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Summary: Topics to be discussed: Market concentration across public and private markets, particularly in technology and AI-driven assets, is reshaping portfolio risk, U.S. lower middle-market represents a large, structurally distinct segment with access to not only distinctive businesses but also a segment of the U.S. economy that isn’t available in larger funds and public markets such as roadside repair and special needs school bus transportation, a generational wave of business transitions, referred to as the silver tsunami, is broadening the set of available opportunities in the lower middle-market, additional long-term capital gains tax advantaged equity upside and valuation arbitrage via Star Mountain’s proven track record, and the research in this paper evaluates how disciplined lower middle-market exposure may contribute to diversification, differentiated portfolio performance and attractive risk-adjusted returns. More...