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Press Releases

Investment Metrics Announces Strategic Equity Partnership with Resurgens Technology Partners and HarbourVest Partners

June 21, 2017

Marlin & Associates, international investment banking and strategic advisory firm, announced that it's client, Investment Metrics, LLC, a Darien, Connecticut-based provider of performance analytics and reporting software to the investment management industry has received a significant equity investment from Resurgens Technology Partners, an operationally-focused software private equity firm and HarbourVest Partners, a leading global private equity investment firm. 

The full press release can be read here.

Investment Metrics provides a full suite of performance analytics and reporting solutions to institutional consultants, plan sponsors, asset managers and private wealth advisors. The Company’s software platform enables analytics and reporting across $7 trillion of assets under advisement for more than 2,500 institutional plans.

“The team at Marlin & Associates was pivotal to completing this transaction. Their professional expertise in terms of understanding our business and ability to prepare and position us in the marketplace were very instrumental in getting us across the finish line. They’re smart, available whenever needed, and bring a positive work ethic to get the deal done,” said Sanjoy Chatterjee, CEO of Investment Metrics.

This investment will enable Investment Metrics to make continued enhancements to its existing solutions and to support its growth and market expansion globally as the company addresses the increasing demand for performance and risk transparency.

Marlin & Associates is one of the most active investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of middle-market fintech firms as well as others that provide information technology, application software, online data and services. 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”, “Middle-Market Financing Agent of the Year – Equity,” and “TMT Advisory Bank of the Year.” More than 20 transactions on which Marlin & Associates has advised have been recognized as “Deal-of-the-Year”. The Marlin & Associates team of professionals has advised on more than 200 information-technology transactions in 27 countries. 

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