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.
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Jul 11, 2014

Our Managing Partner, Ken Marlin, was recognized again as one of the 50 Most influential people in financial technology

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Today, Marlin & Associates founder and Managing Partner, Ken Marlin, was again named as one of the 50 most influential people in financial technology.  He was the only investment banker to be named to the Institutional Investor “Tech 50” list.  According to Institutional Investor, “Deal making is as integral to the evolution of the financial technology industry as the technologies themselves and Ken Marlin has been in the thick of it…” Candidates were evaluated by four primary sets of attributes: achievements and contributions over the course of a career; scope and complexity of responsibilities; influence and leadership inside and outside…

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Jun 12, 2014

What to look for in June’s Market Update

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Last month, Insidesales.com, the Big Data aggregation and analytics company raised $100mm at a $1bn valuation from some prominent VCs. That followed on the heels of Cloudera and Hortonworks raising $900mm and $100mm, respectively at $1bn+ valuations. Then, in May, SAP bought SeeWhy, the provider of cloud-based behavioral target marketing solutions; and Insight Venture Partners invested $250mm into Campaign Monitor, which provides SaaS-based email marketing and design solutions. Also in May, Bain Capital Ventures invested into Apixio, Inc., a pioneer in Big Data analytics for healthcare; and Zirmed acquired Intelligent Healthcare, which aggregates and analyzes clinical and financial data from…

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Jun 6, 2014

Our founder, Ken Marlin, will present at conference by The Capital Round Table

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On Thursday, June 12, 2014 The Capital Round Table is hosting a full-day Master Class/conference on private equity investing in information services & big data companies. Our founder, Ken Marlin, will be making one of the key note presentations. It should be fun. We live in a world swimming in too much data. Which companies will win? Which will not? Always fun topics. This is the future. For more information please visit:  http://www.capitalroundtable.com/masterclass/CapitalRoundtableInformationServicesAndBigDataPrivateEquity2014.html Normally the conference is $1,395, they are offering our friends and clients for $995 ($400 off) if you have interest let us know or register directly at 212 832-7300 x 0 or email hwatson@CapitalRoundTable.com. You can…

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May 21, 2014

Marlin & Associates names Jason Panzer as Chief Operating Officer

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Today, we announced that Jason Panzer has been promoted to the created position of Chief Operating Officer, reporting to our founder and Managing Partner, Ken Marlin. We’re all pleased  for Jason.  He has been a partner at M&A for more than six years.  He began his career as a lawyer in the Mergers and Acquisitions group at Skadden, Arps, where he worked on dozens of transactions including public and private mergers, stock/asset acquisitions, tender offers, LBOs and private equity investments. Later, he spent 3 years as the CFO of JCF Group, the Paris-based provider of global earnings-estimates. In 2004, Jason…

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May 14, 2014

May Market Update Highlights

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Is it 2007 redux? Cash sitting on balance sheets is at record highs; interest rates are low; and banks are lending at multiples we haven’t seen in years. The result: so far this year there has been more than $49bn in announced m&a transactions, more than double the value in the same period last year, according to Bloomberg. And the big keep getting bigger: Facebook is buying WhatsApp for $19bn and Oculus for $2bn; Google bought NEST for $3.2bn; IBM bought Silverpop on the heels of their March acquisition of Cloudant. It’s not 2007. But it is a busy time.…

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