The report that follows HERE is our latest update on m&a values and trends in the dozen+ sectors of the information technology industry that we follow and sometimes lead.
Last Wednesday the US Department of Labor (DOL) released a several hundred page ruling that essentially requires investment advisors who advise people on investments for their retirement accounts (IRAs, 401(k) plans, etc.) act in the client’s best interest – or at least to disclose potential conflicts. (You wouldn’t think it would take them hundreds of pages.) The DOL has been working on this since 2010. They did so under their authority for enforcing the Employee Retirement Income Security Act (ERISA) of 1974, although some believe they have overstepped their bounds and encroached on the SEC’s turf. Nevertheless, the Office of Management and Budget (OMB) has approved the rule and President Obama endorsed it.
We are proud to announce that Marlin & Associates won four ACG New York Champion’s Awards for: Corporate and Strategic Acquisition-of-the-Year; Financial Services Deal-of-the-Year; Information Technology Deal-of-the-Year; and Middle Market Deal-of-the-Year. The M&A Advisor and ACG New York announced the winners at the ACG New York Champion’s Awards Gala on the evening of Monday, June 20 at Sotherby’s New York. “We are always honored to be recognized for helping technology-enabled firms successfully transact,” said Ken Marlin, founder and Managing Partner of Marlin & Associates. “At the same time, we are humbled to be among such distinguished company.” Click here to…
Read More