Marlin & Associates Holding Overview

  • Service
  • Investment Bank

  • Year Founded
  • 2002

Year Founded

  • Serviced Companies
  • 173

  • Serviced Deals
  • 178

  • Serviced Investors
  • 38

Marlin & Associates Holding 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

Year Founded
2002
Service Provider Type
Investment Bank
Corporate Office
  • 570 Lexington Avenue
  • 48th Floor
  • New York, NY 10022-6837
  • United States

Marlin & Associates Holding 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
Kore.ai Advisor: General Sep 2021 00000 0000000
Cloud9 Technologies Advisor: General Jun 2021 00000 0000000
Novantas Advisor: General May 2021 00000 0000000
OptionMetrics Advisor: General Apr 2021 00000 0000000
ClaimVantage Advisor: General Jan 2021 00000 0000000
TABS Analytics Advisor: General Dec 2020 00000 0000000
Grapevine6 Advisor: General Dec 2020 00000 0000000
Precision Business Solutions Advisor: General Sep 2020 00000 0000000
Strands Advisor: General Apr 2020 00000 0000000
You’re viewing 10 of 178 services to companies. Get the full list »

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Marlin & Associates Holding Services to Investors

Service on a Deal — Buy Side (40)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Symphony (New York) Advisor: General Aug 2021 00000 0000000
Marlin Equity Partners Advisor: General May 2021 00000 0000000
Marlin Equity Partners Advisor: General May 2021 00000 0000000
TABS Analytics Advisor: General May 2019 00000 0000000
Aquiline Capital Partners Advisor: General May 2018 00000 0000000
B3(Brazil) Advisor: General Mar 2017 00000 0000000
The Goldman Sachs Group Advisor: General Jun 2016 00000 0000000
Thales Group Advisor: General Mar 2016 00000 0000000
Atos Advisor: General Jan 2016 00000 0000000
Early Warning Advisor: General Jan 2016 00000 0000000
You’re viewing 10 of 40 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (16)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Hartfield, Titus, & Donnelly Advisor: General Apr 2021 00000 0000000
Greenwich Associates Advisor: General Dec 2019 00000 0000000
Preqin Advisor: General Apr 2019 00000 0000000
MSCI Advisor: General Apr 2018 00000 0000000
TMX Group Advisor: General May 2017 00000 0000000
Symphony Health Advisor: General Feb 2016 00000 0000000
CNO Financial Group Advisor: General Jul 2015 00000 0000000
MarketAxess Holdings Advisor: General Oct 2013 00000 0000000
Deutsche Börse Group Advisor: General Jul 2010 00000 0000000
Menlo Ventures Advisor: General Aug 2009 00000 0000000
You’re viewing 10 of 16 services on a deal — sell side. Get the full list »

Marlin & Associates Holding Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Marlin & Associates Holding FAQs

  • When was Marlin & Associates Holding founded?

    Marlin & Associates Holding was founded in 2002.

  • Who is the founder of Marlin & Associates Holding?

    Kenneth Marlin and Michael Maxworthy are the founders of Marlin & Associates Holding.

  • Where is Marlin & Associates Holding headquartered?

    Marlin & Associates Holding is headquartered in New York, NY.

  • What service provider type is Marlin & Associates Holding?

    Marlin & Associates Holding's service provider type is Investment Bank.

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