Star Mountain Capital

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 lower middle-market funds. Star Mountain manages $4+ billion of AUM (committed capital including debt facilities as of 12/31/24) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans. Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 110+ team members and 40+ senior advisors/operating partners in 20+ offices. Since inception Star Mountain has made over 200 investments. Please s

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 to established, growing companies; and 2) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages $4+ billion of AUM (committed capital including debt facilities as of 10/31/24) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans. Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 80+ team members and 40+ senior advisors/

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) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 3/31/24) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans. Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 80+ team members and 40+ senior advisors/operating partners in 20+ offices. Since incept

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, generally at a discount, in lower middle-market funds. Star Mountain manages ~$4 billion of AUM (committed capital including debt facilities as of 2/29/24) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans. Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profits across 80+ team members and 40+ senior advisors/operating partners in 20+ offices. Since inception Star Mountain has made over 2

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 investment strategies: 1) providing debt/equity capital to established, growing companies; and 2) purchasing existing LP positions, generally at a discount, in lower middle-market funds. Star Mountain manages $3.8+ billion AUM (committed capital including debt facilities as of 12/1/23) through funds and SMAs for some of the most sophisticated investors globally including individuals, family offices/wealth managers, insurance companies, endowments / foundations and pension plans. Star Mountain is 100% employee-owned with 100% of U.S. full-time employees sharing in the investment profi

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 get yourself overleveraged,” said Kaplan, former President and CEO of Federal Reserve Bank of Dallas, Senior Associate Dean and the Martin Marshall Professor of Management Practice at Harvard Business School, Vice Chairman of Investment Banking and Investment Management Divisions at Goldman Sachs, Chairman of the Investment Advisory Committee at Google and Interim CEO for Harvard University Endowment, the largest endowment in the world with ~$50 bn AUM as of the 2023 fiscal year. Founded in 2010, Star Mountain is a specialized U.S. lower middle-market asset management firm focused

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

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/

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/

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.

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.

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.

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 Trends on COVID-19. 2. Hopes on COVID-19 Vaccines. 3. Updates and Forecasts on the Global & U.S. Economy. 4. Credit Market Trends & Information including relating to BDCs.

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 vaccination efforts, GDP forecasts, the banking system, industries that are most affected and risks to consider in loan/debt/fixed income investment strategies.

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 debt trends and the U.S. consumer - Late cycle signals - Key risks 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 an

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 hit to consumption and housing - Chipping away at GDP 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 Of

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.

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. LEARN MORE ABOUT US: WEBSITE: http://www.starmountaincapital.com MEDIA CENTER: http://www.starmountaincapita.com/media-center FOUNDATION: http://starmountaincharitablefoundation.org/ BRETT HICKEY: http://www.bretthickey.com TWITTER: http://www.twitter.com/Sta

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 trenches. About the speaker: Miles Lee is the CEO and President of Alliance Cost Containment, LLC (ACC). He has led the company’s impressive growth since acquiring the business in 2007. Miles has over 20 years of executive strategic sourcing and group purchasing experience with a focus on cost reduction for private equity portfolio companies. Under his leadership, ACC has received numerous awards, including: Greater Louisville Inc. “Inc. Credible” Award winner, Best Places to Work 2017, Business of the Year finalist from Business First 2017, Inc. 5000 Fastest Growing Private Companies 201

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 critical part of careers for top performers.