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.

In The News

The principals of M&A are quoted regularly and frequently in publications ranging from Business Week and Forbes to the Wall Street Journal, the New York Times, New York Post, Los Angeles Times, and other major publications worldwide. M&A has been the subject of interviews on business-radio and television programs including the Fox Business News, CBS MarketWatch, The TV, Yahoo! Finance TV, Sirius XM Radio, BBC-Worldwide and CNBC. Below are links to a sample of articles in which M&A has been quoted:

Marlin & Associates Advises its Client ClearStructure on its Acquisition by Broadridge

November 2019

Dear Clients and Friends:

We are pleased to announce another successful m&a transaction on which we advised.  

Marlin & Associates served as the exclusive strategic and financial advisor to ClearStructure Financial Technology on its sale to Broadridge Financial Solutions (NYSE:BR).  
ClearStructure is a global provider of cloud-based front-to-back portfolio management systems for the private debt markets. Their award-winning platform, Sentry PM, provides hedge funds, asset managers, administrators, and private debt issuers the ability to streamline their processes from top to bottom, while offering access to both public and private markets. The addition of ClearStructure’s advanced technology private debt capabilities will allow Broadridge to create a differentiated solution in the global market.

ClearStructure CEO, Scott Turley said: “Bringing on the M&A team remains one of our great decisions. The dedication of the team was on full display as we approached this latest chapter for ClearStructure. The guidance, creativity and true value-add that they brought to the table helped ClearStructure achieve goals we didn’t think were possible."

The full announcement can be read here.

Headquartered in New York City, with offices in Chicago, Washington, D.C., and Toronto, Marlin & Associates is one of the most active investment banking and strategic advisory firms providing trusted 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.

Over the course of 17+ years, the Marlin & Associates team has advised on more than 200 m&a transactions involving buyers and sellers in 27 countries. Each month we produce a newsletter, which provides our perspective on key m&a transactions and trends in the seven sectors of the FinTech, Data, and Analytics sectors that we serve. 

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