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 more than 200 financial Technology, Data and Analytics transactions in 26 countries 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.
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.