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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Transactions

December 2015
New York, NY
secures minority investment In
New York, NY


Background

Axioma develops, markets, and implements risk-management and portfolio-construction solutions, optimization models, and decision support software for the financial services industry. The company was founded in 1998, delivers proprietary solutions and data services offerings to more than 1,000 users at more than 400 leading asset managers, asset owners, sell-side participants and hedge funds worldwide. Axioma generates approximately US$100 million in annual contract value (“ACV”) revenue and has grown ACV at a 23 percent CAGR since 2010. Marlin & Associates (“M&A”) had maintained an ongoing relationship with Axioma’s management team for more than ten years.