Rock Gate Partners Overview
Rock Gate Partners is a Chicago-based private investment firm focused on growing, lower middle market companies exhibiting customer mind share leadership. We are generalists; however, we focus a majority of our time on opportunities in the areas:
Engineered Industrial Products
Precision Machining & Material Fabrication
Security and Infrastructure Products & Services
Power Distribution, Quality and Control
Energy Transition
Specialized Business, Consumer & Subscription Services
Value-Added Distribution
Consumer Products
Organic and Specialty, Food, Beverage & Agricultural Products
Position Description
The senior analyst will be an integral member of the investment team and involved in all aspects of the investment process from opportunity origination, financial modeling, due diligence, deal execution and ongoing portfolio company management.
Responsibilities
Financial modeling
Leveraged acquisition models with detailed projections, capital structures and equity waterfalls
Quantitative and qualitative investment due diligence analysis
Preparation of investment memorandums, presentations and portfolio reports
Special projects and other activities that support the firm’s operations
Requisite Skills, Experience and Characteristics
2 – 3 years of accounting, due diligence, investment banking, private equity, valuation or commercial banking experience
Highly proficient in Excel with exceptional financial modeling skills
Strong working knowledge of accounting and finance principles
Excellent verbal and written communication skills
Advanced and demonstrated Microsoft Excel, PowerPoint and Word proficiency
Highly personable with positive attitude and high energy
Disciplined time management and organizational skills
Superior attention to detail
Driven, self-starter with ability to work independently or collaborate with team members
Record of high-achievement, superior maturity and integrity
Location
Rock Gate is headquartered in Chicago with professionals based in Chicago, IL, Glencoe, IL, Greenwich, CT and Mumbai, India, as such, the vast majority of work is performed virtually
Educational Requirements
4-year-undergraduate degree
Strong academic performance
CPA and/or CFA a plus
Compensation & Advancement
Commensurate with experience
Over time, opportunity to benefit from equity upside potential in transactions
To learn more, please contact:
Kenneth L. Ali
Founder & Managing Director
(312) 283-0631
kali@rockgatepartners.com
Carl A. Stickel
Managing Director
(312) 283-0636
cstickel@rockgatepartners.com
Jeffrey S. Burns
Vice President
(312) 283-0634
jburns@rockgatepartners.com