For Investment Bankers
Capital Markets Significance in the Lower Middle-Market
A flexible capital partner for intermediaries — direct lending, secondaries advisory and co-investment across the LMM.
~$5B
Total AUM ¹
150+
Total Investments
500+
Years Experience
Our Services
How We Work With Intermediaries
Capital Markets & Syndication
$10M–$100M+ transactions across the capital structure.
Pipeline & Origination
1,000+ opportunities screened annually with AI-assisted diligence.
Secondaries Advisory
Solutions for LP interests and GP-led transactions.
Capabilities
Transaction Types
| Transaction | Size Range |
|---|---|
| Direct Lending | $5–50M+ |
| Secondaries | $10–100M+ |
| Co-Investments | $5–25M+ |
Why Star Mountain
We Aim to Be A Partner You Can Rely On
Extensive Network
Sponsor relationships and a nationwide ecosystem.
Technology Platform
AI-driven screening and diligence seeking speed and consistency.
Speed & Execution
Fast, reliable decisions and certainty of close.
Aligned Interests
Employee-owned and co-invested alongside partners. ²
Ready to Work Together?
Bring us your next lower middle-market opportunity.
¹ Assets under management is as of 9/30/26.
² Employee ownership includes employee estate planning vehicles.