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 1 company. 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 10

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 ≤ '18 '19 '20 '21 '22 '23 T
Buy (0.0/yr) # 15 - - - - - 15
Sell (0.4/yr) # 6 1 - 1 - - 8
  23

Most Recent M&A

Company Date Value Type
RiskSense, Inc. 2021-08-02 - Trade Sale
Sunnyvale, California · www.risksense.com
Exagen, Inc. 2019-09-18 - IPO
Vista, California · www.exagen.com
JackRabbit Systems, Inc. 2018-12-18 - Trade Sale
Santa Fe, New Mexico · www.jackrabbitsystems.com
Comet Solutions, Inc. 2018-09-25 - Trade Sale
Cincinnati, Ohio · www.cometsolutions.com
RiskSense, Inc. 2018-08-07 - Venture
Sunnyvale, California · www.risksense.com
Seamless Medical Systems LLC 2017-01-19 - Trade Sale
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 - Trade Sale
Albuquerque, New Mexico · www.nanomr.com
Lumidigm, Inc. 2014-02-10 - Trade Sale
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

Catriona Forrester

Managing Director

Lee Rand

Partner

Sally Corning

Partner

Hal Hayden

Partner, Private Credit

FAQ

When was Sun Mountain Capital founded?

Sun Mountain Capital was founded in 2006.

What type of investor is Sun Mountain Capital?

Sun Mountain Capital is a private equity firm.

Where is Sun Mountain Capital headquartered?

Sun Mountain Capital is headquartered in Santa Fe, New Mexico.

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