Articles from Star Mountain Capital, LLC

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in assets under management (AUM), is pleased to announce a record year of portfolio company realizations in 2024, with 10 successful exits across its platform.

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in assets under management (AUM), is pleased to announce that Jeff Feinberg has joined the firm as a Managing Director and Strategic Portfolio Partner. Mr. Feinberg will focus on enhancing Star Mountain’s differentiated approach to value creation within its portfolio companies as investors seek differentiated sources of yield and tax-advantaged total returns.

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in assets under management (AUM), is pleased to announce that Jared Cohen has joined the firm as a Managing Director on the Investment Team. Mr. Cohen will primarily focus on sourcing, analyzing and managing private market investments on the West Coast of the U.S. where he has comprehensive industry expertise.

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in assets under management (AUM), is pleased to announce that Justin Garrod has joined the firm as a Managing Director. Mr. Garrod will primarily focus on Star Mountain’s rapidly expanding private credit secondaries business, which has a 10+ year track record of targeting differentiated yield and tax-advantaged total returns.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4 billion in assets under management (committed capital including debt facilities as of 12/31/2024) focused on generating defensive and premium yield and total returns from the less efficient and resource-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Sara Mathew has joined as Senior Advisor. Ms. Mathew has 20 years of C-Suite and Board level leadership and management experience in financial services, technology, consumer products and other industries.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 11/30/2024) focused on generating defensive and premium yield and total returns from the less efficient and resource-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that C. Shawn Bookin has joined as Senior Advisor. Mr. Bookin has ~35 years of institutional investing experience spanning private credit, distressed debt, leveraged finance, private / public equity, and investment banking, as well as in government service as a Senior Investment Director for the Australian Trade Commission.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 9/30/2024) focused on generating defensive, premium yield and strong total returns from the less efficient and resource intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Scott Couto, one of Star Mountain’s aligned Senior Advisors, has been promoted to a new full-time role as President and joins the firm’s Executive Committee.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 8/31/2024) focused on generating defensive, premium yield and total returns from the less efficient and resource-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Lloyd A. Sprung has joined as Senior Advisor. Mr. Sprung has 25+ years of private debt, restructuring and investment advisory experience including raising over $10 billion in private debt and structured equity capital from alternative investors and 20+ years of experience as a restructuring banker providing strategic advice and capital solutions to companies, creditors and stakeholders in complex corporate restructuring and financing transactions.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 8/31/2024) focused on generating defensive, premium yield and total returns from the less efficient and resources-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Peter Scaturro has joined as Senior Advisor. Mr. Scaturro has 40+ years of banking, wealth management and financial services leadership experience at leading global financial institutions.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 6/30/2024) focused on generating defensive and premium yield and total returns from the less efficient and resources-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that James Camarda has joined as a Managing Director in Star Mountain’s Tampa, Florida office.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 6/30/2024) focused on generating defensive and premium yield and total returns from the less efficient and resources-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Curtis Glovier has increased his involvement with Star Mountain from a Senior Advisor to a full-time role of Managing Director and Strategic Portfolio Officer.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 6/30/2024) focused on generating defensive and premium yield and total returns from the less efficient and resources-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Scott Couto has joined as Senior Advisor.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $4.0 billion in assets under management (committed capital including debt facilities as of 5/31/2024) focused on generating defensive and premium yield and total returns from the less efficient and resources-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Charles Millard has joined as Senior Advisor.

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors, is pleased to announce that Bryan Johnson has joined as a Managing Director based in Star Mountain’s Los Angeles office, one of its team’s 20+ locations nationwide. With over $4 billion in assets under management (committed capital including debt facilities as of 5/15/2024), alignment of interest is a core value of Star Mountain’s investor-centric business, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”) which represents approximately 50% of U.S. GDP and one of the potentially most attractive locations for investors to diversify their portfolios.

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Frank Porcelli has joined as Senior Advisor. Star Mountain has one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”) which represents approximately 50% of U.S. GDP.

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Warren DeKinder has joined as a Managing Director based in Star Mountain’s Dallas office, one of its team’s 20+ locations nationwide. With ~$4 billion in assets under management (committed capital including debt facilities as of 1/31/24), alignment of interest is a core value of Star Mountain’s investor-centric business, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”) which represents approximately 50% of U.S. GDP.

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Robert Kaplan has joined as Senior Advisor. Star Mountain has one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”) which represents approximately 50% of U.S. GDP.

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that for the fifth year in a row it has been named one of the Best Places to Work by Crain’s New York Business for the year 2023. With approximately $4 billion in assets under management, alignment of interest is a core value of Star Mountain, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private North American businesses (the “lower middle-market”).

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce it has been named one of the Top Private Debt Firms by GrowthCap for the year 2023. With approximately $4 billion in assets under management, alignment of interest is a core value of Star Mountain, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private North American businesses (the “lower middle-market”).

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that Ravi Ugale has joined as a Managing Director and member of the firm’s investment committee for its secondaries strategies. With ~$4 billion in assets under management, alignment of interest is a core value of Star Mountain’s investor-centric business, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the “lower middle-market”) which represents approximately 50% of U.S. GDP.

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce it has officially opened its Tampa office. With over $3.8 billion (committed capital including debt facilities as of 12/15/2023) in assets under management, alignment of interest is a core value of Star Mountain, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small, and medium-sized private North American businesses (the “lower middle-market”).

Star Mountain Capital, LLC (“Star Mountain”), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors is pleased to announce that for the fifth year in a row it has been named one of the Best Places to Work by Pensions & Investments for the year 2023. With over $3.8 billion in assets under management, alignment of interest is a core value of Star Mountain, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private North American businesses (the “lower middle-market”).

Star Mountain Capital, LLC ("Star Mountain"), a private credit and secondaries specialist investment firm with approximately $3.75 billion in assets under management (committed capital including debt facilities as of 10/31/2023) focused on generating premium returns from the less efficient and labor-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that it has closed its Value-Added Direct Lending Fund IV above its $750 million LP capital target at approximately $1.2 billion (committed capital including debt facilities). The Fund was supported by both existing and new investors, including public pension funds, insurance companies, asset managers, banks, endowments, foundations, family offices and RIA/wealth management platforms and their clients. There was strong support from new and longstanding clients from 25+ U.S. states, and approximately 20 countries including from regions such as Canada, Europe, the Middle East, Australia, South America, and Asia.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with approximately $3.5 billion in assets under management (committed capital including debt facilities as of 10/31/2023) focused on generating premium returns from the less efficient and labor-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Gregory Summe has joined as Senior Advisor.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $3.5 billion in assets under management (committed capital including debt facilities as of 10/31/2023) focused on generating premium returns from the less efficient and labor-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that it has been named one of the Companies Building the Future by Inc. for the year 2023.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $3.5 billion in assets under management (committed capital including debt facilities as of 9/30/2023) focused on generating defensive and premium returns from the less efficient and labor-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Eric Kirsch has joined as Senior Advisor.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with approximately $3.5 billion in assets under management (committed capital including debt facilities as of 9/30/2023) focused on generating premium returns from the less efficient and labor-intensive market of U.S. private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that Steve DeAngelis has joined as Senior Advisor.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with approximately $3.5 billion in assets under management (committed capital including debt facilities as of 8/31/2023) focused on investing in established, private small and medium-sized businesses in the North American lower middle-market, is pleased to announce that Chris Calabrese has increased his involvement with Star Mountain from an Operating Partner to a full-time role of Strategic Portfolio Partner. Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountain’s full-time team and investors by investing their personal capital and sharing in the firm’s carried interest.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with approximately $3.5 billion in assets under management (committed capital including debt facilities as of 8/31/2023) focused on investing in established, private small and medium-sized businesses in the North American lower middle-market, is pleased to announce that Michael Goldstein has joined as a Director focused on portfolio management, investments, risk management, valuations and reporting. Star Mountain’s senior team, as well as its Senior Advisors / Operating Partners, are aligned with Star Mountain’s investors by investing their personal capital and sharing in the firm’s carried interest along with 100% of its U.S. full-time employees.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with approximately $3.5 billion in assets under management (committed capital including debt facilities as of 8/31/2023) focused on generating systematic excess risk-adjusted returns by investing in the less efficient “lower middle-market” of established, private small and medium-sized businesses in North America, is pleased to announce that Amon Johnson has joined as a Managing Director. Amon will also join Star Mountain’s ESG and Diversity, Equity and Inclusion (DEI) committees.

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing specialized investment manager with approximately $3.5 billion in AUM focused on investing in one of the largest and most underserved market segments in North America, established private small and medium-sized businesses (the “lower middle-market”), is pleased to announce that MaryAnn Stauffer has joined as a Managing Director. She will further the firm’s client services and distribution capabilities particularly within the high-net-worth channel in addition to institutional coverage. This market segment continues to have tremendous demand for private loans, especially Star Mountain’s differentiated, private-equity style approach of helping finance acquisitions of often aging private business owners who want to sell for personal reasons while regional banks continue to have limited abilities to service these needs.

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing specialized investment company targeting systematic alpha is pleased to announce that it has been once again named one of the Best Places to Work by Crain’s New York Business for the year 2022. With approximately $3.5 billion in assets under management, alignment of interests is a core value of Star Mountain, including being 100% team owned and sharing investment profits with 100% of its U.S.-based team. Star Mountain is a purpose-built business focused on investing in established, profitable, small and medium-sized private North American businesses (the “lower middle-market”).

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing specialized investment company targeting systematic alpha is pleased to announce that it has been once again named one of the Best Places to Work by Pensions & Investments for the year 2022. With approximately $3.5 billion in assets under management, alignment of interests is a core value of Star Mountain, including being 100% team owned and sharing investment profits with 100% of its U.S.-based team. Star Mountain is a purpose-built business focused on investing in established, profitable, small and medium-sized private North American businesses (the “lower middle-market”).

Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing specialized investment company with approximately $3.5 billion in assets under management focused exclusively on investing in established, private small and medium-sized North American businesses (the “lower middle-market”), is pleased to announce that George Mattson has joined as President. Mr. Mattson has been a long-time investor and Senior Advisor to the firm, and in this newly created role, will work closely on all aspects of the firm’s activities including strategy, investment analysis, portfolio management, talent development, investment origination, and investor relations.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $3 billion in assets under management focused on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that Austin Ericson has joined as Legal Counsel & Chief Compliance Officer. A differentiating factor of Star Mountain’s investor-aligned business is that 100% of its team including Senior Advisors / Operating Partners share in the investment profits.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager with over $3 billion in assets under management focused exclusively on investing in established, private small and medium-sized businesses in the North American lower middle-market, is pleased to announce that T. J. Della Pietra has joined as a Senior Advisor. Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountain’s full-time team and investors by investing their personal capital and sharing in the firm’s carried interest.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with over $3 billion in assets under management, focused exclusively on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that Stephen Faughnan has joined as Managing Director of Finance & Operations. A differentiating factor of Star Mountain’s investor-aligned business is that 100% of its team including Senior Advisors / Operating Partners share in the investment profits.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with over $3 billion in assets under management, focused exclusively on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that Jack Le Roy has joined as a Managing Director. A differentiating factor of Star Mountain’s investor-aligned business is that 100% of its team as well Senior Advisors / Operating Partners share in the investment profits.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with approximately $3 billion in assets under management, focused exclusively on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that Susan Starr has joined as Director of Talent & Human Resources. Ms. Starr brings a strong skillset in talent management and human resources with approximately 15 years of experience in the financial services and sports industries. Prior to joining Star Mountain, Ms. Starr helped build two fast growing investment firms, one in the insurance space, which sold to Tokio Marine Group for $3.1 billion and another in the quantitative investment space.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with approximately $2.5 billion in assets under management, focused exclusively on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that Dennis Duerst has joined as a Senior Advisor. Star Mountain Senior Advisors / Operating Partners are aligned with Star Mountain’s full-time team and investors through sharing in investment profits and through their personal capital invested.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager focused exclusively on the large and underserved U.S. lower middle-market, is pleased to announce that it has been once again named one of the 2021 Best Places to Work by Pensions & Investments.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with over $2 billion in assets under management, focused exclusively on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that Renald “Ray” Durand has joined as Director of Finance. Mr. Durand brings a broad skillset across in finance, accounting and fund administration and will become a valued addition to Star Mountain’s finance and operations department led by Chief Financial Officer Chris Gimbert.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with over $2 billion in assets under management, focused exclusively on investing in established, private small and medium-sized North American businesses (lower middle-market), is pleased to announce that it has been once again named one of the Best Places to Work by Crain’s New York Business.

Star Mountain Capital, LLC (“Star Mountain”) a specialized investment manager focused on the large and underserved North American lower middle-market continues to grow its Collaborative Ecosystem® with the appointment of communication, branding and digital media strategist, Deirdre Breakenridge as a Star Mountain Senior Advisor. Ms. Breakenridge will help further Star Mountain’s development in these areas as well as provide value to its small and medium-sized portfolio company investment partners. As a 30+ year veteran in public relations, marketing, and branding, she has worked with senior leaders at organizations including JVC, Kraft, Nasdaq, NBA Events and Attractions, Wind River Systems and the Public Relations Society of America (PRSA).

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with ~$2 billion in assets under management, focused exclusively on investing in established, private small and medium-sized U.S. businesses (lower middle-market), is pleased to announce that it has become a signatory to the Institutional Limited Partners Association's (ILPA) Diversity in Action Initiative.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with ~$2 billion in assets under management, focused exclusively on investing in established, private small and medium-sized U.S. businesses (lower middle-market), is pleased to announce that it has closed its $290 million (including assumed SBA leverage available) SBIC fund with support from new and existing limited partners including banks, strategic asset management firms, family offices and sophisticated individuals including numerous business owners and/or senior executives of U.S. lower middle-market companies. This fund provides Star Mountain with additional capital to make value-added debt and equity investments in established U.S. small and medium-size businesses that generally have between $15 million and $250 million in annual revenues.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager focused exclusively on investing in private small and medium-sized businesses (lower middle-market), is pleased to announce that John Ide has joined as a Managing Director in Star Mountain’s Chicago office. With thirty years of credit experience and of advising sophisticated institutions and family offices on their alternative investments, Mr. Ide brings a diverse skill set and a vast network to Star Mountain's focus on value-added debt and equity investing in established U.S. small and medium-size businesses that generally have between $15 million and $250 million in annual revenues as well as Star Mountain’s LP investments in lower middle-market funds.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager, with ~$2 billion in assets under management, focused exclusively on investing in private small and medium-sized businesses (lower middle-market), is pleased to announce that it has closed a $225 million asset-based leverage facility from top quality institutional investors led by ING Capital LLC (“ING”). The lending group consists of ING, CIT, TIAA Bank, Axos Bank, East West Bank, Georgia Banking Company and Customers Bank. This leverage facility for Star Mountain’s Strategic Credit Income Fund 3 provides additional capital to make value-added debt and equity investments in established U.S. small and medium-size businesses that generally have between $15 million and $250 million in annual revenues.

Star Mountain Capital, LLC ("Star Mountain"), a specialized investment manager focused exclusively on investing in private small and medium-sized businesses (lower middle-market), is pleased to announce that Bob Shettle has joined as a Managing Director. With thirty years of experience investing senior debt, junior debt, private equity and making lower middle-market fund investments, Mr. Shettle brings a diverse skill set and a vast network to Star Mountain's focus on value-added debt and equity investing in established U.S. small and medium-size businesses that generally have between $15 million and $250 million in annual revenues as well as Star Mountain’s LP investments in lower middle-market funds.