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Marlin & Associates wins multiple ACQ5 Global Awards – Names Sam Levy Principal And Brian McAllister Director

May 2, 2018

Marlin & Associates wins multiple ACQ5 Global Awards – Names Sam Levy Principal And Brian McAllister Director

Award, In the News, Press Release, Uncategorized 0 Comments

Dear Clients and Friends,

We thought we should share a few bits of news with you:

Multiple Awards

We just learned that ACQ5 (Acquisition Finance Magazine) has named Marlin & Associates US Boutique Investment Banking Firm of the Year, as well as US TMT Advisory Firm of the Year.
Additionally they named a transaction on which we advised – the $34 million (USD) growth equity financing of Tier1CRM by Wavecrest Growth Partners, Salesforce Ventures, and MassMutual Ventures as the US Small Tech Fund Raising Deal-of-the-Year. They also named me as the US Game Changer of the Year. It was quite a day!

The ACQ Global Awards 2018 rankings “…are based on a rigorous evaluation process that includes the collection of evaluations, peer review from leading parties in their field, and review of additional information provided or gathered by ACQ as part of the formal submission process.” We work hard to help our clients achieve their long-term strategic goals and it is always a pleasure to have this hard work be recognized.

Two Promotions

We also announced today that Sam Levy has been named to the position of Principal of the firm; and Brian McAllister has been named a Director.

Sam has been providing strategic and financial advice to international technology companies for more than ten years. He joined us in early 2013 after six years spent advising technology companies for a tech-focused boutique in New York. Sam was born and educated in France where he earned an M.S. in Computer Science from CentraleSupélec in Paris (one of the Grandes Ecoles). Sam’s training as a software engineer enables him to build close ties with many of the entrepreneurs and operators he advises.

Brian, a native of Cleveland, joined us in 2013 and over the course of the past 5 years has demonstrated the knowledge, initiative, and judgment required to be strong investment banker. Among several transactions on which he has advised was the $34 million growth equity financing of Tier1CRM that was just named as the US Small Tech Fund Raising Deal-of-the-Year. Brian is a graduate of Fordham University with a BS in Finance. Clients love his thorough, consultative approach to problem solving.

We hope you will join us in congratulating Brian, Sam, and the team that makes it all come together.

Ken Marlin

Ken Marlin

Ken Marlin is Managing Partner and Founder of Marlin & Associates and the author of "The Marine Corps Way to Win on Wall Street: 11 Key Principles from Battlefield to Boardroom" (St. Martin's Press 2016).

Over the course of more than 30 years Ken has advised scores of U.S. and international middle-market technology enabled firms on the best ways to buy, sell, grow and thrive. Along the way, he's been an entrepreneur (three times), a tech company CEO (twice), a senior corporate executive (twice) and an investment banker.

Seventeen years ago, Ken embarked on a journey to create a different sort of investment bank - one that would meld the investment banking skills he learned over 20 years on Wall Street with lessons he learned as a tech entrepreneur and the principles he learned during the decade he spent on active duty as a U.S. Marine Corps infantry officer. Today, Marlin & Associates is one of the most active M&A advisers in the information technology arena.

Institutional Investor Magazine has five times named Ken as one of II’s “Tech 50” and the II “FinTech 35” - both of which honor the most influential figures in the financial technology data and analytics sector.

Outside the office, Ken is a trustee of the Madison Square Boys and Girls Club, which serves underprivileged kids throughout the five counties of New York City; and an active supporter of the Phoenix House Foundation, The Wall Street Warriors Foundation, The Marine Corps Heritage Foundation, University of the People, the Hurricane Island Outward Bound School, and Outward Bound Peacekeeping.

Ken’s book has garnered strong reviews and is consistently ranked among the top in governance, finance and leadership. One reviewer called it a compelling vision to improve Wall Street by returning to solid core values like taking the long view, behaving with honor, delivering excellence and working for a cause greater than money.

Ken earned a BA from the University of California (Irvine), an MBA from UCLA, and a post-MBA Advanced Professional Certificate in Corporate Strategy from New York University. He lives in New York City with his wife, daughter, a dog, a cat and turtle.

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