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Hello, I'm Bronson.

Finance undergraduate at BYU Marriott with experience across investment banking, private equity, equity research, and real estate development. Incoming Investment Banking Summer Analyst at B. Riley Securities.

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Bronson W. Barney
Incoming · Summer 2026
Investment Banking Summer Analyst
B. Riley Securities · New York City, NY
Education
B.S. Finance, Apr 2027
BYU Marriott School of Business
Current Role
Financial Analyst, FP&A
Nu Skin Enterprises · Oct 2025 – Present
01

About Bronson

Born and raised in Gilbert, Arizona, currently studying finance at BYU and pursuing a career in investment banking and private equity. Married in January 2025 to his wife, Lauren, from Salt Lake City, UT, who is studying early childhood education.

Outside of academics and work, enjoys staying active, following BYU sports, scuba diving, riding horses, skiing, and reading. A certified welder and PADI Advanced Open Water Diver, and fluent in Spanish.

Location
Provo, Utah
School
BYU Marriott School of Business · Apr 2027
GPA
3.80 / 4.0
Clubs
IB Association · PE & VC Association
Languages
English · Spanish (Professional)
02

Experience

Summer 2026Incoming
B. Riley Securities · NASDAQ: RILY
Investment Banking Summer Analyst
New York City, NY · Middle-Market Investment Bank
Oct 2025 – Present~5 mos
Nu Skin Enterprises · NYSE: NUS
Financial Analyst, FP&A
Provo, UT · On site
  • Analyze financial statements, forecasts, and KPIs to support strategic business decisions
  • Build and maintain financial models to evaluate performance across business segments
  • Collaborate with cross-functional teams to deliver data-driven insights to leadership
Sep 2025 – Dec 20254 mos
Kingswood Capital Partners · Middle-Market Investment Bank
Investment Banking Fall Analyst
New York City, NY · Remote
  • Assisted in preparing CIMs, developing pitch decks, and performing data analysis to support ongoing transaction processes
  • Conducted comprehensive research to evaluate companies, identify sub-vertical trends, and assess growth opportunities
  • Built detailed valuation materials and teasers to support both M&A pitches and private capital raise processes
Sep 2025 – Dec 20254 mos
Brigham Capital · L/S Hedge Fund
Equity Research Analyst
Provo, UT · Consumer Group
  • Produced slide decks containing financial models, thesis drivers, and industry trends to guide investment choice
  • Conducted qualitative and quantitative research to identify market trends affecting the current U.S. consumer sector
Selected Research: Led a long recommendation on Lululemon (NASDAQ: LULU) by building a full operating model, conducting fundamental diligence, and analyzing valuation and growth drivers; recommended a hold through Q3–Q4 2025, generating a 27% return.
May 2025 – Aug 20254 mos
Okland Capital · Real Estate Development
Development Summer Analyst
Tempe, AZ · Multifamily, Medical Office, Hospitality
  • Performed in-depth market research and investment analysis in medical office, multifamily, and hospitality real estate
  • Assisted in underwriting by preparing financial assumptions, market comparables, and Excel-based sensitivity outputs
Selected Transaction: Supported underwriting, market analysis, and rezoning process for a ~$90M, 350-unit Class A apartment complex, evaluating rents, expenses, and comparable assets.
Dec 2024 – Apr 20255 mos
Concordia Capital · Technology Investment Bank
Investment Banking Winter Analyst
New York City, NY · Remote · Technology M&A
  • Conducted research on B2B SaaS companies with $10MM+ ARR to assess fit for M&A and fundraising mandates
  • Supported capital raising, sell-side M&A, and fund placement efforts by preparing materials and executing outreach
Selected Transaction: Supported equity raise for industrial SaaS company by building the CIM, developing operating projections, and analyzing key SaaS metrics (ARR, retention, margins) to support valuation and investor diligence.
Jun 2024 – Apr 20254 mos
Logan Growth Advisors
Capital Markets Analyst
Dallas, TX · Remote · Sell Side M&A
  • Supported sell-side M&A processes including deal origination, buyer outreach, and transaction execution
  • Conducted market research and financial analysis to support client advisory engagements
Selected Transaction: Supported outreach, valuation, and diligence efforts for a dental roll-up M&A strategy, assisting in target underwriting and acquisition evaluation.
Sep 2024 – Dec 20244 mos
Aequitas Intelligence
Undergraduate M&A Research Analyst
New York, NY · Remote
  • Researched M&A trends, sector dynamics, and deal activity to support advisory and business development efforts
  • Produced research reports and market analyses for internal and client-facing use
May 2024 – Aug 20244 mos
Sandlot Partners
Investor Relations Intern
Orem, UT · On site
  • Supported investor relations activities including LP communications, reporting, and fundraising materials
  • Assisted with preparation of investment memos, quarterly reports, and presentation decks
03

Leadership & Service

Aug 2025 – PresentOngoing
BYU Y-Serve – Provo Youth Mentoring
Youth Mentor
Provo, UT
  • Mentor elementary school students weekly, providing academic support, goal setting, and positive role modeling
  • Utilize Spanish language skills to support English learners in building confidence and communication
Aug 2021 – Sep 20232 yrs
The Church of Jesus Christ of Latter-day Saints
Volunteer Representative
Minneapolis, MN
  • Led weekly English classes, shared religious teachings, and sought service opportunities in the Minneapolis area
  • Trained and supervised 20+ volunteers through weekly sessions focused on leadership and teaching skills
04

Skills & Tools

Finance
Financial ModelingValuationDCF AnalysisM&A AdvisoryCapital RaisingEquity ResearchRE Underwriting
Tools
ExcelPowerPointBloombergFactSetPower BIAdaptive PlanningSQLPythonHTMLCSS
Deliverables
CIMsPitch DecksTeasersInvestment MemosSensitivity AnalysisMarket Comps
Other
Spanish (Professional)Team LeadershipClient CommunicationResearch & Analysis
05

Awards & Interests

🦅
Eagle Scout
Boy Scouts of America. Supervised the setup and donation logistics of a charity race with over 3,000 runners.
🏆
Danny Stegall Award
Recognition for high performance and dedication given to an offensive lineman.
💡
Entrepreneur
Co-founded a luxury Christmas-light installation business generating over $100,000 in revenue during high school.
🔧
Certified Tradesman
OSHA Certified Welder/Carpenter and PADI Advanced Open Water Scuba Diver.
⛷️
Interests
Avid skier, reader, and Phoenix Suns fan. Professional working proficiency in Spanish with ongoing university coursework.
06

Get in Touch

Email
bronsonwbarney@gmail.com
Phone
(480) 298-5698
LinkedIn
bronsonbarney
linkedin.com/in/bronsonbarney