Star Mountain Capital

Star Mountain Capital

Business EN ↓ 26 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 $...

Author

Star Mountain Capital

Category

Business

Podcast website

www.linkedin.com

Latest episode

Jun 2, 2026

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Episodes

Global Economist Josh Lerner on Lower Middle-Market Diversification, AI & Risk-Adjusted Returns 02.06.2026

Global Economist Josh Lerner on Lower Middle-Market Diversification, AI & Risk-Adjusted Returns by Star Mountain Capital

Robert Kaplan, Former Federal Reserve Bank of Dallas CEO, Discusses Leadership Development 28.01.2025

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...

Marquette Associates, Evan Frazier Shares Insights into The Evolving Dynamics of The Economy 29.11.2024

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:...

How the Lower Middle-Market can be a Good Complement to a Portfolio 10.06.2024

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 establish...

The Role of a Challenger on an Investment Committee 11.03.2024

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) pur...

Capital Protection and Other Benefits of Investing in Private Credit in a Market Downturn 08.03.2024

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 m...

Robert Kaplan, Former Federal Reserve Bank of Dallas CEO, Discusses State of the U.S. Economy 01.03.2024

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 flexibi...

Star Mountain Case Study: Steve Goodman on Estate Planning and Business Succession 05.11.2020

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/Star...

Star Mountain Case Study: Ivy - Strategically Financing the Growth of your Business 12.10.2020

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:...

Challenges & Opportunities for Commercial Banks in a COVID World 01.09.2020

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 t...

Star Mountain Case Study: HENRY the Dentist - Financing Options & Solutions for Growing Businesses 19.06.2020

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.

Coronavirus Update - Market and Investment Implications 15.06.2020

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 vac...

Star Mountain Case Study: Wellthy - Financing Options & Solutions for Growing Businesses 15.06.2020

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.

Coronavirus Update - Outlook For The U.S. Lower Middle - Market 13.04.2020

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). To...

Coronavirus Update: Economic and Investment Outlook in the U.S. Lower Middle-Market 20.03.2020

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 busines...

Don't Hold Your Breath For The Next Recession 22.11.2019

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...

U.S. Government Shutdown: Implications for Small and Medium-Sized Businesses (SMBs) and the Economy 31.01.2019

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: - T...

Tracking Two Key Risks: U.S. Equities and China 28.09.2018

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 Manageme...

Tracking The Longest Expansion On Record 2018 28.06.2018

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...

Reduce Expenses And Maximize Enterprise Value 14.06.2018

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...

Star Mountain Capital CEO Brett Hickey Talks Business 23.04.2018

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 a...

Taking Customer Due Diligence To The Next Level 12.04.2018

It is well documented that 70% to 90% of deals fall short of expectations. What's less documented are the underlying causes for failed M&A activity. "Integration issues" are commonly cited, but what does that really mean? And how can acquirers structure due diligence to reduce the chance of failure? Join Star Mountain Capital and experts from Strategex's Voice of the Customer practice for an infor...

Star Mountain Complimentary Follow - Up Webinar - 2018 The Year Of Rising Risks 16.02.2018

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...

Global Macro Trends Quarterly Update - 2018 - The Year Of Rising Risks 25.01.2018

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...

The Leadership Factor in Market Valuation and M&A Success Webinar 10.01.2018

Whether you are looking to sell your firm or grow through a merger or acquisition, leadership capability is a critical factor for success. Decisions on market valuation is driven by perceptions of the effectiveness or ineffectiveness of a firm’s leadership team. And while M&A continues to be a major strategy in support of corporate growth, research and experience indicate that up to 70% of deals f...

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