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We're Merging! 

After nearly 20 years as 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, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation – we’re combining with D.A. Davidson & Co! (It’s all subject to regulatory approvals. This will take a month or two to complete.)

D.A. Davidson & Co. is an employee owned full service financial services firm that provides wealth management, investment banking, equity and fixed income capital markets (founded in 1935, 1,400 employees, 99 offices in 28 states). The entire Marlin Team will be joining their rapidly growing, full-service Investment Banking group – and we’re excited! While it will take another couple of months before the deal is final, we wanted to share the news with you!

The full announcement can be read HERE.