Marlin & Associates vs Mooreland Partners
Comparing two boutique M&A advisors · Last updated April 11, 2025
| Attribute | Marlin & Associates | Mooreland Partners |
|---|---|---|
| Type | Tech boutique | Tech boutique |
| HQ | New York, NY | Greenwich, CT |
| Founded | 2002 | 2002 |
| Sector focus | FinTech, Data Analytics, Tech | Tech, Cross-Border |
| Deal size | $25M-$500M | $25M-$300M |
| Senior team |
|
|
| Rating | Locked | Locked |
| Reviews | 0 verified | 0 verified |
Choosing between Marlin & Associates and Mooreland Partners
Marlin & Associates and Mooreland Partners both work in Tech. Founders running a sell-side process in those categories often see both names on their advisor longlist, which is why this comparison comes up. Both firms position themselves as tech boutique advisors, so the choice is less about category and more about pattern recognition, senior attention, and process fit.
Marlin & Associates is headquartered in New York, NY and was founded in 2002, while Mooreland Partners operates out of Greenwich, CT and was founded in 2002. Geography matters here: Marlin & Associates's New York relationships and Mooreland Partners's Greenwich relationships will overlap on national strategics but diverge on the regional private equity buyer set most likely to push price. On deal-size focus, Marlin & Associates states $25M-$500M while Mooreland Partners states $25M-$300M. Beyond shared coverage, Marlin & Associates also reaches into FinTech, Data Analytics, while Mooreland Partners extends into Cross-Border.
For founders deciding between Marlin & Associates and Mooreland Partners, the honest recommendation is to take a working session with each named partner before signing. Read the firm-level reviews on BankerNotes for the pattern that matters most: did the partner who pitched the mandate run the buyer calls and final negotiations, or did the work slide down the org chart by week six. That pattern, more than league-table position, is what separates a good outcome from a mediocre one.
Marlin & Associates is a tech boutique headquartered in New York, NY and founded in 2002. The firm focuses on FinTech, Data Analytics, Tech and typically advises on transactions in the $25M-$500M range. Key dealmakers in...
Mooreland Partners is a tech boutique headquartered in Greenwich, CT and founded in 2002. The firm focuses on Tech, Cross-Border and typically advises on transactions in the $25M-$300M range. Key dealmakers include Cary ...
Frequently asked questions
- What is the main difference between Marlin & Associates and Mooreland Partners?
- Marlin & Associates is a tech boutique HQ'd in New York, NY (founded 2002), focused on FinTech, Data Analytics, Tech, with a typical deal range of $25M-$500M. Mooreland Partners is a tech boutique HQ'd in Greenwich, CT (founded 2002), focused on Tech, Cross-Border, with a typical deal range of $25M-$300M. Beyond those facts, the most reliable differentiator is senior banker attention, which BankerNotes reviews are designed to surface.
- Which firm has better founder reviews, Marlin & Associates or Mooreland Partners?
- Marlin & Associates's current rating is Locked (reviews unlock after five verified founders submit ratings). Mooreland Partners's current rating is Locked (reviews unlock after five verified founders submit ratings). Read the individual firm profiles for the full review breakdown.
- Should I shortlist both Marlin & Associates and Mooreland Partners?
- For most founders evaluating sell-side advisors with overlapping sector and deal-size fit, putting both on a shortlist is reasonable. The point of a bake-off is to test how the senior team behaves under pressure, how the firm shapes the buyer universe, and how it handles a difficult diligence question. Treat the shortlist as an interview, not a beauty contest.
- How does BankerNotes verify reviews of Marlin & Associates and Mooreland Partners?
- Every review is submitted by a founder who confirms they hired the firm as their sell-side advisor. We verify the reviewer privately using work email, LinkedIn, and approximate engagement timing. The verified identity is never published. Only the rating, written review, and a generic sector label appear on the public page.
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Last updated: April 11, 2025