PE  Sorenson Capital

     Office Locations:

3400 N. Ashton Boulevard, Suite 400
Lehi, UT 84043
Phone: 801-407-8400
Fax: 801-407-8411



  • Middle Market



  • Business Services
  • Consumer Products & Services
  • Life Sciences & Healthcare
  • Manufacturing & Industrial
  • Retail & Restaurant



    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.



      Fund Name



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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
    Venture Capital
    Seed Stage
    (includes "pre-seed," or
    concept stage)
    No Revenue
    Early StageMinimal
    Growth Stage
    (also called Mid-stage)
    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

    Investment Team:

    Name   Title
    Get the complete investment team + individual email addresses for investment team partners. Get personal images, LinkedIn links, investment specialties, office locations and more with a National Database subscription.
    Bert Roberts Principal
    Brian Dunn CFO
    Fraser Bullock Managing Director
    LeGrand Lewis Principal
    Luke Sorenson Managing Director


    Recent Funding Events (trailing 12 months):










      Series A





      Series B


    Portfolio companies include:

      Axiom Materials
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      CARE Senior Living
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      Goal Zero
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      Health Catalyst
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      Imagine Learning
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      International Development
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      Jet Set Sports
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      Mindshare Technologies
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      MITY Enterprises
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      NCS Energy Services
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      Provo Craft
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      Realty Mogul
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      RWI Construction
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      Southeast Directional Drilling
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      Western States Lodging and Management
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    Recent News: