As of September 1, 2021, we are pleased to be part of D.A. Davidson & Co. We will continue serving our clients as part of their full-service Investment Banking Group. Click here to learn more about our combined strengths.
×

Archive for Category: Press Release

Jun 11, 2010

Invictus Financial Sells Operating Company

Press Release 0 Comments

Today our client Invictus Financial Inc announced that the company has sold its operating business “Stockgroup Media Inc.” to a group led by current management. The terms include the assumption by the management group of approximately $1.5 million in negative working capital and approximately $2.1 million in vendor liabilities. In September 2008 the company hired Marlin & Associates to review all strategic scenarios for the company including a sale. The financial market collapse in late 2008 led to a significant decline in the Company’s business. Even with significant cost cutting efforts and negotiations with vendors over the past year and a…

Read More

May 4, 2010

SNL Financial Ranks Marlin & Associates Among the Most Active Advisors of Financial Technology Companies

Press Release 0 Comments

Today our firm announced that SNL Financial has ranked M&A tied for advising the most financial technology transactions in 2009. Citigroup Global Markets Inc. and Credit Suisse (USA) Inc. also tied for first. “We are delighted that SNL Financial recognized our continued success as a trusted advisor to financial technology companies,” said M&A Founder and Managing Partner Ken Marlin. “We do believe that we offer unique competencies for middle market financial technology companies. We are humbled to be in such strong company and grateful to our clients who trust us. We look forward to another strong year in 2010.” 2009 Rank…

Read More

Mar 1, 2010

Verisk Analytics Acquires Strategic Analytics

Press Release 0 Comments

Today Marlin & Associates client Verisk Analytics, Inc. (NASDAQ: VRSK)  announced the acquisition of Strategic Analytics, a leading provider of credit risk and capital management solutions to consumer and mortgage lenders. As part of the Interthinx business unit of Verisk Analytics, Strategic Analytics will provide customers advanced solutions and professional services critical to loss forecasting and the stability of the U.S. residential mortgage market. Through Strategic Analytics, Interthinx will offer various mortgage risk analytics products. The Mortgage Risk ModelTM (MRM) gives retail lenders access to a comprehensive mortgage loan-level database – incorporating the vast majority of non-agency loans for the…

Read More

Jan 19, 2010

Marlin & Associates Adds Healthcare Industry Veteran as a Senior Advisor

Press Release 0 Comments

Today we announced that Dr. Michael Sinclair has joined the firm’s investment banking advisory team as a Senior Advisor. He will be based in London, England. “We’re very pleased that Dr. Sinclair has joined our team,” said Kenneth Marlin, Founder and Managing Partner of Marlin & Associates. “His three decades of experience leading healthcare related companies significantly strengthens our ability to advise firms in this sector.” Afsaneh Naimollah, Partner at M&A added: “Dr. Sinclair is a highly respected global industry leader. He reinforces our philosophy of offering our clients access to world class advisors that have in-depth domain expertise in…

Read More

Dec 14, 2009

M&A Client Logical Information Machines Agrees To Sell To Morningstar

Press Release 0 Comments

Today Morningstar, Inc. (Nasdaq: MORN), a leading provider of independent investment research, today announced it has entered into a definitive agreement to acquire our client  Logical Information Machines, Inc. (LIM), a leading provider of data and analytics for the energy, financial, and agriculture sectors, for $51.5 million, subject to post-closing adjustments. LIM had revenue of approximately $20 million for the last 12 months. The companies expect to complete the transaction this month, subject to customary closing conditions, which include approval by LIM’s shareholders. LIM is a pioneer in providing market pricing data, securities reference data, historical event data, predictive analytics, and advanced…

Read More

Back to Top