Star Mountain Capital

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 informative discussion about customer diligence, and how it can be used to mitigate many of the primary causes of deal failure. Topics to be discussed: - Understanding the role and value of customer diligence. - Outlining best practices for designing and executing a customer diligence project. - Validating a target's commercial potential through the use of the Net Promoter Score (NPS). - Mitigating customer concentration risk by developing strategies to retain key accounts. - Leveraging customer insights to grow key accounts and accelerate value creation. About the presenters: Anthony Bahr is a Vice President in Strate

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 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 Division at Credit Suisse First Boston as well as a Former Partner and Chief Risk Officer at Bell Point Capital Partners. www.starmountaincapital.com starmountaincapital.com/category/media www.starmountaincharitablefoundation.org www.bretthickey.com blogs.wsj.com/dailyshot/

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 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 Division at Credit Suisse First Boston as well as a Former Partner and Chief Risk Officer at Bell Point Capital Partners. 2018: The Year of Rising Risks • U.S. Political Risks • The Geopolitical Landscape • China Slowdown Risks • U.S. Inflation and Interest Rates • Asset Valuation and Sentiment • Beyond 2018 http://www.starmountaincapital.com https://starmountaincapital.com/cate

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 fail to meet stated objectives, and of those, 50% will destroy shareholder value. Topics to be discussed: • How to understand and leverage your individual and collective leadership strengths to enhance your firm’s market valuation position. • How effective and ineffective leadership affect M&A transactions. • Real-world case studies on how middle market companies have leveraged the leadership factor in M&A transactions.

Star Mountain CEO Brett Hickey On Evolution Capital Podcast by Star Mountain Capital