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Marlin & Associates Securities

Marlin & Associates Securities
I-BANK SERVICE
2002 FOUNDED
152 SERVICED COMPANIES
155 SERVICED DEALS
34 SERVICED INVESTORS
Description

Marlin & Associates Securities is a boutique investment banking and corporate advisory firm founded in 2002 and headquartered in New York, New York. The firm offers services such as mergers and acquisitions, strategic advisory, corporate financing advisory, capital raising, financial opinion services. The firm caters to business products services, healthcare and information technology sectors.

Year Founded
2002
Service Provider Type
Investment Bank
Primary Office
  • 570 Lexington Avenue
  • 48th Floor
  • New York, NY 10022
  • United States

+1 (212) 000-0000

Marlin & Associates Securities Services to Companies

Service on a Deal (155)

Company Name Service Provided Deal Date Deal Type Deal Amount
P2Sample Advisor: General Aug 2019 00000 0000000
00000000 Advisor: General Jun 2019 00000 0000000
0000000 000000 000 Advisor: General Jun 2019 00000 0000000
00000 Advisor: General Mar 2019 00000 0000000
00000 Advisor: General Feb 2019 00000 0000000
000000000 Advisor: General Oct 2018 00000 0000000
000000000000 Advisor: General Sep 2018 00000 0000000
000000 00000 00000 Advisor: General Aug 2018 00000 0000000
Empow Advisor: General Apr 2018 00000 0000000
Credit Karma Advisor: General Mar 2018 00000 0000000
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Marlin & Associates Securities Services to Investors

Service on a Deal — Buy Side (34)

Investor Name Service Provided Deal Date Deal Type Deal Amount
TABS Analytics Advisor: General May 2019 00000 0000000
00000000 0000000 0 Advisor: General May 2018 00000 0000000
00(000000) Advisor: General Mar 2017 00000 0000000
000000 00000 Advisor: General Mar 2016 00000 0000000
0000 Advisor: General Jan 2016 00000 0000000
00000 Advisor: General Jan 2016 00000 0000000
000000000000 Advisor: General Jan 2016 00000 0000000
000000 Advisor: General Jan 2016 00000 0000000
CoreLogic Advisor: General Dec 2015 00000 0000000
Thoma Bravo Advisor: General Dec 2015 00000 0000000
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Service on a Deal — Sell Side (14)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Preqin Advisor: General Apr 2019 00000 0000000
0000 (00) Advisor: General Apr 2018 00000 0000000
000 00000 Advisor: General May 2017 00000 0000000
000 000000000 0000 Advisor: General Jul 2015 00000 0000000
00000000000 000000 Advisor: General Oct 2013 00000 0000000
00000 000000000 00 Advisor: General Apr 2013 00000 0000000
00000000 0รถ000 000 Advisor: General Jul 2010 00000 0000000
00000 00000000 Advisor: General Aug 2009 00000 0000000
Standard and Poor's Financial Services Advisor: General May 2009 00000 0000000
Keesing's Advisor: General Jul 2003 00000 0000000
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Marlin & Associates Securities Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Marlin & Associates Securities Team (49)

Name Title Deals Office Contact
Info
Jason Panzer JD Chief Operating Officer & Chief Compliance Officer 0 New York, NY
Anup Agarwal Senior Managing Director 0 New York, NY
Ken Marlin Founder and Managing Partner 0 New York, NY
Michael Maxworthy Founding Partner 0 New York, NY
George Beckerman Partner New York, NY

37 Former Team Members

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