Marlin Equity Partners Overview
Marlin Equity Partners is an investment firm which specializes in providing corporate parents, stakeholders, and shareholders with customized solutions for their specific liquidity and business needs.
The firm supports businesses in different industries where its industry relationships, capital base, and network of operational resources strongly improves a company’s outlook and value.
Since its foundation, Marlin has already completed 200+ acquisitions through its group of funds and related companies across the following industries: Software, Technology, Healthcare, Services, and Industrial Technology
Businesses acquired by Marlin have the exhibited one or more of the following attributes:
- $10 million to $2 billion in revenue
- Non-core or underutilized assets
- Strong customer base with recurring revenue
- Operating in a fragmented industry with opportunities for consolidation
- Strong market position with high stake entry point
David McGovern, who is also the Chairman and CEO at the firm, founded Marlin Equity Partners in 2005. The firm is currently located in Los Angeles, California with an additional office in London.
Marlin Equity Partners AUM
According to most recent regulatory filings, Marlin Equity Partners has $8.7 billion of capital under management as of March 31, 2023.
Marlin Equity Partners Interview Process & Questions
There can always be changes in the interview process with each candidate. However, the general nature of the interview process at Marlin Equity Partners (or a firm like it) tends to remain consistent. You can likely expect:
- 4 – 6 rounds of interviews
- Junior investment professionals or the HR team typically handle the initial rounds while the more senior staff takes care of the later rounds
- The entire process usually takes several weeks – unless it is “on-cycle” or “on-campus” recruiting
Interviews at Marlin Equity Partners consist of a combination of fit questions, technical / investing questions, and behavioral questions.
Need help preparing for interviews? Check out my Growth Equity Interview Guide.
Why Marlin Equity Partners
One of the frequently asked and most important questions during interviews is “Why this firm?”
If you’ve done networking, this is your chance to mention whoever you’ve met and how they’ve positively impacted your decision to apply and join the firm.
It’s also advisable to research the firm prior to interviewing. For this, I recommend listening to interviews with its founders, investors, and employees.
For starters, here’s a great interview with Roland Pezzutto, Principal at Marlin Equity Partners:
- Discussion with Daniel Cole from Marlin Equity Partners and Thomas Seddon, VP at The Riverside Company
- Interview with James Markarian, CTO at Marlin Equity Partners
- Interview with Roland Pezzutto, Partner at Marlin Equity Partners
Marlin Equity Partners Case Study
Interviewers almost always require candidates to conduct case studies during interviews. Case studies help firms evaluate their applicant’s technical knowledge and communication skills.
Most case studies center around financial modeling and investment recommendations. However, junior roles may also be required to do a cold calling case study.
To better prepare for case studies, check out our course.
Marlin Equity Partners Salary & Compensation
According to Glassdoor, you can earn an estimated total pay of $132,194 if you’re an associate at Marlin Equity Partners, while there is no recent data for analyst hires.
The figure stated represents the median and can still go higher or lower depending on your level of experience, education, and skill set.
Marlin Equity Partners Careers, Jobs, & Internships
To view open roles at Marlin Equity Partners, go to our job board where you can also find vacancies at similar firms.
Marlin Equity Partners Portfolio & Investments
Since inception, Marlin Equity Partners has made over 200 investments and manages 10 funds. Some of their notable deals include Allbridge, Ebbo, and Frontstream.
Notable Transaction: Arcserve
Arcserve provides data protection and recovery which gives organizations the assurance that they can retrieve their applications and data whenever they need.
Arcserve makes it possible for SMB, mid-market, and enterprise customers to replicate, backup, and recover unstructured and mission critical data across complex storage and environments.
On July 31, 2014, Marlin Equity Partners completed the acquisition of Arcserve division from CA Technologies.
According to Robin Pederson, operating partner to Marlin, Arcserve is well positioned to tap into the increasing market demand for data protection and backup solutions.
If Marlin Equity Partners seem to be the right fit for your career goals in finance, I highly suggest you check out Growth Equity Interview Guide prior to attending interviews.
This self-paced online course will help you get a good grasp of growth investing topics and concepts that your interviewers will most likely ask you about including case studies, valuation, growth modeling, and more.
Check it out and start learning today!