Archive for: June 23, 2021

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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