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Archive for Author: Michael Maxworthy

Feb 9, 2021

WealthTech Industry Continues To Evolve Covid-19 Notwithstanding

Fintech, Trends, WealthTech 0 Comments

Dear Clients and Friends; Marlin & Associates (M&A) is pleased to share our latest report on the Wealth Management Technology (WealthTech) sector. Like many companies within many of the FinTech sectors we cover – firms within the WealthTech space have weathered the COVID storm well, with many even thriving throughout these unprecedented times. Sector growth and prosperity typically drives investment and m&a, and WealthTech has not deviated from this pattern. As noted in the following report, both public and private market activity in the space has been strong – with the bullet points below being significant factors driving such activity: Technology – which…

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Jan 31, 2021

Growing Urgency Of Innovative RegTech Solutions Fuels Covid Year And Beyond

Market Update, Regulatory Tech 0 Comments

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest report on the Regulatory Technology (RegTech) sector. As we approach a year in the Covid-19 environment, the urgency for finding and implementing technology-based solutions to the governance, regulatory and compliance industry pain points has never been higher. The regulators have not and are not relaxing. Meanwhile, this pandemic has exposed critical gaps to many companies –and, by extension, to investors and acquirers. In our debut report, in June, we highlighted some of the drivers of interest in RegTech m&a including shifting regulations and international regulatory divergence, new technologies, such…

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Sep 23, 2020

WealthTech – A Flood Of Financing In The WealthTech Industry?

Market Update, WealthTech 0 Comments

Dear Clients and Friends;​​​​​Marlin & Associates (M&A) is pleased to share our latest report on the Wealth Management Technology (WealthTech) sector. As you will see, interest and values of many firms across the WealthTech sector have come back strong in the past two months.  Several publicly listed WealthTech firms now have market values that exceed those reached earlier in the year. Most others are not far behind. As you will see, in our report, the industry continues to consolidate – especially around themes such as digitization, Social Trading and facilitating investing in Alternative Investments. Nobody questioned the fact that the current crisis has…

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time kills all deals

Jan 3, 2017

Time kills all deals

Fintech, In the News, Startups, Trends, Uncategorized, Valuation 0 Comments

Woody Allen once famously had a character say: “A relationship, I think, is like a shark, you know? It has to constantly move forward or it dies.” In our world, the same can be said of m&a negotiations. In other words: “Time kills all deals”.  As an investment banker that has been involved with many mergers and acquisitions over the years – I’ve come to live and die by this mantra. We’ve seen it many times, the probability of a successful deal completion declines as time passes; if enough time passes before a deal closes, it will, most likely, die. So…

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Aug 11, 2016

Competition Can Help Sellers Exceed Expectations

Case Study, Enterprise Data, Fintech, Startup, Valuation , , , 0 Comments

We are routinely approached by companies, shareholders and boards of directors telling us that their company was approached by a prospective buyer anxious to consummate a transaction. They may even have a non-binding indicative offer in hand – or expect one shortly. It can be exciting to have a sophisticated firm find your baby to be attractive – rewarding to be approached by a big potential buyer and it could be a load off your mind after years and years of hard work for a possible large payoff. But more often than not, we have found that one-off acquisition processes fail, or – at best – result in a sub-optimal deal. The examples are legion. The problems with these ad-hoc discussions are many.

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