Investment Focus

Marlin focuses on growing companies: Investment Range Equity typically $50M-$300M. Stage Focus Buyout and growth equity. Technology — Software and technology Healthcare — Healthcare services Business services — Professional services Industrial — Manufacturing and industrials

Key Takeaways

  • •Focus on Industrial, Technology, Education companies
  • •Investment range: $50M-$300M in equity
  • •Based in United States
  • •Control-oriented investments
  • •Growth equity focus
  • •Also invests in Manufacturing

Notable Portfolio

Company Sector Notes Instructure Education Tech Learning management Workday Technology HR software McAfee Security Cybersecurity Blackbaud Technology Nonprofit software Red Hat Technology Open source software Solera Technology Software for insurance

What Marlin Looks For

Market position — Strong competitive position Growth potential — Clear value creation Management — Strong teams Cash flow — Stable cash generation }> Pro Tip Marlin has global reach and operational expertise. Show clear growth potential.

Pro Tip

Demonstrate a strong management team with equity ownership alignment.

Frequently Asked Questions

What industries does focus on?

primarily invests in Industrial, Technology, Education. The firm seeks companies with strong market positions and clear growth trajectories.

What size companies does acquire?

typically invests $50M-$300M in equity, targeting companies with enterprise values in the lower to middle market range.

What is 's typical investment size?

The firm's equity investments generally range from $50M-$300M, positioning them as active investors who can provide meaningful capital for growth.

How long does 's due diligence process take?

Due diligence timelines vary by deal complexity, but typically conducts thorough financial, operational, and market due diligence over several weeks to months.

What should I prepare before engaging with ?

Prepare three years of audited financials, detailed market analysis, management team bios, growth plans, and a clear vision for how the partnership would create value.

How does work with portfolio companies?

takes a partnership approach, working closely with management teams on strategic initiatives, acquisitions, and operational improvements.

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This article is part of our Private equity firms | Eagle Rock CFO guide.