About

Jordan is part of our New York team and has more than 15 years’ investment banking experience, focused on the Business & Tech-Enabled Services and Financial Services sectors.

Prior to joining DC, Jordan was a Principal at Sagent Advisors focused on the Technology Services and Financial Technology sectors (Sagent was acquired by DC Advisory’s parent company, Daiwa Securities Group, in 2018). He has also held roles at Citi Venture Capital International (now part of The Rohatyn Group) and Banc of America Securities.

Jordan earned a BBA degree from the Ross School of Business at the University of Michigan.

Client testimonial: “Jordan Finkler and the team at DC Advisory orchestrated a thorough and exceptionally well-managed process. With their guidance, we generated a phenomenal outcome for KSM Consulting’s employees and shareholders, both in terms of value and a new partner to support accelerating growth.” Mark Caswell, CEO, KSM Consulting

For important information regarding testimonials, please see our disclaimer