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 27 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 17+ year track record of success during which we have built strong relationships that allow us to unlock shareholder value for our clients.
Sam Wilcox joined Marlin & Associates after working for a family office where he supported the financial decision making and operational strategies of their portfolio companies. Prior, Sam was an Associate at Oak Street Health, a growth stage healthcare company in Chicago, where he designed user-centric marketing strategies that fit the needs of the non-traditional populations they served.
Sam received his Bachelor of Arts degree in History at Auburn University, and in 2014, he was awarded the Harry S. Truman Scholarship.
In his spare time, Sam likes to run in Central Park, cook for friends and family, and solve the New York Times crossword puzzle.