As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.


How to build a winning company (or investment bank) while at the same time maintaining an ethical culture

Our CEO and founder Ken Marlin was recently interviewed by Alexis Christoforous on about how best to build a winning company and perhaps, a winning investment bank. 

In this video, he talks about principles he learned as a Marine, has applied to running several technology businesses, and now applies to Marlin & Associates. Principles like “Taking The Long View”; which describes the benefits to be gained when leaders figure out where their organization is trying to go over the long term. Then making sure all tactics – including mergers and acquisitions - are clearly designed to help the organization achieve that mission. 

These principles are also about the responsibility of investment bankers to keep the interests of their clients at the forefront, even when that conflicts with their own short term interests. 

It’s about doing the right thing, for the right reasons, every time.

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