Approach

A Mission-Built Ecosystem Driving Value Creation

Brightstar brings together 100+ professionals across investing, operations, AI application, finance, compliance, investor relations, marketing, and C-suite advisory experience to help drive value creation across our portfolio and for our investors.

100+ Professionals

Leadership

Brightstar’s leadership team brings decades of collective experience driving and leading business transformation. Their experience helps guide the firm’s integrated approach to investing, operating support, and long-term value creation.

Andrew Weinberg
Founder, Chief Executive Officer and Co-Chair
Marcelo Claure
PARTNER and CO-CHAIR
Bruce Roberson
Partner, President and Chief Operating Officer
Christy Lukach
Partner, Chief Financial Officer and Chief Compliance Officer
Eric Epstein
Partner and Co-Chair

Artificial1
Intelligence

Team Members
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AI, and technology specialists and engineers with experience enabling organizational improvement initiatives

Investment
Team

Professionals
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Responsible for investment execution and ongoing portfolio company oversight, including helping implement operational initiatives

Finance, Compliance, & Operations

Team Members
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Responsible for financial reporting, compliance functions, supporting firmwide operations, and administrative support

Advisors And Operating Partners2

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With C-suite experience who provide guidance and support to portfolio companies across Brightstar Funds

Investor Relations & Marketing

Team Members
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Support capital-raising activities, aim to provide clear, consistent communications across our firm and to our investors

Our Perspective

We believe the middle market offers significant opportunity for value creation.

Sharing fundamental values with all of our partners is essential to our model.

Our focus is on:

  • Businesses with strong underlying fundamentals
  • Situations where disciplined sourcing and alignment matter
  • Companies where operational engagement can support transformation
  • Long-term partnership with management teams
  • Practical applications of technology and AI where appropriate

Market Opportunity

The estimated $105 trillion dollar Great Wealth Transfer will impact many middle market businesses owned by founders, families and entrepreneurs. Brightstar believes we are well positioned to help companies navigate the future and deliver sustainable growth. In the family business research reports we sponsor, succession planning remains a key concern for many family businesses.

Is A Successor Chosen for the Next Succession Event?

What We Look For

Strong free cash flow generation
Potential for game-changing operational enhancements
Resilient end-market demand, limited cyclicality
Business model not predicated on binary outcomes
Established businesses that have been undercapitalized
High barriers to entry
Footnotes
  1. Brightstar has established Brightstar.AI to provide services to certain Brightstar Funds and their portfolio companies. Expenses, fees and other compensation of Brightstar.AI will be borne by the appropriate Brightstar Fund and/or its Portfolio Companies, may be substantial, and will not offset the Fund’s management fee.
  2. Advisors and Operating Partners are not employees, members or partners of any Brightstar entity and are not expected to have a carried interest in any investment made by the Fund. Advisors and Operating Partners may, however, receive compensation from Brightstar portfolio companies. Such compensation will not result in offsets to or reductions of the management fee. Certain Advisors and Operating Partners are also not subject to the restrictions on Brightstar persons such as conflicts of interest, priority of transaction opportunities, and formation of other vehicles.
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