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For nearly 20 years, Marlin & Associates has provided expert and trusted strategic and financial advice to buyers, sellers, investors, owners, and managers of U.S. and international companies that provide vertical application software, services financial technology, data and analytics – including firms that offer WealthTech, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation. Our professionals have advised on more than 200 successfully completed transactions with participants in 27 countries.
As of September 1, 2021 we are pleased to be part of D.A. Davidson & Co., the employee-owned, full service financial services firm that provides wealth management, investment banking, equity and fixed income capital markets. (D.A. Davidson was founded in 1935, and has 1,400 employees, 99 offices in 28 states). Click here to learn more about our combined strength.
D.A. Davidson & Co. is an employee owned full service financial services firm that provides wealth management, investment banking, equity and fixed income capital markets (founded in 1935, 1,400 employees, 99 offices in 28 states).
Recent Transactions
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Sep 01, 2021
D.A. Davidson & Co. Technology Investment Ban...
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Aug 26, 2021
Stewart Strengthens Data and Analytics Capabi...
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Aug 02, 2021
Symphony acquires StreetLinx to offer the mos...
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Jun 24, 2021
Symphony to lead financial market communicati...
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Jun 14, 2021
D.A. Davidson & Co. To Acquire Marlin & Assoc...
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May 20, 2021
Marlin completes growth equity investment in...
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Apr 30, 2021
Leeds Equity Partners and OptionMetrics Partn...
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Apr 26, 2021
Novantas and Informa's FBX Group Combine to C...
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Jan 07, 2021
Majesco Acquires ClaimVantage to Strengthen a...
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Dec 15, 2020
Blacksmith Applications Acquires TABS Analyti...