Join Brett Hickey, Founder and CEO of Star Mountain Capital, and Dr. Josh Lerner, Leading Global Economist and Jacob H. Schiff Professor for Harvard Business School, for a discussion on why the lower middle-market matters for investor portfolios.
Star Mountain Capital is a multi-billion dollar specialized private investment firm with over 130 employees, making loans, private equity investments, and secondary fund purchases across its Collaborative Ecosystem® in the lower middle-market.
Hickey brings 20+ years of U.S. lower middle-market private investing and investment banking experience, completing over 300 private equity, private credit, and secondary fund investments.
Dr. Lerner brings over three decades of academic, policy, and advisory leadership in private investments, including advising many of the world’s leading asset managers and allocators.
WEBCAST – Hidden in Plain Sight: The Lower Middle-Market Advantage
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.
- The research in this paper evaluates how disciplined lower middle-market exposure may contribute to diversification, differentiated portfolio performance and attractive risk-adjusted returns.
Accepted for 1 CFP/IWI/CFA CE Credit