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.


Feb 9, 2021

WealthTech Industry Continues To Evolve Covid-19 Notwithstanding

Fintech, Trends, WealthTech 0 Comments

Dear Clients and Friends; Marlin & Associates (M&A) is pleased to share our latest report on the Wealth Management Technology (WealthTech) sector. Like many companies within many of the FinTech sectors we cover – firms within the WealthTech space have weathered the COVID storm well, with many even thriving throughout these unprecedented times. Sector growth and prosperity typically drives investment and m&a, and WealthTech has not deviated from this pattern. As noted in the following report, both public and private market activity in the space has been strong – with the bullet points below being significant factors driving such activity: Technology – which…

Read More

Feb 4, 2021

Groundhog Day – All Over Again, Our February Report on M&A in the FinTech, Data and Analytics Industry

Fintech, Market Update, Newsletter 0 Comments

Dear Clients and Friends: It’s a new year and our latest report on M&A values among mid-sized FinTech, Data and Analytics companies is here. It feels like Groundhog Day all over again. It is Groundhog Day in the US as I write this – a day that brings to mind the 1993 Bill Murray / Harold Ramis movie in which, on Groundhog Day, a cynical television weatherman is trapped in a time loop forcing him to relive the same day repeatedly. It’s a comedy – and an allegory with deep philosophical meaning to some. Groundhog Day, the movie, started slow but eventually came to be…

Read More

Jan 31, 2021

Growing Urgency Of Innovative RegTech Solutions Fuels Covid Year And Beyond

Market Update, Regulatory Tech 0 Comments

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest report on the Regulatory Technology (RegTech) sector. As we approach a year in the Covid-19 environment, the urgency for finding and implementing technology-based solutions to the governance, regulatory and compliance industry pain points has never been higher. The regulators have not and are not relaxing. Meanwhile, this pandemic has exposed critical gaps to many companies –and, by extension, to investors and acquirers. In our debut report, in June, we highlighted some of the drivers of interest in RegTech m&a including shifting regulations and international regulatory divergence, new technologies, such…

Read More

Jan 11, 2021

The Eyes of All People are Upon Us. Our January Fintech, Data & Analytics M&A Update

Economy, Fintech, Market Update 0 Comments

Dear Clients and Friends: “Today the eyes of all people are truly upon us—and our governments, in every branch, at every level, national, State, and local, must be as a city upon a hill—constructed and inhabited by men aware of their grave trust and their great responsibilities.”— John F. Kennedy. January 9, 1961 – exactly 60 years ago today, as I write this… Normally we begin these reports commenting on m&a values among mid-sized FinTech, Data and Analytics companies.  That report is HERE.  It shows that the market was strong in 2020.  A strong 2021 presumes continued economic strength and a…

Read More

Dec 18, 2020

Will CRE Tech Help Prepare For The Post-COVID Era?

Fintech, Market Update, Newsletter, Real Estate Tech 0 Comments

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest report on the Commercial Real Estate Technology (CRE Tech) sector. As you will see in the report, after a few slow months, m&a activity and values in this sector have come back strong, even in the face of the unknown, driven in part by (i) development of smart solutions that utilize AI/ML capabilities to enhance end-to-end process automation, (ii) solutions that optimize and enhance remote access capabilities, (iii) blockchain solutions that afford a more secure and faster transaction process, (iv)and increased digitization across all functions of the value chain.…

Read More

Back to Top