Marlin & Associates Overview
- Service
-
Investment Bank
- Founded
-
2002
- Serviced Companies
-
173
- Serviced Deals
-
178
- Serviced Investors
-
38
Marlin & Associates General Information
Description
Founded in 2002, Marlin & Associates was a boutique investment banking and corporate advisory firm and headquartered in New York City, New York. The firm offered services such as mergers and acquisitions, strategic advisory, corporate financing advisory, capital raising, financial opinion services. The firm catered to fintech, wealth tech, insurance technology, bank technology, legal technology, business intelligence, and market intelligence sectors. Marlin & Associates was acquired by D.A. Davidson & Co. on 1 September 2021.
Contact Information
Website
www.marlinllc.com
Year Founded
2002
Service Provider Type
Investment Bank
Primary Office
- 570 Lexington Avenue
- 48th Floor
- New York, NY 10022-6837
- United States
Marlin & Associates Services to Companies
Service on a Deal (178)
| Company Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Informative Research | Advisor: General | Oct 2021 | 00000 | 0000000 |
| 0000.00 | Advisor: General | Sep 2021 | 00000 | 0000000 |
| 000000 00000000000 | Advisor: General | Jun 2021 | 00000 | 0000000 |
| 00000000 | Advisor: General | May 2021 | 00000 | 0000000 |
| 0000000000000 | Advisor: General | Apr 2021 | 00000 | 0000000 |
| 000000000000 | Advisor: General | Jan 2021 | 00000 | 0000000 |
| 0000 000000000 | Advisor: General | Dec 2020 | 00000 | 0000000 |
| 0000000000 | Advisor: General | Dec 2020 | 00000 | 0000000 |
| Precision Business Solutions | Advisor: General | Sep 2020 | 00000 | 0000000 |
| Strands | Advisor: General | Apr 2020 | 00000 | 0000000 |
Marlin & Associates Services to Investors
Service on a Deal — Buy Side (40)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Symphony Communication Services | Advisor: General | Aug 2021 | 00000 | 0000000 |
| 000000 000000 0000 | Advisor: General | May 2021 | 00000 | 0000000 |
| 000000 000000 0000 | Advisor: General | May 2021 | 00000 | 0000000 |
| 0000 000000000 | Advisor: General | May 2019 | 00000 | 0000000 |
| 00000000 0000000 0 | Advisor: General | May 2018 | 00000 | 0000000 |
| 00(000000) | Advisor: General | Mar 2017 | 00000 | 0000000 |
| 000 0000000 00000 | Advisor: General | Jun 2016 | 00000 | 0000000 |
| 000000 00000 | Advisor: General | Mar 2016 | 00000 | 0000000 |
| Atos | Advisor: General | Jan 2016 | 00000 | 0000000 |
| Early Warning Services | Advisor: General | Jan 2016 | 00000 | 0000000 |
Service on a Deal — Sell Side (15)
| Investor Name | Service Provided | Deal Date | Deal Type | Deal Amount |
|---|---|---|---|---|
| Hartfield, Titus, & Donnelly | Advisor: General | Apr 2021 | 00000 | 0000000 |
| 000000000 00000000 | Advisor: General | Dec 2019 | 00000 | 0000000 |
| 000000 | Advisor: General | Apr 2019 | 00000 | 0000000 |
| 0000 | 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 |
| 00000000 0ö000 000 | Advisor: General | Jul 2010 | 00000 | 0000000 |
| Menlo Ventures | Advisor: General | Aug 2009 | 00000 | 0000000 |
| Standard and Poor's Financial Services | Advisor: General | May 2009 | 00000 | 0000000 |
Marlin & Associates Investment Preferences
| Preferred Industries | Preferred Verticals | Preferred Deal Types | Geographic Preferences | Transaction Amount |
|---|
Marlin & Associates Team (50)
| Name | Title | Deals | Office | Contact Info |
|---|---|---|---|---|
| George Beckerman | Partner | New York, NY | ||
| Kenneth Marlin | Co-Founder | 0 | New York, NY |