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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In The News

The principals of M&A are quoted regularly and frequently in publications ranging from Business Week and Forbes to the Wall Street Journal, the New York Times, New York Post, Los Angeles Times, and other major publications worldwide. M&A has been the subject of interviews on business-radio and television programs including the Fox Business News, CBS MarketWatch, The Street.com TV, Yahoo! Finance TV, Sirius XM Radio, BBC-Worldwide and CNBC. Below are links to a sample of articles in which M&A has been quoted:

Asset TV's coverage of our most recent deal: Marlin & Associates advises Aquiline Capital Partners on acquisition of RIA in a Box.

May 2018
 Asset TV highlighted our recent deal news of SaaS provider RIA in a Box acquired by Aquiline Capital Partners.
 
Please watch the full video here.
 
We are pleased to have advised Aquiline on its acquisition of this highly sought after business. Marlin & Associates’ thorough understanding of the marketplace, competitors, and potential follow-on acquisition opportunities enabled the firm to provide valuable support to Aquiline throughout the deal process from bidding strategy to financial analysis and strategic insights.
 
 
The company assists with initial RIA registration, and helps compliance offices at larger firms to oversee more complex organizations.
 
 
 
 
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Marlin & Associates is based in New York City, with offices in Washington, DC and Toronto, Canada has been the recipient of numerous awards including “Middle-Market Investment Bank of the Year”, “Middle-Market Financing Agent of the Year – Equity” and “TMT Advisory Bank of the Year”. Two transactions on which Marlin & Associates advised have been recognized as “Deals-of-the Decade”. Marlin & Associates’ team of professionals has advised over 200 information-technology transactions.

 

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