Stephan T. Connelly

At Star Mountain, Stephan Connelly is involved in all aspects of the firm’s investment and portfolio management activities in addition to business development and investor relations efforts.

Prior to joining Star Mountain, Mr. Connelly was a Senior Associate on the investment team with Newbury Partners, a private equity firm specializing in acquiring buyout, venture capital, special situations, mezzanine and fund-of-funds limited partnership interests in the secondary market. During his time with Newbury, he worked on deal teams which invested over $300 mm in aggregate across various funds, strategies, industries, and geographies. Transactions involved fund restructurings as well as individual or portfolios of limited partnership interests within funds focused on North America, Europe, and Asia. In addition, he worked on co-investments alongside independent and funded sponsors focused on growth companies within the lower middle-market in North America and Europe. Prior to Newbury, Mr. Connelly was an Associate in the Financial Instruments, Structured Products, and Real Estate Group (“FSR”) at PricewaterhouseCoopers where he provided services to clients focused on student loans, RMBS/CMBS, auto loans, credit card receivables, and commercial loans and bonds. In addition, previously Mr. Connelly interned with LBC Credit Partners where he assisted in the diligence of potential credit investments within middle-market companies.

Mr. Connelly graduated with a Masters of Accountancy from Villanova University and a BS in Finance from The McDonough School of Business at Georgetown University. Mr. Connelly is a member of the New York Society of Security Analysts (NYSSA) and is a Chartered Financial Analyst charterholder.

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New York, United States

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Star Mountain Capital

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Star Mountain Capital ($1.5bn + AUM) has a differentiated business model and “Collaborative Ecosystem” including its three channel approach to investing into small and medium-sized businesses via Direct Investments, Strategic Primary Fund Investments and Secondary Fund Investments. Star Mountain invests: 1. As a strategic limited partner into other private equity and private credit fund managers focused on the lower-middle-market (including SBIC funds and as an anchor investor); 2. As a secondary investor providing liquidity to existing limited partner investors; and, 3. Directly into companies to help them grow (in the form of senior debt, mezzanine and/or equity investments). Star Mountain often partners with its portfolio of top performing fund managers to help "match"​ businesses with investment partners who are best suited to maximize value for business owners. Investing in the Growth Engine of America ® – Star Mountain is a specialized investor exclusively focused on providing capital to lower middle-market established small and medium-sized private U.S. businesses that have between $2 million and $20 million of EBITDA. Star Mountain’s data-driven approach, bringing large market expertise and resources to private equity and private credit investing is powered by its custom-built technology and its Collaborative Ecosystem ®. Star Mountain was recognized as one of the Best Places to Work by both Crain’s and Pensions & Investments. Crain’s two-part survey process consisted of evaluating each nominated company’s 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. Detailed eligibility criteria can be found here: https://www.bestplacestoworknyc.com/eligibility-criteria P&I partners with a company called Best Companies Group on the survey that is behind the Best Places to Work program. P&I works with them to develop the parts of the questionnaires that are specific to money management. Beyond those questions, P&I’s survey partner develops and scores the surveys. P&I only sees anonymous responses to questions, identified only by the company name. If Best Companies determines that a firm scores above the threshold cutoff that they have set for a firm to be considered a Best Place to Work then P&I names them on their list. P&I uses the same cutoff for all firms but rank the firms against their peers by number of employees. P&I only ranks the top 5 firms per size category and then list the rest in alphabetical order. There is no fee to participate in the Best Places to Work in Money Management program. P&I’s partner, Best Companies Group, does offer some of the results of the surveys for sale to each participating company, but that has no influence on how a company is ranked or whether or not they are recognized as a best place to work. Detailed eligibility criteria can be found here: https://www.bestplacestoworkmm.com/eligibility-criteria


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11-50

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