Mr. Fitzgerald was most recently Executive Director, Institutional Equity Sales at Tudor, Pickering, Holt & Co (the energy business of Perella Weinberg Partners), where he provided coverage and long-term relationship management of hedge fund, long only, family office, and private equity clients across the U.S. and Canada. Prior to TPH & Co, he served as Senior Institutional Equity Sales at Sidoti & Company, where he covered institutional asset manager clients and led various capital markets transactions including IPOs, secondaries and follow-ons. He holds a BS in Business Administration/Finance from Marist College.

In August of 2022, Marathon Capital brought on Jason Demark as Managing Director to build the firm’s public ECM function. Mr. Fitzgerald’s hiring follows the growth of Marathon Capital’s Equity Research function, led by Lead Analyst Alex Kania who joined the firm from Wolfe Research where he produced and contributed to award-winning coverage of the utilities, clean energy, and midstream energy sectors. Alex was a member of an Equity Research team that consistently received awards in Institutional Investor over the past ten years.

“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,” said Ted Brandt, Chief Executive Officer of Marathon Capital. “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 to meet the demands of our clients around the globe.”

“Marathon Capital has established itself as an innovator in the clean energy sector with an incredible track record of success,” said Mr. Fitzgerald. “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.”

Marathon Capital’s Equity Markets Research Group is covering a growing number of companies across the clean energy sector, including Altus Power Inc (NYSE: AMPS), Array Technologies Inc (NASDAQ: ARRY), Bloom Energy Corp. (NYSE: BE), ChargePoint Holdings Inc (NYSE: CHPT), Clearway Energy Inc. (NYSE: CWEN), Enphase Energy Inc (NASDAQ: ENPH), EVgo Inc (NASDAQ: EVGO), First Solar Inc. (NASDAQ: FSLR), Fluence Energy Inc (NASDAQ: FLNC), Generac Holdings Inc (NYSE: GNRC), Hannon Armstrong Sustainable Infrastructure Capital Inc (NYSE: HASI), NextEra Energy Partners LP (NYSE: NEP), Nextracker Inc (NASDAQ: NXT), OPAL Fuels Inc. (NASDAQ: OPAL), Plug Power Inc (NASDAQ: PLUG), Shoals Technologies Group Inc (NASDAQ: SHLS), and SolarEdge Technologies Inc. (NASDAQ: SEDG), Stem Inc (NYSE: STEM), Sunnova Energy International Inc (NYSE: NOVA), SunPower Corp (OTCMKTS: SPWRQ), and Sunrun Inc (NASDAQ: RUN) .

To request access to Marathon Capital's research or for more information, please email marathonresearch@marathoncapital.com

^{1 Research coverage is as of 09/09/2024. The securities presented herein are for informational purposes only and is not an offer or recommendation to buy or sell. Updates to research coverage are at the sole discretion of the Research Department. The securities discussed may not be suitable for all investors and investors must make their own informed investment decisions. Investments in equity securities involve risk, including the possible loss of principal, and there is no guarantee that investment objectives will be met. Equity securities are subject generally to market, market sector, market liquidity, issuer, and investment style risks, among other factors to varying degrees. Equity securities may rise and decline in value due to both real and perceived market and economic factors as well as general industry conditions.}