Sorenson Capital promotes Bert Roberts to managing director

Sorenson Capital promoted Bert Roberts to managing director. Roberts, formerly a principal at the firm, will focus on the company’s efforts in business development, fundraising and investor relations. Roberts joined Sorenson in 2011, prior to which he worked at Wasatch Advisors as VP of institutional client services.

Press Release

Private equity firm Sorenson Capital announced today that it has promoted Bert Roberts to managing director. Roberts, a long-time industry veteran and principal at Sorenson Capital, will focus on the company’s efforts in business development, fundraising, and investor relations.

Roberts joined Sorenson Capital in 2011, bringing extensive transactional experience and expertise in business development and investor relations. As a principal, Roberts has leveraged his national network to provide unique deal and fundraising access to the firm.

“Bert has a deep knowledge of institutional client services and corporate development,” said Luke Sorenson, managing partner at Sorenson Capital. “Bert’s productivity is remarkable, and we are excited that he will continue to be a crucial member of our team in his new role as managing director.”

As a managing director, Roberts will have expanded responsibilities in fundraising and limited partner investor relations, while continuing to focus on sourcing buyout and growth equity transactions.

“I am thrilled for the opportunity to make an even more significant contribution to this team of extraordinary investors and portfolio companies,” said Roberts. “Sorenson Capital has a lot of momentum in its buyout, growth and venture funds, and I am very excited about our investment strategies moving forward.”

Prior to joining Sorenson Capital, Roberts served as vice president of institutional client services at Wasatch Advisors, and held senior-level investment banking positions at UBS, SoundView Technology Group, and Montgomery Securities (now Bank of America Merrill Lynch). Roberts holds both the Chartered Financial Analyst (CFA) and Chartered Alternative Investment Analyst (CAIA) designations.

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About Sorenson Capital

Sorenson Capital ( is a private equity firm that makes middle-market buyout and growth equity investments. Sorenson Capital has more than $1 billion in capital under management and typically makes investments of $10 to $40 million in companies with unique strategic positions. Sorenson Capital is based in Salt Lake City, Utah.