Wealth & Money Management Awards 2015
Marlin & Associates
Marlin & Associates is one of the 2015 winners of Wealth & Money Management Awards at Wealth & Finance.



Best Software Focused Financial & Strategic Advisory Firm – USA
Marlin & Associates is a financial and strategic advisory firm based in New York City, with offices in San Francisco, CA, Washington, DC, and Toronto, Canada. With 8 partners and more than 20 professionals, Marlin & Associates is one of the most active technology-focused investment banks. The firm’s professionals have advised on more than 200 successfully completed transactions with participants in 23 countries. Marlin & Associates has been the recipient of numerous awards, including “Middle-Market Investment Bank of the Year”, “Middle-Market Financing Agent of the Year – Equity”, and “TMT Advisory Bank of the Year” and has twice been recognized for executing “Deals-of-the Decade.” Our founder, Ken Marlin, has been named by Institutional Investor as one of the 50 most influential people in financial technology.
For more than 12 years, Marlin & Associates has been advising the premier technology firms. We believe that our unique blend of industry focus, relevant transaction and operating experience, international deal execution capabilities, and our unmatched track record of success put M&A in a formidable position to advise our clients.
Every Founder, CEO and Board of Directors has a vision. Our job is to help them realize that vision, achieve their objectives and build enduring value in the process.
Marlin & Associates Securities LLC, a wholly-owned subsidiary of Marlin & Associates Holding LLC, is a broker-dealer registered with the Securities and Exchange Commission and is a FINRA/SIPC member firm (www.finra.org). Investment banking and/or securities are offered through Marlin & Associates Securities LLC.