Press Releases

Marlin & Associates Continues Expansion and Adds Industry Veteran Jonathan Kaufman to Launch West Coast Office

March 13, 2012

NEW YORK, NY––(March 13th, 2012) – Marlin & Associates, the boutique investment banking and strategic advisory firm, today announced that industry veteran Jonathan Kaufman has joined the firm as a partner and will open a new Marlin & Associates office in San Francisco. This is the second new office that Marlin has opened in recent months.  In July, Marlin announced the opening of an office in Hong Kong, China to complement the firm’s existing offices in New York, Washington, DC, and Toronto, Canada.
Kaufman brings to Marlin & Associates more than a decade of international experience advising firms in the technology and financial services sectors, including eight years in investment banking at UBS and Deutsche Bank.  During the course of his career, he has advised on more than $100 billion of transactions involving large public companies as well as growth-oriented private companies in the Americas, Europe and Asia-Pacific.  Kaufman has helped clients successfully conclude a wide range of strategic and financial transactions, including mergers, acquisitions, divestitures, capital raisings, leveraged buyouts, and recapitalizations.  He holds a Master’s degree in Business Administration from the University of Virginia’s Darden School of Business and Bachelor degrees in Philosophy and Economics from Union College. Jonathan can be reached via email at

"We are all quite pleased that Jonathan has joined our growing team, and has agreed to lead our new west coast office," commented Ken Marlin, Founder and Managing Partner of Marlin & Associates. “His track record, experience and proven execution capability will greatly benefit our clients as we continue to work hard to provide them with superior strategic and financial advisory services and unparalleled sector expertise."
Marlin & Associate’s team of professionals has advised on more than 200 transactions, in thirteen countries, involving companies that provide information and technology to a wide range of communities including those that serve the banking, capital markets, insurance, marketing and healthcare arenas. The firm is the recipient of numerous awards, including "Middle Market Investment Banking Firm of the Year," "Middle Market Financing Agent of the Year - Equity" and numerous "Deal-of-the-Year" awards, including Corporate and Strategic Acquisition-of-the-Year, International Cross-border Deal-of-the-Year, Financial Services Deal-of-the-Year, Information Technology Deal-of-the-Year, and Middle Market Deal-of-the-Year. In December, two transactions on which Marlin & Associates advised were named as part of The M&A Advisor's Special "Deals of the Decade" Celebration.

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