At NorthRock Companies, our mission is to provide solid risk-adjusted returns for our investors by purchasing quality value-add multi-family properties. We look for properties and follow a strategy that adheres to the following: Institutional quality workforce housing, Value-add potential, Growing secondary markets, Data-driven submarket selection, Best in class management partners.

University Growth Fund is the largest education-based private equity fund in the country, giving university students the opportunity to gain real-world experience as they invest alongside top-tier investors in many of the best companies in the country.Accomplishments:• Led investment analysis sections of 3 successful investments deploying $3M of capital• Coordinated with a team of 8-14, performing in-depth due diligence on 8 aspects of investment analysis• Created and presented 1-2 investment memos and pitch decks/week to the firm of 30+ members• Participated in 6 deal pitches to investment committee members for investments passed by the firm• Led a team of 4 in a case competition, deal sourcing, performing due diligence, and creating a pitch deck • Portfolio Consulting: Vetted list of 300 start-up companies, reducing it to 75 solid investment opportunities Selected Deal Experience:• $15M Series A, Consumer Products – Co-led diligence on product/service offering, traction, and growth strategy• $50M Series B, Neobank – Led diligence on the pre-revenue management team, analyzing experience and industry • $100M Series D, Renewable Energy – Sized market: analyzing expansion, growth opportunities, and market

The Special Projects Department has responsibility for special purpose real estate, temple design, and temple construction.Managed the construction projects going on at BYU-Hawaii:• Led the expenses section of the owner’s budget to oversee the construction of 3 multi-family apartment buildings• Coordinated project plans to execute major upgrades on 7 projects, guiding 5-7 technical teams in achieving goals • Reviewed 3-5 budget change orders/week to verify best options and to work within project budgets

An independent-sponsor private equity firm focused on the following industries: telecom, water/wastewater, e-learning, packaging, distribution, property management, landscaping & healthcare. Accomplishments:• Created and presented 3-5 CIM reviews/week for selling businesses and pursued those that met criteria• Presented 3 deals/week to the investment committee, working in a team of 8• Led the team on the telecommunications industry, conducting extensive research, creating informational thesis presentations and charts to continually stay updated on news/deal flow

ViewShift Partners is an advisory firm for early-stage startups. We help founders stay vision-centered, we strive to add frictionless value, and we believe that founders are entitled to honesty as well as all-in support.Accomplishments:• Led a team of 6 for Maak Impact, creating a fundraising structure and an associated pitch deck for donors• Developed human-centered design innovation lab for 15 entrepreneurs to build social ventures• Performed 20 customer interviews/month to understand Maak Impact’s consumers’ pain point of fundraising