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Leading Boutique Investment Bank Marlin & Associates Names Jason Panzer as Chief Operating Officer

May 21, 2014

NEW YORK, NY--(Marketwired - May 21, 2014) - Marlin & Associates Securities LLC (M&A), the boutique investment banking and strategic advisory firm, announced that, effective today, Jason Panzer has been named to the newly created position of Chief Operating Officer. 

Mr. Panzer, who has been a partner at M&A for more than six years, began his career as an associate in the Mergers and Acquisitions group at the global law firm of Skadden, Arps, Slate, Meagher & Flom, LLP, where he worked on dozens of transactions including public and private mergers, stock/asset acquisitions, tender offers, LBOs and private equity investments. Later, he spent 3 years as the Chief Financial Officer of JCF Group, a Paris-based provider of global earnings-estimates and other financial data. In 2004, Jason helped to manage the sale of JCF to FactSet Research Systems Inc. (NYSE: FDS). After helping to integrate the two firms, Jason became FactSet's Vice President for Business Development and successfully managed the acquisition and integration of three other businesses, two of which had been clients of M&A.

Ken Marlin, founder and Managing Partner of M&A, said, "When Jason joined us in January 2008, we were five people in one small shared corporate office space. Since then, we have expanded five-fold, opened offices in Washington, DC, San Francisco, Toronto and Hong Kong, and advised a host of public and private companies large and small on scores of transactions in 15 countries. Jason's clients have included large firms such as Deutsche Börse, MarketAxess, and McGraw-Hill / S&P, as well as a wide number of entrepreneur founded and led companies and companies backed by VC and private equity firms such as Francisco Partners, Insight Venture Partners, and Morgan Stanley. I am pleased that Jason has agreed to accept the additional responsibilities of Chief Operating Officer and to help me lead this firm into its next phase." 

Mr. Panzer earned his MBA from Columbia Business School, his Law Degree from Fordham Law School and is a CFA charter holder. He lives in New Jersey with his wife, his 13 year old son, and his 10 year old daughter. In his limited spare time, Mr. Panzer is an avid cyclist and triathlete.

Marlin & Associates is one of the most active firms advising buyers and sellers of U.S. and international middle-market firms that provide software, data, and related services. The firm has been the recipient of numerous awards and has advised on four announced information technology transactions in the past three months.

About Marlin & Associates
Marlin & Associates is based in New York City, with offices in San Francisco, CA, Washington, DC, Toronto, Canada, and Hong Kong, China and has been the recipient of numerous awards including "Middle-Market Investment Bank of the Year", "Middle-Market Financing Agent of the Year -- Equity" and, "TMT Advisory Bank of the Year". Two transactions on which Marlin & Associates advised have been recognized as "Deals-of-the Decade". Marlin & Associates' team of professionals has advised on over 200 information-technology transactions. For more information please visit

Marlin & Associates Securities LLC, a wholly-owned subsidiary of Marlin & Associates Holding LLC, is a broker-dealer registered with the Securities and Exchange Commission and is a FINRA/SIPC member firm ( Investment banking and/or securities are offered through Marlin & Associates Securities LLC.


Ervisa Bilali

+1 (212) 257-6300 

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