Aalap Merchant

The Marlin & Associates team is comprised of a group of seasoned professionals who have an unrelenting commitment to maximize value for our clients. Collectively, our team has advised on financial technology, data and analytics transactions in 27 countries around the world. Several M&A partners have held global C-level and senior operating roles in relevant industry sectors. This deep operating experience combined with extensive transaction expertise enables Marlin & Associates to provide an unparalleled level of strategic and financial advice to our clients as well as execution capability in nearly every conceivable situation. 

On June 14, 2021 we agreed to combine with the technology investment banking team at D.A. Davidson. Our combined technology investment banking group will have more than 60 professionals across North America plus a strategic transatlantic partnership with MCF Corporate Finance (60 investment banking professionals in London, Stockholm, Hamburg, and Helsinki). 

  • Our Group will cover eight tech sectors: Application Software, Infrastructure Software, Vertical Software, Communications Software/Hardware, Internet and Digital Media, Technology-Enabled Services, Data and Analytics, and Financial Technology. Within Financial Technology, we will continue covering clients across WealthTech, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation; 
  • We’ll work closely with D.A. Davidson’s 12 technology research professionals covering more than 130 technology stocks, and a dedicated equity sales and trading team

 

We expect the transaction to close in Q3 2021. 

 You can read more about the transaction HERE.

 

Aalap B. Merchant is a seasoned corporate ļ¬nance professional with 18 years of wide-ranging experience in business development, investment banking, consulting, investing, sales and trading, and operations. He spent the past 12 years focused on providing strategic advisory services to FinTech and Financial Institution clients at leading institutions such as Nomura and JPMorgan. Through this period, Aalap successfully advised on a multitude (50+) of strategic and financing transactions, ranging from $20mn to $10+bn in transaction size and totaling ~$100bn in transaction volume.

Aalap possesses a track record of building advisory practices and teams focused on covering FinTech and Financial Institutions clients and his forward-thinking approach, combined with a “client first” emphasis have often led him to becoming the trusted advisor for senior leadership teams and Boards of various early to late stage firms.

Aalap joins Marlin & Associates as Senior Managing Director, to deepen the firm’s capabilities and footprint across the broader FinTech universe including Payments, Transaction Processing, Digital Lending, Mortgage Technology, and others.

Prior to Marlin, Aalap helped build a boutique advisory firm that provided M&A and strategic advisory services to lower middle market and early stage clients. Prior to that, he spent seven years at Nomura Securities, joining them in 2010 to help establish the Financial Institutions practice and thereafter, leading coverage of the FinTech sector, a group he created, led, and nurtured into one of the leading divisions within Nomura Americas. Before joining Nomura, Aalap was part of the Financial Institutions investment banking group at J.P.Morgan Securities where he covered clients across Specialty Finance, FinTech, Asset Management and Insurance.

Aalap obtained his undergraduate degree in Accounting and a master’s degree in Finance from the University of Mumbai and later earned an MBA from the Goizueta Business School at Emory University. He is a registered securities principal and currently holds Series 7, 79 and 63 licenses.

Aalap is also a budding investor and entrepreneur by night, having invested in several small businesses and early stage platforms, and has mentored several entrepreneurs in building successful businesses. He is also an avid fan of motorsports, cycling and all things technology.

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