Email Contact Phone Company Visit Website

San Diego Office Office Head Office

12526 High Bluff Drive Suite 160
San Diego
CA

New York Office Office

200 W 41st Street Floor 14
New York
NY

London Office Office

The Hop Exchange 24 Southwark Street Suite 73 - 74
London

Telephone

858-866-8989

Contact

Kevin MacDonald
[email protected]

Tagline

Everest has taken away a lot of the mundane, day-to-day, repetitive tasks that needed to be completed and has freed portfolio managers and traders to spend their time working on the things that can add value for our clients.

Mission Statement

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 proven Everest platform 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. Clients consist of many of the world's leading managers of fixed income and alternative assets, including credit funds, municipal finance, real estate, hedge funds, and commercial finance and banking. Everest’s front-office solutions include portfolio management, trade and credit workflow, compliance, reporting, research management, performance attribution, and enterprise data warehousing and offer flexibility to conform, adapt, and grow with changing company, market, and regulatory needs. Unlike custom-built or competitor software, Everest offers low-risk and rapid deployment of fully supported solutions and a scalable implementation methodology with a formal validation process to ensure client satisfaction.

Profile

Is your team spending more time compiling data than analyzing it? Black Mountain offers best practice solutions with accurate real-time data to efficiently manage investments and trading. Our platform also provides low-risk and rapid deployment but with the flexibility and configurability of custom-built software.

Benefits

Fully supported solutions for all asset classes with the flexibility to conform, adapt, and grow with changing company, market, and regulatory needs

Bring dozens of siloed data sources into one
unified environment
• Produce valuable portfolio & market insights through
in-depth analysis of aggregated data
• Refresh your data with real-time activity
• Empower non-technical users to produce valuable market
insights through dashboards and reports
• Eliminate the boundaries between systems,
information, and people investments and trading.

History

We are a community of ardent problem-solvers and strong client partners. With more than 100 employees across four global offices and a 100% client retention rate, our mission is to deliver best practice solutions with accurate real-time data so that asset managers can efficiently manage investments and trading.

Focus

OUR SOLUTION
Porfolio Management
Trade Order Management
Compliance Management
Research Management
Loan Origination & Monitoring
Data Warehouse & EDM
Performance Attribution

YOUR STRATEGY
Syndicated Loans
Direct Lending
Municipal Bonds
Fixed Income
Real Estate
Equity
Alternative Investments

Goals

Our mission is to deliver best practice solutions with accurate real-time data so that asset managers can focus on the high-value activities that drive investment performance.

People

Kevin MacDonald, co-CEO
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 21 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.

Andy Horwitz, co-CEO
Andy Horwitz has been involved in the credit markets for 23 years, most recently as a Director at Wachovia Securities. Prior to joining Black Mountain Systems, he was responsible for leveraged loan and high-yield bond underwriting and origination as well as the distribution and trading of leveraged loans. In this role, Andy represented the firm to corporations, private equity sponsors and institutional investors, and helped Wachovia become the fourth largest arranger of syndicated loans. Prior to Wachovia, Andy worked in various mortgage, credit and structured products underwriting, workout, and capital markets roles at Goldman Sachs and AMRESCO. Andy has a Masters degree in Business Administration from Duke University’s Fuqua School of Business and a Bachelor’s degree in Finance from Emory University’s Goizueta School of Business.

Wayne Elpus, CIO
Wayne Elpus received his MBA from Boston College and has 19 years experience in the syndicated loan market. His career began in State Street Bank’s Corporate Trust department as a loan administrator where he developed expertise with operating issues specific to the loan market, and evolved to include technology responsibilities. After earning an MBA, he joined Financial Computer Software as head of the consulting department for the Wall Street Office product. Wayne also has related experience with Bain Capital where he oversaw in-house development for Sankaty Advisors, Bain’s syndicated loan operation.