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Press Releases

Marlin & Associates' client, M&O Systems, Inc. acquired by Broadridge Financial Solutions, Inc.

November 08, 2016

Marlin & Associates, international investment banking and strategic advisory firm, announced that it's client M&O Systems, Inc. (“M&O”), a leading provider of advisor compensation management solutions that help broker-dealers and wealth management firms support advisors and grow their businesses, was acquired by Broadridge Financial Solutions, Inc. (NYSE: BR), a leading provider of investor communications and technology-driven solutions for broker-dealers, banks, mutual funds and other corporations.

Broadridge’s announcement can be read here.

“The Marlin & Associates team has gone above and beyond our expectations with expert advice, solid preparation, ethics and hard work. This leaves a great legacy for M&O, the company that my late husband founded,” said Barbara Miningham.

"Marlin's advice, consultation and leadership throughout the process directly drove the best outcome for our firm. Their deep industry knowledge and close relationships with prospective acquirers provides unparalleled value as well. They are a principally centered and tireless team of professionals," said Michael Brodeur of M&O.

"The acquisition of M&O adds best-in-class, back-office agnostic compensation management solutions to Broadridge's market-leading product set," said Charlie Marchesani, President, Global Technology and Operations at Broadridge.

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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