In the News

Accessing the Lower Middle-Market with Leading Global Economist and Harvard Business School Professor Josh Lerner

April 30, 2026

How can investors help protect themselves in a potential market downturn and optimize risk-adjusted returns? Leading global economist and Harvard Business School Professor Josh Lerner recently completed a market analysis providing investors with data-driven insights on how they can potentially diversify their portfolios and increase their total returns.

Professor Lerner argues the answer is “hidden in plain sight” with U.S. Main Street economy as we often use these businesses and infrastructure every day without even knowing it. While ~44% of U.S. economy, each company is individually smaller and therefore less often in the headlines, which many investors also appreciate.

Professor Learner points out that most investors have limited exposure to this end of the economy as a meaningful benefit now available due to the aging demographics where many of these successful operating companies are willing to allow outside capital.

If you would like to be notified when Professor Lerner’s full insights are available, please contact ThoughtLeadership@StarMountainCapital.com.

Please see our general disclosures here: https://bit.ly/SMC-General-Disclosures. Professor Lerner is a compensated Senior Advisor of Star Mountain Capital and was engaged by Star Mountain Capital to prepare the market analysis referenced in this post. Past performance and economic data are not indicative of future results.

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