About Us

Marlin & Associates is an independent boutique investment bank and corporate advisory firm based in New York City, with offices in San Francisco, Washington, DC, and Toronto.

Every CEO and Board of Directors has a vision. Our job is to help them realize that vision, achieve their objectives and build enduring value in the process.

For more than 14 years, we have focused on being the domain experts for mergers and acquisitions in business software, financial technology, data, analytics and related services. We provide expert strategic and financial advice to owners and managers of U.S. and international companies as well as to financial sponsors who invest in these companies. Our professionals have advised on more than 200 successfully completed transactions with participants in 26 countries. Our firm has received numerous awards including “Middle-Market Investment Bank of the Year,” "Middle-Market Financing Agent of the Year - Equity," and “TMT Advisory Bank of the Year.”

Marlin & Associates Securities LLC, a wholly-owned subsidiary of Marlin & Associates Holding LLC, is a broker-dealer registered with the Securities and Exchange Commission and is a FINRA/SIPC member firm (www.finra.org). Investment banking and/or securities are offered through Marlin & Associates Securities LLC.

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