity in our client experience and works with hospital leaders to solve them.
8 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSLauren Doorlag Geneva, IL Director, HR Client Relations – Tandem HRLauren is responsible for leading the strategy and day-to-day operations of the HR Client Relations department at Tandem HR. This includes ensuring the team is maintaining and growing client satisfaction through excellent service and consultation. She is a coach and developer of talent by helping her team service clients in the areas of HR strategy, employee relations, succession planning and change management. Creating relationships with internal and external partners is fundamental to her style to deliver exceptional service and operational eiciencies. Melissa Drumsta Chicago, IL Chief Financial Oicer – Evolution Risk Partners, LLCAs the Chief Financial Oicer, Melissa oversees all nancial reporting, treasury, and accounting operations. Melissa is keenly focused on using data to drive insights and improve business operations internally and for our clients.Mark Figura Chicago, IL SVP Business Acclimation – Assembly HealthMark is responsible for integrating new companies into the Assembly Health family and driving process improvement initiatives across the business.Chris Fetter Dallas, TX VP of Strategic Partnerships – Together Women’s HealthResponsible for discovering and developing new partnerships to join the Together Women’s Health family. He partners with an internal team to lead business development for the Southern Region.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 9 Demi Gray Atlanta, GA Chief People & Culture Oicer – OMS360Demi is an Executive HR Leader with more than 20 years of comprehensive experience and success in leading large and small HR organizations both domestically and internationally. She is known and appreciated for her humility, grit, creativity, problem-solving and driven approach to life. Throughout her career working in the HR and organizational development capacity, Demi has been responsible for the overall HR operations and talent management function, including DEI, change management, organizational development, risk management, compliance, payroll, and benets administration, in addition to high-volume M&A activities, project management, human capital management, and workforce management solutions.Parks Haley Birmingham, AL Financial Diligence Manager – Southern Veterinary PartnersParks leads nancial diligence on all acquisitions within SVP. The diligence process includes building a Quality of Earnings as well as a Proforma projection for each acquisition.Stephen Jones Alpharetta, GA Director of Business Development – OMS360Stephen Jones is the Director of Business Development for OMS360, Shore Capital’s oral surgeon support organization. He is responsible for identifying and executing strategic partnerships to build OMS360’s network of practices with expectations of becoming a preeminent oral surgeon support organization throughout the South and Mid-Atlantic regions of the United States.
10 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSJen Koski Cleveland, TX Director of Benets – TandemHRTo provide the best customer service through benets, look at eiciencies and nd ways for employees to grow for TandemHR’s growth long term.Michelle Klenotich Lombard, ILDirector, Payroll & Payroll Tax Services – TandemHRMichelle has dedicated the last 20 years to the PEO space and Payroll management. In 2022, she joined the Tandem HR family. She currently leads the Payroll and Payroll Tax teams, managing these services for approximately 20,000 US-based worksite employees.Trevor Lemis St. Augustine, FL. VP of Specialty Operations – Southern Veterinary PartnersTrevor is responsible for the oversight of all specialty practices within Southern Veterinary Partners. This includes a group of board-certied cardiologists, ophthalmologists, dentists, and surgeons. He is responsible for identifying future growth opportunities, the development of a regional management team, and the nancial results of these practices.Alison Krumm Royal Oak, MI Director of HR Operations – Mission Veterinary PartnersThe Director of HR Operations is responsible for developing and executing HR strategy in support of the overall business plan and strategic direction of the organization, specically in the areas of payroll, benets, contracts, compliance, and administration.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 11 Jim Maurer Chicago, IL Chief Financial Oicer – AA MedicalResponsible for the nancial actions of AA Medical to include accounting, reporting and analysis as well as providing the nancial implications of the company’s strategic initiatives.Jack Lowey Tampa, FLVP of Business Development – PartnerCareJack leads the business development team at PartnerCare, responsible for growing the company via mergers, acquisitions, and partnerships. He collaborates with leaders and managers across all departments in order to facilitate successful integrations and post-transaction support.Molly McVay Farmington Hills, MI VP of Provider Recruiting & Experience – Together Women’s HealthMolly’s role is tasked with the development of a proactive and sustainable provider recruiting program able to meet and exceed the demands for talent as the business scales. Her objective is to build and executing on a framework that makes provider recruiting a core competency. Through innovative sourcing and networking solutions, a data driven approach to EVP, career path incentives, and careful attention to forecasted succession planning needs, her department will enable TWH to get Infront of this sustainability and growth driver.Tripp McEachern Franklin, TN Regional Medical Director – Southern Veterinary PartnersTripp is the medical portion of the clinical operations team that serves 20+ hospitals over 4 states. His primary objectives are to hire and retain veterinarians, act as a liaison between the hospitals and company, and support veterinarians to better help pets and people.
12 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSKoreen Muthiah Eugene, OR Chief Revenue Oicer – Community Care PartnersKoreen leads strategic initiatives that ensure alignment concerning all revenue-related functions, including payor strategy, patient access, revenue cycle management, managed services, and partnerships.Alex Mercier Mattituck, NY Director of Strategy and Operations – Transformations Care NetworkAlex oversees all payor relationships including contracting, negotiating, value based payments, and ongoing development. Alex also works closely with the ELT to develop goals, operationalize within the organization, and measure performance against targets.Neal NeSmith Birmingham, AL Senior Director, Real Estate – Southern Veterinary PartnersNeal is responsible for all real estate and construction activities for Southern Veterinary Partners’ 350+ hospital portfolio.Colin Neubauer Atlanta, GA Director of Business Development Operations – Southern Veterinary PartnersReporting to the Chief Growth Oicer, Colin leads the evaluation, development, and execution of various initiatives across SVP’s M&A and Business Development functions. Primary responsibilities include cross-functional project management and execution, deal structuring/negotiation support, and ongoing C-Suite and Board reporting.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 13 Amy Perry Tipton Mill Spring, NC Chief Operating Oicer – PartnerCareAmy Perry Tipton serves as the Chief Operating Oicer at PartnerCare. She is proud to lead the operations team in supporting the delivery of comprehensive care to help musculoskeletal and pain management patients live their best lives possible.Kevin Patterson Streetsboro, OHVP of Technology and Facility Operations – Mission Veterinary PartnersThe VP of Technology and Facility Operations is responsible for the oversight and strategy of MVP’s IT platforms and applications, facilities, construction projects, capital expenditures, and vendors and contract services.Dan Phillips Rolling Meadows, Il Director of University Engagement – Mission Veterinary PartnersThe Director of University Engagement role is focused on development and execution of MVP’s recruiting strategy for new graduate veterinarians. The Director is responsible to develop university administration and student partnerships customized to each target university (domestic and international). The goal of each relationship is to develop a robust candidate pipeline that remains exible in light of constant evolution of university policies relative to student access.
14 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSAshley Piazza Chicago, IL Director of Talent Development – Therapy Partners GroupThe Director of Talent Development is responsible for designing, developing, and implementing TPG’s programs in order to maximize the clinical skills and leadership capabilities of TPG’s team members. Additional goals of the Director of Talent Development include creating a culture where all team members can reach their full potential while carrying out executive initiatives for proper growth of the company. This is also accomplished through creating proper succession planning, leadership mobility, and talent development programs in order for our leadership at TPG to continue to create a successful environment for all to work.Mia Provost Boerne, TXRegional Medical Director – Southern Veterinary PartnersMia manages medical operations of a large region of over 30 veterinary hospitals in central Texas. Her role involves leading a team of over 150 veterinarians and ensuring they have proper medical support.Sarah Purnell Plaineld, IL VP of Human Resources – AA MedicalSarah is a Human Resources professional with a background in learning and development, recruitment, talent management, compensation, employee relations, and HR strategy. Sarah has worked primarily in high growth manufacturing organizations in the food and beverage industry prior to joining AA Medical. Sarah is leading the Human Resources function at AA Medical and helping provide structure as the organization grows. Sarah is also focused on recruiting specialized talent to aid in AA Medical’s growth goals.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 15 Cody Richert Nashville, TN Director of FP&A – Triumph Orthopedic PartnersCody oversees Triumph’s budget and forecasting process, assists with nancial reporting and analyzes key business metrics. He works closely with the RCM and Ops teams to help drive business initiatives and improve operational performances.Joe Richey Chicago, ILVP of Finance & Treasury – Therapy Partners GroupOversee all nance forecasting, reporting and treasury activities. There are three recipients of reporting; internal (operations), external (lenders), and external/internal (Shore). The cadence of reporting is monthly, weekly and ad-hoc reporting based on deals and/or opportunities.Martha Schrage Grosse Pointe, MI Director of Finance – Together Women’s HealthThe Director of Finance leads the accounting and FP&A functions. This includes nancial reporting to various stakeholders, budgeting, physician compensation, and ad hoc nancial analyses.Kimberly Roberts Atlanta,GA Regional Medical Director – Southern Veterinary PartnersThe Medical Director is responsible for setting the highest standard of care and working with doctor teams to achieve that standard. Regional Medical Directors team with Regional Operations Director to develop the team, drive the hospitals towards best practices and lead them to pursue excellence in client and patient care.
16 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSBrian Singer Chicago, ILChief Commercial Oicer – AA MedicalMr. Singer currently serves as Chief Commercial Oicer (CCO) at AA Medical where he’s responsible for the commercial strategy and overall development of AA Medical. Singer leads M&A strategy & sourcing as well as sales and marketing and is primarily concerned with ensuring growth and the commercial success of the organization.Keith Sobel Darnestown, MDRegional Medical Director – Southern Veterinary PartnersDr. Sobel oversees veterinary practices in Virginia and Maryland. His role includes improving the client experience, improving the lives of pets, and developing veterinarians into leaders within their practices.Cassie Szczudlo Park Ridge, IL Head of Human Resources – Assembly HealthOversees the entire HR function and Department, from Talent Aquisition and Development, Policy and Procedure Implementation, Employee Relations and Performance Management. In addition, leading the company culture and employee engagement.Jennifer Taylor Charleston, SCDirector of Alternative Risk – Evolution Risk Partners, LLCIn Jennifer’s role as Director of Alternative Risk, she works closely with Evolution Risk’s sales team and risk partners along with external broker, TPA, PBM, and network partners to eectively price and strategically grow Evolution Risk’s alternative risk platform and book of business. She leads this initiative by managing the underwriting process in the fully insured transitional market and alternative risk space which includes captives, level funded products, and specialty stop loss programs. Jennifer and her team are tasked with utilizing both traditional and non-traditional/creative underwriting methodologies to serve this market space.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 17 Torey Tokarski Boston, MA VP of Integrations – H2O Care PartnersTorey oversees the integration of partner organizations into the broader H2O Care Partners platform. She is responsible for designing integration programs and collaborating closely with functional leads to ensure plans are successfully executed and value creation goals are realized.Matthew Tuttle Swarthmore, PASenior Manager of Business Development – Southern Veterinary PartnersMatthew Tuttle manages the Inside Sales team and is the Admin for Salesforce. He is responsible for maintaining the data integrity and priority targeting system for the BD team.Kim Weaver Birmingham, ALDirector of Payroll – Southern Veterinary PartnersKim leads the payroll department which handles deferred compensation, payroll, and COBRA for SVP. She manages a team that ensures on-time, accurate payroll for more than 8,500 people on a biweekly basis.Ryan Veters Birmingham, ALDirector of Financial Reporting and Business Combinations – Southern Veterinary PartnersRyan leads a team specializing in nancial reporting, business combinations, and complex accounting issues. Ryan also directs SVP’s investor relations and tax compliance processes.
18 SCP PEAK PERFORMER PROGRAMPARTICIPANT BIOSMatt Westcott Athens, GA VP of Operations – Triumph OrthopedicsMatt leads optimization initiatives across Triumph’s partner practices and supports partner physicians and their administrators in managing practice operations.Chase Whitworth Birmingham, AL VP of Clinical Operations – Southern Veterinary PartnersThe VP of Clinical Operations focuses on ensuring that our Regional Medical Directors are partnering and supporting our Hospital teams and more specically our DVMs to provide the best service and medical care to our patients.Rai Yessayan Boston, MADirector of Accounting and Finance – H2O Care PartnersPlan, organize and implement key accounting/nance packages including monthly GAAP accrual nancials, controls, cash forecasting, lender analysis, etc; Assist Chief Financial Oicer in annual budgeting process; Manage month-end, quarter-end and year-end nancial close activities; Integration of acquired entities nancials into our consolidated ERP system; Building the accounting and nance infrastructure, and assisting with the implementation of new payroll systems.Kristin Worcester Wrentham, MA AVP, Underwriting – Evolution Risk Partners, LLCSenior Underwriter of the underwriting team. Works directly with Sales Team and Producers to underwrite self funded groups as well as working with and training junior members of underwriting team.
PARTICIPANT BIOSSCP PEAK PERFORMER PROGRAM 19 Shirin Zarinkia Overland Park, KS VP of Strategy – Specialdocs Consultants, LLCLead strategic initiatives for internal operations as well as for physicians under our management.Carter Zorn Fort Walton Beach, FLLead Veterinarian – Southern Veterinary PartnersCarter leads a 5 veterinarian small animal practice in Fort Walton Beach, Florida. Carter also works with the corporate teams to help develop the Doctor Mentorship Program and other veterinarian training and development programs.
ONE EAST WACKER DRIVE, SUITE 2900 | CHICAGO, IL 60601 | TEL: 312-348-7580 | FAX: 312-348-7669Shore Capital, a Chicago-based private equity rm with oices in Nashville, is focused on microcap investments within the Healthcare, Food and Beverage, Business Services, and Real Estate industries. Shore supports management partners with capital, business development expertise, and industry knowledge to accelerate growth, fund acquisitions, and generate value for shareholders. Shore targets investments in proven, successful private companies with superior management teams, stable cash ow, and signicant growth potential, including organic growth and growth through industry consolidation. Shore has approximately $3 billion of cumulative capital commitments through various investment vehicles. For more information, please visit: www.shorecp.com.For any questions about the Peak Performer Program, please contact Adam Werder | 312-668-0588 | awerder@shorecp.com