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Aug 16, 2019

More Evidence that the Second Wave Is Coming. Our August Report on M&A in the FinTech, Enterprise Data and Analytics Industry

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Dear Clients and Friends, Our August 2019 report on recent m&a transactions, trends, and valuations in the seven segments of the FinTech, Data and Analytics world that we follow and sometimes lead can be found here. According to Deloitte’s annual study of M&A activity, 73 percent of tech sector executives expect more and bigger deals this year – the highest percentage of any industry. A lot of these deals bear little relevance to our world. Sure, IBM is acquiring RedHat, the open-source enterprise software company for $33 billion; Capgemini is paying $4 billion for Altran; and Broadcom is buying CA…

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Jun 28, 2019

What Is a Business Worth? Our June Report on M&A in the FinTech, Enterprise Data and Analytics Industry

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Dear Clients and Friends, A buyer’s rationale on the price paid for a business isn’t always so obvious. In January, Fiserv acquired First Data Corporation for around $22 billion, 2x revenue; in March, Fidelity National bought WorldPay for around $43 billion, 10x revenue. In April, Deutsche Börse and General Atlantic teamed up to acquire Axioma for around 8x revenue. It’s clear that FinTech, data and analytics companies trade at widely divergent valuation multiples. And yet, we keep hearing bankers try to apply the multiples achieved by one company to estimate the value of another. Many factors impact value, but, for…

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Jun 11, 2019

Marlin & Associates Advises Zoomdata On Its Sale To Marlin Equity

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Dear Clients and Friends, We are pleased to announce another successful m&a transaction on which we advised. Marlin & Associates was the exclusive strategic and financial advisor to Zoomdata, a modern business intelligence and data visualization platform for cloud, big data, live streaming data, multisource and embedded analytics that is used by leading global Fortune 500 companies in the financial services, healthcare, and telecom industries, on its sale to Logi Analytics, a portfolio company of Marlin Equity Partners and a leading enterprise analytics and data visualization platform. Backed by several leading financial sponsors including Accel, Goldman Sachs, and NEA, Zoomdata…

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Jun 11, 2019

Marlin & Associates Client Private Client Resources (PCR) Has Received A Majority Equity Investment From Public Pension Capital Management (PPC)

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Dear Clients and Friends: We are pleased to announce another successful transaction on which Marlin & Associates has advised. Our client, Private Client Resources (PCR), the leading provider of total wealth aggregation, reporting and data management solutions to Private Banks, Advisors, Trusts Companies, Multi-Family offices and other wealth-management firms and technology providers, today announced that Public Pension Capital LLC (PPC), a mid-market private equity firm, has made a major investment into the company alongside management. PPC’s investment will fund business growth and provide liquidity to shareholders, allowing PCR to invest in expanding sales, marketing, product development, its geographic footprint and…

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Jun 1, 2019

Marlin & Associates Advises TABS Analytics on its Acquisition of Decision Insight

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Dear Clients and Friends, We are pleased to announce another successful m&a transaction on which we advised. Marlin & Associates was the exclusive strategic and financial advisor to TABS Analytics, a technology-enabled analytics firm, on their acquisition of Decision Insight, a Kansas City, Mo.-based global marketing research and analytics firm with expertise in both brick-and-mortar and online shopping environments. “Marlin & Associates are a great partner. They have keen understanding of the enterprise data & analytics space, and helped us develop our acquisition strategy and identify the right strategic targets. The M&A team provided us sound advice in navigating the…

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