About Us

DCA Partners is a boutique investment bank specializing in M&A advisory services throughout the western United States. Founded in 2001 and based in Sacramento, CA, our firm is built upon a foundation of independent thinking, competitive spirit, and unrelenting integrity. We seek to provide our clients with long-term guidance, helping them navigate and critically evaluate key business decisions and company milestones in an effort to create strategic value for their stakeholders, shareholders, and family members.

All of our partners and senior executives have spent time in their careers as operators, investors and entrepreneurs. We understand what it takes to build, grow, and ultimately exit businesses, and we treat each engagement as though the Company were our own. We leverage our industry expertise and transaction experience to forge enduring relationships with our clients while creating competitive processes that deliver outstanding results.

Resources

Business Valuations

Find out how much your business is worth. A valuation provides a clear explanation of the value of your business along with evidence to support the result. The data helps guide strategic decisions prior to the sale of the business to ensure a premium value at the eventual exit.

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Seminars

The Success Series is a quarterly continuing-education event for the greater Sacramento business community. Hosted by experienced thought leaders, each event explores a vital subject that’s top of mind for executives. Recorded seminars are free and include videos for panel discussion and for keynote address.

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Webinars

Webinars touch on a wide breadth of topics, including private equity, preparing to sell a business, the M&A sales process, and more. All webinars are free and many include downloadable presentation slides and summaries.

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Whitepapers

A whitepaper is an in-depth look at one particular topic. Those featured here are authored by an investment banking expert at DCA Partners.

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Media Room

Read our press releases, monthly news, and third-party media coverage of our clients.

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Videos

Our video resources include interviews with former clients as well as educational clips.

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Community

DCA is proud to be actively engaged in both professional and community organizations. This involvement ensures that our professional skills are always honed and up-to-date, while allowing us to give back to the communities in which we live and work.

DCA contributes and helps raise over $1 million annually for local non-profits and civic organizations.

Corporate Citizenship Award

Careers

DCA Partners offers a work environment that thrives on excellence, hard work, and team collaboration, which result in a rewarding and fulfilling career. As a small firm, each employee makes a significant impact on our company culture, and therefore we take a serious, diligent approach to hiring. While we are not always actively hiring for a specific role, we are open to reviewing candidates whose background, skills, and work ethic match those of DCA. If you are interested in being considered for a role at DCA, please submit your cover letter and résumé to careers@dcapartners.com.

Current Opportunities
Opportunity Summary

DCA Partners is a diversified financial services firm. Its boutique Investment Banking group provides buy-side and sell-side merger and acquisition advisory services to middle-market companies throughout the United States.

DCA’s Investment Banking group is seeking an experienced Food & Agribusiness professional to join its growing team. This is a unique opportunity to make a direct and immediate contribution to one of DCA’s fastest-growing industry verticals while building a rewarding and long-term investment banking career.

Role and Responsibilities

Under the direction and mentorship of DCA’s senior team members, the Food and Agribusiness professional will be directly involved in and responsible for M&A transaction execution and industry coverage. Specific responsibilities include:

  • Leading client engagements, including both client and internal deal teams
  • Developing sellside and buyside marketing/execution materials and managing the drafting process
  • Overseeing the review of accounting and financial data, including the creation and integrity of financial models, forecasts, adjustments, and completion of industry and deal-specific analyses
  • Leading target outreach, including identifying buyers/sellers, determining process/strategy, and conducting calls
  • Serving as the primary liaison with other internal and external parties on transactions, including attorneys, accountants, lenders, et al.
  • Negotiating business and economic terms and managing the due diligence processes
  • Building long-term, value-added relationships and serving as an industry expert across the food and agribusiness sector in order to drive future deal flow and opportunities

Desired Skills, Qualifications, and Experience

  • 5+ years of related experience, specifically in food and agribusiness roles
  • Highly motivated, committed, and responsible, with a demonstrated ability to lead cohesive teams and to work collaboratively with internal and external partners
  • An unwavering commitment to doing whatever it takes to be successful and to please clients
  • A strong track record of success and positive client references
  • Experience using market data tools and technologies, such as Capital IQ, Bloomberg, Thomson One, Pitchbook, etc.
  • Sales and business development skills; ability to engender trust and confidence of potential new clients
  • Bachelors’ degree minimum, MBA preferred

Compensation & Culture

  • DCA provides a competitive base salary and lucrative bonus plan. In addition, the firm offers a robust employee benefits and retirement program
  • All team members have the opportunity to play an active role in shaping the firm’s near-term and long-term goals and strategy
  • The firm is dedicated to developing its team and providing opportunities for individuals that excel to become Partners in the firm

Interested and qualified candidates are encouraged to submit a cover letter and resume to: careers@dcapartners.com

Please address the following in the cover letter:

  • Past experiences that make you a good match for the opportunity
  • Unique skills or attributes that position you for success in the role
  • Rationale for interest in the position
  • Connections to Northern California, and your willingness to relocate and build your career at DCA in Sacramento over the long-term

About DCA Partners, LLC

DCA is a highly collaborative work environment of very smart, talented, and committed people operating across three aspects of its business:

  1. DCA’s Mergers and Acquisitions team provides buy-side and sell-side merger and acquisition advisory services to middle market companies throughout the United States
  2. DCA’s Private Equity team partners with existing management teams to help fuel growth in family-owned and other closely held businesses in a broad spectrum of industries throughout the western United States
  3. DCA’s Family Office invests and manages a real estate and private equity portfolio that is diversified across asset classes and geographies

DCA is located in Roseville, CA, a scenic location just outside of Sacramento at the base of the Sierra Nevada foothills with a high quality of life and low cost of living. We are conveniently located between San Francisco/Napa Valley and Lake Tahoe.

Opportunity Summary

DCA is seeking a Vice President to lead private equity investments. This is a unique opportunity to make a direct and immediate contribution while building a rewarding and long-term career.

DCA Partners is a diversified financial services firm. Its private equity group makes minority and majority investments in high-growth, middle-market, private businesses across myriad industries throughout the western United States.

Role and Responsibilities

The Private Equity Vice President at DCA will be responsible for transaction execution and portfolio company management. Specific responsibilities include:

  • Leading transactions while overseeing and coordinating the various members of the deal team
  • Overseeing the creation and integrity of structured capital and leveraged buyout models, including forecasts, adjustments, and returns
  • Performing internal due diligence, including industry and deal-specific analyses, and managing third-party operational, financials and legal due diligence
  • Serving as the primary liaison with other internal and external parties on transactions
  • Assisting with negotiations with sellers and lenders, including legal documentation
  • Participating in portfolio company management, reporting and oversight
  • Completing M&A add-on acquisitions for platform investments
  • Building long-term, value-added relationships to drive deal flow and opportunities
  • Managing, mentoring, and developing analysts and associates

Desired Skills, Qualifications, and Experience

  • Highly motivated, committed, and responsible, with a demonstrated ability to lead cohesive teams and to work collaboratively with internal and external partners
  • A strong track record of successful transactions and positive references
  • 5+ years of private equity, investment banking or related experience
  • Bachelors’ degree minimum, MBA preferred

Compensation & Culture

  • DCA provides competitive compensation, including salary, bonus, and carried interest participation. In addition, the firm offers a robust employee benefits and retirement program
  • All team members have the opportunity to play an active role in shaping the firm’s near-term and long-term goals and strategy

Interested and qualified candidates are encouraged to submit a cover letter and resume to: careers@dcapartners.com

Please be sure to address the following in the cover letter:

  • Past experiences that make you a good match for the opportunity
  • Unique skills or attributes that position you for success in the role
  • Rationale for interest in the position
  • Connections to Northern California, and your willingness to relocate and build your career at DCA in Sacramento over the long-term

About DCA Partners, LLC

DCA is a highly collaborative work environment of very smart, talented, and committed people operating across three aspects of its business:

  1. DCA’s Private Equity team makes minority and majority investments in high-growth, middle-market, private businesses across myriad industries throughout the western United States
  2. DCA’s Family Office team invests and manages a real estate and private equity portfolio that is diversified across asset classes and geographies
  3. DCA’s Mergers and Acquisitions team provides buy-side and sell-side merger and acquisition advisory services to middle market companies throughout the United States

DCA is conveniently located between San Francisco/Napa Valley and Lake Tahoe in Roseville, CA, a scenic area just outside of Sacramento at the base of the Sierra Nevada foothills with a high quality of life and low cost of living.

Opportunity Summary

DCA is seeking an Associate to support all its private equity activities. This is a unique opportunity to make a direct and immediate contribution while building a rewarding and long-term career.

DCA Partners is a diversified financial services firm. Its private equity group makes minority and majority investments in high-growth, middle-market, private businesses across myriad industries throughout the western United States.

Role and Responsibilities

The Associate will be responsible for supporting all activities related to the Firm’s Private Equity efforts, including:

  • Conduct detailed business analysis and modeling
  • Build structured capital and leveraged buyout investment and return models
  • Develop investment underwriting and due diligence memos
  • Coordinate logistics for debt and equity syndication processes
  • Participate in third-party operational, financial, and legal due diligence
  • Manage the monthly internal portfolio reporting and analysis process
  • Support senior executives and DCA operators with ad hoc operational and financial analysis
  • Manage M&A sourcing activities for platform investments and add-on opportunities
  • Conduct outreach to prospective investment and acquisition targets
  • Complete the DCA training program and/or demonstrate competency in analytical categories
  • Other research, analytical, and administrative duties, as assigned

Desired Skills, Qualifications, and Experience

DCA dedicates a great deal of effort to hire individuals who have a demonstrated track record of outstanding academic and professional achievement. The following traits are necessary for success in this role:

  • Kind. Driven. Team oriented.
  • Genuine intellectual curiosity and desire to learn
  • Demonstrated understanding of the fundamentals of accounting and finance
  • Experience analyzing quantitative and qualitative data
  • 3+ years investment banking, private equity or related work experience
  • Bachelor’s degree with a history of academic and professional achievement

Compensation & Culture

  • DCA provides competitive compensation, including salary, bonus, and carried interest participation. In addition, the firm offers a robust employee benefits and retirement program
  • All team members have the opportunity to play an active role in shaping the firm’s near-term and long-term goals and strategy

Interested and qualified candidates are encouraged to submit a cover letter and résumé to: careers@dcapartners.com.

Please be sure to address the following in the cover letter:

  • Past experiences that make you a good match for the opportunity
  • Unique skills or attributes that position you for success in the role
  • Rationale for interest in the position
  • Connections to Northern California, and your willingness to relocate and build your career at DCA in Sacramento over the long-term

About DCA

DCA is a highly collaborative work environment of very smart, talented, and committed people operating across three aspects of its business:

  1. DCA’s Private Equity team makes minority and majority investments in high-growth, middle-market, private businesses across myriad industries throughout the western United States
  2. DCA’s Family Office team invests and manages a real estate and private equity portfolio that is diversified across asset classes and geographies
  3. DCA’s Mergers and Acquisitions team provides buy-side and sell-side merger and acquisition advisory services to middle market companies throughout the United States

DCA is conveniently located between San Francisco/Napa Valley and Lake Tahoe in Roseville, CA, a scenic area just outside of Sacramento at the base of the Sierra Nevada foothills with a high quality of life and low cost of living.

Opportunity Summary

DCA Partners (DCA) is seeking a Private Equity Analyst to support all activities related to the Firm’s Private Equity efforts. This is a unique opportunity which will provide the Analyst an opportunity to work alongside, and to be personally mentored by, Associates, Vice Presidents, and Partners of the Firm.

DCA is located in Roseville, CA, just outside of Sacramento at the base of the Sierra Nevada foothills (about 1 hour from both Napa Valley and Lake Tahoe). Our firm has earned a reputation of excellence and integrity in the Sacramento business community, earning a Corporate Citizenship Award in 2020 for volunteerism and charitable giving, and the Easter Seals Pillars of Giving Award in 2018.

This position will report out of Sacramento, CA.

Role and Responsibilities

The Analyst will be responsible for supporting all activities related to the Firm’s Private Equity efforts, including:

  • Conduct detailed business analysis and modeling
  • Build structured capital and leveraged buyout investment and return models
  • Develop investment underwriting and due diligence memos
  • Coordinate logistics for debt and equity syndication processes
  • Participate in third-party operational, financial, and legal due diligence
  • Manage the monthly internal portfolio reporting and analysis process
  • Support senior executives and DCA operators with ad hoc operational and financial analysis
  • Manage M&A sourcing activities for platform investments and add-on opportunities
  • Conduct outreach to prospective investment and acquisition targets
  • Complete the DCA training program and/or demonstrate competency in analytical categories
  • Other research, analytical, and administrative duties, as assigned

Desired Skills, Qualifications, and Experience

DCA dedicates a great deal of effort to hire individuals who have a demonstrated track record of outstanding academic and professional achievement. The following traits are necessary for success in this role:

  • Kind. Driven. Team oriented.
  • Genuine intellectual curiosity and desire to learn
  • Demonstrated understanding of the fundamentals of accounting and finance
  • Bachelor’s degree with a history of academic and professional achievement
  • 2+ years relevant work experience
  • Experience analyzing quantitative and qualitative data

Compensation & Culture

  • DCA provides a competitive base salary, bonus plan and profit-sharing plan. In addition, the firm offers a robust employee benefits and retirement program.
  • DCA is a highly collaborative work environment of very smart, talented, and committed people. All team members have the opportunity to play an active role in shaping the firm’s near- and long-term goals and strategy.
  • The firm is dedicated to developing its team and providing opportunities for individuals that excel to become Partners in the firm.

Interested and qualified candidates are encouraged to submit a cover letter and résumé to: bwilson@dcapartners.com.

About DCA

DCA has three aspects of its business:

  1. DCA Partners is Sacramento Valley’s leading Investment Banking firm, providing buy-side and sell-side merger and acquisition advisory services to many of the region’s most prominent and successful companies.
  2. DCA Capital Partners is a Private Equity firm that acquires and invests in growing companies in a broad spectrum of industries throughout the region.
  3. DCA Partners – Family Office is working to build out a $2 billion real estate and private equity investment portfolio on behalf of one of its esteemed long-term clients.
Opportunity Summary

DCA Partners (DCA) is seeking a Director of Portfolio Development to oversee the recruitment, diligence, and selection of Operating Partners. We are in the process of expanding our clients’ $300M investment portfolio to over $2 billion in the next 18 months—the majority of which will be real estate oriented investments. Primary focus areas include: value-added office and industrial properties, multifamily housing, mobile home parks, car washes, and hotels.

DCA is located in Roseville, CA, just outside of Sacramento at the base of the Sierra Nevada foothills (about 1 hour from both Napa Valley and Lake Tahoe), which is quickly becoming recognized as one of the best places to live on the West Coast.

Our firm has earned a reputation of excellence and integrity in the Sacramento business community, earning a Corporate Citizenship Award in 2020 for volunteerism and charitable giving, and the Easter Seals Pillars of Giving Award in 2018.

Role and Responsibilities

The Director of Portfolio Development will be responsible for overseeing and leading all aspects of portfolio development, including:

  • Overall portfolio strategy
  • Overseeing new Operating Partner sourcing and outreach activities
  • Assessment and due diligence of sponsor quality and track record
  • Investment analysis and recommendations
  • Negotiation of Operating Partner relationship structure and terms
  • New asset acquisition due diligence
  • Efficient and scalable transaction processing
  • Recommend optimal debt structure

Desired Skills, Qualifications, and Experience

DCA dedicates a great deal of effort to hire individuals who have a demonstrated track record of outstanding professional achievement. The following traits are necessary for success in this role:

  • Proven track record building and leading a cohesive and successful team
  • A track record of success in real estate, with amicable industry relationships
  • Experience developing detailed real estate models and conducting due diligence
  • Strong understanding of various investment partnership structures (e.g. TICs, 1031s, LLCs, Limited partnerships, etc.)
  • Strong business development acumen, people instincts, and negotiation skills
  • Outstanding interpersonal, verbal, and written communication skills
  • Strong quantitative and qualitative analytical skills, knowledge of economics, real estate finance (equity and debt markets), and accounting
  • Strong attention to detail and commitment to get things right
  • Willingness to work long hours, and dedication to results

Personal Qualifications and Desired Traits

  • A professional who is self-confident and possesses a superb work ethic
  • Ability to build relationships and trust, yet hold people accountable for commitments and performance
  • Highly motivated, committed, and responsible, with a demonstrated ability to manage both people and projects
  • Intense and unquestionable personal and professional integrity
  • Ambitious, yet more interested in a team win than personal stats or recognition
  • Organized and methodical, yet able to think strategically
  • An unwavering commitment to doing whatever it takes to be successful and to please clients
  • Ability to thrive in a fast-paced environment
  • Track record of success and positive client references

Compensation & Culture

  • DCA provides a competitive base salary and a bonus plan up to 100% of base salary. In addition, the firm offers a robust employee benefits and retirement program.
  • DCA is a highly collaborative work environment of very smart, talented, and committed people. All team members have the opportunity to play an active role in shaping the firm’s near- and long-term goals and strategy.
  • The firm is dedicated to developing its team and providing opportunities for individuals that excel to become Partners in the firm.

Interested and qualified candidates are encouraged to submit a cover letter and résumé to: curtrocca@dcapartners.com. Candidates located outside of the Sacramento region are strongly encouraged to address their desire to relocate in their cover letter.

About DCA

DCA has three aspects of its business:

  1. DCA Partners is Sacramento Valley’s leading Investment Banking firm, providing buy-side and sell-side merger and acquisition advisory services to many of the region’s most prominent and successful companies.
  2. DCA Capital Partners is a Private Equity firm that partners with existing management teams to help fuel growth in family-owned and other closely held businesses in a broad spectrum of industries throughout the region.
  3. DCA Partners – Family Office is working to build out a $2 billion real estate and private equity investment portfolio on behalf of one of its esteemed long-term clients.

Opportunity Summary

DCA Partners (DCA) is seeking a Director of Investment Underwriting to conduct the financial analysis and underwriting on potential investment opportunities across a broad spectrum of commercial real estate asset classes. The ideal candidate will have credit officer or investment officer background, as this person will make the primary recommendation to proceed (or not) with a proposed transaction based upon their financial analysis.

We are in the process of expanding our $300M investment portfolio to over $2 billion in the next 18 months—the majority of which will be real estate oriented investments. Primary focus areas include: value-added office and industrial properties, multifamily housing, mobile home parks, data centers, car washes, and hotels.

DCA is located in Roseville, CA, just outside of Sacramento at the base of the Sierra Nevada foothills (about 1 hour from both Napa Valley and Lake Tahoe), which is quickly becoming recognized as one of the best places to live on the West Coast.

Our firm has earned a reputation of excellence and integrity in the Sacramento business community, earning a Corporate Citizenship Award in 2020 for volunteerism and charitable giving, and the Easter Seals Pillars of Giving Award in 2018.

Role and Responsibilities

The Director of Investment Underwriting will be responsible for conducting financial and general underwriting and due diligence on potential investment opportunities, and making an investment recommendation based upon that analysis.

  • Assess a potential real estate investment based upon macro and micro factors likely to impact cash flow and long-term value
  • Discuss and assess asset business plan with investment Operating Partner (Sponsor)
  • Develop financial model to project future cash flow and capital appreciation
  • Conduct sensitivity analyses to stress test a range a potential outcomes
  • Make a thoughtful and well-reasoned recommendation on whether we should proceed (or not) with a given investment

Desired Skills, Qualifications, and Experience

DCA dedicates a great deal of effort to hire individuals who have a demonstrated track record of outstanding professional achievement. The following traits are necessary for success in this role:

  • Broad understanding of commercial investment real estate across a broad array of asset classes
  • Good judgment
  • Thorough understanding of various factors which impact real estate investment results and valuations
  • Exceptional Excel modeling skills and analytical capabilities
  • Strong attention to detail and commitment to get things right
  • Outstanding interpersonal, verbal, and written communication skills, including a willingness to listen and absorb opposing points of view
  • Strong quantitative and qualitative analytical skills, knowledge of economics, real estate finance (equity and debt markets), and accounting

Personal Qualifications and Desired Traits

  • A professional who is intuitive, self-confident, and possesses a superb work ethic
  • Highly motivated, committed, and responsible
  • Track record of consistently exercising good and prudent judgment
  • Naturally inquisitive and curious. Inherent desire to understand and dig deeper into issues.
  • Intense and unquestionable personal and professional integrity
  • Ambitious, yet more interested in a team win than personal stats or recognition
  • Organized and methodical, yet able to think strategically
  • An unwavering commitment to doing whatever it takes to be successful and to please clients
  • Ability to thrive in a fast-paced environment

Compensation & Culture

  • DCA provides a competitive base salary and a lucrative bonus plan. In addition, the firm offers a robust employee benefits and retirement program.
  • In addition, Team Members also participate in the economic success of the firm’s Investment Banking and Private Equity arms
  • DCA is a highly collaborative work environment of very smart, talented, and committed people. All team members have the opportunity to play an active role in shaping the firm’s near- and long-term goals and strategy.
  • The firm is dedicated to developing its team and providing opportunities for individuals that excel to become Partners in the firm.

Interested and qualified candidates are encouraged to submit a cover letter and résumé to: curtrocca@dcapartners.com. Candidates located outside of the Sacramento region are strongly encouraged to address their desire to relocate in their cover letter.

About DCA

DCA has three aspects of its business:

  1. DCA Partners is Sacramento Valley’s leading Investment Banking firm, providing buy-side and sell-side merger and acquisition advisory services to many of the region’s most prominent and successful companies.
  2. DCA Capital Partners is a Private Equity firm that partners with existing management teams to help fuel growth in family-owned and other closely held businesses in a broad spectrum of industries throughout the region.
  3. DCA Partners – Family Office is working to build out a $2 billion real estate and private equity investment portfolio on behalf of one of its esteemed long-term clients.

Opportunity Summary

DCA Partners (DCA) is seeking a Transaction Processing Associate to manage legal, financing, and documentation processes for approved investment transactions. We are in the process of expanding our clients’ $300M investment portfolio to over $2 billion in the next 18 months—the majority of which will be real estate oriented investments. Primary focus areas include: value-added office and industrial properties, multifamily housing, data centers, mobile home parks, car washes, and hotels.

DCA is located in Roseville, CA, just outside of Sacramento at the base of the Sierra Nevada foothills (about 1 hour from both Napa Valley and Lake Tahoe), which is quickly becoming recognized as one of the best places to live on the West Coast.

Our firm has earned a reputation of excellence and integrity in the Sacramento business community, earning a Corporate Citizenship Award in 2020 for volunteerism and charitable giving, and the Easter Seals Pillars of Giving Award in 2018.

Role and Responsibilities

The Transaction Processing Associate will be responsible for managing investment transactions, including:

  • Spearhead legal, financing, and documentation processes
  • Actively track all transactions-in-process to ensure all transactions are proceeding on schedule and nothing falls through the cracks
  • Serve as liaison between external Operating Partner sponsor, internal team members, and external professional service providers (legal title, escrow, due diligence, etc.)
  • Ensure all appropriate steps are completed to secure our client’s interest in the acquired assets
  • Facilitate efficient onboarding of each asset to the asset management group

Desired Skills, Qualifications, and Experience

DCA dedicates a great deal of effort to hire individuals who have a demonstrated track record of outstanding professional achievement. The following traits are necessary for success in this role:

  • Demonstrated process management, documentation, and workflow expertise
  • Proven ability to thrive in a fast-paced, high-volume environment
  • Excellent operational efficiency; project and process management skills
  • Outstanding interpersonal, verbal, and written communication skills
  • Strong attention to detail and commitment to get things right
  • Collaborative spirit and desire to serve as an integral part of a cohesive team

Personal Qualifications and Desired Traits

  • A professional who is self-confident and possesses a superb work ethic
  • Highly motivated, committed, and responsible
  • Intense and unquestionable personal and professional integrity
  • Ambitious, yet more interested in a team win than personal stats or recognition
  • Organized and methodical. Detail oriented. Ability to multi-task effectively and not get flustered
  • An unwavering commitment to doing whatever it takes to be successful and to please clients
  • Ability to thrive in a fast-paced environment

Compensation & Culture

  • DCA provides a competitive base salary and a lucrative bonus plan. In addition, the firm offers a robust employee benefits and retirement program.
  • DCA is a highly collaborative work environment of very smart, talented, and committed people. All team members have the opportunity to play an active role in shaping the firm’s near- and long-term goals and strategy.
  • The firm is dedicated to developing its team and providing opportunities for individuals that excel to become Partners in the firm.

Interested and qualified candidates are encouraged to submit a cover letter and résumé to: curtrocca@dcapartners.com. Candidates located outside of the Sacramento region are strongly encouraged to address their desire to relocate in their cover letter.

About DCA

DCA has three aspects of its business:

  1. DCA Partners is Sacramento Valley’s leading Investment Banking firm, providing buy-side and sell-side merger and acquisition advisory services to many of the region’s most prominent and successful companies.
  2. DCA Capital Partners is a Private Equity firm that partners with existing management teams to help fuel growth in family-owned and other closely held businesses in a broad spectrum of industries throughout the region.
  3. DCA Partners – Family Office is working to build out a $2 billion real estate and private equity investment portfolio on behalf of one of its esteemed long-term clients.

Opportunity Summary

DCA Advisors (DCA) is seeking a Real Estate Investment Analyst to assist in the evaluation of future investment opportunities and overall portfolio reporting. We are in the process of creating a $500 million investment portfolio on behalf of family offices and long-term clients. The majority of the portfolio will be real estate oriented, with primary focus areas including value-added office and industrial properties, multi-family, student housing, mobile home parks, car washes, retail, and hotels. DCA is located in Roseville, CA, just outside of Sacramento. Positioned at the base of the Sierra Nevada foothills, about 1 hour from both Napa Valley to the west and Lake Tahoe to the east, Sacramento is quickly becoming recognized as one of the best places to live on the West Coast. This is a ground-floor opportunity to contribute to the development and success of a multi-million dollar real estate investment strategy, and build a long-term career in Sacramento. The ideal candidate will currently live in the Sacramento area or have significant ties to the region.

Role and Responsibilities

The Real Estate Investment Analyst will provide analytical support on a wide variety of assignments including market research, review of property operating statements, cash flow modeling, and property valuation. The analyst will be responsible for assisting with modeling and evaluation of new investment opportunities, conducting sensitivity analysis, assessing risks and mitigating factors for potential investments, and assisting with due-diligence review.

Key Duties Include

  • Developing and exploring ideas for potential buy and sell opportunities
  • Identifying properties and the appropriate contacts which meet a defined target criteria
  • Conducting market, financial, and due diligence analyses of identified properties
  • Conducting outreach and communications with potential developers, brokers, and operating partners
  • Analyzing financial and operating data to assess portfolio and individual investment operating performance; identifying areas requiring attention and suggesting remedial action
  • Participating in the creation of monthly, quarterly, and annual reporting
  • Evaluating markets to identify changes and trends and related impacts on real estate values and investment strategies
  • Maintaining asset management models for each asset from acquisition through disposition
  • Advising on potential timing for refinancing and disposition of acquired Assets

Candidate Profile

DCA dedicates a great deal of effort to hire individuals who have a demonstrated track record of outstanding academic and professional achievement. Eligible candidates should have at least 3-4 years of experience analyzing quantitative and qualitative data. A Bachelor’s degree is required in accounting, finance, real estate, or related subjects. In addition, candidates should exhibit a strong orientation to detail, a willingness to work long hours, and strong oral and written communication skills.

Desired Skills, Qualifications and Experience

  • Prior experience in the real estate and/or finance field required
  • Experience with real estate oriented financial and modeling software is helpful (e.g., Argus, Yardi, etc.)
  • A real estate salesperson or broker’s license is not required, but is a plus
  • Strong quantitative skills and established analytical ability
  • Knowledge of real estate accounting and financial statement analysis
  • Demonstrated interest in capital markets and commercial real estate
  • Strong organizational skills with the ability to manage multiple projects simultaneously
  • Exceptional written and verbal communication skills
  • High level of attention to detail and accuracy
  • Ability to work independently and collaboratively

Personal Qualifications and Desired Traits

  • A professional who is self-confident, energetic, and possesses a superb work ethic
  • Highly motivated, committed, and responsible, with a demonstrated ability to manage both people and projects
  • Intense and unquestionable personal and professional integrity
  • Ambitious, yet more interested in a team win than personal stats or recognition
  • Organized, diligent, and methodical, yet able to think strategically
  • An unwavering commitment to doing whatever it takes to be successful and to please clients
  • Ability to thrive in a fast-paced environment
  • Track record of success and positive client references

Interested and qualified candidates are encouraged to submit a cover letter and resume to: crocca@dcapartners.com

Please be sure to address the following in the cover letter. Applications without a cover letter will not be considered.

  • Past experiences that make you a good match for the position
  • Why the position is attractive to you, and what unique skills or attributes can you contribute to the role
  • Your connection to the Sacramento region, and why you are committed to building your career here for the long term

About DCA

DCA is a highly collaborative work environment of very smart, talented, and committed people operating across three aspects of its business:

  1. DCA Partners is Sacramento Valley’s leading Investment Banking firm, providing buyside and sellside merger and acquisition advisory services to many of the region’s most prominent and successful companies
  2. DCA Capital Partners is a Private Equity firm that partners with existing management teams to help fuel growth in family-owned and other closely held businesses in a broad spectrum of industries throughout the western U.S.
  3. DCA Advisors is working to build out a $500 million real estate and private equity investment portfolio on behalf of family offices and long-term clients

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