Archive for Category: Award

Jan 18, 2018

The Fintech Finance 40: Ken Marlin

Award, Fintech, In the News, Market Update, New M&A Addition, Press Release, Trends 0 Comments

For the fifth year in a row, Institutional Investor has named Ken Marlin as one of the most influential people in fintech finance. Marlin wrote in his 2016 book, The Marine Corps Way to Win on Wall Street, that “successful deals come about as a result of disciplined planning, preparation, and execution — not luck,” and he considers that a guiding principle of Marlin & Associates, the New York–based boutique investment bank he formed in 2002. He reflects, however, on how chance occurrences caused him to change a plan that would have put him on the 106th floor of the…

Read More

Nov 16, 2017

Marlin & Associates wins “Professional Services (B-to-B) Deal of the Year Award” from The M&A Advisor

Award, In the News, Market Update 0 Comments

Pleased to announce that this week, The M&A Advisor, a conference producer and newsletter publisher serving the middle-market finance industry, recognized us as the winner of the “Professional Services (B-to-B) Deal of the Year Award” (Over $100MM) for advising BillingTree, the leading provider of integrated payment solutions to the healthcare and financial services industries in a majority recapitalization led by Parthenon Capital Partners in partnership with BillingTree’s senior management team. We are always pleased when our hard work is recognized by our peers. Please find more of our awards here.

Sep 18, 2017

Cashless Is Here: Some People Just Don’t Know It Yet. Our September 2017 Fintech Market Update

Award, Fintech, In the News, Newsletter 0 Comments

Dear Clients and Friends, Please click here for our September 2017 Fintech Market Update. Our latest Fintech m&a report can be found here – and it highlights m&a trends and transactions in the seven segments of the Fintech world that we follow, and sometimes lead. One of those trends is the rapid elimination of physical money in all segments – around the world: Banking, Capital Markets, Insurance, Retail as well as B2B Commerce and so many others. It’s happening at a pace few predicted a few short years ago, and in places few would have imagined: Brazil, China, India, Sweden, South…

Read More

Apr 18, 2016

Fintech: It’s Changing Everything – M&A April Fintech Market Update

Award, Blockchain, Fintech, International, Newsletter, Startup , 0 Comments

It’s a busy time for fintech dealmakers. Not only are people investing in disruptive fintech companies in the US and the UK, but entrepreneurs with new approaches in China, Germany, Sweden, Singapore, India and a dozen other countries are also seeing massive action. We’ve always taken a global approach to advising clients and this week we were pleased that the M&A Advisor named us as the Boutique Investment Bank of the Year at their 8th Annual International M&A Awards fete.

Attractive woman holding a gun

Apr 12, 2016

Young Guns vs. Megavendors – April 2016 M&A Market Update

Award, Fintech, Market Update, Newsletter , , 0 Comments

The press was filled this month with mega-deals such as Deutsche Börse coming together with the London Stock Exchange in a $30 billion merger; Markit and IHS merging in a $10 billion deal; and Nasdaq acquiring the ISE Options Exchange. But for us, it’s some of the smaller deals this past month that seem both interesting and particularly relevant in light of some of our recent blog pieces.

Back to Top