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.

Real Estate Technology


February 2020

Dear Clients and Friends,

Marlin & Associates (“M&A”) is pleased to share our debut quarterly report on the Mortgage Tech Lending ecosystem within Digital Lending.

As you will see in this report, for companies within the sector that have achieved growth, scale, and a differentiated value proposition for their solutions, valuations continue to be up, as is transaction volume. Additionally, many trends within the industry continue to drive positive momentum and increased interest in the sector, with both m&a and financings staying robust.

As we enter this new decade, we believe that the residential Mortgage Tech eco-system will continue to evolve, driven largely by several demand-side drivers from end consumers, access to cheaper technological innovations and infrastructure that empower the advent of newer age digital platforms, and continued focus on outsourcing by traditional institutions to remain competitive. In addition, in the near term, favorable macro-economic factors (suppressed rates, low unemployment, high credit availability, etc.) will continue to buttress this growth. All of this suggests a robust m&a and financing market lies ahead of us.

Last year, our firm had its strongest year since the 18 years we have been in business – helping clients successfully complete 14 m&a transactions, and we have already announced four m&a transactions this year.

We would love to hear from you. Please reach out to me ( to discuss this is in greater detail, or with any questions. Separately, please feel free to directly call me (212-257-6055) with any business-related matters.

M&A is a leading FinTech and Data & Analytics focused advisory firm that has advised on over 200 transactions across the FinTech and Data & Analytics universe in 27 countries. In addition, we have been recipients of several awards since our inception, including three awards in 2019:  ACQ5 – TMT Advisory Firm of the Year; ACQ5 – Gamechanger of the Year (Ken Marlin); ACQ5 – Middle-Market Investment Bank of the Year. Our global team has consistently produced successful results and we look forward to continuing to do so in 2020!  Thank you to all our clients, partners and friends of M&A.

In case you missed it, we also recently published our thoughts on the Payments sector.

Kind regards,


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