D.A. Davidson

Marlin & Associates Holding LLC is a distinguished financial and strategic advisory firm headquartered in New York City, with additional offices in San Francisco, Washington D.C., and Toronto. Established in 2002, the company specializes in advising owners and managers of U.S. and international companies operating within software, data, and related services sectors. Marlin & Associates offers a range of services including mergers and acquisitions, strategic advisory, corporate financing advisory, capital raising, and financial opinion services. The firm's professionals have successfully executed over 200 transactions across more than 20 countries, earning numerous awards such as "Middle-Market Investment Bank of the Year" and "TMT Advisory Bank of the Year." Notably, two of their transactions were recognized as "Deals-of-the Decade." In September 2021, Marlin & Associates was acquired by D.A. Davidson & Co., further expanding its capabilities and reach within the industry.

SMITH HAYES Co. is a financial services firm that specializes in asset management and investment solutions. The company provides a range of services, including financial portfolio management, retirement plan consulting, and investment banking, catering to institutions, municipalities, and corporate clients. Additionally, it offers wealth management and advisory services for individuals, focusing on tailored financial strategies to meet diverse client needs. Through its comprehensive approach, SMITH HAYES Co. aims to deliver effective financial solutions and support for both institutional and individual investors.