Black Mountain is a software company that develops innovative, tailored solutions for data aggregation, process management, and business reporting. Global investment firms use Black Mountain’s solutions to add operating efficiency and reduce risk by eliminating the boundaries between systems, information, and people, allowing employees to focus on high-value activities that drive investment performance.
Andy brings 25 years of capital markets experience to Black Mountain, with a focus in corporate credit, commercial mortgage, and structured products underwriting, lending and distressed investing. Prior to joining Black Mountain, Andy held senior capital markets roles at Wells Fargo, Goldman Sachs and AMRESCO. This has enabled him to spearhead and develop a thriving sales team and strategic relationships for Black Mountain. Andy has an MBA from Duke University’s Fuqua School of Business and a Bachelor’s degree in Finance from Emory University’s Goizueta School of Business.
Kevin MacDonald is the former CTO and co-founder of FCS, the developer of the Wall Street Office platform. He earned his B.S. in Electrical Engineering from the University of California, San Diego and has 23 years of experience in the syndicated loan market. Under his leadership, Wall Street Office evolved to become the industry standard for loan portfolio management and accounting. Kevin oversaw the technology effort from the founding of FCS until the JP Morgan acquisition of FCS at the end of 2003.
Beginning in State Street Bank’s Corp Trust department, Wayne’s career has spanned over 20 years in the syndicated loan market. After earning his MBA at Boston College, he joined the financial software industry as head of consulting for the Wall Street Office product. After leaving WSO, he joined Bain Capital as the Head of IT for Sankaty Advisors. His experience there gave him the insight to identify a gap in the market for software that addressed the needs of this industry. Wayne co-founded Black Mountain in 2007 and since then has been instrumental in building and growing the firm into the premier software provider to the credit markets.
Scott J. Bronner is a Vice President of Stone Point and has been with the firm since 2009. Prior to joining the firm, Mr. Bronner was an Analyst in the Private Equity Division at Lehman Brothers Inc. He is a director of Black Mountain Systems, LLC, Enhanced Capital Holdings, Inc., LTCG, Inc. and Tree Line Capital Partners. Mr. Bronner holds a B.A. from Amherst College.
Thomas Majewski has been involved in the CLO and securitization market since the mid-1990s. He is the founder and Managing Partner of Eagle Point Credit Management, a leading investor in CLO securities. In addition, he is also the Chief Executive Officer and a director of Eagle Point Credit Company Inc, a NYSE-listed management investment company. Mr. Majewski has been involved in the formation and/or monetization of many CLO transactions across multiple market cycles. Prior to founding Eagle Point, Mr. Majewski was a Managing Director and U.S. Head of CLO banking at RBS. Prior to joining RBS, Mr. Majewski was the U.S. country head at AMP Capital Investors (US) Ltd., and AE Capital Advisers (US) LLC, where he was responsible for investing in credit, structured products and other private assets on behalf of several Australian investors. Prior to this, Mr. Majewski was a Managing Director and head of CLOs banking at Merrill Lynch. Mr. Majewski holds a BS in accounting from Binghamton University and has been a Certified Public Accountant (inactive).
James R. Matthews is a Principal of Stone Point. He joined Stone Point in 2011 from Evercore Partners, where he was a Senior Managing Director and Co-Head of Private Equity. Previously, Mr. Matthews was with Welsh, Carson, Anderson & Stowe, where he was a General Partner and focused on investments in the information services and business services sectors, and a General Partner of J.H. Whitney & Co. He started his career as an Analyst in the mergers and acquisitions group of Salomon Brothers Inc. Mr. Matthews is a director of Black Mountain Systems, LLC, Eagle Point Credit Company Inc., Eagle Point Credit Management LLC, Enhanced Capital Holdings, Inc., NEBCO Insurance Services, LLC and Tree Line Capital Partners. In addition, he is a board member of Frenkel & Company and he is a former director of Bollinger, Inc., Fidelity Sedgwick Holdings, Inc., Ruesch International Inc. and Headstrong Inc. He holds a B.S. from Boston College and an M.B.A. from the Harvard Graduate School of Business Administration.
Steve Miller has been involved in loan market data, commentary, and software products since 1990 when he joined Loan Pricing Corporation. At LPC, he was instrumental in the development of GoldSheets, the Goldman Sachs/LPC loan index and other news and data tools. After working at Chemical Bank and then Bankers Trust, Steve co-founded Portfolio Management Data LLC in 1996. In 2000, PMD was acquired by a Fortune 500 financial information firm. Today, he continues to manage the legacy PMD business at the acquiring firm. Separately, in 1999, Steve was a founding shareholder of the Markit Loans syndicated loan pricing service. He also finds time to write frequently about the loan market. His articles have appeared in many publications, including CreditWeek, Credit Magazine, The Daily Deal, American Banker, Buyouts, and The Journal of Commercial Lending. Steve is also a popular speaker at loan market conferences and seminars.
As an SMA manager managing over 2000 individual accounts, Wasmer, Schroeder & Company sought technology to enhance processes between their front and middle office teams while decreasing administrative overhead.
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Barings, with investments under multiple strategies, 100 asset types, and different currencies managed on multiple back-office administration systems, wanted to improve firm-wide position reporting for risk management.
Fifth Street Finance sought to comprehensively manage their deal management process from deal inception and underwriting workflows to portfolio exposure analysis and reporting.
NewStar needed a solution that provided the ability to easily search information on past deals and companies within designated parameters, and to isolate companies within any segment of the deal process.
In addition to the Data Warehouse and Performance Attribution solutions, this client was looking to implement an enterprise-class front office system that consolidates all data for the investment process and streamlines reporting.
Leading Direct Lender
This middle market lender sought a Direct Lending solution that would capture pricing grid changes, closing stat sheets, deal bank group and syndicate tracking processes as well as model complex credit analyses with validations, auditing and approvals.
Global Investment Manager
A Global Investment Manager, focused on multiple asset classes needed a system that provides a consolidated view of their holdings across multiple back office systems, allowing portfolio managers to analyze and report whatever investment data they need.
At Black Mountain, we’ve implemented our own solution to manage our company’s internal operational processes, including sales pipeline management, human resources, project management, invoicing, time-tracking, etc.