22 episodes

Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans.

Star Mountain’s specialty is helping grow private companies that generally have at least $15 million of annual revenues and generate under $50 million of EBITDA through organic and strategic initiatives such as acquisitions.

Star Mountain has closed over 200 investments total across direct and secondaries since inception. Star Mountain provides insights, relationships, and resources to assist companies in maximizing value by:
1. Providing debt and equity capital to established, growing small and medium-sized companies.
2. Purchasing investments and LP positions from other investors in lower middle-market funds and companies.
Star Mountain is a 100% employee-owned firm, with 100% of employees participating in the investment profits, with 80+ full-time team members and 40+ senior advisors & operating partners. The senior team includes those with former roles such as Head of Credit Suisse Alternatives ($100 billion AUM), Chief Risk Officer of GSO / Blackstone, Head of Leveraged Loan Capital Markets at Merrill Lynch and BAML (underwrote ~$50 billion in event driven financings), Co-Head of ~$6 billion Merrill Lynch / BAML Private Equity, Co-Head of ~$11 billion Citigroup Private Equity, Co-Head of the Merchant Banking Division of BNP Paribas and Head of Media & Communications Merchant, Investment and Corporate Banking at BMO.

Star Mountain Capital Star Mountain Capital

    • Business
    • 5.0 • 2 Ratings

Founded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through customized and commingled funds for some of the world’s most sophisticated investors, including individuals, family offices, insurance companies, wealth managers, endowments / foundations and pension plans.

Star Mountain’s specialty is helping grow private companies that generally have at least $15 million of annual revenues and generate under $50 million of EBITDA through organic and strategic initiatives such as acquisitions.

Star Mountain has closed over 200 investments total across direct and secondaries since inception. Star Mountain provides insights, relationships, and resources to assist companies in maximizing value by:
1. Providing debt and equity capital to established, growing small and medium-sized companies.
2. Purchasing investments and LP positions from other investors in lower middle-market funds and companies.
Star Mountain is a 100% employee-owned firm, with 100% of employees participating in the investment profits, with 80+ full-time team members and 40+ senior advisors & operating partners. The senior team includes those with former roles such as Head of Credit Suisse Alternatives ($100 billion AUM), Chief Risk Officer of GSO / Blackstone, Head of Leveraged Loan Capital Markets at Merrill Lynch and BAML (underwrote ~$50 billion in event driven financings), Co-Head of ~$6 billion Merrill Lynch / BAML Private Equity, Co-Head of ~$11 billion Citigroup Private Equity, Co-Head of the Merchant Banking Division of BNP Paribas and Head of Media & Communications Merchant, Investment and Corporate Banking at BMO.

    The Role of a Challenger on an Investment Committee

    The Role of a Challenger on an Investment Committee

    Star Mountain Capital Founder & CEO, Brett Hickey, sits down with former co-founder of LBC Credit Partners, Chris Calabrese, to discuss the role of a challenger on an investment committee.

    Founded in 2010, Star Mountain is a specialized U.S. lower middle-market asset management firm focused on two investment strategies: 1) providing debt/equity capital to established, growing companies; and 2) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans.

    Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 80+ team members and 40+ senior advisors/operating partners in 20+ offices. Since inception Star Mountain has made over 200 investments.

    LEARN MORE ABOUT US:
    WEBSITE: www.starmountaincapital.com
    MEDIA CENTER: www.starmountaincapital.com/media-center
    LINKEDIN: www.linkedin.com/company/Star-Mountain-Capital-LLC
    FOUNDATION: starmountaincharitablefoundation.org/
    TWITTER: www.twitter.com/StarMountainCap
    YOUTUBE: www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: @starmountaincapital
    FACEBOOK: www.facebook.com/StarMountainCapital/
    INSTAGRAM: www.instagram.com/star.mountain.capital/
    LEARN MORE ABOUT US:
    WEBSITE: www.starmountaincapital.com
    MEDIA CENTER: www.starmountaincapital.com/media-center
    LINKEDIN: www.linkedin.com/company/Star-Mountain-Capital-LLC
    FOUNDATION: starmountaincharitablefoundation.org/
    TWITTER: www.twitter.com/StarMountainCap
    YOUTUBE: www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: @starmountaincapital
    FACEBOOK: www.facebook.com/StarMountainCapital/
    INSTAGRAM: www.instagram.com/star.mountain.capital/

    • 15 min
    Capital Protection and Other Benefits of Investing in Private Credit in a Market Downturn

    Capital Protection and Other Benefits of Investing in Private Credit in a Market Downturn

    Star Mountain Capital Founder & CEO Brett Hickey sits down with Chief Investment Officer at New York State Nurses Association Pension Plan & Benefits Fund, Dylan Tate, to discuss how Private Credit can be well positioned to provide capital protection and attractive risk adjusted returns in a potential market downturn.

    Founded in 2010, Star Mountain is a specialized U.S. lower middle-market asset management firm focused on two investment strategies: 1) providing debt/equity capital to established, growing companies; and 2) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages $3.8+ billion AUM (committed capital including debt facilities as of 12/1/23) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans.

    Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 80+ team members and 40+ senior advisors/operating partners in 20+ offices. Since inception Star Mountain has made over 200 investments.

    LEARN MORE ABOUT US:
    WEBSITE: www.starmountaincapital.com
    MEDIA CENTER: www.starmountaincapital.com/media-center
    LINKEDIN: www.linkedin.com/company/Star-Mountain-Capital-LLC
    FOUNDATION: starmountaincharitablefoundation.org/
    TWITTER: www.twitter.com/StarMountainCap
    YOUTUBE: www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: @starmountaincapital
    FACEBOOK: www.facebook.com/StarMountainCapital/
    INSTAGRAM: www.instagram.com/star.mountain.capital/
    LEARN MORE ABOUT US:
    WEBSITE: www.starmountaincapital.com
    MEDIA CENTER: www.starmountaincapital.com/media-center
    LINKEDIN: www.linkedin.com/company/Star-Mountain-Capital-LLC
    FOUNDATION: starmountaincharitablefoundation.org/
    TWITTER: www.twitter.com/StarMountainCap
    YOUTUBE: www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: @starmountaincapital
    FACEBOOK: www.facebook.com/StarMountainCapital/
    INSTAGRAM: www.instagram.com/star.mountain.capital/

    • 6 min
    Robert Kaplan, Former Federal Reserve Bank of Dallas CEO, Discusses State of the U.S. Economy

    Robert Kaplan, Former Federal Reserve Bank of Dallas CEO, Discusses State of the U.S. Economy

    Star Mountain Capital Founder & CEO, Brett Hickey, sits down with his former Harvard Business School professor, Robert Steven Kaplan, to discuss tips for businesses and investors in an uncertain economic environment where both Hickey and Kaplan believe there is a reasonable probability of a recession.

    “The main advice I’d give to companies and investors is make sure you have good financial flexibility. If you’re a business, don’t get yourself overleveraged,” said Kaplan, former President and CEO of Federal Reserve Bank of Dallas, Senior Associate Dean and the Martin Marshall Professor of Management Practice at Harvard Business School, Vice Chairman of Investment Banking and Investment Management Divisions at Goldman Sachs, Chairman of the Investment Advisory Committee at Google and Interim CEO for Harvard University Endowment, the largest endowment in the world with ~$50 bn AUM as of the 2023 fiscal year.

    Founded in 2010, Star Mountain is a specialized U.S. lower middle-market asset management firm focused on two investment strategies: 1) providing debt/equity capital to established, growing companies; and 2) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages ~$3.5 billion of AUM (committed capital including debt facilities as of 9/30/23) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans.

    Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 80+ team members and 40+ senior advisors/operating partners in 20+ offices. Since inception Star Mountain has made over 200 investments.

    LEARN MORE ABOUT US:
    WEBSITE: https://www.starmountaincapital.com
    MEDIA CENTER: https://www.starmountaincapital.com/media-center
    LINKEDIN: https://www.linkedin.com/company/Star-Mountain-Capital-LLC
    FOUNDATION: https://starmountaincharitablefoundation.org/
    TWITTER: https://www.twitter.com/StarMountainCap
    YOUTUBE: https://www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: https://soundcloud.com/starmountaincapital
    FACEBOOK: https://www.facebook.com/StarMountainCapital/
    INSTAGRAM: https://www.instagram.com/star.mountain.capital/
    LEARN MORE ABOUT US:
    WEBSITE: https://www.starmountaincapital.com
    MEDIA CENTER: https://www.starmountaincapital.com/media-center
    LINKEDIN: https://www.linkedin.com/company/Star-Mountain-Capital-LLC
    FOUNDATION: https://starmountaincharitablefoundation.org/
    TWITTER: https://www.twitter.com/StarMountainCap
    YOUTUBE: https://www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: https://soundcloud.com/starmountaincapital
    FACEBOOK: https://www.facebook.com/StarMountainCapital/
    INSTAGRAM: https://www.instagram.com/star.mountain.capital/

    • 7 min
    Star Mountain Case Study: Steve Goodman on Estate Planning and Business Succession

    Star Mountain Case Study: Steve Goodman on Estate Planning and Business Succession

    Star Mountain Capital CEO Brett Hickey sits down virtually with Steve Goodman, the President & CEO of SHG Planning to discuss the importance of succession and estate planning.

    LEARN MORE ABOUT US:
    WEBSITE: https://www.starmountaincapital.com
    MEDIA CENTER: https://www.starmountaincapital.com/media-center
    FOUNDATION: https://starmountaincharitablefoundation.org/
    TWITTER: https://www.twitter.com/StarMountainCap
    LINKEDIN: https://www.linkedin.com/company/Star-Mountain-Capital-LLC
    YOUTUBE: https://www.youtube.com/c/StarMountainCapital
    SOUNDCLOUD: https://soundcloud.com/starmountaincapital
    FACEBOOK: https://www.facebook.com/StarMountainCapital/
    INSTAGRAM: https://www.instagram.com/star.mountain.capital/
    PENSIONS & INVESTMENTS: https://www.pionline.com/best-places-work/star-mountain-capital

    • 32 min
    Star Mountain Case Study: Ivy - Strategically Financing the Growth of your Business

    Star Mountain Case Study: Ivy - Strategically Financing the Growth of your Business

    Star Mountain Capital CEO Brett Hickey recently spoke with IVY CEO Beri Meric about how to properly select business partners, how to strategically finance the growth of a business, and about building and taking a business to the next level.

    LEARN MORE ABOUT US:
    WEBSITE: www.starmountaincapital.com
    MEDIA CENTER: www.starmountaincapital.com/m...
    FOUNDATION: starmountaincharitablefoundat...
    TWITTER: www.twitter.com/StarMountainCap
    LINKEDIN: www.linkedin.com/company/Star...
    YOUTUBE: www.youtube.com/c/StarMountai...
    SOUNDCLOUD: @starmountainca...
    FACEBOOK: www.facebook.com/StarMountain...
    INSTAGRAM: www.instagram.com/star.mounta...
    IVY: https://www.ivy.com/

    • 13 min
    Challenges & Opportunities for Commercial Banks in a COVID World

    Challenges & Opportunities for Commercial Banks in a COVID World

    Star Mountain Capital CEO Brett Hickey recently spoke with KBW CEO Tom Michaud about how smaller banks have stepped up during the #COVID19 crisis, why the big banks have momentum, and how the crisis has driven mid-sized banks to become more focused. He also discussed the potential impact on bank M&A, noting “banks are taking advantage of very low rates, a global thirst for yield, and a moment in time to fortify their total capital ratios.

    LEARN MORE ABOUT US:
    WEBSITE: https://www.starmountaincapital.com
    MEDIA CENTER: https://www.starmountaincapital.com/m...
    FOUNDATION: https://starmountaincharitablefoundat...
    TWITTER: https://www.twitter.com/StarMountainCap
    LINKEDIN: https://www.linkedin.com/company/Star...
    YOUTUBE: https://www.youtube.com/c/StarMountai...
    SOUNDCLOUD: https://soundcloud.com/starmountainca...
    FACEBOOK: https://www.facebook.com/StarMountain...
    INSTAGRAM: https://www.instagram.com/star.mounta...
    PENSIONS & INVESTMENTS: https://www.pionline.com/best-places-...
    KBW: https://www.kbw.com/

    • 19 min
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