Archive for Category: Uncategorized

Jun 11, 2019

Marlin & Associates Advises Zoomdata On Its Sale To Marlin Equity

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Dear Clients and Friends, We are pleased to announce another successful m&a transaction on which we advised. Marlin & Associates was the exclusive strategic and financial advisor to Zoomdata, a modern business intelligence and data visualization platform for cloud, big data, live streaming data, multisource and embedded analytics that is used by leading global Fortune 500 companies in the financial services, healthcare, and telecom industries, on its sale to Logi Analytics, a portfolio company of Marlin Equity Partners and a leading enterprise analytics and data visualization platform. Backed by several leading financial sponsors including Accel, Goldman Sachs, and NEA, Zoomdata…

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Jun 11, 2019

Marlin & Associates Client Private Client Resources (PCR) Has Received A Majority Equity Investment From Public Pension Capital Management (PPC)

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Dear Clients and Friends: We are pleased to announce another successful transaction on which Marlin & Associates has advised. Our client, Private Client Resources (PCR), the leading provider of total wealth aggregation, reporting and data management solutions to Private Banks, Advisors, Trusts Companies, Multi-Family offices and other wealth-management firms and technology providers, today announced that Public Pension Capital LLC (PPC), a mid-market private equity firm, has made a major investment into the company alongside management. PPC’s investment will fund business growth and provide liquidity to shareholders, allowing PCR to invest in expanding sales, marketing, product development, its geographic footprint and…

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Jun 1, 2019

Marlin & Associates Advises TABS Analytics on its Acquisition of Decision Insight

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Dear Clients and Friends, We are pleased to announce another successful m&a transaction on which we advised. Marlin & Associates was the exclusive strategic and financial advisor to TABS Analytics, a technology-enabled analytics firm, on their acquisition of Decision Insight, a Kansas City, Mo.-based global marketing research and analytics firm with expertise in both brick-and-mortar and online shopping environments. “Marlin & Associates are a great partner. They have keen understanding of the enterprise data & analytics space, and helped us develop our acquisition strategy and identify the right strategic targets. The M&A team provided us sound advice in navigating the…

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May 11, 2019

Marlin & Associates Advises Preqin Limited (UK) on the Sale of its Cloud-Based Portfolio Management Solutions Business

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We are pleased to announce another successful m&a transaction on which we advised. Marlin & Associates was the exclusive strategic and financial advisor to London-based Preqin Limited, the financial data and information company, on their divestiture of Preqin Solutions (formerly Baxon Solutions), which provides leading-edge, cloud-based portfolio management solutions for the private equity industry, to Dynamo Software Inc., a Massachusetts-based provider of cloud-based software for the alternative investments community. Mark O’Hare, founder and CEO of Preqin Limited said: “We chose the Marlin team for their deep understanding of our business and it was clearly the right choice for this transaction”.…

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Apr 4, 2019

It’s About Revenue Synergies, Stupid: Our March Infotech M&A update

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Dear Clients and Friends, Please click here for our March Infotech m&a update. Please click here for a print-friendly version. As many of you know, over the past 17+ years we have advised on more than 200 successful m&a transactions. We use the term “successful” to mean that the deal completed. But we recognize that investors and acquirers assess if a transaction was “successful” in hindsight. For a financial sponsor, the answer eventually becomes clear. For them, it’s all about exit value. But for a strategic acquirer the answer can be more amorphous – it’s all about whether the acquired firm…

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