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Daniel Jacobson Location
Nashville, TN, US
Daniel Jacobson Work
Executive Director, Financial Sponsors Group @ (September 2025 - Present)
Director - Financial Technology Investment Banking @ (February 2022 - September 2025)
Director - Financial Technology M and A @ (July 2015 - February 2022)
Senior Associate - SaaS and Software M and A @ (June 2013 - July 2015)
Associate - Mid-Market M and A @ (July 2010 - June 2013)
Analyst @ (July 2007 - July 2010)
Daniel Jacobson Education
Claremont McKenna College
The Bear Creek School
Daniel Jacobson Skills
Valuation
Financial Modeling
Mergers & Acquisitions
Investment Banking
Capital Markets
Corporate Finance
Due Diligence
Private Equity
Financial Analysis
Bloomberg
Equities
Capital IQ
Investments
Finance
Venture Capital
LBO
Leveraged Finance
Fixed Income
Corporate Development
M&A experience
Management
Business Analysis
Mergers and Acquisitions
Microsoft Excel
Financial Reporting
Daniel Jacobson Summary
Daniel Jacobson, based in Nashville, TN, US, is currently a Executive Director, Financial Sponsors Group at Fifth Third Securities. Daniel Jacobson brings experience from previous roles at BTIG, KPMG Corporate Finance LLC, Houlihan Lokey and Wells Fargo Securities. Daniel Jacobson holds a Claremont McKenna College. With a robust skill set that includes Valuation, Financial Modeling, Mergers & Acquisitions, Investment Banking, Capital Markets and more. Daniel Jacobson has 2 emails and 2 mobile phone numbers on RocketReach.
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