Contact Information: CONTACT: Michael Maxworthy (646) 495-5141 www.MarlinLLC.com
Boutique Investment Banking Firm Marlin & Associates Strengthens Executive Team
Adds Former FactSet Executive
| Source: Marlin & Associates
NEW YORK, NY--(Marketwire - January 4, 2008) - Marlin & Associates (M&A), the New York and
Washington, DC-based investment boutique banking advisory and consulting
firm, today affirmed its leadership in advising US and international
middle-market digital information and technology firms by announcing that
Jason Panzer, former Vice President of business development at FactSet
Research Systems Inc. (NYSE : FDS ) has joined the firm.
"Jason's combination of relevant industry experience, extensive US and
international transaction expertise and long-term focus on the digital
information economy strengthens several of our firm's unfair competitive
advantages," said Ken Marlin, M&A's founder and Managing Partner. "He'll
be a great addition to our team and we are pleased that he chose to join
us."
Jason began his career in the Mergers and Acquisitions group at the leading
global law firm of Skadden, Arps, Slate, Meagher and Flom, LLP, where he
worked on dozens of public and private mergers, stock/asset acquisitions,
tender offers, LBOs and private equity investments, including the bailout
of Long-Term Capital Management; the Citigroup/Travelers merger; and LBOs
with top private-equity firms including KKR and Soros.
Later, Jason spent three years as the Chief Financial Officer of JCF Group,
the Paris-based provider of global earnings-estimates and other financial
data. In 2004, Jason helped to manage the sale of JCF to FactSet, where,
as an executive, he successfully led the acquisition and integration of
numerous other online data and application software businesses.
Jason earned his Master's degree in Business Administration (MBA) from
Columbia Business School, his law degree from Fordham Law School. He is a
CFA charterholder.
About Marlin & Associates
Founded in 2002, Marlin & Associates New York LLC is a boutique investment
banking and strategic consulting firm focused on providing highly
strategic, transaction-related services to U.S. and international
middle-market firms engaged in technology, information, on-line media and
business services. Marlin & Associates' professionals have advised on over
200 successfully completed transactions in the sector. The firm is based
in New York City with a Washington, DC office and has been the recipient of
numerous awards.
In December, Marlin & Associates was recognized as the Middle Market
Investment Banking Firm of the Year. In July, the firm was acknowledged as
the Middle Market Financing Agent of the Year -- Equity. The firm also has
been awarded honors in multiple "Deal-of-the-Year" categories including:
Financial Technology Deal of the Year; Financial Services Deal of the Year;
International Cross-Border Deal of the Year; and Middle Market Financing --
Computer, Technology and Telecommunications Deal of the Year.
M&A professionals have advised on over 200 successfully completed
transactions in the technology and information services sector. Recently,
Marlin & Associates announced the signing of two transactions that are
expected to close in early 2008: the sale of the Hemscott Group (London,
England) to Morningstar, Inc. (NASDAQ : MORN ); and the sale of StarMine
Corporation of San Francisco to Reuters Group PLC (LSE : RTR ). Marlin &
Associates initiated these transactions, helped to manage the process,
assisted in the negotiations and acted as exclusive strategic and financial
advisor to the sellers.
Other recent transactions on which M&A has advised can be found at
www.MarlinLLC.com.