The Marlin & Associates team is comprised of a group of seasoned professionals who have an unrelenting commitment to maximize value for our clients. Collectively, the team has advised on more than 200 information and technology transactions in more than 25 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.
Sam Levy has been providing strategic and financial advice to international technology companies for more than ten years. Originally trained as a software engineer, Sam has a close connection to many of the entrepreneurs and operators he advises.
“As it turns out, my engineering background has been pretty good preparation for advising owners and leaders of technology companies. I try to understand the way they think. We speak the same language and that helps me build relationships and add value."
Sam was born and educated in France where he earned an M.S. in Computer Science from CentraleSupélec in Paris (one of the top Grandes Ecoles). Sam first came to the U.S. as a 3-month intern for a founder-led, start-up software company. Later he became CTO of a U.S.-based VC-backed startup. And then, just to mix things up for a time, he moved to Israel, where he started and ran an IT outsourcing and consulting practice - before returning to the U.S. to pursue his MBA at New York University’s Leonard N. Stern School of Business.
Sam joined Marlin & Associates in early 2013 after six years with Pharus Advisors, a boutique investment bank, where he advised on mergers, acquisitions, divestitures and capital raises for a wide range of technology companies. He is particularly proud of the role he played introducing Marlin & Associates to a French Private Equity firm as they were considering acquiring a French technology company and then retained by the bank to advise on the transaction. “I love the fact that Marlin & Associates has so many international clients. And also I enjoy working with buyers as well as sellers. It is good for us and for me to work with buyers periodically - especially sophisticated ones that understand industry trends and are not afraid to consider complicated deal structures. It helps hone my skills; it is fun; and we get to meet some great people.”
Sam’s notable transactions at Marlin & Associates include: the sale of Boston-based ByAllAccounts, a data aggregation platform for the wealth management industry to Morningstar; a majority sale of Vienna, Austria-based AIM Software, an award-winning Reference Data and Risk Management software, to Welsh, Carson, Anderson & Stowe; the sale of Boston-based Varden Technologies, a provider of client communications software for the financial services industry, to SS&C; the sale of New York-based M&O Systems, a compensation management and compliance solution for broker-dealers and wealth management firms, to Broadridge; the sale of Bermuda-based QuoVadis, a cybersecurity portfolio company of ABRY, to WISekey, a security company publicly traded on the SIX exchange; the sale of the Atrium wireless and extranet infrastructure businesses of the Toronto Montreal Exchange (TMX) to the Intercontinental Exchange (ICE); and advised Goldman Sachs and Aquiline Private Equity on their investments in IPREO and Fenergo, respectively.
Sam enjoys family life with his wife, young son and daughter, and is involved with UJA Federation, a Jewish charity reaching more than 4.5 million lives in 60 countries a year. He is also an avid swimmer. Most weekdays, he can be found swimming laps between 5:30 am and 7:00 am.
He is fluent in English, French and speaks Hebrew.