About
Sun Mountain Capital
Regional Investment Programs
Sun Mountain Capital is an investment partnership formed by senior private equity professionals based in Santa Fe, New Mexico. The Firm’s professionals have a depth of experience in private equity that dates back to 1981 and have an extensive track record of creating value through fund advisory activities and direct investments in promising companies. Prior experience for the principals include employment at Credit Suisse First Boston, Morgan Stanley, Brentwood Associates, Fort Washington Investment Advisors, GE Capital, Kline Hawkes, and The Boston Consulting Group, among other top tier firms.
As a private equity advisor to pension plans and other program sponsors, Sun Mountain develops customized private equity programs. We analyze key success factors across numerous private equity programs and then use the information to develop solutions tailored to meet the specific investment goals of the program.
Our success with our direct investment programs correlate to our long tenure in the industry and our strategy of being value adding members of investor syndicates. We frequently refer promising investments to funds with particular domain expertise, thereby allowing us to develop deep relationships with many top tier fund managers. In this way, the Firm acts as a partner to these funds and not as a competitor. This unique collaborative approach enables us to access some of the most promising investment opportunities for our clients, which has resulted in top quartile returns for our direct investment funds.
Sun Mountain has developed a unique niche in acting as an advisor to and direct investment fund manager for regional and state based investment programs. Today, the goals of these programs are often overshadowed by the needs of other clients when the programs are managed by large investment firms who cannot be as flexible in their offerings and approach.
We have developed strong relationships with many private equity funds active in specific geographic areas enabling our clients to deepen the local capital pool and attract external investments to particular geographic areas, increasing the overall vibrancy of a region’s venture community.
Sun Mountain’s regional direct investment programs do not focus on specific industry sectors or in a particular stage in the investment cycle. Rather, our portfolio companies reflect the investment opportunities indigenous to a particular region of the country and are diversified by both stage and sector. We have a long track record of creating value through active involvement in portfolio companies.