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Marlin & Associates Advises TABS Analytics on its Acquisition of Decision Insight

Jun 1, 2019

Marlin & Associates Advises TABS Analytics on its Acquisition of Decision Insight

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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 TABS Analytics, a technology-enabled analytics firm, on their acquisition of Decision Insight, a Kansas City, Mo.-based global marketing research and analytics firm with expertise in both brick-and-mortar and online shopping environments.

“Marlin & Associates are a great partner. They have keen understanding of the enterprise data & analytics space, and helped us develop our acquisition strategy and identify the right strategic targets. The M&A team provided us sound advice in navigating the acquisition process including valuation, structuring, due diligence and negotiations, and guided the transaction to a successful close.” said Tim Richerson, CEO of TABS Analytics.

“Decision Insight is a leading innovator in virtual store research. They have a visually compelling platform that provides retailers and manufacturers with quick answers on arrangement, assortment, pricing, merchandising and packaging,” said Kurt Jetta, TABS Analytics executive chairman and founder.

TABS will enhance its current service offerings with the integration of the Decision Insight SimuShop® virtual shopping platform, providing research across food and beverage, pet needs, household goods, durables, toys and gaming, pharmaceutical, alcoholic beverage and restaurant categories to deliver even greater insights.

The full announcement can be read here.

Please feel free to call us if you have any questions on this transaction or on any of the sectors that we follow.

Anup Agarwal

Anup Agarwal

Anup Agarwal is a Senior Managing Director at Marlin & Associates, where he is primarily responsible for transaction origination and execution in sectors such as business intelligence, data analytics, enterprise software, and technology-enabled services. Anup has more than 18 years of investment banking experience advising middle market companies both in the US and in international markets.

Anup has advised both public and growth-oriented private companies on a number of strategic and financial transactions, including buy-side and sell-side M&A, private capital raising, IPOs, leveraged buyouts, divestitures and recapitalizations.

Before joining Marlin, Anup worked at a middle market investment banking firm and completed transactions both in technology and healthcare sectors. Previously, Anup worked in Lehman Brothers’ investment banking division where he evaluated and executed numerous M&A advisory and capital raising assignments for private equity and corporate clients. Anup also worked at Bear Stearns in New York in their investment banking division, as well as with the IL&FS Group in India. Early in his career, he was a critical member of a team responsible for building a new technology driven financial services venture.

Anup received MS in Economics and BS in Engineering from BITS, Pilani, India and his MBA from the Darden School of Business at University of Virginia, where he was a Tayloe Murphy Scholar. Anup is a registered securities principal and holds series 7, 63, and 79 licenses.

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