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Sopris Private Equity

Private equity

Dallas · Growth · 16 people tracked

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Investment thesis

Sopris Private Equity targets established, cash-flow-positive companies with durable market positions, long-term customers, and consistent margins, often serving as the first institutional investor for family-owned businesses seeking their next phase of growth. It focuses on the U.S. 'Critical Systems economy'—water infrastructure, energy infrastructure and grid stabilization, and industrial supply chains, logistics, and manufacturing. The firm prefers businesses with clear growth pathways and cash flows above $3 million, ideally $10-20 million, and works with motivated leadership teams while offering orderly transition plans for exiting CEOs. Value creation centers on people, upgraded technology, financial reporting, KPI dashboards, and both organic and acquisition-driven growth.

Source: firm website, verified Aug 3, 2026.

Stage
Growth
HQ
Dallas, Texas, US
Instruments
Equity
Founded
2002

Team · 16 people

from the firm's website & public directories
Andrew M. Paul· Founderin

Andrew "Andy" Paul is the founder of Sopris Capital, a Colorado-based direct investment and incubation platform. Before founding Sopris, he spent 16 years at Welsh, Carson, Anderson & Stowe, where he was a senior executive, sat on the Management Committee, and co-led the firm's healthcare investing, serving as lead partner on 38 healthcare investments. Earlier in his career he worked in venture capital at Hambrecht & Quist, founded Enhanced Capital Partners, and co-founded Enhanced Healthcare Partners. He holds a B.A. from Cornell University and an MBA from Harvard Business School.

Jason Smith· Partnerin

Joined Sopris Capital in 2015 as a Partner focused on private equity investments, working across sourcing, due diligence, and portfolio support. He previously invested growth equity in technology and consumer companies at Morehead Capital and holds a B.S. in Business Administration from North Carolina State University.

Alex Paul· Vice Presidentin

Alex Paul joined Sopris Private Equity in 2021 as a Vice President. He previously was an Associate at Enhanced Healthcare Partners and gained healthcare investing experience at Nexus Health Capital, holding a B.A. in Economics from Trinity College and an M.B.A. from Southern Methodist University.

Bob Mosteller· Chief Financial Officerin

Bob Mosteller joined Sopris Capital in 2022 as Chief Financial Officer, bringing more than 25 years of experience in CFO and COO roles across venture capital, private equity, financial services, and technology companies. He previously served as CFO at Silver Creek Ventures, Teakwood Capital, Talari Networks, and Armor Defense, and helped lead Talari Networks to its acquisition by Oracle while acting as an operating partner for Silver Creek Ventures. He holds a B.A. in Accounting from Texas A&M University.

Grace Richmond· Business Development Leadin

Grace Richmond joined Sopris Capital in 2026, where she leads business development and works on investment sourcing and M&A strategy. She previously served as a Vice President of Business Development at Industrial Opportunity Partners and as an Investment Banking Analyst on Citigroup's Global Industrials team. She holds a B.A. in Economics and Art History from Boston College.

James R. Maher Jr.· Real Estate Operating Partner; Managing Director of Sopris Real Estatein

James R. Maher is a Real Estate Operating Partner to Sopris Capital and Managing Director of Sopris Real Estate, overseeing the firm's real estate investment platform. He previously was a Principal and head of acquisitions for the value-add real estate platform at Admiral Capital Group, and spent 13 years at BlackRock, leaving in 2014 as a Director on the Real Estate Equity team. He holds a B.A. from Brown University and an MS in Real Estate Finance from New York University.

James West· Accounting Specialist

James West joined Sopris Capital in 2025 as an Accounting Specialist. He previously spent 12 years as an Accounts Payable Clerk at Acushnet Golf in Carlsbad, CA, then worked five years as an Accounts Payable Team Lead at Steward Healthcare and nine years as a Property Preservation Specialist with Safeguard Properties/Bank of America. He holds an AA in Accounting from Eldorado College (now part of the University of Phoenix) in Oceanside, CA.

Julia Bergeron· Controller

Julia Bergeron joined Sopris Capital in 2025 as Controller. Her background includes public accounting as well as the construction, real estate, and private equity industries, with work in financial reporting, fund operations, and complex investment structures, including managing financial operations for multi-entity structures. She is a licensed CPA in Texas and holds an Accounting degree from Louisiana State University.

Kennedy Quinn· Executive Assistant to the Private Equity teamin

Kennedy Quinn joined Sopris Capital in 2025 as the Executive Assistant to the Private Equity team. She previously worked as an administrative assistant at a wealth management firm in Oak Brook, Illinois. She holds a Bachelor of Science in Business Administration from the University of Arkansas in Fayetteville.

Martin Gilkes· Head of Value Creationin

Martin Gilkes joined Sopris Capital in 2025 as Head of Value Creation for its private equity strategy, focusing on building organizational capability and scaling operations at portfolio companies. He previously served nearly seven years as COO of a PE-backed ultra-low carbon renewable fuels developer, led strategic planning globally at Mattel, and worked at Bain Capital on diligence and value creation, having begun his career at the Boston Consulting Group. He holds an MBA from Harvard Business School, a master's from the University of Oxford, and a bachelor's from MIT.

Matthew Freeman· Analystin

Matthew Freeman joined Sopris Capital as an Analyst in 2025, working on cash flow modeling and portfolio company and fund analysis. Before Sopris, he worked with family offices and alternative investment groups on cash flow forecasting, liquidity management, and fund-level analysis, including evaluating capital needs and analyzing portfolio performance. He holds a Finance degree with a focus on Investment Management from The University of Texas at Austin.

Mitch Green· Assistant Controllerin

Mitch Green joined Sopris Capital in 2025 as Assistant Controller. He previously worked as an Audit Associate at RSM US LLP in Dallas before spending over 12 years at Mary Kay Inc. across its Finance and Legal Compliance divisions, most recently as Manager of External Financial Reporting. He holds a B.B.A. in Accounting and an M.S. in Finance from Texas A&M University and is a licensed CPA in Texas.

Randy Wright· Director of Accounting

Randy Wright joined Sopris Capital in 2024 as Director of Accounting. He has more than 30 years of accounting and finance experience across various publicly traded and privately held companies. He is a Certified Public Accountant and earned his degree from St. Edward's University in Austin, TX.

Rebeckah Doane· Executive Assistant to the CEOin

Rebeckah Doane joined Sopris Capital in 2022 as Executive Assistant to the CEO. She previously worked in the high-end hospitality industry as a lead concierge and concierge trainer, and earlier as a personal assistant for a TV producer and a sports business manager in Southern California. She holds a B.A. in Humanities from Pepperdine University.

Will Scherer· Associatein

Will Scherer is an Associate at Sopris Private Equity, which he joined in 2025. He was previously a private equity associate at Morgan Stanley Capital Partners and an analyst in Morgan Stanley's investment banking division, and started his career as an equity research analyst at Renaissance Capital. He holds a B.A. in Business, Entrepreneurship and Organizations from Brown University and an M.S. in Finance from Canisius College.

Alec Webster· Senior Associatein

Alec Webster joined Sopris Private Equity in 2023 as a Senior Associate. He previously worked at Partners Group in its healthcare private equity unit and at Jefferies in investment banking and fixed income, and holds a B.A. in History from the University of Virginia.

Frequently asked questions

What stage does Sopris Private Equity invest at?
Sopris Private Equity invests at the Growth stage.
What sectors does Sopris Private Equity focus on?
Sopris Private Equity focuses on Advanced Manufacturing, Cleantech, Energy, Enterprise Software, Healthtech, Logistics & Supply Chain, New Materials.
Where is Sopris Private Equity located?
Sopris Private Equity is headquartered in Dallas, US.

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