Michael (Max) Maxworthy
The Marlin & Associates team is comprised of a group of seasoned professionals who have an unrelenting commitment to maximize value for our clients. Collectively, our team has advised on financial technology, data and analytics transactions in 27 countries around the world. Several M&A partners have held global C-level and senior operating roles in relevant industry sectors. This deep operating experience combined with extensive transaction expertise enables Marlin & Associates to provide an unparalleled level of strategic and financial advice to our clients as well as execution capability in nearly every conceivable situation.
- Our Group covers eight tech sectors: Application Software, Infrastructure Software, Vertical Software, Communications Software/Hardware, Internet and Digital Media, Technology-Enabled Services, Data and Analytics, and Financial Technology. Within Financial Technology, we continue covering clients across WealthTech, Payments Tech, InsurTech, BankTech, Real Estate Tech, LegalTech, GRC, Business Intelligence, Market Intelligence, Capital Markets Technology, and Digital Tech including Workflow Automation;
- We work closely with D.A. Davidson’s 12 technology research professionals covering more than 130 technology stocks, and a dedicated equity sales and trading team.
You can read more about the transaction HERE.
Meet the entire Technology Investment Banking team HERE.
Download V-card
Michael “Max” Maxworthy has over 20 years of corporate finance and investment banking experience which includes public & private companies, private equity and venture capital firms, advising on mergers & acquisitions, corporate strategy & development, and capital raising. Three times he’s been named to M&A and IDD’s Top International deal maker's "40 Under 40".
Before joining D.A. Davidson, Max co-founded Marlin & Associates, the investment bank focused on software, information technology and tech-enabled business service firms. Max began his career as a Research Assistant at Morgan Stanley before becoming a Financial Analyst at American International Group, and then moved to Veronis Suhler Stevenson (VSS), where he led a team that provided in-depth research on industries, companies, transactions, and valuations. His research was a cornerstone of VSS’s publications such as Communications Industry Report and Communications Industry Forecast.
Max holds degrees in Finance and Management Information Systems from the School of Management at Binghamton University and is a competitive motorcycle racer, skier and triathlete. Max currently resides in Manhattan, New York with his wife and two sons.
D.A. Davidson, acquired Marlin & Associates in 2021.
Before joining D.A. Davidson, Max co-founded Marlin & Associates, the investment bank focused on software, information technology and tech-enabled business service firms. Max began his career as a Research Assistant at Morgan Stanley before becoming a Financial Analyst at American International Group, and then moved to Veronis Suhler Stevenson (VSS), where he led a team that provided in-depth research on industries, companies, transactions, and valuations. His research was a cornerstone of VSS’s publications such as Communications Industry Report and Communications Industry Forecast.
Max holds degrees in Finance and Management Information Systems from the School of Management at Binghamton University and is a competitive motorcycle racer, skier and triathlete. Max currently resides in Manhattan, New York with his wife and two sons.
D.A. Davidson, acquired Marlin & Associates in 2021.