
Star Mountain Capital
Global Economist Josh Lerner on Lower Middle-Market Diversification, AI & Risk-Adjusted Returns
Global Economist Josh Lerner on Lower Middle-Market Diversification, AI & Risk-Adjusted Returns by 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 i
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Contact path
Verified email
Booking probability
20%
Guest openness
Selective
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Signup to Generate a PitchFounded in 2010, Star Mountain Capital is a specialized investment firm focused on the large and fragmented North American lower middle-market.
Recent episodes include "Global Economist Josh Lerner on Lower Middle-Market Diversification, AI & Risk-Adjusted Returns" (2 June 2026, 53 minutes), "Robert Kaplan, Former Federal Reserve Bank of Dallas CEO, Discusses Leadership Development" (28 January 2025, 8 minutes), and "Marquette Associates, Evan Frazier Shares Insights into The Evolving Dynamics of The Economy" (29 November 2024, 11 minutes).
Star Mountain Capital publishes roughly every few months, with episodes averaging 31 minutes across 25 episodes.
Booking probability for Star Mountain Capital is 20%, and the host is rated Selective on guests. Star Mountain Capital requires a Pod Score of 80 or higher. Star Mountain Capital's contact route on record: verified email.
The strongest fits for Star Mountain Capital are Investing & Wealth Management and Investment Banking & Trading. Star Mountain Capital has a business audience.
Star Mountain Capital is a business podcast with 25 episodes published.
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Star Mountain Capital
Global Economist Josh Lerner on Lower Middle-Market Diversification, AI & Risk-Adjusted Returns by Star Mountain Capital

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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

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...

Star Mountain Capital
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...

Star Mountain Capital
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
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...

Star Mountain Capital
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
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...

Star Mountain Capital
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...
Recent guests on Star Mountain Capital. Study who booked and why before you pitch.
Jacob H.. Schiff Professor of Investment Banking, Harvard Business School, Harvard Business School
Senior Fellow and Marvin Bower Professor of Leadership Development, Emeritus, Center for New American Security
offensive coordinator, Star Mountain Capital
Police Technology & Communications, Michigan’s Integrated Behavior and Learning Support Initiative
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