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.
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Aug 11, 2021

3 Keys To Successful Tech M&A: Our August Report On M&A Values And Trends In Fintech, Data, And Analytics

Market Update, Newsletter 0 Comments

Dear Clients and Friends: Our latest report on the M&A values among the 11 sectors of the FinTech, Data and Analytics world that we follow is HERE. In case you haven’t noticed, after a very brief COVID pause, tech M&A is hot again. According to Refinitiv, last year the value of worldwide M&A deals was around $634 billion. We exceeded that in the first half of 2021 – and we’re still going strong. That’s good for us. Further, about a quarter of those deals are in our sweet spot: tech, data, and analytics.  The drive for tech M&A should not be surprising. We live in…

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Aug 10, 2021

Digital Transformation Driving Investment Deals In InsurTech

In the News, InsurTech 0 Comments

The COVID-19 pandemic accelerated digital adoption across sectors but has provided really strong tailwinds for the FinTech space. Digitization of employee experience (EX) and customer experience (CX) workflows is driving this shift to digital. Enterprises are increasingly adopting solutions that leverage automation, Artificial Intelligence (AI), Machine Learning (ML), and data analytics to reduce costs, processing times, and errors while meaningfully improving the availability and reliability of products and services. Data is optimized to improve ROI, abate fraud, improve decision-making, and enhance engagement with customers and employees alike.  InsurTech is one of the sub-sectors of FinTech that is rapidly gaining traction…

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Jun 29, 2021

InsurTechs Continue to Attract Record Funding and Gain Traction Across the Insurance Value Chain

InsurTech, Market Update 0 Comments

Dear Clients and Friends, Marlin & Associates (M&A) is pleased to share our latest market update on the Insurance Technology (InsurTech) sector. You can read our latest report on m&a values and trends in InsurTech HERE.  As we noted in our last update, the Covid pandemic accelerated adoption of digital technologies across the board but has really provided strong tailwinds in the insurance industry. InsurTechs offering solutions that complement existing players are particularly seeing faster adoption compared to solutions that aim to completely disrupt the status quo. InsurTechs that help improve the underwriting and claims process as well as customer experiences, are…

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Jun 23, 2021

We’re Merging

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Dear Clients and Friends, We have News! We just agreed to merge our firm, Marlin & Associates, with the technology investment banking group of D.A. Davidson (https://dadavidson.com/) to create 5th largest (and fastest growing) middle-market investment banking group in the US – with a combined 75 completed transactions since 2019. (We expect the deal to close in a couple of months following regulatory approvals.) The announcement is HERE. Yep, after nearly 20 years as one of the most active independent investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of mid-market fintech data and analytics firms,…

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Jun 21, 2021

What to do when Opportunity knocks? Our Latest M&A update for Fintech, Data and Analytics

Fintech, Market Update, Newsletter 0 Comments

Dear Clients and Friends: Our latest report on the M&A values among the 11 sectors of the FinTech, Data and Analytics world that we follow is HERE. And as we have been saying, it looks very good. We advise others that, when opportunity knocks, they should listen carefully. We took that advice. On Monday, we agreed to combine with the technology investment banking group of D.A. Davidson & Co to create the 5th largest (and fastest-growing) middle-market investment banking group in the US (we expect the deal to close in a few months – following FINRA review). We are excited. Our…

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