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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 18, 2019

AI and Insurance Tech – What’s Next? Our April Report on M&A in the Enterprise Data and Analytics Industry

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Dear Clients and Friends, The report found here (please click here for a print-friendly version) gives our sense of the current m&a trends and deals in the Enterprise Data and Analytics sector that we follow and sometimes lead. A few months ago McKinsey came out with a study on the impact of AI on the insurance industry. It’s worth a read. It’s a slow evolutionary process according to McKinsey –with a focus on four core technology trends: the explosion of data from connected devices; increased prevalence of robotics; open source and data ecosystems; and advances in cognitive technologies. While we…

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Apr 15, 2019

Electric Times for Capital Markets FinTech – Our April M&A Report

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Dear Clients and Friends, The capital markets FinTech World has been abuzz over a slew of m&a transactions – real and rumored. It started with Blackrock buying eFront for $1.3 billion. Then came the torrid IPO of Tradeweb Markets (part of Refinitiv – which was spun out of Thomson Reuters last year) and raised $1.1 billion in the second-largest U.S. IPO of the year -behind Lyft. (Normally we limit these reports to transactions during the prior month –but we can’t resist reviewing these more recent events.) The report found here sets out m&a values and trends through March in the six segments of the…

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