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.
Tom Selby is a native of Canada and is based in Toronto. He spent the first 14 years of his career in the information technology arena in a variety of technical / operating roles and as an entrepreneur, sales and marketing roles, and, for the past six years, in transaction advisory roles for SunGard.
Tom began his career as a software developer with TD Bank, before establishing his own business, which was based around a unique alphabetic telephone that Tom developed for online retail stock trading. Tom sold his business to a Canadian brokerage-software business and joined the firm as VP of Sales & Marketing. With Tom leading the sales effort, the company grew quickly, and eventually was sold to SunGard, where he rose to become Vice President of Business Development for SunGard's North American Financial Services unit. While at SunGard, Tom helped his division acquire firms in verticals such as: brokerage, trading, wealth, insurance, consulting, and benefit administration.
Tom is an engineer by training, having graduated from University of Toronto with a Bachelors of Applied Science in Industrial Engineering. Now, he is complementing his technical background with the pursuit of the CFA. He has a keen eye for, and an appreciation of, information technology solutions. His technical background, transaction experience, financial skills, and his professional experience give Tom an unusual amount of insight that makes him a valued counsel to M&A's clients. He is a registered securities representative and holds series 7 and 63 licenses.
Tom has three young children including twins. In his little spare time, he enjoys his weekly game of hockey and pursuing his private pilot's license.