Jordan Wittbrot

The Marlin & Associates team is comprised of a group of seasoned professionals who have an unrelenting commitment to maximize value for our clients. Collectively, our team has advised on financial technology, data and analytics transactions in 27 countries around the world. 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. 

On June 14, 2021 we agreed to combine with the technology investment banking team at D.A. Davidson. Our combined technology investment banking group will have more than 60 professionals across North America plus a strategic transatlantic partnership with MCF Corporate Finance (60 investment banking professionals in London, Stockholm, Hamburg, and Helsinki). 

  • Our Group will cover eight tech sectors: Application Software, Infrastructure Software, Vertical Software, Communications Software/Hardware, Internet and Digital Media, Technology-Enabled Services, Data and Analytics, and Financial Technology. Within Financial Technology, we will continue covering clients across WealthTech, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation; 
  • We’ll work closely with D.A. Davidson’s 12 technology research professionals covering more than 130 technology stocks, and a dedicated equity sales and trading team


We expect the transaction to close in Q3 2021. 

 You can read more about the transaction HERE.


Jordan Wittbrot joined Marlin & Associates after working for 1.5 years as an analyst at Citigroup’s Hedge Fund Services Division, where he assisted with portfolio management, administration and accounting for several hedge fund clients. Prior to Citigroup, Jordan worked at NCA Financial Planners, an independent, full-service financial planning firm based in Cleveland, Ohio, that provides financial planning services to owners of closely-held companies and executives.

Jordan graduated from Ohio State University’s Fisher College of Business with a Bachelor of Arts degree in Finance. Additionally, Jordan is a CFA Level III candidate.

In his spare time, Jordan enjoys Cleveland sports, traveling, and running.

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