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Office Locations:
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537 Hamilton Avenue, 1st Floor
Palo Alto, CA 94301
Phone: 801-407-8400
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Business Services
Consumer Products & Services
Life Sciences & Healthcare
Manufacturing & Industrial
Retail & Restaurant
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Sorenson Capital is a private equity firm that provides small to middle-market buyout and growth equity investments, with a particular focus on opportunities in selected states in the Mountain and Western regions of the United States. Sorenson Capital recently announced the closing of its second private equity fund, Sorenson Capital Partners II (SCP II), which has attracted approximately $400 million in capital. It is the largest closing to date for a Utah-based private equity firm. SCP II will invest primarily in companies with revenues between $20 and $200 million with earnings from $3 million to $25 million. The first Sorenson Capital fund closed with $250 million in May 2004 and invested in 16 companies. SC looks for the following qualities in potential investments: large and growing industries; significant barriers to entry; experienced and motivated management teams; significant market share positions; sustainable pricing and profit margins; fragmented industry competition; and fragmented customers and suppliers. Sorenson Capital has more than $110 million of capital under management and typically invest in product-oriented businesses at the seed or pre-Series A stage.
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Investment Firm Key
VC = Venture Capital
PE = Private Equity
A = Angel
I = Incubator
MB = Merchant Bank
VD = Venture Debt
FI = Family Investment Office
FOF = Fund of Funds
ED = Economic Development Office
TT = Technology Transfer Office
CVC = Corporate Venture Capital
SEC = Secondary Purchaser
HF = Hedge Fund/Mutual Fund
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COMPANY STAGE | REVENUE |
Venture Capital | |
Seed Stage (includes "pre-seed," or concept stage) | No Revenue |
Early Stage | Minimal Revenue |
Growth Stage (also called Mid-stage) | $2M-$7M |
Expansion Stage (also called Late-stage) | $7M and greater |
Private Equity | |
Lower Middle Market | $10M-$249M |
Middle Market | $250M-$499M |
Upper Middle Market | $500M-$1B |
Large Cap | >$1B |
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Name | |
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Title | |
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Bert Roberts | |
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Partner | |
Brady Broadbent | |
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Partner | |
Burke Davis | |
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Partner | |
David Dame | |
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Advisor | |
Eric Hilton | |
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Vice President | |
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Date
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Name
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State
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Amount
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Stage
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12/18/2024
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Bureau
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CA
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$30,000,000
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Series B
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12/04/2024
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Tuskira
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CA
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$28,500,000
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08/27/2024
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Planera
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CA
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$13,500,000
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Series A
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06/28/2024
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ZeroEyes
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PA
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$53,000,000
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Series B
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04/19/2024
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VulnCheck
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MA
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$7,950,000
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Seed
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