Marlin is among the most active private equity investors in the software and technology sectors. We have established a leading track record of partnering with management teams to create long-term value by pursuing strategic initiatives including add-on acquisitions, product development and global expansion.

We target software and technology companies that operate in fragmented markets, provide mission critical solutions to their customers and have significant recurring revenue. Since 2005, we have successfully acquired over 75 software and technology companies from founders, management teams, corporations, VCs and private equity firms.

We seek to invest in software and technology businesses that exhibit one or more of the following characteristics:

  • $10 million to $2 billion in revenue (current profitability is not a requirement)
  • Strong installed customer base with recurring revenue streams
  • Seeking a partner for next phase of growth
  • Underutilized or non-core asset
  • Operating in a fragmented industry with opportunities for consolidation
  • Defensible market position with barriers to entry

Spotlight Client Case Study

Growth Software: Verisae

Verisae is a global provider of SaaS solutions that help businesses manage asset and equipment maintenance, energy usage, mobile workforces, environmental sustainability and compliance. The company was initially backed by a group of institutional investors that were seeking liquidity after helping the business achieve its early growth objectives. Verisae’s management sought a partner with a shared vision that could help them realize their next phase of growth by investing into sales and marketing, and executing on a highly targeted acquisition strategy. In December 2012, Marlin was selected by the Verisae team to provide liquidity to its early investors and support the company in its growth strategy. At the time, Verisae was a fast growing asset and energy management solution focused primarily on the grocery market, but company leadership had a vision to build Verisae into an integrated facilities management software platform across a variety of verticals.