About Us

Financial Technology, Data, and Analytics

Marlin & Associates is an international investment bank and corporate advisory firm based in New York City, with an office branch in 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 19 years, we have focused on providing expert and trusted strategic and financial advice to owners and managers of U.S. and international companies as well as to financial sponsors who invest in companies that provide vertical application software, services data and analytics - including those that offer FinTech, WealthTech; InsuranceTech; BankingTech; LegalTech; GRC services; Business Intelligence; and Market Intelligence. Our professionals have advised on more than 200 successfully completed transactions with participants in 27 countries. Our firm has received numerous awards including “Middle-Market Investment Bank of the Year,” “Boutique Investment Bank of The Year”; Capital Raising Advisory Firm of the Year; "Middle-Market Financing Agent of the Year - Equity," and “TMT Advisory Bank of the Year.” Marlin & Associates has been recognized more than two dozen times for advising on “Deal-of-the-Year transactions –including being recognized for leading the “Financial Technology Deal of the Year”; International Financial Services Deal of the Year; Information Technology Deal of the Year; International Information Technology Deal of the Year”; Financial Services Deal of the Year”; “Information Technology Deal of the Year”; “Corporate and Strategic Acquisition of the Year”;  Middle Market Deal of the Year”; “TMT Deal of the Year”; and Professional Services Deal 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. Awards Page

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