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Archive for Category: Trends

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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Dec 12, 2020

What’s Next For InsurTech After Record Fundraising Quarter?

Fintech, InsurTech, Market Update, Trends 0 Comments

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest market update on the Insurance Technology (InsurTech) sector. If there is any silver lining to this global pandemic, it’s been the spur it has caused to apply digital technologies to solving common industry challenges such as underwriting and selling policies, processing claims, and making better use of data. As we know, digital transformation of the insurance industry is not new. Many of these efforts have long been “in the works”. What is new is the increased sense of urgency by industry executives to take advantage of the…

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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 12, 2017

What are the Liquidity Options for Data Analytic Firms? Our May 2017 Enterprise Data & Analytics Update

Enterprise Data, Newsletter, Trends 0 Comments

Dear Clients and Friends, Our latest update on M&A trends for the four segments of the Enterprise Data & Analytics sector that we follow, and sometimes lead, can be found here. While many eyes have been focused on the recent rise in the value of large publicly traded companies, we have been focused on values in the middle market – watching the value of EDA firms that IPO, as well as those that transact in the private markets. So far, the view has been pretty good. As examples, Insight Venture Partners-backed Alteryx (NYSE:AYX), a well known name in Business Intelligence…

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Jan 6, 2017

Five Fintech Trends for 2017: Our January 2017 Fintech Market Update

Fintech, In the News, Market Update, Report, Trends 0 Comments

Please find our first Fintech M&A Market Update of 2017, here. What a year we just had. I won’t try to summarize it; way too much happened from the rise of populism and Donald Trump, to Brexit, Syria and what may be the beginning of the end of a united Europe. After the Brexit vote, VC investment in Europe dropped by half. And of course, 2016 saw the publication of my book, The Marine Corps Way To Win on Wall Street. It’s not only about a better way to run a Wall Street business; it’s about a better, smarter, more…

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