About Us

DCA Partners is diversified financial services firm encompassing M&A, Private Equity, and institutional-quality real estate investments. Our boutique investment bank specializes 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 (DCA) is seeking a Director of Marketing to lead the firm’s communications, brand strategy, and content creation. The Director of Marketing is responsible for all facets of marketing at the firm and requires a professional who thrives at both strategy and execution. DCA is a diversified financial services firm encompassing M&A, Private Equity, and institutional-quality real estate investments.

Role & Responsibilities

This is an excellent opportunity for an experienced generalist to lead and own the success of a marketing department. The Director of Marketing’s responsibilities include:

Brand Strategy & Presence

  • Create and deploy the firm’s marketing, branding, and community-relations strategic initiatives
  • Assess new marketing opportunities, including sponsorships and advertising
  • Lead event planning and execution for in-person and virtual events, including webinars, extended-education seminars, an annual charity event, and the company retreat
  • Maintain firm website; update pages and posts as needed
  • Perform thorough market research on the food & ag, technology, and energy industries; position DCA as an expert in these fields through quarterly industry reports
  • Develop, manage, and enforce brand standards

Communications & Content Creation

  • Create compelling collateral that positions DCA as the ideal provider of M&A advisory, Private Equity, and Family Office services
  • Design email campaigns, monthly newsletters, and eblasts for sophisticated audiences
  • Write engaging copy for social media, press releases, announcements, and event descriptions
  • Serve as primary liaison with all marketing partners and strategic relationships
  • Develop reports and metrics to gauge efficacy of initiatives

Team Support

  • Augment the design of pitch decks and other PowerPoint presentations
  • Lead orientation with new hires to position staff for success
  • Partner with Business Development to ensure alignment of messaging, materials, and cadence
  • Drive ongoing Referral Partners strategy to expand breadth and depth of pipeline

Desired Skills, Qualifications & 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:

  • Bachelor’s degree required; exceptions made for individuals demonstrating a strong track record of professional success in marketing, brand management, or similar careers
  • Experience using Adobe Creative Suite (or comparable design programs), Microsoft Office, and WordPress
  • Ability to analyze quantitative and qualitative data effectively
  • Outstanding interpersonal, written, and presentation communication skills
  • Ability to work independently and as part of a team
  • Intense and unquestionable personal and professional integrity

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 qualified individuals that excel to become Partners in the firm.

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

About DCA

DCA has three aspects of its business:

  1. DCA Family Office is working to build out a $2 billion real asset and private equity investment portfolio on behalf of one of its esteemed long-term clients, and will be seeking additional large family office and institutional clients in the near future.
  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 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.

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.

Opportunity Summary

DCA Partners is a diversified financial services firm seeking a Private Real Asset Investment Sr. Associate to join its growing team. 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 private real assets oriented investments.

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.

We are a fast growing, highly entrepreneurial investment firm with approximately 20 investment professionals. Collectively we have helped build and maintain the private equity and private real asset portfolios of some of the most sophisticated institutional and family office investors in the world.  This a role for individuals that enjoy of the challenge and will appreciate the career development opportunity to invest $billions in innovative asset classes with a highly collaborative team/environment.

Role and Responsibilities

The Private Real Asset Investment Sr. Associate will provide analytical deal and due diligence support, primarily in one or more of the following areas:

  • Equipment leasing/heavy equipment operating companies (e.g., aircraft, railcar, trucking, shipping, construction equipment, logistics and retail hardware, etc.)
  • Agriculture, in particular fruit/nut/berry orchards, vineyards, and food processing
  • Crossover assets in the food/ag and digital infrastructure value chains (e.g., cold storage, data centers, cell towers, fiber, vertical agriculture, etc.)

The position may entail working on more traditional real estate deals (e.g., multifamily apartments, hotels, etc.), but that is not viewed as a primary role for this particular position.

Key Duties Include

  • Identifying, researching, and diligencing GP Sponsor partner candidates in targeted strategies, and working hand-in-hand with them to execute deals
  • Conducting full end-to-end market, financial, and due diligence analyses of identified assets/deals
  • Perform modeling and sensitivity analysis, identify key deal risk and mitigants
  • Analyzing qualitative and quantitative market date to shape investment strategies and due diligence queries
  • Working with MDs, VPs, and Analysts on deal teams to recommend and pitch deals to our Investment Committee
  • Providing guidance to Analysts in the diligence and execution of analyses
  • Analyzing financial and operating data to assess portfolio and individual investment operating performance; identifying areas requiring attention and suggesting remedial action
  • Evaluating markets to identify changes and trends and related impacts on real asset values and investment strategies

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 3-7 years of experience post undergraduate degree analyzing quantitative and qualitative investment data, preferably in a private equity or private real assets investment group (either the GP Sponsor level executing direct deals or the LP level executing co-investment deals).  Vice President-level candidates will be considered, as well as Associate-level candidates.  This is not a position for an entry-level Analyst.

Eligible candidates should also have a demonstrated investment deal experience in one or more of the sub-asset classes listed above (Equipment, Agriculture, or Crossover).  Candidates with traditional real estate experience outside of these areas will be considered; however please note that we have largely filled our positions for traditional real estate and this position is focused on these other investment areas.

A Bachelor’s degree is required in accounting, finance, investments, business, economics or related subjects. A Master’s degree or MBA may be a positive indicator of additional achievement and knowledge for the position, but is not formally required.  In addition, candidates should exhibit a strong orientation to detail, a willingness to work at an accelerated pace, and strong oral and written communication skills.

Desired Skills, Qualifications and Experience

  • Prior experience in the private real assets and/or finance field, in particular one of the sub-asset classes listed above
  • Strong quantitative skills and established analytical ability
  • Knowledge of real asset accounting and financial statement analysis
  • 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 both independently and collaboratively

Personal Qualifications and Desired Traits

  • Naturally curious. Wants to understand how things work, and the “why” behind the “what”
  • Smart. Humble. Kind.
  • Self-confident, energetic, 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, diligent, and methodical, yet able to think strategically
  • An unwavering commitment to doing whatever it takes to be successful for our clients
  • Ability to thrive in a fast-paced environment
  • Professional success and positive professional references
  • Willingness to move to our area.  This is not a remote position and cannot be effectively executed via Zoom.

Compensation & Culture

  • DCA provides a competitive base salary and a lucrative bonus plan that includes participate in our performance incentive pool from our clients. 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 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 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/Central Valley/Tahoe region, and why you would like to invest a significant portion of your career/personal time in this area

About DCA

DCA has three aspects of its business:

  1. DCA Family Office is working to build out a $2 billion real asset and private equity investment portfolio on behalf of one of its esteemed long-term clients, and will be seeking additional large family office and institutional clients in the near future.
  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 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.

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.

Opportunity Summary

DCA is seeking a Vice President of Investment Banking to lead mergers and acquisitions engagements. This is a unique opportunity to make a direct and immediate contribution while building a rewarding and long-term career working with a variety of clients across diverse sectors.

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.

Role and Responsibilities

The Investment Banking Vice President at DCA will be responsible for leading the transaction execution process while acting as the primary point of contact for clients. Specific responsibilities include:

  • Leading client engagements while overseeing and coordinating the various members of the deal team
  • Operating at a high level of autonomy and playing a leadership role, both during the transaction process as well as within the firm as a whole
  • Developing marketing/execution materials and leading the drafting process all the way through material completion
  • Overseeing the creation and integrity of financial models, including forecasts, adjustments, and industry and deal-specific analyses as required
  • Leading target outreach strategy and calls
  • Serving as the primary liaison with other internal and external parties on transactions
  • Leading client negotiations and managing due diligence processes
  • Building long-term, value-added relationships across core industry sectors in order to drive future deal flow and opportunities

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
  • 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
  • 5+ years of investment banking or related experience
  • 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
  • Previous experience with clients in the Food & Ag, Energy, or Technology sectors is beneficial
  • 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 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 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 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 an Office Manager to support the firm through an exciting period of growth and opportunity. The Office Manager will be a strategic partner across the firm’s business lines, and the backbone of the firm’s operations, administration, and facilities management.

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 Office Manager will oversee the day-to-day operations of the office, as well as provide high-level strategic guidance and execution to improve overall efficiency, timeliness, and communications. The position may be part-time or full-time.

Operations:

  • Ensure the office runs smoothly by executing various administrative functions with utmost organization, time management, and tact.
  • Provide analysis and recommendations to potential roadblocks.
  • Attend complex meetings with an ear for opportunities to problem solve and contribute to the firm’s success.
  • Collaborate with all staff to support individual and collective workflows.
  • Model and implement internal and external processes; train staff on best practices.
  • Own facilities management: ensure supplies are stocked, maintain a state of readiness for meeting rooms and common areas, and work closely with building management.
  • Meticulously manage reports and essential administration, such as CRM database management, pipeline reporting, and contracts administration.

Communications:

  • Strengthen the cross-functional operating rhythm with M&A, Private Equity, Family Office, and support functions to break down silos and amplify growth.
  • Exercise exceptional discretion with confidential information, while proactively apprising the CFO of the needs of the organization.
  • Work with the Director of Marketing on in-person and virtual event planning.
  • Write a variety of forms, letters, reports, presentations, and other materials. Demonstrate a keen attention to detail in all written communications.

Leader of First Impressions:

  • Welcome and host guests in person, over the phone, and via email, to provide information, answer queries, and direct visitors to the person they need to see.
  • Demonstrate professionalism during all in-person, telephone, and online interactions.

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:

  • Proficiency in MS Office (Word, Excel, PowerPoint and Outlook)
  • Excellent time management skills and ability to multi-task
  • Excellent written and verbal communication skills
  • Strong organizational and planning skills in a fast-paced environment
  • Highly motivated, committed, and responsible
  • Naturally inquisitive and curious. Inherent desire to understand and dig deeper into issues
  • Intense and unquestionable personal and professional integrity

Compensation & Culture

  • The firm is dedicated to developing its team. A successful Office Manager will have the opportunity to grow into a Chief of Staff or Chief Administrative Officer.
  • DCA provides a competitive base salary and a lucrative bonus plan. The salary range for this role is $55,000-65,000, depending on experience.
  • While the nature of this role requires a majority of work to be performed in-person, the Office Manager may work remotely up to 30 percent of the time, at the discretion of the CFO.

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