19 episodes

Star Mountain Capital is a specialized investment firm with ~$1.75 billion in AUM focused exclusively on the large and fragmented U.S. lower middle-market. Star Mountain has closed ~100 direct investments and ~20 secondary / fund investments since inception. The Firm provides insights, relationships and resources to assist companies in maximizing value by:

1. Providing senior and/or junior debt to established, growing small and medium-sized companies.

2. Investing minority or control equity capital into established, growing small and medium-sized companies.

3. Purchasing investments and LP positions from other investors in lower middle-market funds and companies.

4. Providing strategic LP capital (including separate accounts) to lower middle-market funds.

Star Mountain’s specialty is helping grow companies that generally have at least $15 million of annual revenues and $3-30 million of EBITDA through organic and strategic initiatives such as acquisitions.

Team includes former Head of Credit Suisse Alternatives ($100 bn AUM), Chief Risk Officer GSO / Blackstone, Head of Leveraged Loan Capital Markets at Merrill Lynch and BAML (underwrote ~$50 bn in event driven financings), Co-Heads of ~$6 bn Merrill Lynch and BAML Private Equity, ~$11 bn Citigroup Private Equity and 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

Star Mountain Capital is a specialized investment firm with ~$1.75 billion in AUM focused exclusively on the large and fragmented U.S. lower middle-market. Star Mountain has closed ~100 direct investments and ~20 secondary / fund investments since inception. The Firm provides insights, relationships and resources to assist companies in maximizing value by:

1. Providing senior and/or junior debt to established, growing small and medium-sized companies.

2. Investing minority or control equity capital into established, growing small and medium-sized companies.

3. Purchasing investments and LP positions from other investors in lower middle-market funds and companies.

4. Providing strategic LP capital (including separate accounts) to lower middle-market funds.

Star Mountain’s specialty is helping grow companies that generally have at least $15 million of annual revenues and $3-30 million of EBITDA through organic and strategic initiatives such as acquisitions.

Team includes former Head of Credit Suisse Alternatives ($100 bn AUM), Chief Risk Officer GSO / Blackstone, Head of Leveraged Loan Capital Markets at Merrill Lynch and BAML (underwrote ~$50 bn in event driven financings), Co-Heads of ~$6 bn Merrill Lynch and BAML Private Equity, ~$11 bn Citigroup Private Equity and Merchant Banking Division of BNP Paribas and Head of Media & Communications Merchant, Investment and Corporate Banking at BMO.

    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
    Star Mountain Case Study: HENRY the Dentist - Financing Options & Solutions for Growing Businesses

    Star Mountain Case Study: HENRY the Dentist - Financing Options & Solutions for Growing Businesses

    Star Mountain Capital CEO Brett Hickey sits down with Justin Joffe, the founder & CEO of HENRY the Dentist to discuss HENRY's launch and financing options and solutions for growing businesses.

    • 12 min
    Coronavirus Update - Market and Investment Implications

    Coronavirus Update - Market and Investment Implications

    Star Mountain Capital Founder & CEO, Brett Hickey & Chief Risk Officer, Dr. Lev Borodovsky (former Chief Risk Officer of Credit Suisse Alternative Investments & GSO / Blackstone) sit down again to provide another in-depth analysis on the effects that COVID-19 has had on the global economy as well as on the U.S. small & medium-sized business marketplace.

    Discussion points include:
    1. Updates on vaccines & treatments
    2. Market valuation considerations
    3. Global & U.S. economy recovery expectations
    4. How U.S. states are beginning to reopen.

    • 33 min
    Star Mountain Case Study: Wellthy - Financing Options & Solutions for Growing Businesses

    Star Mountain Case Study: Wellthy - Financing Options & Solutions for Growing Businesses

    Star Mountain Capital CEO Brett Hickey sits down with Lindsay Jurist-Rosner, the founder & CEO of Wellthy to discuss Wellthy's launch and financing options and solutions for growing businesses.

    • 13 min

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