One Firm. One Platform. Tailored Solutions.
Star Mountain is purpose-built for the U.S. lower middle-market, one of the largest firms dedicated exclusively to it. Three complementary strategies run on a single platform, with shared technology, shared data and one investment team behind all of them.
Start With Your Mandate
If you’d like to see how we might add value to your portfolio, give us one minute. Our solutions come in a range of structures, with different forms of liquidity, tax treatment, diversification, capital utilization, cash yield and total return. These four answers help us point you to the right ones.
Structured Around Your Mandate
We use the word strategies rather than funds because commingled vehicles are only one way in.
Commingled Structures
Diversified exposure to a strategy alongside other investors, in closed-end and evergreen formats.
Separate Accounts
A dedicated mandate under your own governance, guidelines and reporting, including tax-aware and insurance-dedicated structures.
Co-Investment
Company-level participation deal by deal, drawn from the same pipeline our commingled strategies invest behind.
The One Firm Approach
Purpose-Built for This Market
One of the largest firms dedicated exclusively to the U.S. lower middle-market, rather than a small-cap desk inside a larger platform.
Customized, Proprietary Technology
Technology we built ourselves across sourcing, underwriting and portfolio monitoring, not licensed software adapted after the fact.
Collaborative Ecosystem®
Specialized managers, senior advisors and operating partners driving proprietary sourcing and portfolio support.
Tailored Solutions on Both Sides
One team serving business owners who need capital and investors who need exposure, which is why we see opportunities others do not.
Which Strategy Fits Your Objective?
Specific structures, terms and current availability are best covered in a direct conversation with our client services team.
For informational purposes only. This is not an offer to sell or a solicitation of an offer to buy any security. Any offering is made only through formal offering documents, which contain important risk, fee and conflict disclosures and should be reviewed before investing. Investing involves risk, including possible loss of principal. Past performance is not indicative of future results.