Jacob is engaged in the sourcing, evaluating, supporting, and executing of current and potential investments at Sorenson Capital. Prior to joining the firm, Jacob was an Investment Banking Analyst at BMO Capital Markets in the Financial Sponsors and Technology Groups where he focused on M&A and Capital Markets advisory. During Jacob’s time at BMO, he was actively involved in transactions across a wide range of sectors, including software, semiconductors, education technology, internet & digital media, metals & mining, packaging, manufacturing, industrial technology, transportation & logistics, food, consumer, retail, oil & gas, and healthcare.
Jacob is passionate about partnering with entrepreneur and family-owned businesses. He seeks opportunities to help businesses scale by providing long term financial and business support over the course of a company’s development.
Jacob graduated cum laude, with honors, from The University of Utah with a Bachelor of Science in Finance. During his time at The University of Utah, he was actively involved in the business school and helped start a new program focused on preparing students for investment banking positions. Outside of work, Jacob is involved with community groups and his alma mater. Jacob is an avid sports fan, and enjoys tennis, soccer, hiking and skiing in his spare time.