Marlin & Associates acted as exclusive strategic and financial advisor to Tier1

Dear Clients and Friends,


We are pleased to announce another successful transaction on which Marlin & Associates has advised.

Our client, Tier1CRM Inc., a Toronto, Canada-based provider of market-leading SaaS CRM solutions to ten-thousand-plus users at the world’s largest global financial institutions, has received a $34mm growth equity investment from Wavecrest Growth Partners, Salesforce Ventures, and MassMutual Ventures.

We are pleased to have been the exclusive strategic and financial advisor to Tier1CRM for this important transaction. This investment will enable Tier1CRM to continue to enhance and develop existing product offerings and pursue additional growth and strategic opportunities.

The full announcement from Tier1CRM can be read here.

Tier1CRM provides a full suite of powerful, on-demand, cloud-based, market-leading CRM tools used by financial industry professionals to prospect, manage client relationships, improve customer service, and streamline workflows. The company’s SaaS solutions are built on Salesforce’s “” platform and are used by some of the largest global financial institutions.

“The team at Marlin & Associates was critical to our completion of this important strategic transaction, providing invaluable guidance throughout every step of the process. Their expertise in financial technology, SaaS, and the Salesforce ecosystem helped us to prepare effectively and best position Tier1CRM to potential investors. Their knowledge of the market helped us to identify the ideal investors as we move into the next phase of growth at Tier1. We could not have closed this transaction without their steady hand throughout,” said Mark Notten, CEO of Tier1CRM.

“Working opposite the Marlin team was a true pleasure. They ran a highly professional process, approached negotiations with a sense of fairness and transparency, and ensured a smooth process throughout due diligence and closing,” said Vaibhav Nalwaya, Co-founder and Managing Partner at Wavecrest Growth Partners.

Marlin & Associates is one of the most active investment banking and strategic advisory firms providing counsel to worldwide buyers and sellers of middle-market firms that provide information technology, application software, online data and services. Headquartered in New York City, with offices in Washington, D.C. and Toronto, Marlin & Associates has won numerous awards including the “Middle-Market Investment Bank of the Year,” “Boutique Investment Bank of the Year,” “Middle-Market Financing Agent of the Year – Equity,” and “TMT Advisory Bank of the Year.” More than 20 transactions on which Marlin & Associates has advised have been recognized as “Deal-of-the-Year.” The Marlin & Associates team of professionals has advised on more than 200 information-technology transactions in 27 countries.

Please read more about this transaction here.


Jason Panzer| Partner | Marlin & Associates
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