Archive for Category: Press Release

May 2, 2018

Marlin & Associates wins multiple ACQ5 Global Awards – Names Sam Levy Principal And Brian McAllister Director

Award, In the News, Press Release, Uncategorized 0 Comments

Dear Clients and Friends, We thought we should share a few bits of news with you: Multiple Awards We just learned that ACQ5 (Acquisition Finance Magazine) has named Marlin & Associates US Boutique Investment Banking Firm of the Year, as well as US TMT Advisory Firm of the Year. Additionally they named a transaction on which we advised – the $34 million (USD) growth equity financing of Tier1CRM by Wavecrest Growth Partners, Salesforce Ventures, and MassMutual Ventures as the US Small Tech Fund Raising Deal-of-the-Year. They also named me as the US Game Changer of the Year. It was quite…

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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…

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May 19, 2017

Three Ways that Politicians Can Help (or Hurt) Fintech in 2017 – Our May 2017 Fintech Market Update

Fintech, Press Release, Uncategorized 0 Comments

Dear Clients and Friends, The report found here contains an update on m&a deals, values and trends in the seven sectors of the global Fintech industry that we follow and sometimes lead. Please read the full May 2017 Fintech Market Update here. We live in interesting times. Many of my colleagues who are part of the Fintech world are simultaneously optimistic and nervous. The current business, tax, economic and regulatory environments have combined to make this a great time to be in Fintech. The market is booming. But it’s clear that some politicians around the world are contemplating policies that…

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May 3, 2017

Net neutrality and why it matters to m&a – Our May 2017 Market Update

Market Update, New M&A Addition, Newsletter, Press Release 0 Comments

Dear Clients and Friends, In the report found here, we highlight m&a values and trends in the dozen+ sectors of the information technology universe that we follow, and sometimes lead. Please see the May Market Update report, here. In our business we advise a fair number of mid-sized companies that are owned by early investors and entrepreneurs. Many of these companies are “upstarts” – some of which are looking to combine streaming content with technology to disrupt the established order. Eventually, many of these firms expect to become buyers or sellers – or to raise capital – and that’s where…

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Feb 24, 2017

B2B fintech m&a is alive and well in the middle market

Fintech, In the News, Press Release, Startups, Uncategorized 0 Comments

B2B fintech m&a is alive and well in the middle market. Values and volumes remain strong. Companies continue to innovate and grow. Interest from both strategics and financial sponsors remains high. Want evidence beyond what the industry rags are saying? We’ve already advised on four B2B fintech m&a transactions in these first two months of the year and our pipeline is strong. Buyer/investor interest is not limited to the US. Our four deals included a UK company, a Canadian, a Swiss buyer, and our second recent m&a transaction involving Japanese investors. We are seeing interest in B2B fintech from all…

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