Focused.
People-first.
Built to last.

Investing capital in highly specialized service businesses.

Investment Criteria Meet the Team

Led by Real-World Entrepreneurs.

Sonoran Ridge Capital is a family-owned private equity firm based in Phoenix, Arizona. For more than 15 years, we've been business owners ourselves. We’ve hired and fired, kept thousands of sales calls, and endured the grind of building and eventually selling successful companies.

"We understand that people, not spreadsheets, create the value."

Nathan Donohue

President

Team & Advisors

Nathan Donohue

Nathan Donohue

President

Dan Rowe

Dan Rowe

Advisor

Justin Kowalchuk

Justin Kowalchuk

Advisor

Jerod Pierce

Jerod Pierce

Advisor

Investment Criteria

What We Look For

We invest in niche market leaders that dominate a clearly defined vertical. Broad diversification is not our goal - mastery is.

Financial Profile

  • Revenue: $5M - $25M
  • EBITDA: $1M - $5M
  • Margins: > 15% Net Margins
  • Recession-resistant, recurring revenue
  • Open to seller rolling equity

Operational Profile

  • Located in Southwest, USA
  • Team-first culture
  • Owner looking to retire or step back
  • Defensible niche with regulatory moats
  • Customized 3-12 month transition

Portfolio

Track Record & Holdings

Current Holdings

Vitals AI
Vitals AI
Active

Vitals AI is an Advisor Intelligence platform providing in-depth key performance indicators, practice benchmarking, and comprehensive data visibility into your book of business.

Sector: Technology / AI

Actively Deploying Capital

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Exited Positions

Consilio Wealth Advisors
Consilio Wealth Advisors
Exited

Founded, scaled, and successfully exited after growing to $500 million in AUM in under 5 years. Expanded operations across five states through organic growth and operational excellence.

Sector: Financial Services