Daniel Jacobson

Daniel Jacobson is an accomplished professional in the field of financial technology investment banking, currently serving as the Director at BTIG since February 2022. Prior to this role, Daniel held the position of Director for Financial Technology M&A at KPMG Corporate Finance LLC from July 2015 to February 2022. Experience also includes a role as Senior Associate in SaaS/Software M&A at Houlihan Lokey between June 2013 and July 2015, and earlier positions as Associate and Analyst focused on Mid-Market M&A at Wells Fargo Securities from July 2007 to June 2013. Daniel holds a degree from Claremont McKenna College and completed education at The Bear Creek School.