Jeffrey S. Burns

Jeff has over four years of experience in valuations and corporate transactions for lower to middle market companies in the biotechnology, food & beverage, industrial, manufacturing, retail and other industries. 

At Rock Gate, Jeff focuses on investment analysis, financial modeling, due diligence and other activities in support of the firm’s investing activities. 

Prior to Rock Gate, Jeff was an associate with Stout Risius Ross and Willamette Management Associates where he was responsible for performing fairness & solvency opinions, valuations and other transaction-related analyses for companies, private equity firms, hedge funds and real estate partnerships.  

He is a CFA Level III candidate and graduated with his B.S. in Finance from Indiana University’s Kelley School of Business.