Experience

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  BYU Silver Fund

  • Provo, Utah, United States

  • Equity Research Fall Analyst

    • Sep 2023 - Jan 2024
    • Provo, Utah, United States

    Silver Fund is a $3.5 million student-run investment fund- Researched current and potential public equity investments, and performed industry research on a variety of sectors - Drafted detailed DCF models, three-statement projections, and comps analyses to value potential fund investments- Delivered research reports to portfolio managers and industry professionals on buy, hold, and sell recommendations Selected Transaction/ Investment ExperienceTransMedics (TMDX) – Buy Recommendation- Evaluated TransMedics, a medical device company, with a target price of $100/share and a potential upside of 66% - Built valuation models and investment presentations based on TransMedics’ recent Summit Aviation acquisition

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  Utah Retirement Systems

  • Provo, Utah, United States

  • Fall Investment Analyst

    • Oct 2023 - Dec 2023
    • Provo, Utah, United States

    Utah Retirement Systems is Utah's $44 billion state pension fund- Constructed a refreshable data-based dashboard that monitors the economic and political landscape of China- Organized and analyzed a variety of economic metrics including change in GDP per capita, land sales, and CPI- Created mathematical grading methods with refreshable data reducing time required for future research and analysis

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  Leavitt Equity Partners

  • Salt Lake City, Utah, United States

  • Private Equity Summer Analyst

    • Jun 2023 - Aug 2023
    • Salt Lake City, Utah, United States

    Leavitt Equity Partners is a Utah based healthcare private equity firm- Performed due diligence on current and potential investments, and supported the deal team on multiple deliverables - Assisted the deal-team in the creation of operating, valuation models, and investment committee presentations- Sourced potential investment opportunities and conducted industry and market research, in the healthcare sector

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  Brigham Capital

  • Provo, Utah, United States

  • Equity Research Analyst

    • Dec 2021 - Apr 2023
    • Provo, Utah, United States

    Brigham Capital is a student run long/short public equity fund- Devised weekly analyses of potential portfolio companies, focusing on operations, business strategy, and valuation- Developed three-statement projections, comps analysis, and DCF models to forecast an investment’s implied upside - Presented research reports and valuation models to portfolio managers on buy, sell, and hold recommendations Selected Transaction/ Investment ExperienceOneSpaWorld (OSW) – Buy Recommendation- Analyzed OneSpaWorld a cruise spa company with a target price of $18/share and a potential upside of 60%- Crafted valuation models and investment presentations based on increased onboard spending and cruise capacities

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  Vermilion Rock Advisors

  • Provo, Utah, United States

  • Summer Intern

    • May 2022 - Aug 2022
    • Provo, Utah, United States

    Vermilion Rock Advisors is a Utah-based investment banking firm with a specialization in mergers andacquisitions- Conducted market research on lower-middle market, manufacturing companies valued at $10-250M- Screened and evaluated 20-25 companies a week, preforming research on companies’ size, funding, and leadership- Attended M&A workshops and collaborated in market research projects, specifically research on semiconductors

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  FinLit

  • Provo, Utah, United States

  • Team Lead

    • Apr 2022 - Jun 2022
    • Provo, Utah, United States

    FinLit is a financial literacy company that provides financial literacy course work for nonprofit organizations- Led a team of interns in the translation of course materials, product implementation, and client outreach- Organized FinLit’s contact data base, improving company efficiency and functionality- Contacted over 115 organizations about product implementation, improving FinLit’s sales and customer relations

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  ComplianceGO

  • Provo, Utah, United States

  • Project Manager

    • Jan 2022 - Apr 2022
    • Provo, Utah, United States

    ComplianceGO is a storm water compliance software company.- Analyzed competitors for the stormwater software company ComplianceGo that helps customers follow environmental regulations dealing with stormwater- Developed the timeline for keys tasks, events, and deliverables and lead discussions on project tasks and deadlines, as part of project manager duties