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Star Mountain Capital Appoints Curtis Glovier as Chief Investment Officer
Star Mountain Capital Appoints Curtis Glovier as Chief Investment Officer

Yahoo

time4 hours ago

  • Business
  • Yahoo

Star Mountain Capital Appoints Curtis Glovier as Chief Investment Officer

NEW YORK, June 10, 2025--(BUSINESS WIRE)--Star Mountain Capital, LLC ("Star Mountain"), a specialized, alpha-focused, employee-owned, private markets investment firm with over $4 billion in assets under management ("AUM"), is pleased to announce the promotion of Curtis Glovier to Chief Investment Officer. Mr. Glovier has been working with the Star Mountain team for over five years, most recently as Strategic Investment & Portfolio Officer. Mr. Glovier brings more than 30 years of experience to his new role. He has held C-level executive positions and worked across private credit, secondaries, private equity, investment banking, consulting, and board leadership. This broad background gives him a strong mix of operating and investment expertise. "Curtis has consistently brought thoughtful leadership and deep investment expertise to Star Mountain," said Brett Hickey, Star Mountain Capital Founder & CEO. "Curtis exudes our STAR Values with a disciplined operating approach, authentic caring for our team and clients and an analytical mindset to consider and robustly debate information to help come up with the best answer. He has a strong and consistent track record of success throughout his life and career. It is an honor to have him as a senior partner, member of our Executive Committee and Chief Investment Officer." "Star Mountain's purpose-built platform bringing large market resources to high quality, established, small and medium-sized U.S. private businesses remains a compelling investment strategy that I believe creates meaningful value for all stakeholders," said Curtis Glovier. "I'm honored to take on the role of Chief Investment Officer and look forward to helping Star Mountain further its mission of generating strong risk-adjusted returns for investors while also creating a positive community impact by helping build businesses and drive innovation." Career Background Before joining Star Mountain, Mr. Glovier held several senior roles across Opus Bank and its subsidiary PENSCO Trust Company. At Opus Bank, he served as Senior Executive Vice President, heading wealth services, and was Managing Partner and Investment Committee Member of Opus Equity Partners, an SBIC lower middle-market private investment fund. He also served as Chairman, CEO and President of PENSCO Trust Company, a specialty custodian of alternative investments for retirement accounts with over $16 billion in assets under custody. Opus and PENSCO were acquired by Pacific Premier Bancorp (NASDAQ: PPBI). Mr. Glovier joined the leadership team at Opus after leading Fortress Investment Group's investment in the bank. He spent nearly 10 years at Fortress, a ~$50 billion AUM asset manager, where he was a Managing Director, Department Head, and Investment Committee Member in the Credit Business, and led private equity and debt investments across a range of industries with a focus on financial services. Before Fortress, Mr. Glovier was a Managing Director at Perseus, a $2 billion AUM diversified lower middle-market private equity firm headquartered in Washington, DC, where he co-led the buyout group in the firm's New York City office. Earlier, Mr. Glovier was with Nassau Capital, a private investment firm that managed over $2 billion of alternatives for its sole client, the Princeton University Investment Company; he focused on direct investments in companies across a variety of industries and stages ranging from venture capital to private equity. Mr. Glovier started his career as a consultant at The Boston Consulting Group and then worked as an investment banker at Goldman Sachs. Board Roles and Education During his private equity and private credit career, he has served as Chairman of the Board of three companies and held board positions across a wide range of sectors including financial services, industrial, business services, pharmaceutical, communications, and technology companies. He currently serves on the Board of Governors of the International Tennis Hall of Fame. He holds a BA in Economics, cum laude, from Princeton University; a Masters of Economic Studies from James Cook University in Australia as a Rotary International Scholar; and an MBA from The Wharton School, where he was a Palmer Scholar. About Star Mountain Capital With over $4 billion in AUM (committed capital including debt facilities as of 5/31/2025), Star Mountain specializes in providing scalable and data-driven investment solutions across two core strategies: Direct Investments: Providing debt and equity capital to established lower middle-market businesses. Secondary Investments: Acquiring LP interests, direct assets, and making primary LP commitments. Star Mountain's investors include public and private pensions, insurance companies, commercial banks, endowments, foundations, family offices, and high-net-worth individuals. Employee-owned and sharing profits with 100% of its U.S. full-time employees, the firm prioritizes alignment of interests to maximize value for stakeholders. Since 2010, Star Mountain has completed over 300 direct investments and 50 secondary/fund investments in the North American lower middle-market. The firm has been recognized as one of the Inc. 5000 fastest-growing private companies and a Best Place to Work by Crain's New York Business and Pensions & Investments. For more information, visit Legal Disclaimer: This press release does not constitute an offer to sell or a solicitation of an offer to purchase interests in any investment product. Awards and recognitions by third-party rating agencies, companies, or publications should not be interpreted as a guarantee of future results or performance. They should not be considered as an endorsement, recommendation, or referral of Star Mountain Capital or its representatives by any client or third party. Rankings published by media and industry organizations are based on information provided by the recognized advisor. Additionally, readers should understand that past performance is not indicative of future results. Award descriptions and selection methodologies may vary. Awards and Recognition Disclosure: Star Mountain Capital's awards and recognitions are based on third-party evaluations and criteria, which may be subjective. These honors do not imply a guarantee of future performance or an endorsement by current or past clients. Ranking Methodologies: Crain's Best Places to Work: Evaluations were conducted through a two-part process, assessing workplace policies, practices, and employee satisfaction via surveys. Participation required a fee solely for survey processing purposes. More details are available at Crain's eligibility criteria. Pensions & Investments Best Places to Work: Companies were evaluated based on surveys measuring employee engagement (75%) and employer policies (25%). Participation required a minimum of 20 U.S. employees and $100 million in discretionary assets under management. Further details can be found at P&I eligibility criteria. Inc. 5000 Rankings: Companies were ranked based on revenue growth from 2019 to 2022. To qualify, firms had to be U.S.-based, privately held, and independent, with revenue thresholds of at least $100,000 in 2019 and $2 million in 2022. More details are available at Inc. 5000 criteria. View source version on Contacts Media Contact: John Polis – Media@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

20 Benefits Of Having An Advisory Board For Your Business
20 Benefits Of Having An Advisory Board For Your Business

Forbes

timea day ago

  • Business
  • Forbes

20 Benefits Of Having An Advisory Board For Your Business

Business leaders today face both common and new challenges as the business landscape continues to evolve. Rather than attempting to go it alone and navigate problems as they arise, building an advisory board is one proactive way leaders can reduce risk and rely on the expertise of those who have battled and overcome these challenges before. However, some leaders may be hesitant to invite outside voices to the table. To help, 20 Forbes Business Council members share the potential benefits of having an advisory board for a business, as well as why companies should want one. An advisory board helps create an organized framework to think through and creatively debate strategic initiatives. I recommend structuring the advisory board with two or three people per subject matter expertise. For example, you can have two people who are focused on talent, two who are focused on technology and cybersecurity, and two who are focused on strategic acquisitions and integration. - Brett Hickey, Star Mountain Capital As much as I'd love to be a one-man army, no one can truly be an expert in everything. It's important to stay humble and recognize that different perspectives are invaluable. An advisory board allows us to tap into expertise we don't have in-house, and that's how we can navigate complex challenges effectively. Even the best farmers know when to call in extra hands to make the harvest successful. - Laimonas Noreika, InSoil Forbes Business Council is the foremost growth and networking organization for business owners and leaders. Do I qualify? An advisory board gives your business the gift of perspective. It brings fresh eyes, seasoned insight and a healthy dose of challenge to your thinking without the internal politics. As a keynote speaker, I often see how the right advisors help leaders make braver, better decisions by widening the lens. It's not about having more voices; it's about having the right voices. - David Meade, While advisory boards are always valuable to a business, they mean different things depending on its stage of growth and maturity. Early ventures gain credibility and strategic insights from industry experts. In contrast, mature companies benefit from advisors with operational, financial or HR expertise to help manage and scale growth. - Thomas Burgess, Snipp Interactive A key benefit of having an advisory board is the trust it builds and the strategic guidance you receive. At my company, our oversight advisory board ensures that we are governed by transparency, integrity and reliability. Their independent guidance strengthens our decision making and reassures clients that we're committed to doing business the right way. - Jack Hayes, Champions Speakers Agency When advising clients who may one day find themselves under close scrutiny, I encourage recruiting an advisory board that reflects the community they serve. Advisory board members will ideally reflect the breadth of experiences the client's business might impact. This expertise naturally guides the client to better serve their company while also benefiting their community. - Tina Wallis, Law Offices of Tina Wallis, Inc. An advisory board brings the benefit of distance. They are not in the weeds, so they see the bigger picture. They can offer clarity when decisions get clouded and confidence when the stakes are high. For any company aiming to grow with intention, a board is a way to borrow experience you have not yet earned and avoid mistakes you never have to make. - Brett Husak, PayBlox It was important for me to have an advisory board because they were able to see our business from the outside and reaffirm some of our strategies and beliefs. However, it was even more important when they challenged or completely disagreed with me. There is no replacement for sober feedback in business. It's life-saving! - Neven Dilkov, Neterra EOOD An advisory board offers strategic foresight. It challenges internal echo chambers and legacy bias by introducing external, independent thinking. For businesses facing rapid change or complex markets, this input is critical to staying competitive, spotting emerging risks and making informed, future-focused decisions that preserve both agility and vision. - Radu Magdin, SMARTLINK COMMUNICATIONS Formal boards are bound by duty and propriety, while informal advisory boards have no set duties. Leaders may call on specific members at various times to hear their honest takes on whatever the topic. - Arar Han, Sabot Family Companies Having an advisory board will correct your tendency to repeat mistakes. While most founders learn painfully through a process of trial and error, the savvy ones leverage advisors to absorb decades of expensive lessons without paying the tuition of personal experience. You'll also attract exceptional talent who avoid board directorships due to liability concerns. - David Goldstein, 9% Club One specific benefit is the strategic guidance our advisory board provides in aligning our initiatives with the evolving needs of stakeholders, such as industry, education and workforce development. Our advisory board brings together diverse leaders who offer critical insights, foster cross-sector collaboration and help ensure our efforts are both forward-looking and grounded in practical impact. - Eva Mitchell, Coalition for Career Development Center One unique benefit of having an advisory board is using it as a real-time research and development lab for strategic ideas. It's a dynamic, judgment-free zone for leaders to test bold concepts, controversial pivots or unconventional growth plays with seasoned minds. It's a low-cost, low-risk, high-impact way to de-risk innovation and pressure-test your next major move before going all in. - Ines Nasri, WebPower USA LLC If done correctly, an advisory board can deliver a free flow of information about your business, along with uncomfortable truths that lead to great results for your company. The key to success with this strategy is to assemble advisors who will tell you what you need to hear, not just what you want to hear. - Todd Villeneuve, IFC National Marketing Advisors give you access to experienced input without adding full-time costs. The value is in their ability to spot risks early and stress-test decisions based on real experience. They can help you navigate challenges faster and avoid common execution traps. It is a focused way to strengthen your strategy while staying lean and in control. - Zain Jaffer, Zain Ventures Outside experts on an advisory board can give you new ideas and special knowledge to help with business choices. Companies often want advisory boards to help with things they don't know much about, like tech or marketing, without having to hire expensive full-time workers. Advisory boards also help you meet useful people who might become business partners, customers or investors. - Vikrant Shaurya, Authors On Mission An advisory board gives you access to their black book, facilitating introductions to partners, investors and customers you'd otherwise struggle to reach. These warm doors can accelerate growth, shorten sales cycles and unlock strategic opportunities that cold outreach or paid ads rarely can. - Henry McIntosh, Twenty One Twelve Marketing True growth doesn't come from yes-men—it comes from voices that challenge and elevate you. The right advisory board pushes me to think bigger, spot what I can't see and move faster with clarity. Rather than advice, it's about having strategic minds invested in helping you win. That's how you turn ambition into real, scalable impact. - Lyubov Artemenko, GO TO-U One specific benefit of having an advisory board is access to diverse expertise and perspectives that can enhance strategic decision making. An advisory board typically comprises individuals with varied backgrounds and experiences. This diversity can lead to more informed decisions, innovative solutions and, ultimately, better business outcomes. - Veena Jetti, Vive Funds Unlike traditional governance bodies, advisory boards don't have to be as focused on efficiency and cost savings. Their charter is to think big. When leadership truly respects and trusts the directors, an advisory board can help flesh out a bold vision and find new paths for success. The outside perspective cuts down on negative bias and assumptions that can harm creativity. - Matt Cullina, CyberScout, a TransUnion Brand

Star Mountain Announces Exit of Channel Factory Investment
Star Mountain Announces Exit of Channel Factory Investment

Yahoo

time5 days ago

  • Business
  • Yahoo

Star Mountain Announces Exit of Channel Factory Investment

NEW YORK, June 05, 2025--(BUSINESS WIRE)--Star Mountain Fund Management, LLC ("Star Mountain") is pleased to announce its exit through the Truelink Investment in Channel Factory ("Company"). Truelink Capital is a Los Angeles–based private equity firm focused on Tech-Enabled Services and Industrials sectors. The transaction marks a successful exit for Star Mountain and other shareholders. Founded in 2014 by Tony Chen, Channel Factory is a trusted partner to the world's leading brands, agencies, and media buyers, delivering contextually targeted advertising solutions. Leveraging proprietary AI technology, Channel Factory helps advertisers maximize the efficiency of their digital media campaigns across YouTube, Meta, other walled gardens, and CTV. It ensures ads appear in brand-suitable, high-performing, and contextually relevant content. Since Star Mountain's investment, Channel Factory has successfully executed a number of valuable growth initiatives, including the expansion of its value proposition through strategic partnerships with Google and other social platforms, geographic expansion in Europe and Asia, and the professionalization of the management team, including the addition of experienced board members. "We thank the team at Star Mountain Capital for their support and guidance. As our first institutional capital partner, they helped our business grow and expand globally as we leveraged their significant expertise in the Advertising and Marketing industry. We are excited they will continue to be a minority owner in Channel Factory's next chapter of expansion," said Channel Factory Founder and CEO Tony Chen. "Since Star Mountain invested in Channel Factory, the company has been able to deliver outstanding growth and profitability. We're proud to remain shareholders at Channel Factory in this new cycle and confident that they will achieve even more success," said Bruce Eatroff, Star Mountain Managing Director. About Star Mountain Capital With over $4 billion in AUM (committed capital including debt facilities as of 5/31/2025), Star Mountain specializes in providing scalable and data-driven investment solutions across two core strategies: Direct Investments: Providing debt and equity capital to established lower middle-market businesses. Secondary Investments: Acquiring LP interests, direct assets, and making primary LP commitments. Star Mountain's investors include public and private pensions, insurance companies, commercial banks, endowments, foundations, family offices, and high-net-worth individuals. Employee-owned and sharing profits with 100% of its U.S. full-time employees, the firm prioritizes alignment of interests to maximize value for stakeholders. Since 2010, Star Mountain has completed over 300 direct investments and 50 secondary/fund investments in the North American lower middle-market. The firm has been recognized as one of the Inc. 5000 fastest-growing private companies and a Best Place to Work by Crain's New York Business and Pensions & Investments. For more information, visit Legal Disclaimer: This press release does not constitute an offer to sell or a solicitation of an offer to purchase interests in any investment product. Awards and recognitions by third-party rating agencies, companies, or publications should not be interpreted as a guarantee of future results or performance. They should not be considered as an endorsement, recommendation, or referral of Star Mountain Capital or its representatives by any client or third party. Rankings published by media and industry organizations are based on information provided by the recognized advisor. Additionally, readers should understand that past performance is not indicative of future results. Award descriptions and selection methodologies may vary. Awards and Recognition Disclosure: Star Mountain Capital's awards and recognitions are based on third-party evaluations and criteria, which may be subjective. These honors do not imply a guarantee of future performance or an endorsement by current or past clients. Ranking Methodologies: Crain's Best Places to Work: Evaluations were conducted through a two-part process, assessing workplace policies, practices, and employee satisfaction via surveys. Participation required a fee solely for survey processing purposes. More details are available at Crain's eligibility criteria. Pensions & Investments Best Places to Work: Companies were evaluated based on surveys measuring employee engagement (75%) and employer policies (25%). Participation required a minimum of 20 U.S. employees and $100 million in discretionary assets under management. Further details can be found at P&I eligibility criteria. Inc. 5000 Rankings: Companies were ranked based on revenue growth from 2019 to 2022. To qualify, firms had to be U.S.-based, privately held, and independent, with revenue thresholds of at least $100,000 in 2019 and $2 million in 2022. More details are available at Inc. 5000 criteria. View source version on Contacts Media Contact: John Polis – Media@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

Star Mountain Announces Exit of Channel Factory Investment
Star Mountain Announces Exit of Channel Factory Investment

Business Wire

time5 days ago

  • Business
  • Business Wire

Star Mountain Announces Exit of Channel Factory Investment

NEW YORK--(BUSINESS WIRE)--Star Mountain Fund Management, LLC ('Star Mountain') is pleased to announce its exit through the Truelink Investment in Channel Factory ('Company'). Truelink Capital is a Los Angeles–based private equity firm focused on Tech-Enabled Services and Industrials sectors. The transaction marks a successful exit for Star Mountain and other shareholders. Founded in 2014 by Tony Chen, Channel Factory is a trusted partner to the world's leading brands, agencies, and media buyers, delivering contextually targeted advertising solutions. Leveraging proprietary AI technology, Channel Factory helps advertisers maximize the efficiency of their digital media campaigns across YouTube, Meta, other walled gardens, and CTV. It ensures ads appear in brand-suitable, high-performing, and contextually relevant content. Since Star Mountain's investment, Channel Factory has successfully executed a number of valuable growth initiatives, including the expansion of its value proposition through strategic partnerships with Google and other social platforms, geographic expansion in Europe and Asia, and the professionalization of the management team, including the addition of experienced board members. 'We thank the team at Star Mountain Capital for their support and guidance. As our first institutional capital partner, they helped our business grow and expand globally as we leveraged their significant expertise in the Advertising and Marketing industry. We are excited they will continue to be a minority owner in Channel Factory's next chapter of expansion,' said Channel Factory Founder and CEO Tony Chen. 'Since Star Mountain invested in Channel Factory, the company has been able to deliver outstanding growth and profitability. We're proud to remain shareholders at Channel Factory in this new cycle and confident that they will achieve even more success,' said Bruce Eatroff, Star Mountain Managing Director. About Star Mountain Capital With over $4 billion in AUM (committed capital including debt facilities as of 5/31/2025), Star Mountain specializes in providing scalable and data-driven investment solutions across two core strategies: Direct Investments: Providing debt and equity capital to established lower middle-market businesses. Secondary Investments: Acquiring LP interests, direct assets, and making primary LP commitments. Star Mountain's investors include public and private pensions, insurance companies, commercial banks, endowments, foundations, family offices, and high-net-worth individuals. Employee-owned and sharing profits with 100% of its U.S. full-time employees, the firm prioritizes alignment of interests to maximize value for stakeholders. Since 2010, Star Mountain has completed over 300 direct investments and 50 secondary/fund investments in the North American lower middle-market. The firm has been recognized as one of the Inc. 5000 fastest-growing private companies and a Best Place to Work by Crain's New York Business and Pensions & Investments. For more information, visit Legal Disclaimer: This press release does not constitute an offer to sell or a solicitation of an offer to purchase interests in any investment product. Awards and recognitions by third-party rating agencies, companies, or publications should not be interpreted as a guarantee of future results or performance. They should not be considered as an endorsement, recommendation, or referral of Star Mountain Capital or its representatives by any client or third party. Rankings published by media and industry organizations are based on information provided by the recognized advisor. Additionally, readers should understand that past performance is not indicative of future results. Award descriptions and selection methodologies may vary. Awards and Recognition Disclosure: Star Mountain Capital's awards and recognitions are based on third-party evaluations and criteria, which may be subjective. These honors do not imply a guarantee of future performance or an endorsement by current or past clients. Ranking Methodologies: Crain's Best Places to Work: Evaluations were conducted through a two-part process, assessing workplace policies, practices, and employee satisfaction via surveys. Participation required a fee solely for survey processing purposes. More details are available at Crain's eligibility criteria. Pensions & Investments Best Places to Work: Companies were evaluated based on surveys measuring employee engagement (75%) and employer policies (25%). Participation required a minimum of 20 U.S. employees and $100 million in discretionary assets under management. Further details can be found at P&I eligibility criteria. Inc. 5000 Rankings: Companies were ranked based on revenue growth from 2019 to 2022. To qualify, firms had to be U.S.-based, privately held, and independent, with revenue thresholds of at least $100,000 in 2019 and $2 million in 2022. More details are available at Inc. 5000 criteria.

Star Mountain Capital Earns Dual Recognition in 2024: Inc. 5000 Fastest-Growing Private Companies and GrowthCap's Top Private Debt Firms
Star Mountain Capital Earns Dual Recognition in 2024: Inc. 5000 Fastest-Growing Private Companies and GrowthCap's Top Private Debt Firms

Yahoo

time15-05-2025

  • Business
  • Yahoo

Star Mountain Capital Earns Dual Recognition in 2024: Inc. 5000 Fastest-Growing Private Companies and GrowthCap's Top Private Debt Firms

NEW YORK, May 15, 2025--(BUSINESS WIRE)--Star Mountain Capital, LLC ("Star Mountain"), a rapidly growing, employee-owned investment firm with over $4 billion in assets under management (AUM), is pleased to announce it has been named one of the Fastest-Growing Private Companies in America by Inc. and one of the Top Private Debt Firms by GrowthCap for the year 2024. We believe these recognitions highlight Star Mountain's growth, specialized investment approach, and ongoing focus on supporting established companies in the U.S. lower middle-market. "We are honored to be recognized by both Inc. and GrowthCap for our efforts in serving businesses across the country," said Star Mountain Capital Founder & CEO, Brett Hickey. "These achievements reflect the dedication of our team, the trust of our investors, and the strong relationships we have cultivated with business owners." The Inc. 5000 list features the fastest-growing privately held companies in America based on revenue growth over a three-year period. Star Mountain's inclusion reflects the scalability of its business model and its ability to adapt to evolving market needs. "Our growth is driven by consistent execution, alignment and strong long-term partnerships," added Hickey. "With 100% of our U.S. full-time employees sharing profits, we believe this culture of ownership has been fundamental to building a resilient, purpose-driven team. Our continued engagement through the Star Mountain Charitable Foundation reinforces the culture of shared responsibility that drives our team and fuels the long-term success of the businesses and communities we serve." GrowthCap's 2024 Top Private Debt Firms list recognizes firms that demonstrate collaborative approaches and flexible financing capabilities. Star Mountain was included for its investment expertise, organizational culture, and commitment to responsible investing in the lower middle-market. "Our focus remains on being a thoughtful, lasting capital partner to the organizations we support. We continue to invest in our team, technology and infrastructure to help deliver strategic impact to both our portfolio companies and investors," Hickey concluded. About Star Mountain Capital With over $4 billion in AUM (committed capital including debt facilities as of 4/30/2025), Star Mountain specializes in providing scalable and data-driven investment solutions across two core strategies: Direct Investments: Providing debt and equity capital to established lower middle-market businesses. Secondary Investments: Acquiring LP interests, direct assets, and making primary LP commitments. Star Mountain's investors include public and private pensions, insurance companies, commercial banks, endowments, foundations, family offices, and high-net-worth individuals. Employee-owned and sharing profits with 100% of its U.S. full-time employees, the firm prioritizes alignment of interests to maximize value for stakeholders. Since 2010, Star Mountain has completed over 300 direct investments and 50 secondary/fund investments in the North American lower middle-market. The firm has been recognized as one of the Inc. 5000 fastest-growing private companies and a Best Place to Work by Crain's New York Business and Pensions & Investments. For more information, visit Legal Disclaimer: This press release does not constitute an offer to sell or a solicitation of an offer to purchase interests in any investment product. Awards and recognitions by third-party rating agencies, companies, or publications should not be interpreted as a guarantee of future results or performance. They should not be considered as an endorsement, recommendation, or referral of Star Mountain Capital or its representatives by any client or third party. Rankings published by media and industry organizations are based on information provided by the recognized advisor. Additionally, readers should understand that past performance is not indicative of future results. Award descriptions and selection methodologies may vary. Awards and Recognition Disclosure: Star Mountain Capital's awards and recognitions are based on third-party evaluations and criteria, which may be subjective. These honors do not imply a guarantee of future performance or an endorsement by current or past clients. Ranking Methodologies: Crain's Best Places to Work: Evaluations were conducted through a two-part process, assessing workplace policies, practices, and employee satisfaction via surveys. Participation required a fee solely for survey processing purposes. More details are available at Crain's eligibility criteria. Pensions & Investments Best Places to Work: Companies were evaluated based on surveys measuring employee engagement (75%) and employer policies (25%). Participation required a minimum of 20 U.S. employees and $100 million in discretionary assets under management. Further details can be found at P&I eligibility criteria. Inc. 5000 Rankings: Companies were ranked based on revenue growth from 2019 to 2022. To qualify, firms had to be U.S.-based, privately held, and independent, with revenue thresholds of at least $100,000 in 2019 and $2 million in 2022. More details are available at Inc. 5000 criteria. GrowthCap Top Private Debt Firms: Companies were selected based on GrowthCap's evaluation of capabilities, partnership approach with portfolio companies, firm growth and track record, organizational culture, and commitment to ESG, among other factors. Information was obtained through nomination forms, online submissions, direct communications, and independent research. More details are available at GrowthCap. View source version on Contacts Media Contact: John Polis – Media@ Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data

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