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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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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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Apr 4, 2019

Could a “Minsky Moment” Be Around the Corner? Our February Infotech M&A update

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Dear Clients and Friends, We hope that your New Year is off to a strong start. The Infotech m&a market sure is. As you will see from the report below, m&a deal volume and values are still up in the dozen+ segments of the information technology industry that we follow, and sometimes lead. We’re busy. Please click here for a print-friendly version. Last month we put out a set of fairly rosy m&a market predictions for 2019 and we are sticking by them. Global equity markets are still strong; interest rates remain relatively low; banks are lending; corporate buyers and financial sponsors have plenty of…

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