Press Release
Leading Lower Middle-Market Specialist Investment Firm Star Mountain Capital Bolsters its Secondaries and Investor Solutions Team Adding Bryan Johnson as a Managing Director Based in Los Angeles
–News Direct–
Star Mountain Capital, LLC (Star Mountain), a rapidly growing specialized private credit and secondaries investment firm targeting systematic alpha and low market correlated returns for its global institutional and high-net-worth investors, is pleased to announce that Bryan Johnson has joined as a Managing Director based in Star Mountains Los Angeles office, one of its teams 20+ locations nationwide.
With over $4 billion in assets under management (committed capital including debt facilities as of 4/30/24), alignment of interest is a core value of Star Mountains investor-centric business, including being 100% employee-owned and sharing investment profits with 100% of its U.S.-based full-time team. Star Mountain is a purpose-built business with one of the largest teams focused on investing in established, profitable, small and medium-sized private U.S. businesses (the lower middle-market) which represents approximately 50% of U.S. GDP and one of the potentially most attractive locations for investors to diversify their portfolios.
Bryan Johnson has nearly 20 years of leadership experience advising and consulting on strategic investment solutions to some of the worlds largest and most sophisticated wealth managers, family offices and high-net-worth individuals. In addition to his financial expertise, business owners and investors appreciate his seven years of management and operating experience in the semiconductor industry.
We are committed to providing our investors with the best resources and service possible in accessing the benefits of the less efficient and large U.S. lower middle-market which can include a higher cash yield, tax advantages and portfolio constriction benefits of less correlated assets, said Brett Hickey, Star Mountain Capital Founder & CEO. We are thrilled for Bryan to join our Los Angeles office and add to our presence on the West Coast where Star Mountain has numerous important investors and investments.
"I've been impressed by Star Mountain's leadership team and the existing client base of sophisticated clients and investors," Mr. Johnson said. "I was also intrigued to learn how large and highly fragmented the lower middle-market is at nearly 50% of the U.S. economy. This presents a great opportunity for investors to target higher potential returns by either providing liquidity to these smaller, yet resilient, businesses or by providing liquidity to other investors through Star Mountain's secondaries platform. Investors may benefit from exposure to this fragmented segment of the market and economy, which many portfolios do not have exposure to. This is also a compelling and timely opportunity due to the expected increase in M& A activity with small businesses due to aging demographics. Star Mountain has a distinctive origination and underwriting platform to capitalize on these opportunities."
Most recently, Mr. Johnson spent 15 years in Los Angeles at AQR Capital Management, an alternative investment management firm with over $200 billion in assets under management at its peak, rising from a Vice President to a Managing Director including leading RIA business development on the west coast and strategic relationships nationally. During his tenure, he consulted with RIAs, wealth managers, and single/multi-family offices on sophisticated alternative investments. He joined AQR from Dimensional Fund Advisors, a ~$650 billion asset management firm where he spent three years, most recently as a Regional Director based in Los Angeles.
Mr. Johnson began his career at Infineon, a ~$15 billion revenue global semiconductor solutions company, where he held business development and project management roles over the course of a seven-year tenure.
He graduated from Arizona State University with a Bachelor of Science in Chemical Engineering and earned an MBA from University of Southern California. Mr. Johnson is FINRA Series 3, 7, 24, 30 and 66 licensed.
Mr. Johnson is a Chartered Financial Analyst (CFA) charterholder and also holds the Chartered Alternative Investment Analyst (CAIA) designation. He is a member of the CFA Institute and CFA Society Los Angeles, which he has lectured for since 2011.
About Star Mountain
With over $4 billion in assets under management (committed capital including debt facilities as of 5/15/2024), Star Mountain takes a data-driven approach to investing into the North American lower middle-market through two complementary investment strategies: (i) direct debt and equity investing and (ii) secondaries (acquiring LP interests and direct assets and making primary LP commitments). Star Mountain believes these complementary strategies provide data-enhanced, scalable, diversified, and customizable access for its institutional and qualifying high-net-worth investors to established businesses that generally have at least $15 million in annual revenues and under $50 million in EBITDA. Its investors include public pensions, private pensions, insurance companies, commercial banks, endowments, foundations, family offices and high-net-worth individuals. Star Mountain is 100% employee-owned and shares its profits with 100% of its U.S. full-time employees as part of its focus on maximizing value for its stakeholders and investors through alignment of interests.
Since 2010, Star Mountain has made over 250 direct investments in businesses and over 45 secondary / fund investments within its Collaborative Ecosystem, focused on the North American lower middle-market. One of Star Mountains specialties is seeking current cash income for investors that is materially above the typical yields found in the public markets, often accompanied with potential long-term capital gains equity returns and low correlation to public markets through its distinctive origination, underwriting and value-added investment capabilities.
Star Mountain was recently named one of the Inc. 5000 fastest-growing private companies in America.
For the fifth straight year, Star Mountain was again named one of the Best Places to Work by Crains New York Business as well as once again one of the Best Places to Work by Pensions & Investments.
Star Mountain believes its focus and dedication has been productive for job creation and economic development including in underserved areas and communities. Star Mountain is dedicated to this large market of underserved businesses purpose-built to address the challenges and opportunities of these companies. As part of its commitment, Star Mountain has trademarked Investing in the Growth Engine of America .
Star Mountains Charitable Foundation, a not-for-profit 501(c)3 focuses on improving lives through economic development, including job creation, health & wellness and cancer research. Notable missions include helping match veterans and women with high quality small and medium-sized business career opportunities across the country, including within Star Mountains portfolio.
Note: This does not constitute an offer to sell or a solicitation of an offer to purchase interests in any investment product. Awards and recognitions by unaffiliated rating services, companies and/or publications should not be construed by a client or prospective client as a guarantee that he / she / it will experience a certain level of results if Star Mountain is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement, testimonial endorsement, recommendation or referral of Star Mountain or its representatives by any of its clients or any other third party. Rankings published by magazines and others are generally based exclusively on information prepared and / or submitted by the recognized advisor. Moreover, with regard to all performance information contained herein, directly or indirectly, if any, readers should note that past results are not indicative of future results. The description and the selection methodologies of each award and recognition are subjective and will vary.
Awards and recognitions by unaffiliated rating services, companies, and/or publications should not be construed by a client or prospective client as a guarantee that he/she/it will experience a certain level of results if SMFM is engaged, or continues to be engaged, to provide investment advisory services; nor should they be construed as a current or past endorsement, testimonial endorsement, recommendation or referral of SMFM or its representatives by any of its clients or any other third party. Rankings published by magazines and others are generally based exclusively on information prepared and/or submitted by the recognized advisor.
Crains two-part survey process consisted of evaluating each nominated companys workplace policies, practices, philosophy, systems and demographics. The second part involved an employee survey to measure the employee experience. The combined scores determined the top companies and the final ranking. Star Mountain must pay a fee to Crains only for survey collection purposes. Detailed eligibility criteria can be found here: https://bestcompaniesgroup.com/best-companies-to-work-for-in-new-york/eligibility/
To be named to P&Is Best Places list, all firms met Best Companies high threshold for inclusion and were evaluated against others of similar size. Individual firm profiles, which were compiled based on survey results, reflect U.S. employment numbers and were confirmed by Best Companies in the summer. Company and employee comments were edited for space, style and clarity. Assets under management or advisement are as of June 30, unless otherwise noted. To participate, companies had to have at least 20 employees in the U.S., at least $100 million of discretionary assets under management or advisement and be in business for at least one year. An anonymous employee survey, which aimed to evaluate employee engagement and satisfaction, accounted for 75% of a firms score; an employer survey, which evaluated workplace policies, practices, benefits and demographics, made up 25%. https://bestcompaniesgroup.com/best-places-to-work-in-money-management/eligibility/
Companies on the 2023 Inc. 5000 are ranked according to percentage revenue growth from 2019 to 2022. To qualify, companies must have been founded and generating revenue by March 31, 2019. They must be U.S.-based, privately held, for-profit, and independent–not subsidiaries or divisions of other companies–as of December 31, 2022. (Since then, some on the list may have gone public or been acquired.) The minimum revenue required for 2019 is $100,000; the minimum for 2022 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Growth rates used to determine rankings were calculated to four decimal places. https://www.inc.com/inc5000/
Contact Details
For Star Mountain Capital
John Polis
Company Website
https://starmountaincapital.com/
View source version on newsdirect.com: https://newsdirect.com/news/leading-lower-middle-market-specialist-investment-firm-star-mountain-capital-bolsters-its-secondaries-and-investor-solutions-team-adding-bryan-johnson-as-a-managing-director-based-in-los-angeles-588923069
Star Mountain Capital
COMTEX_452750258/2655/2024-05-22T14:53:53
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Entrepreneur Joseph Majeesh Shares Insightful Blog on Achieving Work-Life Balance Without Sacrificing Success
Calgary, Canada, 26th November 2024, ZEX PR WIRE, Entrepreneur and business leader Joseph Majeesh has been featured in an exclusive online blog discussing one of the most pressing challenges for today’s entrepreneurs: achieving work-life balance while maintaining productivity. In his thought-provoking article, Work-Life Balance for Entrepreneurs: How to Stay Productive Without Burning Out, Majeesh shares his personal experiences and strategies for navigating the demands of entrepreneurship without losing sight of personal well-being.
Majeesh, an experienced professional known for his success in franchise development and recruitment, delves into the importance of balance for sustainable growth. Drawing from years of building businesses across industries, including managing major projects in Canada and operating renowned franchises like Dairy Queen, he offers actionable advice tailored for entrepreneurs.
“Entrepreneurship is exciting but also demanding. Achieving a balance between work and life isn’t about reducing ambition—it’s about ensuring you have the energy, focus, and clarity to excel in both areas,” Majeesh explains in the blog.
Key Takeaways from the Blog
Majeesh highlights several strategies for avoiding burnout and achieving sustainable success:
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Time Management: Entrepreneurs should prioritize tasks based on urgency and importance, allowing for a focus on high-impact work while delegating less critical responsibilities.
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Setting Boundaries: Defining work hours and communicating them to clients and teams helps maintain separation between professional and personal life.
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Self-Care: Incorporating exercise, healthy eating, and mindfulness into daily routines ensures physical and mental well-being.
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Learning to Say No: By focusing on projects and opportunities that align with their goals, entrepreneurs can avoid unnecessary distractions.
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Leveraging Technology: Tools for automation and scheduling can improve efficiency without overwhelming personal time.
Through these practical approaches, Majeesh emphasizes that achieving balance is not only possible but also vital for long-term success.
Majeesh’s Commitment to Entrepreneurial Growth
With a career spanning multiple industries, Joseph Majeesh’s journey is marked by resilience, innovation, and a commitment to creating opportunities. His ability to manage diverse ventures while fostering personal growth and community engagement has earned him respect in the business world.
This latest blog reflects his dedication to empowering fellow entrepreneurs with actionable insights and personal experiences. “Success isn’t just about building a thriving business; it’s about living a fulfilling life,” Majeesh says.
About Joseph Majeesh
Joseph Majeesh is a Calgary-based entrepreneur with expertise in recruitment, franchise development, and business management. From humble beginnings in Kerala, India, to leading successful ventures in Canada, Majeesh’s career is a testament to vision and hard work. He is known for his innovative approach to business and his passion for building opportunities that impact lives positively.
To read the full blog, click here.
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Miami Beach CPA Firm, LLC Expands Forensic Accounting Services to Combat Financial Fraud Across Key Industries
Miami, FL, 26th November 2024, ZEX PR WIRE, Miami Beach CPA Firm, LLC, a leading provider of accounting, tax, and consulting services, has announced an expansion of its forensic accounting services to strengthen its fight against financial fraud across essential sectors, including real estate, healthcare, hospitality, and technology. With increased threats of fraud across industries, the firm’s enhanced forensic accounting services are designed to help businesses identify financial discrepancies, investigate fraudulent activity, and implement effective strategies to safeguard financial integrity.
According to the firm, the expansion comes in response to a growing demand for specialized accounting expertise to address complex financial fraud cases, especially in industries vulnerable to financial crimes. With a team of seasoned Certified Public Accountants (CPAs) skilled in forensic analysis, Miami Beach CPA Firm leverages advanced data analytics tools and a meticulous approach to uncovering financial irregularities and fraudulent patterns.
“At Miami Beach CPA Firm, we recognize that the stakes for businesses today are higher than ever when it comes to protecting financial assets from fraud,” says the company spokesperson. “Our forensic accounting services are built on precision, confidentiality, and the ability to adapt to each client’s unique industry challenges. This expansion underscores our commitment to offering specialized services that directly support our clients’ need to combat financial fraud effectively.”
The firm’s forensic accounting services cater to various scenarios, including embezzlement, insurance fraud, misappropriation of funds, and financial statement manipulation. Leveraging Miami Beach CPA Firm’s depth of experience, the forensic accounting team follows a multi-phase approach: gathering and analyzing financial data, identifying potential indicators of fraud, and presenting clear, defensible findings for legal proceedings when required. The firm’s services are especially beneficial in legal contexts, where expert testimony and detailed financial analysis are essential for successful outcomes.
Miami Beach CPA Firm has built a reputation for excellence in accounting and tax services, serving a diverse client base across Miami and beyond. Their services are customized to meet the demands of each client, with a focus on protecting their financial interests through advanced, client-centric solutions. By expanding its forensic accounting capabilities, Miami Beach CPA Firm, LLC aims to reinforce its leadership position in the accounting sector while making a positive impact on the financial security of businesses across multiple industries.
For more information on Miami Beach CPA Firm’s forensic accounting services and how they can support your business in the fight against financial fraud, please visit https://miamibeachcpafirm.com/.
About Miami Beach CPA Firm, LLC
Miami Beach CPA Firm, LLC is a full-service accounting firm based in Miami, Florida, specializing in accounting, tax, and consulting services for individuals and businesses across various sectors. With a commitment to personalized and expert service, the firm assists clients with tax planning, financial consulting, forensic accounting, and more.
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Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
Press Release
Ammar Jali Shares Experience in Kilifi, Kenya, Highlighting the Unique Charm of Coastal Living and Local Connections
Michigan, US, 26th November 2024, ZEX PR WIRE, Seasoned traveler and entrepreneur Ammar Jali has added another unforgettable destination to his East African adventures: the coastal town of Kilifi, Kenya. Known for its warm Indian Ocean waters and vibrant local culture, Kilifi left a lasting impression on Jali, who immersed himself in the town’s relaxed lifestyle, enjoyed scuba diving in crystal-clear waters, and experienced an enchanting evening with new friends.
The Allure of Kilifi’s Coastal Waters
Located along Kenya’s northern coastline, Kilifi is celebrated for its serene beaches and inviting waters. Jali describes Kilifi’s coastline as nothing short of paradise, with turquoise waters that stretch for miles, making it a haven for ocean lovers and water sports enthusiasts alike. “The Indian Ocean along Kilifi’s coast is warm and welcoming,” he shares. “The gentle waves and clear waters make it ideal for activities like snorkeling and scuba diving, providing an intimate look at the vibrant marine life beneath the surface.”
Jali’s visit to Kilifi included a scuba diving excursion that took him into the heart of the ocean’s colorful coral reefs. “Diving in Kilifi was a surreal experience,” he recalls. “The clarity of the water allows you to see an incredible variety of marine life, from schools of tropical fish to intricate coral formations. It’s a reminder of the beauty that lies beneath the surface, often hidden from our daily view.” This underwater adventure gave Jali a newfound appreciation for Kilifi’s natural resources, which attract both locals and travelers seeking tranquil escapes.
Connecting with Locals and Making New Friends
While Kilifi’s coastline and ocean views were captivating, it was the people and culture that truly enriched Jali’s experience. During his stay, he had the opportunity to meet a local group of friends, Italian expatriates who had retired in Kilifi and made it their home. Their warmth and openness transformed a casual encounter into a genuine connection. “Meeting people who have chosen Kilifi as their place of retirement made me see the town in a new light,” says Jali. “Their stories of moving to Kilifi, drawn by its charm and relaxed pace of life, added a layer of depth to my visit.”
Invited to a dinner hosted by his new Italian friends, Jali had the chance to meet other locals, each with their own unique story and connection to Kilifi. Describing the evening as magical, he recalls how the gathering was filled with laughter, storytelling, and a shared appreciation for the coastal town that had brought them all together. “Sitting at a dinner table surrounded by people from different backgrounds, all united by their love for Kilifi, was an unforgettable experience,” he shares. “It reminded me that travel is not just about seeing new places, but about connecting with the people who call those places home.”
Kilifi’s Appeal to Retirees and Expatriates
Kilifi has become a popular destination not only for travelers but also for expatriates and retirees from around the world who seek a peaceful and fulfilling lifestyle. Its welcoming community, low cost of living, and picturesque surroundings have turned Kilifi into an appealing haven for those looking to settle down. Jali was intrigued by the lifestyle of his Italian friends, who had fully embraced Kilifi’s laid-back pace and found a sense of community among fellow residents. “It’s clear that Kilifi offers something special, a slower, more meaningful way of life where relationships and nature take center stage,” says Jali.
A Memorable Evening in Kilifi
Jali’s dinner with his Italian friends and other locals was filled with warmth and hospitality. Gathered around a table laden with freshly prepared dishes that highlighted the flavors of the coast, the evening offered a perfect blend of local culture and international camaraderie. “Sharing a meal in Kilifi with people from various backgrounds made me realize the town’s unique ability to bring people together,” reflects Jali. “There was something magical about the setting, the sound of the waves in the background, the laughter, and the genuine connection among everyone present.”
This evening in Kilifi provided Jali with a richer understanding of the town’s charm, beyond its natural beauty. For him, it represented the essence of travel: connecting with others, learning from their stories, and finding common ground. “Kilifi has a way of opening your heart and reminding you of the value of meaningful connections,” he says. “It’s these interactions that stay with you long after you’ve left the place.”
Embracing the Spirit of East African Travel
Reflecting on his experiences, Jali encourages travelers to explore Kilifi and the broader East African region with an open mind and a willingness to connect. “East Africa has so much to offer beyond its landscapes,” he emphasizes. “It’s the people, the unexpected friendships, and the shared experiences that make traveling here so transformative.” Jali’s time in Kilifi highlights his belief that the true beauty of travel lies in the stories we collect along the way and the connections we make with others.
For those considering a trip to Kilifi, Jali’s advice is to embrace both the adventure of the ocean and the warmth of its community. “Let Kilifi surprise you,” he suggests. “Spend time with the locals, share a meal, and take in the simple joys that make this place unforgettable. It’s a destination that will stay with you long after you’ve left its shores.”
To learn more visit: http://ammarjali-travel.com/
About Author
Disclaimer: The views, suggestions, and opinions expressed here are the sole responsibility of the experts. No Digi Observer journalist was involved in the writing and production of this article.
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