About

Black Mountain

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.

Leadership Team

Kevin MacDonald

Kevin MacDonald

co-CEO

Kevin MacDonald is the former CTO and co-founder of FCS, the developer of the Wall Street Office platform. Under his leadership, Wall Street Office evolved to become the industry standard for loan portfolio management and accounting. Kevin leveraged that experience to help create Black Mountain from the ground up, focusing on extendable and scalable technology. Kevin earned his B.S. in Electrical Engineering from the University of California, San Diego and has 26 years of experience in the syndicated loan market.

Andy Horwitz

Andy Horwitz

co-CEO

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.

Brandon Meeks

Brandon Meeks

CTO

Brandon brings over 15 years of enterprise application development to his role as Chief Technology Officer at Black Mountain and was the original employee when the company was founded in 2007. Brandon has architected the Everest solution since inception, started and ran the Professional Services group, and now oversees all product development and internal engineering. His prior experience includes architecting a loan origination system and developing an automated underwriting engine for Accredited Home Lenders, a leading sub-prime mortgage lender at the time. He has a bachelor’s degree in Computer Science from the University of California, Santa Barbara.

Kevin Dunn

Kevin Dunn

COO

Kevin has worked in finance and technology for over 18 years and has been with Black Mountain since 2008, shortly after our inception. Kevin started as an implementer of Everest and now oversees the primary client functions within Black Mountain, including our global Implementations and Support teams. Prior to joining Black Mountain, Kevin worked in the residential mortgage industry for 8 years in operations and systems integration roles, and ultimately managed the interface between IT and the various business units. Kevin has extensive experience in financial operations, technology, and project management. He has a bachelor’s degree in Communications from the University of California, Santa Barbara.

Brian Barthelmes

Brian Barthelmes

CFO

Brian has worked in accounting and finance for over 14 years and joined Black Mountain in 2013. Brian currently serves as Black Mountain’s CFO, where he is responsible for financial reporting and risk management operations of the company. Prior to joining Black Mountain, Brian worked for the public accounting firm CEA, LLP that later went on to be acquired by BDO USA. Brian maintains an active CPA license in the state of California and is a member of the AICPA, CalCPA, and the CFOLC. He earned a bachelor’s degree in Accounting from the Edinboro University.

Cindy Lee

Cindy Lee

Director of Strategic Programs

Cindy has been working in the financial and technology industry for the last 15 years. She has been with Black Mountain since 2009 and leads our product management team. Cindy has led implementations and relationships for many clients, such as GE, Carlyle and GSO/Blackstone. Prior to joining Black Mountain, Cindy was involved in credit risk management and operations at The Carlyle Group, and led the implementation of Everest from the client side. She also has extensive risk management software implementation and consulting experience from her time at ERisk and Sungard. Cindy has a Bachelor of Science in Computer Engineering and a Certificate in Finance from Princeton University.

Helping Clients Solve their Business Challenges

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.

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.

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.

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.

Black Mountain’s Integrated Platform

Unlike custom-built or competitors’ software, Black Mountain offers low-risk and rapid deployment of fully supported solutions for all asset classes with the flexibility to conform, adapt, and grow with changing company, Strategy, and regulatory needs.

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