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Marlin & Associates Advises Zoomdata On Its Sale To Marlin Equity

Jun 11, 2019

Marlin & Associates Advises Zoomdata On Its Sale To Marlin Equity

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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 Zoomdata, a modern business intelligence and data visualization platform for cloud, big data, live streaming data, multisource and embedded analytics that is used by leading global Fortune 500 companies in the financial services, healthcare, and telecom industries, on its sale to Logi Analytics, a portfolio company of Marlin Equity Partners and a leading enterprise analytics and data visualization platform.

Backed by several leading financial sponsors including Accel, Goldman Sachs, and NEA, Zoomdata has developed offerings that allow companies to leverage their data for intuitive analytics, real-time dashboards, and actionable insights.

“Marlin & Associates clearly demonstrated their domain expertise, their ability to provide strategic as well as financial advice and their willingness and ability to work hard and smart on behalf of clients. We were quite happy to have them as part of our team.” said Nick Halsey, CEO of Zoomdata.

We are pleased to have been the exclusive strategic and financial advisor to Zoomdata and its owners in this important strategic partnership.

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.

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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