Star Mountain Capital

Star Mountain Capital

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.

Episodes

January 27, 2025 8 mins
Star Mountain Capital Founder & CEO Brett Hickey sits down with Former President and CEO of Federal Reserve Bank of Dallas Robert Kaplan to discuss Leadership. 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 low...
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Star Mountain Capital Founder & CEO, Brett Hickey, sits down with Senior Research Analyst at Marquette Associates, Evan Frazier where he shares insights into the evolving dynamics of the economy around geopolitical events, American consumers and evergreen structures. 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 ...
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Star Mountain Capital Founder & CEO, Brett Hickey, sits down with former Chief Investment Officer of the Employees Retirement System of Texas to discuss how the lower middle-market can be a good complement to a portfolio. 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) purc...
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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, gen...
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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 inv...
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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 ...
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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:/...
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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 LI...
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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 ...
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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.
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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 valu...
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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.
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Star Mountain Capital Founder & CEO, Brett Hickey, and Chief Risk Officer, Dr. Lev Borodovsky (former Chief Risk Officer of Credit Suisse Alternative Investments and GSO / Blackstone), provide an analysis of what we currently know about COVID-19 (the “Coronavirus”) and how it might impact the global economy as well as the U.S. Lower Middle-Market (established small and medium-sized businesses). Topics include: 1. Updates and Tren...
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Star Mountain Capital Founder & CEO, Brett Hickey and Chief Risk Officer, Dr. Lev Borodovsky (former Chief Risk Officer of Credit Suisse Alternative Investments and GSO / Blackstone) provide an in-depth analysis of what we currently know of the COVID-19 (“Coronavirus”) and how it might impact the global economy as well as the U.S. Lower Middle-Market (aka established small and medium-sized businesses). Discussion points include vac...
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Star Mountain Capital regularly offers its partners in the business owner/executive, lower middle-market fund manager, and deal advisor community access to complimentary educational events. In this installment of Star Mountain's Webinar series, Chief Risk Officer Dr. Lev Borodovsky discusses the possibility of the next recession and topics including: - How is this U.S. cycle different? - A decade of exogenous shocks - Diverging ...
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Star Mountain Capital regularly offers its partners in the business owner/executive, lower middle-market fund manager, and deal advisor community access to complimentary educational events. In this installment of Star Mountain's Webinar series, Chief Risk Officer Lev Borodovsky discusses implications of the U.S. government shutdown for small and medium-sized business and the economy including: - The consumer confidence shock - A ...
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Dr. Lev Borodovsky is the Chief Risk Officer at Star Mountain Capital with over 20 years of experience covering private equity, risk management, and operations. He is also the Editor of The Wall Street Journal's The Daily Shot. Dr. Borodovsky was previously a founding team member, Chief Risk Officer, and Managing Director of the GSO/Blackstone platform. He was also the Former Head of Risk Management for the Alternative capital Divi...
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Star Mountain Capital regularly offers its partners in the business owner/executive, lower middle-market fund manager, and deal advisor community access to complimentary educational events. About the Presenter: Dr. Lev Borodovsky is the Chief Risk Officer at Star Mountain Capital with over 20 years of experience covering private equity, risk management and operations. He is also the Editor of The Wall Street Journal's The Daily Sh...
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Tips for Business Owners to Reduce Expenses and Maximize Enterprise Value Presented by Miles Lee, CEO & President, Alliance Cost Containment, LLC Topics to be discussed: - The impact of indirect spend on a company’s bottom line. - Debunking common myths about indirect expenses. - The value of indirect expense reduction to private equity firms and financial sponsors. - Pitfalls and lessons learned from the cost reduction trenche...
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Star Mountain Capital Founder & CEO, Brett Hickey, sat down with Business Rockstars’ Alex Wehrley during the 2017 Milken Institute Global Conference and discussed what Star Mountain Capital looks for in a business, how Star Mountain determines if there is a market need and what trends entrepreneurs should know about. Brett also talks about why culture is key when creating a long term competitive advantage and how purpose is a cri...
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