Press Releases

Marlin & Associates Advises TABS Analytics on its Acquisition of Decision Insight

May 08, 2019
Dear Clients and Friends,
We are pleased to announce another successful m&a transaction on which we advised.
Marlin & Associates was the exclusive strategic and financial advisor to TABS Analytics, a technology-enabled analytics firm, on their acquisition of Decision Insight, a Kansas City, Mo.-based global marketing research and analytics firm with expertise in both brick-and-mortar and online shopping environments.
“Marlin & Associates are a great partner. They have keen understanding of the enterprise data & analytics space, and helped us develop our acquisition strategy and identify the right strategic targets. The M&A team provided us sound advice in navigating the acquisition process including valuation, structuring, due diligence and negotiations, and guided the transaction to a successful close.” said Tim Richerson, CEO of TABS Analytics.
"Decision Insight is a leading innovator in virtual store research. They have a visually compelling platform that provides retailers and manufacturers with quick answers on arrangement, assortment, pricing, merchandising and packaging,” said Kurt Jetta, TABS Analytics executive chairman and founder.

TABS will enhance its current service offerings with the integration of the Decision Insight SimuShop® virtual shopping platform, providing research across food and beverage, pet needs, household goods, durables, toys and gaming, pharmaceutical, alcoholic beverage and restaurant categories to deliver even greater insights.
Marlin & Associates is one of the most active investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of middle-market technology firms that provide vertical application software, data and analytics. Recent M&A transactions include the sale of a significant minority interest in BidFX, a fast-growing, London-based cloud-based, broker-neutral, foreign exchange e-trading solution to SGX (read more here); the purchase of RIA in a Box, a market leader in providing SaaS-based compliance solutions to Registered Investment Advisors (“RIAs”), by Aquiline Capital Partners (read more here); the sale of a significant interest in Tier1CRM , a fast-growing, privately held, Toronto-based provider of market-leading SaaS-based CRM to global financial institutions to Wavecrest Growth Partners (read more here).
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,” “Capital Raising Advisory Firm of The Year,” “Boutique Investment Banking Firm of the Year,” 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.
Please feel free to call us if you have any questions on this transaction or on any of the sectors that we follow.
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