The Marlin & Associates team is comprised of a group of seasoned professionals who have an unrelenting commitment to maximize value for our clients. Collectively, the team has advised on more than 200 information and technology transactions in more than 25 countries around the world. Much of the team has been together since shortly after the firm was founded more than a dozen years ago. Several M&A partners have held global C-level and senior operating roles in relevant industry sectors. This deep operating experience combined with extensive transaction expertise enables Marlin & Associates to provide an unparalleled level of strategic and financial advice to our clients as well as execution capability in nearly every conceivable situation.
Our team has an extensive 13+ year track record of success during which we have built strong relationships that allow us to unlock shareholder value for our clients.
Jeffrey joined Marlin & Associates in 2015. Previously, he worked at Cappello Group Investment Bank where he focused on sell-side mergers & acquisitions and debt capital raises in the Consumer & Retail and TMT sectors. He earned his B.S. in Business Administration with minors in Accounting and Finance from High Point University.
When not at work, Jeffrey can be found on the golf course teaching the fundamentals to aspiring golfers. He also participates in a number of charitable organizations, including Knights of Columbus Foundation, Long Beach High School Wrestling Foundation, Mathew H. Valenza Foundation and Cure For Paralysis. He actively donates through Kiva.org to third-world countries in order to facilitate local business growth and provide the opportunity to improve the local education systems.