Sun Mountain Capital Mergers and Acquisitions Summary

Private Equity Firm Profile

Sun Mountain Capital’s most common sectors for investment aresemiconductors (20%) and software (20%) . The Firm’s most common investment types include venture (94%) and growth capital (7%). In total, Sun Mountain Capital has invested in 4 US states.

In the last 3 years, Sun Mountain Capital has exited 2 companies. The Firm’s most common exit type is trade sale (88%).

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M&A Summary

  • M&A Total Activity23
    • M&A Buy Activity15
    • M&A Sell Activity8
  • Total Sectors Invested 9
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 9

Sun Mountain Capital

527 Don Gaspar Avenue,
Santa Fe, New Mexico 87505
United States
(505) 780-4218
www.sunmountaincapital.com
info@sunmountaincapital.com

Sun Mountain Capital is a provider of fund investment advisory services as well as a direct investor. Sun Mountain's advisory practice develops customized private equity programs for institutional investors while the Firm's direct investment program looks to commit $250k to $10 million of capital for a variety of situations. Sun Mountain looks to be an active/hands-on investor. Sun Mountain Capital was formed in 2006 and is based in Santa Fe, New Mexico.


Investment Criteria

Sectors of Interest: Aerospace, Building Materials, Chemicals, Energy Services and Equipment, Financial Services, Information Technology, Life Science, Medical Products, Semiconductors, Software, Technology Hardware

Target Transaction Types: Buyout (LBO, MBO, MBI), Growth Capital, Venture

Geographic Preferences: East US, Midwest US, South US, West US

Transaction Criteria Min Max
Target Revenue - -
Target EBITDA - -
Investment Size 0 10
Enterprise Value - -
values in millions of USD

M&A Summary

Buy vs Sell

Year ≤ '17 '18 '19 '20 '21 '22 T
Buy (0.2/yr) # 14 1 - - - - 15
Sell (0.8/yr) # 4 2 1 - 1 - 8
  23

Most Recent M&A

Company Date Value Type
RiskSense, Inc. 2021-08-02 - Add-on Acquisition
Sunnyvale, California · www.risksense.com
Exagen, Inc. 2019-09-18 - IPO
Vista, California · www.exagen.com
JackRabbit Systems, Inc. 2018-12-18 - Add-on Acquisition
Santa Fe, New Mexico · www.jackrabbitsystems.com
Comet Solutions, Inc. 2018-09-25 - Add-on Acquisition
Cincinnati, Ohio · www.cometsolutions.com
RiskSense, Inc. 2018-08-07 - Venture
Sunnyvale, California · www.risksense.com
Seamless Medical Systems LLC 2017-01-19 - Add-on Acquisition
Santa Fe, New Mexico · www.seamlessmedical.com
SBA Materials, Inc. 2015-12-15 - Venture
Albuquerque, New Mexico · www.sbamaterials.com
Seamless Medical Systems LLC 2015-12-02 - Venture
Santa Fe, New Mexico · www.seamlessmedical.com
nanoMR, Inc. 2015-01-15 - Add-on Acquisition
Albuquerque, New Mexico · www.nanomr.com
Lumidigm, Inc. 2014-02-10 - Add-on Acquisition
Albuquerque, New Mexico · www.lumidigm.com
View All >>

M&A by Sector

Sector Current # Value All-time # Value
Semiconductors 2 (29%) - 3 (20%) -
Software - - 3 (20%) -
Chemicals 2 (29%) - 2 (13%) -
Life Science 1 (14%) - 2 (13%) -
Aerospace 1 (14%) - 1 (7%) -
Financial Services 1 (14%) - 1 (7%) -
Information Technology - - 1 (7%) -
Medical Products - - 1 (7%) -
Technology Hardware - - 1 (7%) -
Total 7 - 15 -

Acquisitions By Geo

State/Country Current # Value All-time # Value
United States 7 (100%) - 15 (100%) -
  New Mexico 6 (86%) - 11 (73%) -
  California - - 2 (13%) -
  Vermont 1 (14%) - 1 (7%) -
  Ohio - - 1 (7%) -
Total 7 - 15 -

Acquisitions by Deal Type

Type Current # Value All-time # Value
Venture 6 (86%) - 14 (93%) -
Growth Capital 1 (14%) - 1 (7%) -
Total 7 - 15 -

Exits by Deal Type

Type Total # Value
Trade Sale 6 (75%) -
IPO 1 (13%) -
Trade Sale - Public Company 1 (13%) -
Total 8 -

M&A Connections

Deals
Exited to
Strategic(s)
88%
7 (88%)

Investor Summary

Investor Type

Private Equity Firm

Size

Small

Established

2006

Specialist/Generalist

Generalist

Leadership

Brian Birk

Co-Founder & Managing Partner

Sally Corning

Co-founder & Partner

Leslie Shaw

Co-Founder & Partner Emeritus

Lee Rand

Partner

Edward Markman

Partner, CFO & CCO

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