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Sun Mountain Capital

301 Griffin Street
Sante Fe, NM 87501

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.

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, which has resulted in top quartile returns for our direct investment funds. We 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 the Rocky Mountain Region and are diversified by both stage and sector. We have a long track record of creating value through active involvement in portfolio companies.

Principals

Brian Birk, Managing Partner

Sally Coming, Partner

Leslie Shaw, Chief Financial Officer