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Marlin & Associates is one of the most active investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of middle-market firms that offer enterprise and vertical application software, services, data and analytics - including firms that offer FinTech, WealthTech, InsurTech, BankTech, LegalTech, GRC, Business Intelligence, and Market Intelligence.


Right now, we are Working From Home: Doing our part to slow the spread of COVID -19, we are all working from home. We’re lucky – we have the technology to work remotely and still provide our clients with full service. A link to our full COVID-19  statement is HERE. A Link to our Business Continuity Plan is HERE.

Headquartered in New York City, with offices in Washington, D.C. and Toronto, Marlin & Associates has won numerous awards including the “Middle-Market Investment Bank of the Year” “Boutique Investment Bank of The Year”; Capital Raising Advisory Firm of the Year”; “Middle-Market Financing Agent of the Year – Equity”; and “TMT Advisory Bank of the Year.” Marlin & Associates team of professionals has advised on more than 200 Financial Technology, Data and Analytics transactions in 26 countries. Read more.

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