Max Schroeder

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.


Max Schroeder joined Marlin & Associates after receiving a Master of Science in Corporate Finance from King’s College London, as well as a Bachelor of Laws from Queen Mary, University of London. Prior to Marlin & Associates, Max completed summer internships with global law firm Morgan, Lewis & Bockius, as well as Resource Partners, a private equity firm specializing in investments in the CEE region.

Max is an avid fan of motorsports, having competed in international go-karting championships from a young age, and can often be found participating in sim racing events in his free time. He also enjoys exploring entrepreneurial opportunities; while pursuing his legal degree he created a mobile application that tracked waiting times at popular restaurants across London.


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