As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.

Archive for: June 2021

Jun 29, 2021

InsurTechs Continue to Attract Record Funding and Gain Traction Across the Insurance Value Chain

InsurTech, Market Update 0 Comments

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest market update on the Insurance Technology (InsurTech) sector. You can read our latest report on m&a values and trends in InsurTech HERE.  As we noted in our last update, the Covid pandemic accelerated adoption of digital technologies across the board but has really provided strong tailwinds in the insurance industry. InsurTechs offering solutions that complement existing players are particularly seeing faster adoption compared to solutions that aim to completely disrupt the status quo. InsurTechs that help improve the underwriting and claims process as well as customer experiences, are…

Read More

Jun 23, 2021

We’re Merging

Uncategorized 0 Comments

Dear Clients and Friends, We have News! We just agreed to merge our firm, Marlin & Associates, with the technology investment banking group of D.A. Davidson ( to create 5th largest (and fastest growing) middle-market investment banking group in the US – with a combined 75 completed transactions since 2019. (We expect the deal to close in a couple of months following regulatory approvals.) The announcement is HERE. Yep, after nearly 20 years as one of the most active independent investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of mid-market fintech data and analytics firms,…

Read More

Jun 21, 2021

What to do when Opportunity knocks? Our Latest M&A update for Fintech, Data and Analytics

Fintech, Market Update, Newsletter 0 Comments

Dear Clients and Friends: Our latest report on the M&A values among the 11 sectors of the FinTech, Data and Analytics world that we follow is HERE. And as we have been saying, it looks very good. We advise others that, when opportunity knocks, they should listen carefully. We took that advice. On Monday, we agreed to combine with the technology investment banking group of D.A. Davidson & Co to create the 5th largest (and fastest-growing) middle-market investment banking group in the US (we expect the deal to close in a few months – following FINRA review). We are excited. Our…

Read More

Jun 10, 2021

B2B Payments Digitization And Vertically Integrated Solutions Continue To Drive Heightened Transaction Activity Across The Ecosystem

Market Update, Payments 0 Comments

Dear Clients and Friends, We are pleased to share our latest report on m&a values and trends in the Payments Technology sector. Building on our previous reports focused around B2B payments, in this edition we reflect on how transaction activity across the payments eco-system (YTD 2021) has been the highest we have seen in a few years, largely driven by trends around: Digitization and Automation being top of mind for firms as they look to lower costs, processing times, and errors, while meaningfully increasing ROI B2B payment platforms are offering more vertically integrated solutions, with Expense and Spend Management becoming the next frontier Increased…

Read More

Back to Top