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 more than 200 financial Technology, Data and Analytics transactions in 26 countries countries around the world. Much of the team has been together since shortly after the firm was founded more than a dozen years ago. 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.
Our team has an extensive 13+ year track record of success during which we have built strong relationships that allow us to unlock shareholder value for our clients.
Jason Panzer is Marlin & Associates’ Chief Operating Officer, Chief Compliance Officer and the leader of many of the firm’s transaction assignments. He has 18 years of experience in global mergers, acquisitions, divestitures and financing.
Since joining the firm in 2008, Jason has been a key strategic leader and financial advisor to a range of domestic and international companies in the technology and financial sectors. Notable transactions include: advised on the equity investment in Tier1CRM by Wavecrest Growth Partners, Salesforce Ventures and Mass Mutual Ventures; led the acquisition of QuoVadis, a portfolio company of Abry Partners, by WISeKey; advised on the acquisition of Advise Technologies by CSS, a portfolio company of CIP Capital; led the acquisition of Varden Technologies by SS&C (NASDAQ: SSNC); advised on the acquisition of ByAllAccounts by Morningstar (NASDAQ: MORN); led the Equity investment in Betterment by Francisco Partners; advised on the acquisition of Knovel by RELX Group (NYSE:RELX); secured a $52M investment for New York-based SR Labs from Insight Venture Partners; led the sale of Knovel, the New York-based search engine for the science and engineering community to Reed Elsevier.
Jason began his career in the Mergers and Acquisitions group at leading global law firm Skadden, Arps, Slate, Meagher and Flom, LLP, where he worked on dozens of transactions, including public and private mergers, stock/asset acquisitions, tender offers, LBOs and private equity investments. Some notable deals include the bailout of Long-Term Capital Management; the Citigroup/Travelers merger; and LBOs with top private-equity firms including KKR and Soros.
Later, Jason spent 3 years in Paris and New York as the Chief Financial Officer of JCF Group, a French-based provider of portfolio analytics, global earnings-estimates and other financial data. In 2004, Jason helped to manage the sale of JCF to FactSet Research Systems Inc. (NYSE:FDS). After helping to integrate the two firms, Jason became FactSet’s Vice President for Business Development and successfully managed the acquisition and integration of three other businesses.
Jason earned his MBA from Columbia Business School, his Law Degree from Fordham Law School and is a CFA charterholder. He is a registered securities principal and holds series 24, 62, and 63.
In his spare time, Jason is an avid cyclist, marathoner and ironman triathlete.