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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Sep 23, 2020

WealthTech – A Flood Of Financing In The WealthTech Industry?

Market Update, WealthTech 0 Comments

Dear Clients and Friends;​​​​​Marlin & Associates (M&A) is pleased to share our latest report on the Wealth Management Technology (WealthTech) sector. As you will see, interest and values of many firms across the WealthTech sector have come back strong in the past two months.  Several publicly listed WealthTech firms now have market values that exceed those reached earlier in the year. Most others are not far behind. As you will see, in our report, the industry continues to consolidate – especially around themes such as digitization, Social Trading and facilitating investing in Alternative Investments. Nobody questioned the fact that the current crisis has…

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Sep 9, 2020

COVID, the Economy and m&a: Our September Report on M&A in the FinTech, Data and Analytics Industry

Enterprise Data, Fintech, Market Update 0 Comments

Dear Clients and Friends: “What has so often excited wonder, is the great rapidity with which countries recover from a state of devastation, the disappearance in a short time, of all traces of mischief done by earthquakes, floods, hurricanes, and the ravages of war. An enemy lays waste a country by fire and sword, and destroys or carries away nearly all the moveable wealth existing in it: all the inhabitants are ruined, and yet in a few years after, everything is much as it was before.” ─ John Stuart Mill, Principles of Political Economy, 1848 Our September report on m&a values and…

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Aug 12, 2020

A Strategic Partnership in Asia

Uncategorized 0 Comments

August 12, 2020 We announced today that Marlin & Associates will be working with Trinity Bridge Asia to help us add value to clients looking to expand into the region, as well as Asian clients looking outward.  Trinity Bridge Asia is a relatively new firm – whose partners have more than 100 years of combined advisory and operating experience in Asia – and a deep network of contacts in the Asian FinTech Data and Analytics, world. Please contact us with any inquiries at ken@marlinllc.com. – Ken Marlin

May 12, 2020

Mortgage Technology Update – Covid-19

Fintech, Market Update, Real Estate Tech 0 Comments

Dear Clients and Friends: Please find here our latest report on the values and m&a trends in the Mortgage Tech industry during the Covid-19 Pandemic. Over the past few months, we have witnessed “business as usual” dissolve in a way that would have once been inconceivable. This year started with tremendous promise, as home sales and mortgage refinancing volume reached record levels. Values of Mortgage Tech firms followed suit. In February, we released our debut report on m&a values and trends in the Mortgage Tech industry, which you can view here. Then the world changed. In March, as COVID-19 spread, governments mandated lockdowns, tens…

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Mar 16, 2020

Working From Home – For as Long as It Takes

In the News, Uncategorized 0 Comments

Dear Clients and Friends Like many other businesses in the US and 150+ other countries, we are working from home until the COVID-19 crisis subsides. We’re fortunate that we have a business and clients that allow us to provide full service remotely.  Our key tools are all available to us remotely.  Our team members all have Internet access; we can video chat; our calendars, email, contacts and our most critical documents are already “in the cloud”. Our office lines have been forwarded to personal phones. Our voicemails get pushed to email. We are all concerned about the impact of this…

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