Stone Mountain Capital LTD

General information

Stone Mountain Capital
Alternative Investments Advisory Solutions

Stone Mountain Capital is a private and independent alternative investment boutique focused credit and equity. Advisory is providing solutions to institutional clients around the globe based on extensive cross asset class and risk management expertise in structuring and capital introduction for hedge funds, private assets and corporate finance.

Our investor and manager clients benefit from extensive alternative investment solution experience, gathered and applied in mandates, within leading institutions across the globe like: investment, commercial, private and central banks, regulators, insurance companies, asset managers, pension funds, sovereign wealth funds, hedge funds, fund of funds, private equity funds, private debt funds, family offices, consultants, multinational corporates and commodity traders.

We provide leading strategic and management consulting to our clients in the area:
- financial structuring
- capital introduction and placement
- search mandates and sourcing
- research
- individual investment analysis
- due diligence
- multi-asset class
- asset allocation
- portfolio management
- correlation and migration
- rating agency approaches
- smart beta index development
- valuation and pricing
- credit, market, operational, liquidity and integrated risk management approaches
- asset and liability management
- funding
- regulatory capital under Basel 2 & 3, Solvency 2
- economic capital.

For our investor clients, we provide access to a diversified pool of more than 30 hedge fund managers with liquid strategies across the 4 main asset classes: equity, credit / fixed income, tactical trading, and fund of hedge funds. We provide access to a pool of more than 10 private asset managers and transactions with longer term and illiquid strategies across the 4 main assets classes: real estate, renewable energy / cleantech, infrastructure and financial institutions. We are able to source efficiently any kind of individual investment requirement through our global partner network and within dedicated investment search mandates.

For our hedge fund and private asset manager clients, we offer a customized bottom-up financial structuring service according to investability and bankability criteria of institutional investors and senior loan providers. We work with leading alternative investment platform, legal and audit service providers. We provide targeted capital introduction campaigns via hundreds of institutional investors globally based on our extensive network and market experience.

Hedge Funds

We are mandated for capital introduction into more than 30 leading hedge fund and fund of fund managers with long standing and solid performance track records, liquidity provision, standardized fund and managed account structures and established assets under management (AuM) across the 4 main strategies:

Equity
- Long / short equity
- Equity market neutral
- Long biased equity
- Algorithmic equity

Credit / Fixed Income
- Long / short credit
- Credit market neutral
- Unconstrained credit
- Short biased credit
- Fixed income arbitrage
- Global investment grade
- US high yield
- European high yield
- Global high yield​
- Global emerging market high yield
- Convertible bond
- Multi-asset credit
- Structured credit
- CLO US AAA, IG, mezzanine, equity

Tactical Trading
- Global macro
- CTA
- Managed Future
- Systematic
- Discretionary
- Algorithmic exchange traded options and futures
- Commodity
- Energy
- Cryptocurrency
- Bitcoin

Fund of Hedge Funds (FoF)
- Multi-strategy

Private Assets

We are mandated for structuring and capital introduction of more than 10 private asset (private equity and debt) and corporate finance transactions. In structuring, the factors investability and bankability are the key considerations on behalf of our clients.

We focus on alternative structures like partnerships (GP/LP), funds (SICAV, SIF, SICAR) and securitization platforms and on the level of corporation / management holding and project finance / SPV. We cover direct and co-investments in alternative vehicles and firms for the entire capital structure of equity, mezzanine and debt across the 4 main asset classes and sectors:

Private Debt / Private Credit
- Direct lending SME, speciality finance, real estate
- Football finance
- CLO US warehousing and equity co-investment, risk retention

Real Estate
- German multi-family housing equity and mezzanine
- German retail office buildings mezzanine and debt
- German nursing / care homes equity, mezzanine and debt
- Swiss luxury hotel South America debt, mezzanine, unitranche
- United Kingdom high acuity care unitranche, equity
- United Kingdom residential housing multiple occupation (HMO) debt, mezzanine, equity

Infrastructure / Real Assets
- Renewable Energy / Cleantech
- Solar parks with photovoltaic technology
- Wind farms onshore and offshore
- Bio fuels from bio mass
- Bio gas from bio mass with anaerobic digestion technology

Capital Relief Trades (CRT)
- Financial Institutions
- Regulatory capital relief for banks with default protection in Basel 3 compliant structure​​​​​
- Regulatory capital relief for insurance companies in Solvency 2 compliant structure ​

As per 1st Dec 2017, Stone Mountain Capital has total alternative Assets under Advisory (AuA) of US$ 50 billion. US$ 47 billion is mandated in hedge fund AuM and US$ 3 billion in private assets (private equity / private debt) and corporate finance. Stone Mountain Capital has arranged new capital commitments of US$ 1.05 billion across hedge fund, private asset and corporate finance mandates.

Stone Mountain Capital LTD is registered (FRN: 729609) as Appointed Representative with the Financial Conduct Authority (‘FCA’) in the United Kingdom.

You can request our alternative investment research perspective and access to the client section Login by providing your company name, contact details and area of interest under Contact or by sending an email to: researchperspective@stonemountain-capital.com. For information around our alternative investment solutions please contact: ir@stonemountain-capital.com. For generic information around Stone Mountain Capital please contact: info@stonemountain-capital.com. ​​

The website content is neither an offer to sell nor a solicitation of an offer to buy an interest in any investment or advisory by Stone Mountain Capital and should be read with the disclaimer at http://www.stonemountain-capital.com/disclaimer.

© 2017 Stone Mountain Capital LTD. All rights reserved.