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Archive for: June 2011

Jun 23, 2011

Marlin & Associates’ client, Subserveo, Inc was acquired by DST Systems, Inc.

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Today our client, Subserveo, Inc. (“Subserveo”), a Vancouver, B.C.-based provider of automated compliance and surveillance solutions to broker-dealers and investment advisors throughout the U.S. and Canada, was acquired by DST Systems, Inc. (NYSE:DST – News). Terms of the transaction were not disclosed. Subserveo, which provides broker-dealers with access to an affordable, rules-based automated compliance solution, will be operated as part of the recently launched DST Brokerage Solutions, further underscoring DST’s commitment to the brokerage marketplace and its vision to address broker-dealers’ unique challenges through an expanded platform of products and solutions. Subserveo will go to market as DST Subserveo in…

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Jun 23, 2011

M&A wins two ACG New York Champion’s Awards

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We are proud to announce that Marlin & Associates won four ACG New York Champion’s Awards for: Corporate and Strategic Acquisition-of-the-Year; Financial Services Deal-of-the-Year; Information Technology Deal-of-the-Year; and Middle Market Deal-of-the-Year. The M&A Advisor and ACG New York announced the winners at the ACG New York Champion’s Awards Gala on the evening of Monday, June 20 at Sotherby’s New York. “We are always honored to be recognized for helping technology-enabled firms successfully transact,” said Ken Marlin, founder and Managing Partner of Marlin & Associates. “At the same time, we are humbled to be among such distinguished company.” Click here to…

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