About Us

For nearly 20 years, Marlin & Associates has provided expert and trusted strategic and financial advice to buyers, sellers, investors, owners, and managers of U.S. and international companies that provide vertical application software, services financial technology, data and analytics – including firms that offer WealthTech, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation. Our professionals have advised on more than 200 successfully completed transactions with participants in 27 countries. 

On June 14, 2021 we agreed to merge with D.A. Davidson, the employee-owned, full service financial services firm that provides wealth management, investment banking, equity and fixed income capital markets. (D.A. Davidson was founded in 1935, and has 1,400 employees, 99 offices in 28 states). A Link to the announcement is HERE

The transaction is subject to regulatory approvals. When we combine, the entire Marlin Team will be joining their rapidly growing, full-service Investment Banking group – and we’re excited! Together we’ll become part of one of the fastest growing (and the 5th most active) technology investment banking groups in the United States on M&A deals under $250 million according to MergerMarket with a combined 75 completed advisory transactions since 2019.

  • Our combined technology investment banking group will have more than 60 professionals across North America plus a strategic transatlantic partnership with MCF Corporate Finance (60 investment banking professionals in London, Stockholm, Hamburg, and Helsinki)
  • Our Group will cover eight tech sectors: Application Software, Infrastructure Software, Vertical Software, Communications Software/Hardware, Internet and Digital Media, Technology-Enabled Services, Data and Analytics and Financial Technology. Within Financial Technology, we will continue covering clients across WealthTech, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation
  • This group has been part of more than 40 technology firm public offerings completed since 2019, including the IPOs of Airbnb, Snowflake, Telos, Duck Creek Technologies, and Coursera
  • We’ll work closely with D.A. Davidson’s 12 technology research professionals covering more than 130 technology stocks, and a dedicated equity sales and trading team

 

A Link to the announcement is HERE.

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