Marathon Capital welcomes James Fitzgerald to lead Institutional Sales
Marathon Capital, a financial advisory and investment banking firm dedicated to the clean economy, has appointed James Fitzgerald as Head of Institutional Sales. Based in New York, he will help scale the firm’s Equity Research and Equity Capital Markets (ECM) offerings—two pillars that connect ideas, analysis, and capital for corporate and institutional clients. The appointment reflects a continued push to deepen client coverage and sharpen execution across public markets tied to sustainable and clean energy initiatives.
A track record built in institutional equities
Fitzgerald joins Marathon Capital from Tudor, Pickering, Holt & Co., part of Perella Weinberg Partners, where he served as Executive Director of Institutional Equity Sales. In that role, he managed relationships with hedge funds, family offices, and private equity firms across North America, translating sector research into investable opportunities and ongoing dialogue. Before that, he held a Senior Institutional Equity Sales position at Sidoti & Company, where he supported multiple capital markets transactions, including initial public offerings and secondary offerings. He earned a BS in Business Administration/Finance from Marist College, grounding his market experience with formal training in finance.
Momentum across ECM and research
Fitzgerald’s hire follows the addition of Managing Director Jason Demark, brought in to further enhance the firm’s ECM capabilities. Together, these moves underline Marathon Capital’s commitment to serving corporate and institutional clients focused on sustainable energy investments. On the research side, Lead Analyst Alex Kania guides the firm’s Equity Research function, which is centered on delivering relevant, actionable coverage within the clean energy sector. In practice, that means tighter alignment between research insights and the capital markets activities that rely on them.
Perspectives from leadership
Ted Brandt, CEO of Marathon Capital, shared: “We have continued to build out our public ECM capabilities to better serve corporate and institutional investor clients in their sustainable and clean energy initiatives. I’m pleased to welcome James, whose institutional relationships and track record across energy markets will be invaluable as we continue to scale our public offerings globally.” Brandt’s note underscores a simple point: expanding public markets expertise helps the firm meet clients where they are—on exchanges, in deal processes, and in the daily flow of research-driven decisions.
Fitzgerald echoed that momentum in his own words: “Marathon Capital has established itself as an innovator in the clean energy sector with an incredible track record of success. I look forward to working with the ECM team to expand our institutional offerings across these dynamic sectors and showcase the firm’s unique expertise to drive success for the industry and investors.” His focus is clear—build on what works, broaden access to ideas and products, and keep the conversation with investors close to the fundamentals.
Expanding clean energy research coverage
Marathon Capital’s Equity Markets Research Group is expanding its coverage across companies shaping the clean energy landscape. Current coverage includes Altus Power Inc (NYSE: AMPS), Array Technologies Inc (NASDAQ: ARRY), and Bloom Energy Corp. (NYSE: BE), among others. This research supports clients as they evaluate opportunities and risks in areas tied to energy transition and sustainable infrastructure. It also complements the firm’s ECM work, where data, valuation context, and sector perspective can make the difference between a good decision and a great one.
How to access research
If you’re interested in Marathon Capital’s research or want to learn more about its approach, the firm encourages inquiries via email. A direct conversation is often the fastest way to determine what coverage is available and how it can support your objectives.
About Marathon Capital
Marathon Capital is the largest independent investment bank dedicated to the clean economy. Over a 25-year history, the firm has played a pivotal role in many transformative transactions across emerging sectors, aiming for exceptional client outcomes. Its expertise spans M&A, equity capital markets, and the energy transition. Marathon Capital is headquartered in Chicago and has offices in New York, Houston, London, and more—reflecting the global nature of the clean energy market and the firm’s day-to-day work within it.
Frequently Asked Questions
1. Who is James Fitzgerald and what will he do at Marathon Capital?
James Fitzgerald is the new Head of Institutional Sales at Marathon Capital. Based in New York, he will help expand the firm’s Equity Research and Equity Capital Markets offerings for corporate and institutional clients focused on sustainable and clean energy.
2. Why is this hire important for Marathon Capital right now?
Fitzgerald’s appointment, following the addition of Managing Director Jason Demark to strengthen ECM capabilities, shows sustained investment in public markets coverage and execution. It aligns with the firm’s strategy to better serve clients pursuing opportunities in the clean economy.
3. What experience does Fitzgerald bring to the role?
He previously served as Executive Director of Institutional Equity Sales at Tudor, Pickering, Holt & Co., part of Perella Weinberg Partners, where he covered hedge funds, family offices, and private equity clients across North America. Earlier, at Sidoti & Company, he supported multiple capital markets transactions, including IPOs and secondary offerings. He holds a BS in Business Administration/Finance from Marist College.
4. How is Marathon Capital expanding its research coverage?
The Equity Markets Research Group is broadening coverage across clean energy companies, including Altus Power Inc (NYSE: AMPS), Array Technologies Inc (NASDAQ: ARRY), and Bloom Energy Corp. (NYSE: BE), among others. This supports investors and issuers with insights tied to energy transition themes.
5. Where is Marathon Capital based, and how can I access its research?
The firm is headquartered in Chicago with offices in New York, Houston, London, and more. To access research or ask about availability, Marathon Capital encourages direct inquiries via email.
