Ravi Ugale is focused on originating, analyzing and managing investments as well as working as an investment specialist as part of Star Mountain’s Client Partner team helping with high quality reporting and communications with investors. He also provides leadership, training and mentorship to Star Mountain’s junior team, largely in the Tampa office. He has completed multiple senior leadership programs over his career and is a thought leader in the alternative investment space.

Mr. Ugale has 30+ years of private credit, secondaries, private equity, venture capital, investment banking and business operations experience. He was a YPO member for 10 years and has substantial board and c-level executive operating experience. He was also an active member of the governance and thought leadership Institutional Limited Partners Association (ILPA) alternative investment organization where Star Mountain Capital is a signatory to ILPA’s Diversity In Action Initiative.

Most recently Mr. Ugale spent 12+ years from GenSpring Family Offices through to Truist via various mergers and acquisitions where he was a Managing Director and Head of Manager Research for Private Capital Strategies.  Mr. Ugale led the investment advisory group team responsible for sourcing, underwriting and portfolio monitoring of alternative investment funds across private credit, secondaries and private equity at Truist Advisory Services, Inc. a wholly owned division of $500+ billion in assets Truist Bank (NYSE: TFC).  In addition, he oversaw selection and coverage of illiquid and semi-liquid long dated assets within private equity, private credit, private real estate, and private real assets. Additionally, Mr. Ugale provided client advisory, education, and subject matter expertise to Truist advisors and clients on the private capital asset class which included endowments, foundations, family offices and high-net-worth individuals.

Prior to joining the Investment Advisory Group at GenSpring Family Offices in 2011 (which was later acquired by SunTrust Bank which subsequently merged with BB&T to form Truist), Mr. Ugale was a Managing Director at Catalyst Financial focused on principal investing and M&A for private small and medium-sized businesses and public micro-cap companies.

Prior to Catalyst, Mr. Ugale spent 10 years as a Partner & Investment Committee Member at Crossbow, a private investment firm where he sourced, led and successfully exited several of the firm’s direct investments in the information technology, business services and healthcare sectors.

His investment and operating experience at Crossbow included:

• Investing as lead partner/second officer in 14 companies and helping bring in co-investors into these portfolio companies Crossbow managed for institutional and family office investors.
• Lead partner/second officer responsible for generating eight profitable cash exits including trade sales of portfolio companies to firms including General Electric, Verizon Corporation, and Landmark Communications.
• Head of M&A and CEO recruitment committees for 10 portfolio companies and achieving a successful turnaround of a distressed portfolio company by stepping in as the Interim CEO. Successfully recapitalized the company, cleaned up the balance sheet by negotiating with several creditors, sourced for and found a buyer for the company that was successfully sold to General Electric (preserving the full value of Crossbow’s investment).

Before moving into the alternative investments industry, Mr. Ugale spent nearly 12 years gaining substantial hands-on business operating experience at leading organizations including IBM, Xerox and Siemens in the United States.

Mr. Ugale graduated from Pune University in India with a degree in instrumentation engineering with a specialization in biomedical instrumentation. He received an MS in Computer Science & Electrical Engineering from Marquette University and an MBA in Finance & International Business from Florida Atlantic University. He currently holds a Series 65 (Investment Advisor Representative) securities license and in the past has also held the Series 63 and Series 79 securities licenses.