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Archive for Author: Ken Marlin

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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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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May 13, 2021

Is It Time to sell? Our May update on M&A in the FinTech, Data and Analytics World

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, and sometimes lead, is HERE. And it looks pretty good.  Recently, we have been asked by many if now is the best time to buy, sell or raise capital given the strong m&a market – and if it will last. Founders, CEOs, Board members, among others, point to the current combination of low interest rates (which may not last), low tax rates (which will not last), high liquidity among strategics and financial players, strong transaction values,…

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Apr 19, 2021

Herd Immunity is coming – and that helps M&A in FinTech, Data and Analytics

Fintech, Market Update, Newsletter 0 Comments

Dear Clients and Friends: Our latest report on M&A values among the 11 sectors of the FinTech, Data and Analytics world that we follow, and sometimes lead, is here. We continue to live in interesting times. We work in a business that thrives on communication and collaboration. We know that our approach works extremely well when there are multiple, daily, impromptu, informal conversations that complement scheduled calls and meetings. When the pandemic hit, we railed against the constraints of remote working, social distancing, and going from Zoom call to Zoom call. And yet, more than a year into this pandemic, we…

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