As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.

Archive for Category: Uncategorized

Jun 23, 2021

We’re Merging

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Dear Clients and Friends, We have News! We just agreed to merge our firm, Marlin & Associates, with the technology investment banking group of D.A. Davidson ( to create 5th largest (and fastest growing) middle-market investment banking group in the US – with a combined 75 completed transactions since 2019. (We expect the deal to close in a couple of months following regulatory approvals.) The announcement is HERE. Yep, after nearly 20 years as one of the most active independent investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of mid-market fintech data and analytics firms,…

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Aug 12, 2020

A Strategic Partnership in Asia

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August 12, 2020 We announced today that Marlin & Associates will be working with Trinity Bridge Asia to help us add value to clients looking to expand into the region, as well as Asian clients looking outward.  Trinity Bridge Asia is a relatively new firm – whose partners have more than 100 years of combined advisory and operating experience in Asia – and a deep network of contacts in the Asian FinTech Data and Analytics, world. Please contact us with any inquiries at – Ken Marlin

Mar 16, 2020

Working From Home – For as Long as It Takes

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Dear Clients and Friends Like many other businesses in the US and 150+ other countries, we are working from home until the COVID-19 crisis subsides. We’re fortunate that we have a business and clients that allow us to provide full service remotely.  Our key tools are all available to us remotely.  Our team members all have Internet access; we can video chat; our calendars, email, contacts and our most critical documents are already “in the cloud”. Our office lines have been forwarded to personal phones. Our voicemails get pushed to email. We are all concerned about the impact of this…

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Jan 23, 2020

Maybe Greed Is Not Good? Can Tech Be Successful with a Conscience?

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Dear Clients and Friends, Last year was strong for m&a in the seven segments of the FinTech and Data and Analytics world that we follow and sometimes lead.  As you will see from the report found here, for companies in our world that have achieved scale and strong top-line growth, values were up, as was transaction volume.  We had our strongest year in the 18 years we have been in business – helping clients successfully complete 14 m&a transactions. As we enter a new decade, the market remains strong.  Fears of recession that concerned many a year ago seem to have…

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Dec 16, 2019

Appreciating What We Have: Our December Report on M&A in the FinTech, Data and Analytics Industry

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As we approach the end of 2019, we enter a season where people often take stock of what they have – and hopefully are in a position to smile. We are smiling. Year-end may be hectic and stressful for some– but, for us and many others it is also a time to give thanks – not for the transient pleasures of material goods, but for the more important gifts of friends, family, health and perhaps a level of prosperity. We give thanks for all those things – and for the friends and clients that have given us their trust. These are gifts we…

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