Marlin & Associates Overview

  • Service
  • Investment Bank
  • Founded
  • 2002
Founded
  • Serviced Companies
  • 172
  • Serviced Deals
  • 177
  • Serviced Investors
  • 34

Marlin & Associates General Information

Description

Founded in 2002, Marlin & Associates is a boutique investment banking and corporate advisory firm and headquartered in New York City, 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 fintech, wealth tech, insurance technology, bank technology, legal technology, business intelligence, and market intelligence sectors.

Contact Information

Year Founded
2002
Service Provider Type
Investment Bank
Primary Office
  • 570 Lexington Avenue
  • 48th Floor
  • New York, NY 10022-6837
  • United States
+1 (212) 000-0000

Marlin & Associates Services to Companies

Service on a Deal (177)

Company Name Service Provided Deal Date Deal Type Deal Amount
OptionMetrics Advisor: General Apr 2021 00000 0000000
00000000 Advisor: General Apr 2021 00000 0000000
0000.00 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
0000000 Advisor: General Apr 2020 00000 0000000
000000000 00000000 Advisor: General Feb 2020 00000 0000000
Hanweck Associates Advisor: General Feb 2020 00000 0000000
Javelin Strategy & Research Advisor: General Dec 2019 00000 0000000
You’re viewing 10 of 177 services to companies. Get the full list »
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Marlin & Associates Services to Investors

Service on a Deal — Buy Side (35)

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
000 0000000 00000 Advisor: General Jun 2016 00000 0000000
000000 00000 Advisor: General Mar 2016 00000 0000000
0000 Advisor: General Jan 2016 00000 0000000
00000 0000000 0000 Advisor: General Jan 2016 00000 0000000
000000000000 Advisor: General Jan 2016 00000 0000000
Oracle Advisor: General Jan 2016 00000 0000000
CoreLogic Advisor: General Dec 2015 00000 0000000
You’re viewing 10 of 35 services on a deal — buy side. Get the full list »

Service on a Deal — Sell Side (15)

Investor Name Service Provided Deal Date Deal Type Deal Amount
Hartfield, Titus, & Donnelly Advisor: General Sep 2020 00000 0000000
000000 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 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
You’re viewing 10 of 15 services on a deal — sell side. Get the full list »

Marlin & Associates Investment Preferences

Preferred Industries Preferred Verticals Preferred Deal Types Geographic Preferences Transaction Amount

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Marlin & Associates Team (50)

Name Title Deals Office Contact
Info
Aalap Merchant Senior Managing Director New York, NY
Anup Agarwal Senior Managing Director 0 New York, NY
Michael Maxworthy Founding Partner 0 New York, NY
George Beckerman Partner New York, NY
Tom Selby Partner 0 Toronto, Canada
You’re viewing 5 of 50 team members. Get the full list »