Two recent transactions on which we advised have been nominated and named finalists for “Deal of the Year” Awards from The M&A Advisor.
AIM Software accepted majority investment from Welsh, Carson, Anderson & Stowe - (“U.S. - Europe Deal of the Year” and also “Technology, Media, and Telecom Cross Border Deal of the Year -- $50mm - $100mm”)
AIM Software (“AIM”) is a Vienna, Austria-based provider of data management software solutions to the financial services industry. In mid-2014, they engaged us to advise them on finding and closing with the right partner to help the company with its global expansion. Our team worked with management, identified 30+ potential partners in five countries, and ultimately helped the company reach an agreement with Welsh, Carson, Anderson & Stowe (“WCAS”), one of the industry’s leading private equity firms. The capital invested in the business and guidance by WCAS is already helping AIM to add new capabilities in adjacent markets and advance its geographic footprint. Future acquisitions may also be in the works.
Current Analysis Inc. acquired by Progressive Digital Media Group PLC - (“Cross Border M&A Deal of the Year - under $50M”)
Current Analysis Inc. (“CA”) is a Washington, D.C. area-based provider of market intelligence to global IT and telecom businesses. The board of CA engaged us to help develop and pursue alternatives to drive growth and value for its shareholders. We worked closely with board members and management to identify a wide range of potential partners in the U.S., Europe, and Asia that might invest in, sell to, or merge with the company. While the focus was not on a sale, interest by UK-based Progressive Digital Media (“PDM”) led to an offer which the board determined to be fair and reasonable. We identified PDM and provided strategic and financial advice. The entire transaction was completed in less than 100 days and has proven to be a major success for all parties.
We look forward to the Deal of the Year Awards celebration on April 28, and to staying in touch regarding your needs in any of the dozen plus information technology sectors we follow and serve.
Marlin & Associates is one of the most active firms advising buyers and sellers of U.S. and international middle-market firms that provide software, data, and related services. The firm is based in New York City, with offices in San Francisco, CA, Washington, D.C., and Toronto, Canada. It has been the recipient of numerous awards including “Boutique Investment Bank of the Year,” “Middle-Market Investment Bank of the Year,” "Middle-Market Financing Agent of the Year – Equity," and “TMT Advisory Bank of the Year.” Marlin & Associates' team of professionals has advised over 200 information - technology transactions.