Archive for: June 11, 2019

Dear Clients and Friends, We are pleased to announce another successful m&a transaction on which we advised. Marlin & Associates was the exclusive strategic and financial advisor to Zoomdata, a modern business intelligence and data visualization platform for cloud, big data, live streaming data, multisource and embedded analytics that is used by leading global Fortune 500 companies in the financial services, healthcare, and telecom industries, on its sale to Logi Analytics, a portfolio company of Marlin Equity Partners and a leading enterprise analytics and data visualization platform. Backed by several leading financial sponsors including Accel, Goldman Sachs, and NEA, Zoomdata…

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Dear Clients and Friends: We are pleased to announce another successful transaction on which Marlin & Associates has advised. Our client, Private Client Resources (PCR), the leading provider of total wealth aggregation, reporting and data management solutions to Private Banks, Advisors, Trusts Companies, Multi-Family offices and other wealth-management firms and technology providers, today announced that Public Pension Capital LLC (PPC), a mid-market private equity firm, has made a major investment into the company alongside management. PPC’s investment will fund business growth and provide liquidity to shareholders, allowing PCR to invest in expanding sales, marketing, product development, its geographic footprint and…

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