Archive for Category: Trends

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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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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Nov 17, 2016

CFPB’s Future & Impact on Alternative Credit Scoring

Fintech, In the News, Trends, Uncategorized 0 Comments

There are more than 50 million Americans without a traditional credit score and 80 million unbanked and under-banked individuals in the United States. These individuals, more often than not, do not have access to traditional credit products. We recently attended the Money2020 conference in Las Vegas, where the Consumer Financial Protection Bureau released a report encouraging the use of non-traditional information and methods to enable better credit scoring and analysis for this large group. We applaud their efforts.   The CFPB launched Project Catalyst in 2012 to promote consumer-friendly innovation. Since its creation, the agency has collaborated with several FinTech…

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