As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.

Sam Wilcox

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. 

  • Our Group covers 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 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 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.

 You can read more about the transaction HERE.

 Meet the entire Technology Investment Banking team HERE.


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.

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