Sorenson Capital
Industry: Capital market company
DescriptionFounded: 2003 Subsidiary: Sorenson VenturesFeedbackDisclaimer Claim this knowledge panel Knowledge ResultSee outside Moved, closed, or was never hereReportSorenson CapitalWebsiteDirections Saved (0) Saved Save Private equity firm in Lehi, Utah Address: 3400 Ashton Blvd # 400, Lehi, UT 84043 Phone: (801) 407-8400: Category: : : Hours: : Place name: : Website: : Website: http://www.sorensoncapital.com/ Category: Private equity firm Suggest an editUnable to add this file. Please check that it is a valid photo. Unable to add this file. Please check that it is a valid photo. · Own this business?Add missing informationAdd business hours Unable to add this file. Please check that it is a valid photo. Questions & answers Ask a questionBe the first to ask a question Add a photoThanks for sharing!Your photo will be posted publicly on Google.Contribute MoreDoneUpload public photos of Sorenson Capital Posting publicly on the Web Write a review Reviews Be the first to review
Sorenson Capital List of Employees There's an exhaustive list of past and present employees! Get comprehensive information on the number of employees at Sorenson Capital. You can filter them based on skills, years of employment, job, education, department, and prior employment.
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Sorenson Capital Employees
Employee
Years
Job
Industry
Daniel Sechrest Daniel Sechrest's Sorenson Capital Experience January 2013 - April 2013
Job Deal Advisory Private Equity at KPMG
Industry Accounting
Experience
KPMG US January 2014 - March 2014
BlackRock September 2013 - December 2013
Larry H Miller Group June 2012 - August 2013
Sorenson Capital January 2013 - April 2013
Linsalata Capital Partners January 2013 - April 2013
Brigham Young University August 2010 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Accounting, Financial Analysis, Public Speaking, Valuation, Financial Accounting, Social Media, Economics, Collegiate Baseball
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
KPMG US January 2014 - March 2014
BlackRock September 2013 - December 2013
Larry H Miller Group June 2012 - August 2013
Sorenson Capital January 2013 - April 2013
Linsalata Capital Partners January 2013 - April 2013
Brigham Young University August 2010 - January 2013
Skills
Microsoft Excel, PowerPoint, Microsoft Office, Microsoft Word, Research, Accounting, Financial Analysis, Public Speaking, Valuation, Financial Accounting, Social Media, Economics, Collegiate Baseball
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Blaine Farr Blaine Farr's Sorenson Capital Experience July 2012 - February 2015
Job Business Development at Lucid Software Inc.
Industry Venture Capital & Private Equity
Experience
Lucid Software Inc. February 2015 - Present
Sorenson Capital July 2012 - February 2015
Totes January 2012 - July 2012
Monitor Group September 2010 - March 2012
Marriott School of Management August 2009 - April 2010
Ernst & Young 2009 - 2009
Education
Brigham Young University 2004 — 2010
Masters of Accountancy
Weber High School
Lucid Software Inc. February 2015 - Present
Sorenson Capital July 2012 - February 2015
Totes January 2012 - July 2012
Monitor Group September 2010 - March 2012
Marriott School of Management August 2009 - April 2010
Ernst & Young 2009 - 2009
Education
Brigham Young University 2004 — 2010
Masters of Accountancy
Weber High School
Casey Zaugg Casey Zaugg's Sorenson Capital Experience June 2010 - October 2011
Job COO at Trafficado
Industry Online Media
Experience
Trafficado May 2015 - Present
The Boston Consulting Group January 2014 - May 2015
Backcountry.com October 2012 - December 2013
CocoNutz Fuel October 2011 - October 2013
Sorenson Capital June 2010 - October 2011
The Boston Consulting Group August 2008 - May 2010
The Boston Consulting Group June 2007 - August 2007
Skills
Mergers, Due Diligence, Corporate Development, Valuation, Financial Modeling
Education
Brigham Young University 2005 — 2008
BS, Accounting
West jordan high
Trafficado May 2015 - Present
The Boston Consulting Group January 2014 - May 2015
Backcountry.com October 2012 - December 2013
CocoNutz Fuel October 2011 - October 2013
Sorenson Capital June 2010 - October 2011
The Boston Consulting Group August 2008 - May 2010
The Boston Consulting Group June 2007 - August 2007
Skills
Mergers, Due Diligence, Corporate Development, Valuation, Financial Modeling
Education
Brigham Young University 2005 — 2008
BS, Accounting
West jordan high
Chase Ellsworth Chase Ellsworth's Sorenson Capital Experience August 2012 - August 2014
Job Software Engineer at Earnest Inc.
Industry Computer Software
Experience
Sorenson Capital August 2012 - August 2014
Bain & Company October 2010 - July 2012
Skills
JavaScript, MySQL, Node.js, Express.js, AngularJS, MongoDB, Financial Modeling, Strategy, Private Equity, REST, Git, Socket.io, APIs, Financial Analysis, Venture Capital, Test Driven Development, PostgreSQL, Backbone.js, Ruby, Ruby on Rails, React.js, Flux, HTML5, Growth Strategies, Business Strategy, Competitive Analysis, LBO, CoffeeScript, Due Diligence, CSS, Corporate Development, Corporate Finance, Management Consulting, Market Entry, Valuation, Change Management, Mergers & Acquisitions, Market Research, Leveraged Finance
Education
Brigham Young University 2006 — 2010
BA, Economics
Hack Reactor 2014 — 2015
Software Engineering
Sorenson Capital August 2012 - August 2014
Bain & Company October 2010 - July 2012
Skills
JavaScript, MySQL, Node.js, Express.js, AngularJS, MongoDB, Financial Modeling, Strategy, Private Equity, REST, Git, Socket.io, APIs, Financial Analysis, Venture Capital, Test Driven Development, PostgreSQL, Backbone.js, Ruby, Ruby on Rails, React.js, Flux, HTML5, Growth Strategies, Business Strategy, Competitive Analysis, LBO, CoffeeScript, Due Diligence, CSS, Corporate Development, Corporate Finance, Management Consulting, Market Entry, Valuation, Change Management, Mergers & Acquisitions, Market Research, Leveraged Finance
Education
Brigham Young University 2006 — 2010
BA, Economics
Hack Reactor 2014 — 2015
Software Engineering
Tim Layton's Sorenson Capital Experience 2002 - Present
Job Managing Director, Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital 2002 - Present
Imagine Learning 2010 - Present
Wilson Electronics 2012 - Present
AccessData 2013 - Present
IDC - Intervationnal Development Corp, Westinghouse 2009 - Present
Home Brands Group 2009 - Present
Alpine Consolidated 1998 - 2002
Medeco Security Locks 1987 - 1998
HIllenbrand Industries 1980 - 1987
Skills
Corporate Development, Mergers, Management Consulting, International Business, Venture Capital, Business Strategy, New Business Development, Strategy, Due Diligence, Private Equity, Management, Mergers & Acquisitions, Financial Modeling, Strategic Planning, LBO, Deal Sourcing, Restructuring, Divestitures, Start-ups, Public Speaking, Valuation, Executive Management, Business Planning
Education
Brigham Young University 1978 — 1980
Master of Business Administration (MBA), Finance and Strategy, Number 1 in class
Brigham Young University 1975 — 1978
Bachelor's degree, Statistics, Economics, Magna Cum Laude
Sorenson Capital 2002 - Present
Imagine Learning 2010 - Present
Wilson Electronics 2012 - Present
AccessData 2013 - Present
IDC - Intervationnal Development Corp, Westinghouse 2009 - Present
Home Brands Group 2009 - Present
Alpine Consolidated 1998 - 2002
Medeco Security Locks 1987 - 1998
HIllenbrand Industries 1980 - 1987
Skills
Corporate Development, Mergers, Management Consulting, International Business, Venture Capital, Business Strategy, New Business Development, Strategy, Due Diligence, Private Equity, Management, Mergers & Acquisitions, Financial Modeling, Strategic Planning, LBO, Deal Sourcing, Restructuring, Divestitures, Start-ups, Public Speaking, Valuation, Executive Management, Business Planning
Education
Brigham Young University 1978 — 1980
Master of Business Administration (MBA), Finance and Strategy, Number 1 in class
Brigham Young University 1975 — 1978
Bachelor's degree, Statistics, Economics, Magna Cum Laude
Nathan Jackson Nathan Jackson's Sorenson Capital Experience January 2013 - April 2013
Job Business Analyst Intern at Price Waterhouse Coopers
Industry Higher Education
Experience
PwC September 2013 - January 2014
Sorenson Capital January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources October 2009 - October 2011
TBI Construction & Construction Management January 2008 - May 2008
Union Middle School August 2007 - January 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Data Analysis, Business Development, Research, Market Research, Management, Time Management, Financial Analysis, Social Media, Customer Service
Education
Brigham Young University 2011 — 2014
Business Strategy, 3.75 GPA
PwC September 2013 - January 2014
Sorenson Capital January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints - Human Resources October 2009 - October 2011
TBI Construction & Construction Management January 2008 - May 2008
Union Middle School August 2007 - January 2008
Skills
Microsoft Word, PowerPoint, Microsoft Excel, Microsoft Office, Public Speaking, Leadership, Data Analysis, Business Development, Research, Market Research, Management, Time Management, Financial Analysis, Social Media, Customer Service
Education
Brigham Young University 2011 — 2014
Business Strategy, 3.75 GPA
Abraham Thomas Abraham Thomas's Sorenson Capital Experience June 2006 - March 2007
Job
Industry Investment Banking
Experience
Piper Jaffray January 2014 - Present
Partnership Capital Growth October 2008 - January 2014
Piper Jaffray July 2007 - September 2008
Sorenson Capital June 2006 - March 2007
Brigham Young University 2006 - 2007
Skills
Private Equity, Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers, Investments, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Entrepreneurship, Hedge Funds, Business Strategy, Equities
Education
Brigham Young University 2002 — 2007
Business Administration
Etowah
Piper Jaffray January 2014 - Present
Partnership Capital Growth October 2008 - January 2014
Piper Jaffray July 2007 - September 2008
Sorenson Capital June 2006 - March 2007
Brigham Young University 2006 - 2007
Skills
Private Equity, Financial Modeling, Venture Capital, Valuation, Due Diligence, Mergers, Investments, Corporate Finance, Financial Analysis, Investment Banking, Equity Research, Entrepreneurship, Hedge Funds, Business Strategy, Equities
Education
Brigham Young University 2002 — 2007
Business Administration
Etowah
Mark Bean Mark Bean's Sorenson Capital Experience June 2014 - Present
Job Senior Associate at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital June 2014 - Present
Harvard Business School August 2012 - May 2014
Sorenson Capital July 2010 - August 2012
L.E.K. Consulting September 2008 - May 2010
vSpring Capital May 2008 - July 2008
BYU Student Alumni April 2006 - March 2007
Skills
Private Equity, Management Consulting, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Mergers, Entrepreneurship, Due Diligence, Financial Analysis, Investments, Business Strategy, Strategy, Economics
Education
Harvard Business School 2012 — 2014
MBA
Brigham Young University 2002 — 2008
B.A., Economics and Minor in Italian
Sorenson Capital June 2014 - Present
Harvard Business School August 2012 - May 2014
Sorenson Capital July 2010 - August 2012
L.E.K. Consulting September 2008 - May 2010
vSpring Capital May 2008 - July 2008
BYU Student Alumni April 2006 - March 2007
Skills
Private Equity, Management Consulting, Venture Capital, Financial Modeling, Valuation, Corporate Finance, Mergers, Entrepreneurship, Due Diligence, Financial Analysis, Investments, Business Strategy, Strategy, Economics
Education
Harvard Business School 2012 — 2014
MBA
Brigham Young University 2002 — 2008
B.A., Economics and Minor in Italian
Dat Nguyen Dat Nguyen's Sorenson Capital Experience May 2013 - August 2013
Job Associate at Deloitte
Industry Accounting
Experience
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
Deloitte September 2015 - Present
Brigham Young University October 2011 - Present
Nomura June 2014 - August 2014
Sorenson Capital May 2013 - August 2013
StepStone Group January 2013 - April 2013
Beneficial Financial Group January 2012 - April 2012
Greenstein, Rogoff, Olsen & Co., LLP August 2011 - December 2011
Skills
Microsoft Office, C++, Tutoring, Visual Basic, Accounting, Attention To Detail, Quick Study, PeopleSoft, Business Objects, Valuation, DCF Valuation, LBO, Investment Banking, Private Equity, VBA, Financial Modeling, Financial Analysis, Analysis, Due Diligence, Economics, Investments
Education
Brigham Young University 2010 — 2015
Master's degree, Accounting
Hanoi Amsterdam High School 2006 — 2009
Math, Physics, and Chemistry
John Morley John Morley's Sorenson Capital Experience 2008 - 2010
Job Vice President at Incline Equity Partners
Industry Venture Capital & Private Equity
Experience
Incline Equity Partners 2013 - Present
H.I.G. Capital 2012 - 2013
Sorenson Capital 2008 - 2010
Bain & Company 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 2000 — 2006
BS, Accounting
Centennial High School
Incline Equity Partners 2013 - Present
H.I.G. Capital 2012 - 2013
Sorenson Capital 2008 - 2010
Bain & Company 2006 - 2008
Education
University of Pennsylvania - The Wharton School 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 2000 — 2006
BS, Accounting
Centennial High School
Len Blackwell's Sorenson Capital Experience
Job Operating Partner at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital
Skills
Private Equity, Mergers, Entrepreneurship, Corporate Finance, Financial Analysis, Finance, Management Consulting
Education
Duke University 1982 — 1986
Bachelor of Arts (BA), Economics
Culver Military Academy 1980 — 1982
Sorenson Capital
Skills
Private Equity, Mergers, Entrepreneurship, Corporate Finance, Financial Analysis, Finance, Management Consulting
Education
Duke University 1982 — 1986
Bachelor of Arts (BA), Economics
Culver Military Academy 1980 — 1982
Richard Maxwell Richard Maxwell's Sorenson Capital Experience May 2012 - August 2012
Job Investment Banking Analyst at Wells Fargo Securities
Industry Investment Banking
Experience
Wells Fargo Securities June 2014 - Present
Honeywell May 2013 - July 2013
Linsalata Capital Partners August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Research, Sales, Capital IQ, Finance, Corporate Finance, Private Equity, Due Diligence, Investment Banking
Education
Brigham Young University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Wells Fargo Securities June 2014 - Present
Honeywell May 2013 - July 2013
Linsalata Capital Partners August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Skills
Valuation, Financial Modeling, Financial Analysis, Research, Sales, Capital IQ, Finance, Corporate Finance, Private Equity, Due Diligence, Investment Banking
Education
Brigham Young University 2010 — 2014
Bachelor of Science (B.S.), Finance, General
Josh Garner Josh Garner's Sorenson Capital Experience October 2007 - July 2010
Job Associate at Harris Williams & Co.
Industry Investment Banking
Experience
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Harris Williams & Co. June 2012 - Present
Jefferies & Company June 2011 - August 2011
Jacobs Capital, LLC January 2011 - April 2011
Sorenson Capital October 2007 - July 2010
Moss Adams September 2005 - October 2007
Skills
Financial Modeling, Private Equity, Financial Analysis, Valuation, Corporate Finance, Mergers, Financial Reporting, Due Diligence, Investment Banking, Business Valuation, Portfolio Management, M&A experience, LBO, Capital Markets, Hedge Funds, Venture Capital, Finance, Mergers, Mergers & Acquisitions, Accounting, Strategy
Education
Duke University - The Fuqua School of Business 2010 — 2012
Master of Business Administration (MBA)
Brigham Young University 1999 — 2005
BS, Accounting
Shawn Robinson Shawn Robinson's Sorenson Capital Experience July 2011 - Present
Job Business Development at SolutionStream
Industry Information Technology and Services
Experience
SolutionStream July 2013 - Present
Sorenson Capital July 2011 - Present
Utah Business Golf Connection June 2011 - Present
Journey TEAM August 2010 - July 2013
Direct Media April 2006 - August 2008
Investools October 2004 - April 2006
IBM June 1998 - October 2004
IBM Global Business Services June 1998 - October 2004
Cutting Edge Office Systems October 1997 - June 1998
Carpedium Enterprises January 1991 - January 1996
Skills
Sales Management, Sales Support, Outside Sales, Software Development, Software Engineering, Project Implementation, Software Project..., Business Networking, Social Networking, Networking, Training, Entrepreneurship, Integration, Business Analysis, Strategy, Business Development, Marketing, Management, Sales Operations, B2B, Leadership, Project Management, Coaching, Sales, Executive Management, SharePoint, Start-ups, CRM, Team Building, Consulting, Product Development, ERP, Team Leadership, Solution Selling, Lead Generation, New Business Development, Strategic Partnerships, Selling, Enterprise Software, Cross-functional Team..., SaaS, E-commerce, Competitive Analysis, Online Marketing, Product Management, Account Management, Negotiation, Sales Process, Business Strategy, Business Intelligence
Education
Regis University 2000 — 2002
Master's in Science: Information Technology, Object Oriented Technologies
California Lutheran University 1984 — 1985
Computer Science
SolutionStream July 2013 - Present
Sorenson Capital July 2011 - Present
Utah Business Golf Connection June 2011 - Present
Journey TEAM August 2010 - July 2013
Direct Media April 2006 - August 2008
Investools October 2004 - April 2006
IBM June 1998 - October 2004
IBM Global Business Services June 1998 - October 2004
Cutting Edge Office Systems October 1997 - June 1998
Carpedium Enterprises January 1991 - January 1996
Skills
Sales Management, Sales Support, Outside Sales, Software Development, Software Engineering, Project Implementation, Software Project..., Business Networking, Social Networking, Networking, Training, Entrepreneurship, Integration, Business Analysis, Strategy, Business Development, Marketing, Management, Sales Operations, B2B, Leadership, Project Management, Coaching, Sales, Executive Management, SharePoint, Start-ups, CRM, Team Building, Consulting, Product Development, ERP, Team Leadership, Solution Selling, Lead Generation, New Business Development, Strategic Partnerships, Selling, Enterprise Software, Cross-functional Team..., SaaS, E-commerce, Competitive Analysis, Online Marketing, Product Management, Account Management, Negotiation, Sales Process, Business Strategy, Business Intelligence
Education
Regis University 2000 — 2002
Master's in Science: Information Technology, Object Oriented Technologies
California Lutheran University 1984 — 1985
Computer Science
Burke Davis Burke Davis's Sorenson Capital Experience August 2014 - Present
Job Associate at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital August 2014 - Present
Samsung Electronics August 2013 - July 2014
Citi June 2012 - August 2013
Global Financial Advisors January 2010 - April 2012
Macquarie June 2011 - August 2011
U.S. Department of the Treasury April 2010 - August 2010
Global Financial Services, Inc May 2005 - December 2009
Education
Brigham Young University 2005 — 2012
Bachelors, Accounting
Sorenson Capital August 2014 - Present
Samsung Electronics August 2013 - July 2014
Citi June 2012 - August 2013
Global Financial Advisors January 2010 - April 2012
Macquarie June 2011 - August 2011
U.S. Department of the Treasury April 2010 - August 2010
Global Financial Services, Inc May 2005 - December 2009
Education
Brigham Young University 2005 — 2012
Bachelors, Accounting
Steve Southwick, CFA's Sorenson Capital Experience August 2009 - August 2011
Job Vice President at THL Credit
Industry Venture Capital & Private Equity
Experience
THL Credit, Inc. October 2013 - Present
Enlightenment Capital June 2012 - August 2012
Sorenson Capital August 2009 - August 2011
Barclays Capital September 2008 - June 2009
Lehman Brothers January 2007 - September 2008
Skills
Business Development, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Investments, Restructuring, Mergers
Education
The University of Chicago - Booth School of Business 2011 — 2013
International MBA, Concentrations in Economics and Strategic Management, Graduated with Honors
HEC Paris
International Exchange
Brigham Young University
Bachelor of Science (BS), Corporate Finance
THL Credit, Inc. October 2013 - Present
Enlightenment Capital June 2012 - August 2012
Sorenson Capital August 2009 - August 2011
Barclays Capital September 2008 - June 2009
Lehman Brothers January 2007 - September 2008
Skills
Business Development, Financial Modeling, Valuation, Mergers & Acquisitions, Private Equity, Investment Banking, Investments, Restructuring, Mergers
Education
The University of Chicago - Booth School of Business 2011 — 2013
International MBA, Concentrations in Economics and Strategic Management, Graduated with Honors
HEC Paris
International Exchange
Brigham Young University
Bachelor of Science (BS), Corporate Finance
Scott Whitehead's Sorenson Capital Experience May 2012 - August 2012
Job VP Strategic Partnerships at ROKT
Industry Marketing and Advertising
Experience
ROKT February 2014 - September 2015
Arbor Advisors January 2013 - February 2014
BlackRock August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Johnson & Johnson June 2011 - December 2011
Missionary Training Center August 2010 - May 2011
Education
Brigham Young University 2010 — 2012
Bachelors, Business Finance
ROKT February 2014 - September 2015
Arbor Advisors January 2013 - February 2014
BlackRock August 2012 - December 2012
Sorenson Capital May 2012 - August 2012
Johnson & Johnson June 2011 - December 2011
Missionary Training Center August 2010 - May 2011
Education
Brigham Young University 2010 — 2012
Bachelors, Business Finance
LeGrand Lewis, CFA LeGrand Lewis, CFA's Sorenson Capital Experience February 2008 - Present
Job
Industry Venture Capital & Private Equity
Experience
Sorenson Capital February 2008 - Present
Wilson Electronics March 2013 - Present
Roberts Tool Co. Inc. December 2012 - Present
Home Brands Group December 2009 - Present
IDC Westinghouse December 2008 - Present
Skills
Private Equity, Venture Capital, Corporate Development, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Management Consulting, Financial Analysis, M&A experience, Start-ups, Strategy, Investments, Investment Banking, LBO, Entrepreneurship, Business Strategy, Finance, Hedge Funds, Equities, Acquisition Integration, Strategic Planning, Business Development, Business Valuation
Education
Harvard Business School 2001 — 2003
MBA
Brigham Young University 1990 — 1998
BSc
Sorenson Capital February 2008 - Present
Wilson Electronics March 2013 - Present
Roberts Tool Co. Inc. December 2012 - Present
Home Brands Group December 2009 - Present
IDC Westinghouse December 2008 - Present
Skills
Private Equity, Venture Capital, Corporate Development, Due Diligence, Valuation, Financial Modeling, Mergers & Acquisitions, Corporate Finance, Management Consulting, Financial Analysis, M&A experience, Start-ups, Strategy, Investments, Investment Banking, LBO, Entrepreneurship, Business Strategy, Finance, Hedge Funds, Equities, Acquisition Integration, Strategic Planning, Business Development, Business Valuation
Education
Harvard Business School 2001 — 2003
MBA
Brigham Young University 1990 — 1998
BSc
Stewart Tanner Stewart Tanner's Sorenson Capital Experience 2006 - 2006
Job Chief Investment Officer at Bayford Healthcare LLC
Industry Hospital & Health Care
Experience
Bayford Healthcare LLC June 2015 - Present
the EDge-UCATION July 2011 - Present
Cerberus Business Finance, LLC January 2012 - June 2015
D. E. Shaw & Co. December 2006 - December 2011
Sorenson Capital 2006 - 2006
UBS Investment Bank 2004 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Hedge Funds, LBO, Equities, Due Diligence, Capital Markets, Investment Banking, Mergers, Investments, Financial Analysis, Corporate Finance, Alternative Investments, Corporate Development, Portfolio Management, Business Valuation, Training, Entrepreneurship, Mergers & Acquisitions, Leveraged Finance, Strategy, Mentoring, Bloomberg, Asset Management, Finance, M&A experience, Start-ups, Investor Relations
Education
Stanford University
Bachelor of Arts (BA)
Bayford Healthcare LLC June 2015 - Present
the EDge-UCATION July 2011 - Present
Cerberus Business Finance, LLC January 2012 - June 2015
D. E. Shaw & Co. December 2006 - December 2011
Sorenson Capital 2006 - 2006
UBS Investment Bank 2004 - 2006
Skills
Financial Modeling, Private Equity, Valuation, Venture Capital, Hedge Funds, LBO, Equities, Due Diligence, Capital Markets, Investment Banking, Mergers, Investments, Financial Analysis, Corporate Finance, Alternative Investments, Corporate Development, Portfolio Management, Business Valuation, Training, Entrepreneurship, Mergers & Acquisitions, Leveraged Finance, Strategy, Mentoring, Bloomberg, Asset Management, Finance, M&A experience, Start-ups, Investor Relations
Education
Stanford University
Bachelor of Arts (BA)
Peter Cano Peter Cano's Sorenson Capital Experience 2010 - 2011
Job CEO
Industry E-Learning
Experience
ParentLink / Blackboard 2011 - 2014
Sorenson Capital 2010 - 2011
PSI 2009 - 2009
Maritz Inc 2005 - 2008
Maritz Travel Co 2004 - 2005
Maritz Inc 2003 - 2004
Exxon Mobil Corporation 2001 - 2003
Skills
Business Development, Leadership, Strategy, Business Planning, Marketing, Sales, Finance, Strategic Planning, Solution Selling, Business Strategy, Pricing, Cross-functional Team..., New Business Development, Product Management, SaaS, Sales Process, Team Leadership, Analysis, Organizational..., Account Management, Sales Management, Strategic Partnerships, Competitive Analysis, Selling, International Business, Product Marketing, Product Launch
Education
Duke University - The Fuqua School of Business
MBA
United States Military Academy at West Point
B.S.
ParentLink / Blackboard 2011 - 2014
Sorenson Capital 2010 - 2011
PSI 2009 - 2009
Maritz Inc 2005 - 2008
Maritz Travel Co 2004 - 2005
Maritz Inc 2003 - 2004
Exxon Mobil Corporation 2001 - 2003
Skills
Business Development, Leadership, Strategy, Business Planning, Marketing, Sales, Finance, Strategic Planning, Solution Selling, Business Strategy, Pricing, Cross-functional Team..., New Business Development, Product Management, SaaS, Sales Process, Team Leadership, Analysis, Organizational..., Account Management, Sales Management, Strategic Partnerships, Competitive Analysis, Selling, International Business, Product Marketing, Product Launch
Education
Duke University - The Fuqua School of Business
MBA
United States Military Academy at West Point
B.S.
Justin Santistevan Justin Santistevan's Sorenson Capital Experience August 2008 - August 2010
Job Product Finance Manager at Riot Games
Industry Computer Games
Experience
Riot Games June 2011 - Present
Sorenson Capital August 2008 - August 2010
The Boston Consulting Group August 2005 - August 2008
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Harvard University 1999 — 2005
A.B., Government
Riot Games June 2011 - Present
Sorenson Capital August 2008 - August 2010
The Boston Consulting Group August 2005 - August 2008
Education
Stanford University Graduate School of Business 2010 — 2012
Master of Business Administration (MBA)
Harvard University 1999 — 2005
A.B., Government
Nathan Nannenga's Sorenson Capital Experience January 2014 - April 2014
Job Data Analyst at Vivint Solar
Industry Management Consulting
Experience
Vivint Solar March 2015 - Present
FineGrain April 2014 - April 2015
Bookoo Ventures May 2014 - August 2014
Sorenson Capital January 2014 - April 2014
The Aclaime Group May 2013 - August 2013
Crowdfunding Course January 2013 - April 2013
General Mills Canada January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints February 2009 - February 2011
The Church of Jesus Christ of Latter-day Saints February 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Strategy, Sales, Finance, Start-ups, Quantitative Analytics
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Business Strategy, 3.9
Vivint Solar March 2015 - Present
FineGrain April 2014 - April 2015
Bookoo Ventures May 2014 - August 2014
Sorenson Capital January 2014 - April 2014
The Aclaime Group May 2013 - August 2013
Crowdfunding Course January 2013 - April 2013
General Mills Canada January 2013 - April 2013
The Church of Jesus Christ of Latter-day Saints February 2009 - February 2011
The Church of Jesus Christ of Latter-day Saints February 2010 - June 2010
Skills
Microsoft Office, Microsoft Excel, PowerPoint, Microsoft Word, Social Media, Teamwork, Strategy, Sales, Finance, Start-ups, Quantitative Analytics
Education
Brigham Young University 2011 — 2015
Bachelor of Science (BS), Business Strategy, 3.9
Spencer Clegg Spencer Clegg's Sorenson Capital Experience May 2013 - August 2013
Job Financial Analyst at dōTERRA International LLC
Industry Financial Services
Experience
dōTERRA International LLC May 2014 - Present
Microenterprise Education Initiative January 2014 - April 2014
Brigham Young University July 2012 - February 2014
Sorenson Capital May 2013 - August 2013
JTS Pressure Washing May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
LDS Missionary Training Center July 2011 - April 2012
Signet Mortgage Corporation September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2011
Intermountain Healthcare September 2008 - December 2008
Skills
Spanish, Excel, Word, Public Speaking, Teaching, Training, Leadership, Microsoft Excel, Data Analysis, PowerPoint, Editing, Marketing, Social Media, Research, Coaching, Microsoft Office, Microsoft Word
Education
Brigham Young University 2008 — 2014
Bachelor of Science -- Finance, Junior
Brigham Young University - Hawaii 2009 — 2009
Davis High
Davis High
dōTERRA International LLC May 2014 - Present
Microenterprise Education Initiative January 2014 - April 2014
Brigham Young University July 2012 - February 2014
Sorenson Capital May 2013 - August 2013
JTS Pressure Washing May 2012 - August 2012
Beneficial Financial Group January 2012 - April 2012
LDS Missionary Training Center July 2011 - April 2012
Signet Mortgage Corporation September 2011 - December 2011
The Church of Jesus Christ of Latter-day Saints June 2009 - June 2011
Intermountain Healthcare September 2008 - December 2008
Skills
Spanish, Excel, Word, Public Speaking, Teaching, Training, Leadership, Microsoft Excel, Data Analysis, PowerPoint, Editing, Marketing, Social Media, Research, Coaching, Microsoft Office, Microsoft Word
Education
Brigham Young University 2008 — 2014
Bachelor of Science -- Finance, Junior
Brigham Young University - Hawaii 2009 — 2009
Davis High
Davis High
Dillon Ramey Dillon Ramey's Sorenson Capital Experience May 2013 - August 2013
Job Investment Banking Summer Analyst, Morgan Stanley
Industry Investment Banking
Experience
Morgan Stanley June 2015 - Present
Columbia West Capital August 2014 - December 2014
Capital One June 2014 - August 2014
University Venture Fund May 2012 - May 2014
Sorenson Capital May 2013 - August 2013
Gardner Company October 2011 - December 2011
Skills
Venture Capital, Due Diligence, Market Research, Financial Analysis, Valuation, Economics, Data Analysis, Private Equity, Business Valuation, Corporate Finance, Investments, Finance, Entrepreneurship, Financial Modeling
Education
Brigham Young University 2012 — 2015
Bachelor of Science (B.S.), Economics
Morgan Stanley June 2015 - Present
Columbia West Capital August 2014 - December 2014
Capital One June 2014 - August 2014
University Venture Fund May 2012 - May 2014
Sorenson Capital May 2013 - August 2013
Gardner Company October 2011 - December 2011
Skills
Venture Capital, Due Diligence, Market Research, Financial Analysis, Valuation, Economics, Data Analysis, Private Equity, Business Valuation, Corporate Finance, Investments, Finance, Entrepreneurship, Financial Modeling
Education
Brigham Young University 2012 — 2015
Bachelor of Science (B.S.), Economics
Daniel Ash Daniel Ash's Sorenson Capital Experience August 2013 - Present
Job Associate at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital August 2013 - Present
Bain & Company 2011 - 2013
Bain & Company 2010 - 2010
Granada Advisors May 2008 - April 2009
BYU Global Financial Advisors September 2008 - December 2008
Barclays Bank (London) June 2008 - August 2008
Skills
Financial Modeling, Management Consulting, Market Research, Competitive Analysis, Research, Economics, Time Management, Due Diligence, Strategy, Valuation, Strategic Consulting, Business Strategy, Data Analysis, Mergers & Acquisitions, Analysis, Private Equity, Finance, Financial Analysis, Social Impact, Microsoft Office
Education
Brigham Young University 2007 — 2011
BA; BA, Economics & Philosophy, Summa Cum Laude, with Honors
Jerusalem Center for Near Eastern Studies 2009 — 2009
Near Eastern Studies
Mesa High School 2001 — 2004
Valedictorian, Student Body President
Sorenson Capital August 2013 - Present
Bain & Company 2011 - 2013
Bain & Company 2010 - 2010
Granada Advisors May 2008 - April 2009
BYU Global Financial Advisors September 2008 - December 2008
Barclays Bank (London) June 2008 - August 2008
Skills
Financial Modeling, Management Consulting, Market Research, Competitive Analysis, Research, Economics, Time Management, Due Diligence, Strategy, Valuation, Strategic Consulting, Business Strategy, Data Analysis, Mergers & Acquisitions, Analysis, Private Equity, Finance, Financial Analysis, Social Impact, Microsoft Office
Education
Brigham Young University 2007 — 2011
BA; BA, Economics & Philosophy, Summa Cum Laude, with Honors
Jerusalem Center for Near Eastern Studies 2009 — 2009
Near Eastern Studies
Mesa High School 2001 — 2004
Valedictorian, Student Body President
Jill Hollingshead's Sorenson Capital Experience November 2008 - August 2009
Job Ivory Homes Design Consultant
Industry Design
Experience
Ivory Homes August 2011 - Present
Four Chairs Furniture May 2010 - August 2011
Sorenson Capital November 2008 - August 2009
Imagine Learning February 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Entrepreneurship, Strategic Planning, Event Planning
Education
Brigham Young University 2004 — 2006
BS, Home and Family Living
Ivory Homes August 2011 - Present
Four Chairs Furniture May 2010 - August 2011
Sorenson Capital November 2008 - August 2009
Imagine Learning February 2007 - May 2008
Skills
Microsoft Excel, Microsoft Office, Public Speaking, Entrepreneurship, Strategic Planning, Event Planning
Education
Brigham Young University 2004 — 2006
BS, Home and Family Living
Tommy Macdonald Tommy Macdonald's Sorenson Capital Experience May 2010 - June 2013
Job TruHearing
Industry Medical Devices
Experience
Truhearing February 2013 - Present
Sorenson Capital May 2010 - June 2013
Algentis June 2009 - August 2009
Sorenson Capital August 2006 - August 2008
Bain & Company 2004 - 2006
Skills
Business Development, Business Modeling, Business Strategy, Competitive Analysis, Corporate Development, Data Analysis, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Growth Strategies, Investments, M, Portfolio Management, Private Equity, Process Improvement, Recruiting, Salesforce.com, Start-ups, Strategic Consulting, Strategy, Training, Venture Capital
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Brigham Young University 2000 — 2004
BA, Economics
Truhearing February 2013 - Present
Sorenson Capital May 2010 - June 2013
Algentis June 2009 - August 2009
Sorenson Capital August 2006 - August 2008
Bain & Company 2004 - 2006
Skills
Business Development, Business Modeling, Business Strategy, Competitive Analysis, Corporate Development, Data Analysis, Due Diligence, Entrepreneurship, Finance, Financial Modeling, Growth Strategies, Investments, M, Portfolio Management, Private Equity, Process Improvement, Recruiting, Salesforce.com, Start-ups, Strategic Consulting, Strategy, Training, Venture Capital
Education
Stanford University Graduate School of Business 2008 — 2010
MBA
Brigham Young University 2000 — 2004
BA, Economics
Kaari Amis-Jacobs Kaari Amis-Jacobs's Sorenson Capital Experience December 2002 - December 2007
Job Who New LLC
Industry Internet
Experience
Who New LLC October 2003 - Present
Sorenson Capital December 2002 - December 2007
N/A October 2002 - October 2005
Education
University of San Francisco 2000 — 2002
BA, Communications and PR
Who New LLC October 2003 - Present
Sorenson Capital December 2002 - December 2007
N/A October 2002 - October 2005
Education
University of San Francisco 2000 — 2002
BA, Communications and PR
Allan Young's Sorenson Capital Experience January 2004 - January 2005
Job Resting after a bout with GuillainBarré Syndrome
Industry Internet
Experience
TopLine Incubator June 2014 - Present
Runway December 2012 - Present
LaunchHear, Inc. January 2010 - December 2010
Seth Godin Alternative MBA Program January 2009 - September 2009
Design Engine Lab June 2008 - June 2009
mediaFORGE July 2005 - September 2007
University Venture Fund January 2003 - June 2005
Sorenson Capital January 2004 - January 2005
United States Marine Corps January 1999 - January 2000
Skills
Start-ups, Private Equity, Entrepreneurship, Due Diligence, Intellectual Property, Portfolio Management, Venture Capital, Acquisitions, Marketing, Advertising, Financial Analysis, Web Analytics, Social Media Marketing, Online Marketing, Product Development, Product Management, SEO, Strategic Partnerships, Marketing Strategy, Lead Generation, IPO, Management, Social Networking, Software Project..., Business Development, New Business Development, Strategy, Strategic Thinking, Business Analytics, Recruiting, Asset Management, Web Marketing, Angel Investing, Leadership, User Experience, Community, General Awesomeness
Education
Brigham Young University 2002 — 2003
Political Science & Economics
Harvard Law School 2002 — 2003
Fellowship, Law - Civil Rights Project
College of San Mateo 2000 — 2002
Associates Degree - Liberal Arts, Liberal Arts, Philosophy, History
TopLine Incubator June 2014 - Present
Runway December 2012 - Present
LaunchHear, Inc. January 2010 - December 2010
Seth Godin Alternative MBA Program January 2009 - September 2009
Design Engine Lab June 2008 - June 2009
mediaFORGE July 2005 - September 2007
University Venture Fund January 2003 - June 2005
Sorenson Capital January 2004 - January 2005
United States Marine Corps January 1999 - January 2000
Skills
Start-ups, Private Equity, Entrepreneurship, Due Diligence, Intellectual Property, Portfolio Management, Venture Capital, Acquisitions, Marketing, Advertising, Financial Analysis, Web Analytics, Social Media Marketing, Online Marketing, Product Development, Product Management, SEO, Strategic Partnerships, Marketing Strategy, Lead Generation, IPO, Management, Social Networking, Software Project..., Business Development, New Business Development, Strategy, Strategic Thinking, Business Analytics, Recruiting, Asset Management, Web Marketing, Angel Investing, Leadership, User Experience, Community, General Awesomeness
Education
Brigham Young University 2002 — 2003
Political Science & Economics
Harvard Law School 2002 — 2003
Fellowship, Law - Civil Rights Project
College of San Mateo 2000 — 2002
Associates Degree - Liberal Arts, Liberal Arts, Philosophy, History
Nate Beck's Sorenson Capital Experience January 2007 - April 2007
Job
Industry Financial Services
Experience
Vanguard November 2012 - Present
Vanguard January 2010 - November 2012
Vanguard June 2008 - December 2009
Qgia LLC March 2008 - April 2008
Ball Corporation May 2007 - July 2007
Sorenson Capital January 2007 - April 2007
U.S. Air Force August 2003 - August 2006
BLJ Inc. October 1997 - August 2003
Merrill Lynch September 2000 - December 2000
Skills
Financial Reporting, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Analysis, Excel, Business Planning, Strategic Planning, Budgeting, Business Strategy, Data Analysis, Pricing
Education
Brigham Young University 2006 — 2008
MBA
Weber State University
BS
Vanguard November 2012 - Present
Vanguard January 2010 - November 2012
Vanguard June 2008 - December 2009
Qgia LLC March 2008 - April 2008
Ball Corporation May 2007 - July 2007
Sorenson Capital January 2007 - April 2007
U.S. Air Force August 2003 - August 2006
BLJ Inc. October 1997 - August 2003
Merrill Lynch September 2000 - December 2000
Skills
Financial Reporting, Corporate Finance, Investments, Financial Modeling, Financial Analysis, Analysis, Excel, Business Planning, Strategic Planning, Budgeting, Business Strategy, Data Analysis, Pricing
Education
Brigham Young University 2006 — 2008
MBA
Weber State University
BS
Rob Gardner's Sorenson Capital Experience 2008 - 2013
Job VP of Finance and Operations at Barebones
Industry Consumer Electronics
Experience
Barebones January 2015 - Present
GOAL ZERO, LLC 2013 - 2014
Roberts Arts & Crafts June 2011 - June 2013
Sorenson Capital 2008 - 2013
Autism Journeys November 2008 - December 2011
BYU August 2007 - April 2009
Cougar Capital 2008 - 2009
CBIZ August 2004 - May 2007
Skills
Strategy, Financial Modeling, Forecasting, Management, Finance, Business Strategy, Market Research, Entrepreneurship, Portfolio Management, Auditing, Financial Analysis, Nonprofits, Due Diligence, Venture Capital, Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Start-ups, Microsoft Excel, Strategic Planning, Financial Reporting, Corporate Development, Mutual Funds
Education
Brigham Young University 1997 — 2004
Barebones January 2015 - Present
GOAL ZERO, LLC 2013 - 2014
Roberts Arts & Crafts June 2011 - June 2013
Sorenson Capital 2008 - 2013
Autism Journeys November 2008 - December 2011
BYU August 2007 - April 2009
Cougar Capital 2008 - 2009
CBIZ August 2004 - May 2007
Skills
Strategy, Financial Modeling, Forecasting, Management, Finance, Business Strategy, Market Research, Entrepreneurship, Portfolio Management, Auditing, Financial Analysis, Nonprofits, Due Diligence, Venture Capital, Valuation, Mergers & Acquisitions, Private Equity, Corporate Finance, Start-ups, Microsoft Excel, Strategic Planning, Financial Reporting, Corporate Development, Mutual Funds
Education
Brigham Young University 1997 — 2004
Chuck Dupaix's Sorenson Capital Experience November 2010 - August 2011
Job Physician Assistant Student at NOVA Southeastern University (Orlando)
Industry Information Technology and Services
Experience
NOVA Southeastern University (Orlando) June 2013 - Present
Heiden Davidson Orthopedics August 2011 - May 2013
Sorenson Capital November 2010 - August 2011
Nation Wide Realestate December 2008 - November 2010
Move Networks March 2008 - November 2008
Workingrx July 2002 - March 2008
Skills
SQL, Process Improvement, Software Documentation, Visio, Disaster Recovery
Education
Nova Southeastern University 2013 — 2015
Masters of Physician Assistant
University of Utah 2000 — 2003
Bachelor of Science, Exercise and Sport Science
NOVA Southeastern University (Orlando) June 2013 - Present
Heiden Davidson Orthopedics August 2011 - May 2013
Sorenson Capital November 2010 - August 2011
Nation Wide Realestate December 2008 - November 2010
Move Networks March 2008 - November 2008
Workingrx July 2002 - March 2008
Skills
SQL, Process Improvement, Software Documentation, Visio, Disaster Recovery
Education
Nova Southeastern University 2013 — 2015
Masters of Physician Assistant
University of Utah 2000 — 2003
Bachelor of Science, Exercise and Sport Science
James Colyer's Sorenson Capital Experience July 2004 - July 2007
Job Partner at True North Companies
Industry Venture Capital & Private Equity
Experience
True North Companies June 2011 - Present
Canyon River Capital Partners October 2010 - December 2012
Huntsman Gay Global Capital July 2007 - October 2010
Sorenson Capital July 2004 - July 2007
Lehman Brothers October 2000 - June 2004
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Mergers, Investment Banking, Principal Investing, Aerospace
Education
The University of Kansas 1996 — 2000
BS, Business Administration
True North Companies June 2011 - Present
Canyon River Capital Partners October 2010 - December 2012
Huntsman Gay Global Capital July 2007 - October 2010
Sorenson Capital July 2004 - July 2007
Lehman Brothers October 2000 - June 2004
Skills
Venture Capital, Private Equity, Financial Modeling, Valuation, Mergers, Investment Banking, Principal Investing, Aerospace
Education
The University of Kansas 1996 — 2000
BS, Business Administration
Cameron Jones's Sorenson Capital Experience July 2012 - July 2014
Job MBA Candidate at The Wharton School
Industry Venture Capital & Private Equity
Experience
The Wharton School August 2014 - Present
MDnetSolutions May 2015 - August 2015
Sorenson Capital July 2012 - July 2014
L.E.K. Consulting September 2010 - June 2012
BrainStorm, Inc. June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
The Economist June 2008 - August 2008
The Economist June 2007 - August 2007
Skills
Strategy, Due Diligence, Mergers, Investments, Financial Modeling, Valuation, Private Equity, Market Analysis, Management Consulting, Financial Analysis, Corporate Development, Business Strategy, Corporate Finance, Data Analysis, Market Research, Economics, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2010
B.S., Economics
The Wharton School August 2014 - Present
MDnetSolutions May 2015 - August 2015
Sorenson Capital July 2012 - July 2014
L.E.K. Consulting September 2010 - June 2012
BrainStorm, Inc. June 2010 - August 2010
Goldman Sachs June 2009 - August 2009
The Economist June 2008 - August 2008
The Economist June 2007 - August 2007
Skills
Strategy, Due Diligence, Mergers, Investments, Financial Modeling, Valuation, Private Equity, Market Analysis, Management Consulting, Financial Analysis, Corporate Development, Business Strategy, Corporate Finance, Data Analysis, Market Research, Economics, Mergers & Acquisitions
Education
University of Pennsylvania - The Wharton School 2014 — 2016
Master of Business Administration (M.B.A.)
Brigham Young University 2006 — 2010
B.S., Economics
Lee Rowe's Sorenson Capital Experience October 2005 - August 2014
Job Operating Partner at Pelican Energy Partners LP
Industry Venture Capital & Private Equity
Experience
Pelican Energy Partners LP August 2013 - Present
Sorenson Capital October 2005 - August 2014
Flowserve October 2002 - October 2005
Argo Tech, J.C. Carter business unit June 1998 - June 2002
A.T. Kearney May 1997 - June 1998
Ernst & Young April 1989 - May 1997
Lockheed Missiles and Space April 1984 - August 1987
Skills
Manufacturing, Mergers, Venture Capital, Management, Aerospace, Private Equity, Management Consulting, Mergers & Acquisitions, Pumps, Start-ups, Valuation, Corporate Development
Education
Brigham Young University 1987 — 1989
Master of Business Administration (M.B.A.), Operations and International Business, Graduated with High Distinction
Brigham Young University 1980 — 1984
BS, Mechanical Engineering
Pelican Energy Partners LP August 2013 - Present
Sorenson Capital October 2005 - August 2014
Flowserve October 2002 - October 2005
Argo Tech, J.C. Carter business unit June 1998 - June 2002
A.T. Kearney May 1997 - June 1998
Ernst & Young April 1989 - May 1997
Lockheed Missiles and Space April 1984 - August 1987
Skills
Manufacturing, Mergers, Venture Capital, Management, Aerospace, Private Equity, Management Consulting, Mergers & Acquisitions, Pumps, Start-ups, Valuation, Corporate Development
Education
Brigham Young University 1987 — 1989
Master of Business Administration (M.B.A.), Operations and International Business, Graduated with High Distinction
Brigham Young University 1980 — 1984
BS, Mechanical Engineering
Jerry Henley's Sorenson Capital Experience April 2011 - Present
Job Sorenson Captial
Industry Computer Software
Experience
Sorenson Capital April 2011 - Present
SolutionStream August 2013 - May 2014
BYU October 2008 - April 2011
Amgen August 1990 - November 2007
Skills
Venture Capital, Entrepreneurship, Strategic Planning, Start-ups, Business Strategy, Competitive Analysis, Financial Modeling, Market Research, Strategy, Financial Analysis, Business Development, Strategic Partnerships, Mergers, Project Management, Product Management, Marketing, Management Consulting, Analytics, Team Leadership, Lead Generation, Negotiation, Marketing Strategy, Sales, SaaS, Management, Consulting, Mergers & Acquisitions, New Business Development, Business Planning, Due Diligence, Leadership, Cross-functional Team..., Corporate Development, Product Marketing, Market Analysis, Finance, Private Equity, Valuation, Investments, Corporate Finance, International Business, Executive Management, Analysis, Product Development, Data Analysis, Product Launch, Go-to-market Strategy, E-commerce, Salesforce.com, CRM
Education
Brigham Young University 1981 — 1985
BA, Business
Henderson State University 1976 — 1977
Mechanical Engineering
Sorenson Capital April 2011 - Present
SolutionStream August 2013 - May 2014
BYU October 2008 - April 2011
Amgen August 1990 - November 2007
Skills
Venture Capital, Entrepreneurship, Strategic Planning, Start-ups, Business Strategy, Competitive Analysis, Financial Modeling, Market Research, Strategy, Financial Analysis, Business Development, Strategic Partnerships, Mergers, Project Management, Product Management, Marketing, Management Consulting, Analytics, Team Leadership, Lead Generation, Negotiation, Marketing Strategy, Sales, SaaS, Management, Consulting, Mergers & Acquisitions, New Business Development, Business Planning, Due Diligence, Leadership, Cross-functional Team..., Corporate Development, Product Marketing, Market Analysis, Finance, Private Equity, Valuation, Investments, Corporate Finance, International Business, Executive Management, Analysis, Product Development, Data Analysis, Product Launch, Go-to-market Strategy, E-commerce, Salesforce.com, CRM
Education
Brigham Young University 1981 — 1985
BA, Business
Henderson State University 1976 — 1977
Mechanical Engineering
Aaron Lewis's Sorenson Capital Experience May 2010 - August 2010
Job Associate at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital Partners August 2014 - Present
Bain & Company July 2012 - July 2014
Go GungHo Inc. April 2012 - June 2012
Brigham Young University January 2010 - April 2012
Brigham Young University January 2010 - January 2012
Bain & Company June 2011 - August 2011
Sorenson Capital May 2010 - August 2010
Skills
Financial Modeling, Analysis, Business Strategy, Competitive Analysis, Data Analysis, Due Diligence, Economics, Finance, Financial Analysis, Management Consulting, Market Research, Microsoft Excel, Microsoft Office, Analytics, Corporate Finance, Mergers, PowerPoint, Private Equity, Qualitative Research, Statistical Modeling, Stata, Teaching, Statistics, Strategy, Microsoft Word, Leadership, Research, Valuation, Organizational Design, Policy Analysis, VBA, International Relations, Public Speaking, Econometrics, Venture Capital, Strategic Consulting, International..., Team Leadership, Entrepreneurship, Start-ups, Strategic Planning, Project Management, Social Media
Education
Brigham Young University 2006 — 2012
Bachelor's degree, Economics, Cum Laude
Sorenson Capital Partners August 2014 - Present
Bain & Company July 2012 - July 2014
Go GungHo Inc. April 2012 - June 2012
Brigham Young University January 2010 - April 2012
Brigham Young University January 2010 - January 2012
Bain & Company June 2011 - August 2011
Sorenson Capital May 2010 - August 2010
Skills
Financial Modeling, Analysis, Business Strategy, Competitive Analysis, Data Analysis, Due Diligence, Economics, Finance, Financial Analysis, Management Consulting, Market Research, Microsoft Excel, Microsoft Office, Analytics, Corporate Finance, Mergers, PowerPoint, Private Equity, Qualitative Research, Statistical Modeling, Stata, Teaching, Statistics, Strategy, Microsoft Word, Leadership, Research, Valuation, Organizational Design, Policy Analysis, VBA, International Relations, Public Speaking, Econometrics, Venture Capital, Strategic Consulting, International..., Team Leadership, Entrepreneurship, Start-ups, Strategic Planning, Project Management, Social Media
Education
Brigham Young University 2006 — 2012
Bachelor's degree, Economics, Cum Laude
Autumn Harris's Sorenson Capital Experience December 2012 - Present
Job Executive Assistant/Portfolio Analyst at Sorenson Capital
Industry Venture Capital & Private Equity
Experience
Sorenson Capital December 2012 - Present
ULTRADENT PRODUCTS, INC April 2010 - November 2012
Okland Construction April 2009 - April 2010
Cache Valley Electric May 2007 - May 2009
Cache Valley Electric June 2006 - May 2009
DCK PACIFIC June 2008 - August 2008
Brigham Young University October 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Receivable, Strategic Planning, Invoicing, Telephone Skills, Training, Sales, Outlook
Education
Brigham Young University 2006 — 2011
Art History, Business
Brigham Young University
Bachelor of Arts, Art History
Sorenson Capital December 2012 - Present
ULTRADENT PRODUCTS, INC April 2010 - November 2012
Okland Construction April 2009 - April 2010
Cache Valley Electric May 2007 - May 2009
Cache Valley Electric June 2006 - May 2009
DCK PACIFIC June 2008 - August 2008
Brigham Young University October 2006 - April 2008
Skills
Microsoft Office, Microsoft Excel, Microsoft Word, PowerPoint, Accounts Receivable, Strategic Planning, Invoicing, Telephone Skills, Training, Sales, Outlook
Education
Brigham Young University 2006 — 2011
Art History, Business
Brigham Young University
Bachelor of Arts, Art History
Bowman Bagley's Sorenson Capital Experience August 2013 - December 2013
Job Manager of Business Development at Advanced BioMatrix
Industry Biotechnology
Experience
Advanced BioMatrix August 2012 - Present
Sorenson Capital August 2013 - December 2013
Medical Professionals (USA) June 2013 - August 2013
Skills
Spanish, Team Leadership, Business, Presenter, SWOT analysis, Email Marketing, Collagen, Collagen Production, Biotechnology, Management, OEM Products, Teamwork, Interviewing Skills, Customer Service, Leadership, Quality Control, Strategy, Social Media, Marketing Strategy, Sop, Data Analysis, Teaching, Qualtrics, Public Speaking
Education
Brigham Young University 2009 — 2014
B.S. in Neuroscience, Minor in Business Management
Advanced BioMatrix August 2012 - Present
Sorenson Capital August 2013 - December 2013
Medical Professionals (USA) June 2013 - August 2013
Skills
Spanish, Team Leadership, Business, Presenter, SWOT analysis, Email Marketing, Collagen, Collagen Production, Biotechnology, Management, OEM Products, Teamwork, Interviewing Skills, Customer Service, Leadership, Quality Control, Strategy, Social Media, Marketing Strategy, Sop, Data Analysis, Teaching, Qualtrics, Public Speaking
Education
Brigham Young University 2009 — 2014
B.S. in Neuroscience, Minor in Business Management
Mike Samuelian's Sorenson Capital Experience December 2012 - Present
Job Director at Sorenson Capital
Industry Computer Software
Experience
Sorenson Capital December 2012 - Present
Central Logic March 2010 - December 2012
Altiris February 2000 - July 2008
Skills
Enterprise Software, SaaS, Sales Enablement, Business Alliances, Solution Selling, Cloud Computing, Start-ups, Salesforce.com, Product Management, Product Marketing, Lead Generation, Business Development, Direct Sales, Strategic Planning, Sales Management
Education
Brigham Young University
Sorenson Capital December 2012 - Present
Central Logic March 2010 - December 2012
Altiris February 2000 - July 2008
Skills
Enterprise Software, SaaS, Sales Enablement, Business Alliances, Solution Selling, Cloud Computing, Start-ups, Salesforce.com, Product Management, Product Marketing, Lead Generation, Business Development, Direct Sales, Strategic Planning, Sales Management
Education
Brigham Young University
DTCC
The Depository Trust & Clearing Corporation
TechStars
PEAK6 Investments LP
Tower Research Capital
Great American Group
Ontario Securities Commission
FTN Financial