Investments
58Portfolio Exits
8Funds
5About Sun Mountain Capital
Sun Mountain Capital is a boutique investment firm with significant expertise establishing and managing customized private equity programs tailored to meet the unique needs of our clients. We have provided fund investment advisory services for public and private entities and as well as successfully managed direct private equity investment funds. Currently, we have over $500 million in assets under management and advisement.
Sun Mountain Capital Headquarter Location
301 Griffin Street
Santa Fe, New Mexico, 87501,
United States
Latest Sun Mountain Capital News
Jan 7, 2021
BayoTech Inc., a developer of on-site hydrogen production systems, announced it received an equity investment of up to $157 million. The funds will come from growth equity investor Newlight Partners with participation from existing investors Cottonwood Technology Funds, Sun Mountain Capital and new investor Fortistar. Proceeds will be used to accelerate BayoTech’s strategic growth through product development, project development and infrastructure expansion, according to the Albuquerque, N.M.-based company whose markets include the fuel cell transportation, agriculture and industrial sectors. It's going to be an exciting year for @H2Bayo ! We are pleased to announce an equity investment of up to $157 million from Newlight Partners with participation from Cottonwood Technology Funds, Sun Mountain Capital & @FortistarRNG . #Hydrogen The company noted it can produce hydrogen — the most abundant element, or almost 90% of the visible universe — for less than $2 a kilogram. Most hydrogen is produced at large, centralized facilities before being delivered to end users, the company explained in a release. BayoTech, through its on-site hydrogen generators and gas-as-a-service offering, reduces or eliminates transportation and storage costs, which results in less energy wasted and a lower carbon footprint than traditional hydrogen production technology and electrolyzer-based systems. The company noted its modular, scalable and rapidly deployable hydrogen production systems require lower upfront capital commitments, streamlined siting and installation and, when paired with renewable natural gas, offer the most cost-effective green hydrogen available. — Transport Topics Want more news? Listen to today's daily briefing:
Sun Mountain Capital Investments
58 Investments
Sun Mountain Capital has made 58 investments. Their latest investment was in 3D Glass Solutions as part of their Series B - III on January 1, 2022.
Sun Mountain Capital Investments Activity
Date | Round | Company | Amount | New? | Co-Investors | Sources |
---|---|---|---|---|---|---|
1/31/2022 | Series B - III | 3D Glass Solutions | $4M | No | 6 | |
10/8/2021 | Series B | Armonica Technologies | $2.07M | No | 7 | |
1/5/2021 | Series C | BayoTech | $157M | No | 16 | |
12/14/2020 | Series B | |||||
12/9/2020 | Series A |
Date | 1/31/2022 | 10/8/2021 | 1/5/2021 | 12/14/2020 | 12/9/2020 |
---|---|---|---|---|---|
Round | Series B - III | Series B | Series C | Series B | Series A |
Company | 3D Glass Solutions | Armonica Technologies | BayoTech | ||
Amount | $4M | $2.07M | $157M | ||
New? | No | No | No | ||
Co-Investors | |||||
Sources | 6 | 7 | 16 |
Sun Mountain Capital Portfolio Exits
8 Portfolio Exits
Sun Mountain Capital has 8 portfolio exits. Their latest portfolio exit was RiskSense on August 02, 2021.
Sun Mountain Capital Fund History
5 Fund Histories
Sun Mountain Capital has 5 funds, including New Mexico Recovery Fund.
Closing Date | Fund | Fund Type | Status | Amount | Sources |
---|---|---|---|---|---|
4/29/2020 | New Mexico Recovery Fund | $100M | 1 | ||
7/10/2017 | New Mexico Catalyst Fund LP | ||||
Sun Mountain Private Credit Fund I LP | |||||
NMSIC Co-Investment Fund (Focused) | |||||
NMSIC Co-Investment Fund (Classic) |
Closing Date | 4/29/2020 | 7/10/2017 | |||
---|---|---|---|---|---|
Fund | New Mexico Recovery Fund | New Mexico Catalyst Fund LP | Sun Mountain Private Credit Fund I LP | NMSIC Co-Investment Fund (Focused) | NMSIC Co-Investment Fund (Classic) |
Fund Type | |||||
Status | |||||
Amount | $100M | ||||
Sources | 1 |
Sun Mountain Capital Team
3 Team Members
Sun Mountain Capital has 3 team members, including current Chief Financial Officer, Edward Markman.
Name | Work History | Title | Status |
---|---|---|---|
Edward Markman | Chief Financial Officer | Current | |
Leslie R Shaw | Kline Hawkes & Co. | Chief Financial Officer | Current |
Brian Birk | Applied Minds, Flywheel Ventures, BiosGroup, and The Boston Consulting Group | Managing Partner | Current |
Name | Edward Markman | Leslie R Shaw | Brian Birk |
---|---|---|---|
Work History | Kline Hawkes & Co. | Applied Minds, Flywheel Ventures, BiosGroup, and The Boston Consulting Group | |
Title | Chief Financial Officer | Chief Financial Officer | Managing Partner |
Status | Current | Current | Current |
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