Marlin Heritage

Marlin Equity Partners, established in 2005, is a global private equity firm headquartered in Hermosa Beach, California, with an additional office in London, UK. The company specializes in providing tailored solutions to corporate parents, shareholders, and other stakeholders, focusing on businesses undergoing operational, financial, or market-driven changes. Marlin Equity Partners invests in a broad range of sectors, including software, technology, healthcare, services, and industrial technology, with a particular emphasis on the software sector. The firm typically invests between $30 million to $160 million in companies with revenues between $10 million and $2000 million and EBITDA ranging from $8 million to $25 million. Marlin Equity Partners seeks to hold a board seat in all its portfolio companies to actively support their growth and value creation.

Max Becker

Vice President

Alex Beregovsky

Managing Director and Member of the Flagship Fund Investment Committee

Konstantin von Bismarck

Principal

Max Bissegger

Principal

Daniel Broadhurst

COO, Europe

Peter Chung

Managing Director and Member of Flagship Fund Investment Committee

Chris Clasper

Principal

Daniel Cole

Principal

Robert Culp

Principal

George Doran

Vice President

David Feiner

Principal

Jan-Olivier Fillols

Managing Director

Paul Gaillard

Vice President

Marlo Goldstein

Principal

Joe Hara

Vice President

Bill Hurley

Principal

Nick Kaiser

Co-Founder, Senior Managing Director and Member of Executive and Investment Committees

Jason Kwon

Principal

Ryan Laurin

Managing Director

Aaron Lewis

Vice President

Walter Mair

Principal

Natasha Mann

Principal

Wolfgang Mayrhofer

Principal

David McGovern

Founder, Chairman and CEO

Jeremy Nakache

Principal

Hemal Patel

Managing Director

Ranieri Paternò

Vice President

Roland Pezzutto

Managing Director

Nathan Pingelton

Managing Director and Flagship Fund Investment Committee Member

Kieran Rafter

Principal

Grant Schachter

Principal

Evan Smith

Managing Director

Peter Spasov

Senior Managing Director

Doug Swift

Vice President

Michael Wilkinson

Managing Director

Bryan Yasukochi

Principal

Jeremy Nakache

Managing Director

Past deals in Compliance

Didomi

Acquisition in 2025
Didomi is a consent and preference management platform that assists brands and businesses in collecting, storing, and utilizing customer consents in compliance with privacy regulations. Established in 2017 and located in Issy-les-Moulineaux, France, Didomi offers a cloud-based suite of tools that includes automated scanning and auditing of websites and applications, privacy compliance assessments, and the generation of privacy and cookie policies. Its solutions, which comprise banners, notices, pop-ups, and forms, facilitate consent collection across various channels, including web, mobile, and offline. By providing a dedicated space for managing consents and preferences, Didomi enables organizations of all sizes to enhance consumer trust while adhering to privacy requirements.

Didomi

Private Equity Round in 2025
Didomi is a consent and preference management platform that assists brands and businesses in collecting, storing, and utilizing customer consents in compliance with privacy regulations. Established in 2017 and located in Issy-les-Moulineaux, France, Didomi offers a cloud-based suite of tools that includes automated scanning and auditing of websites and applications, privacy compliance assessments, and the generation of privacy and cookie policies. Its solutions, which comprise banners, notices, pop-ups, and forms, facilitate consent collection across various channels, including web, mobile, and offline. By providing a dedicated space for managing consents and preferences, Didomi enables organizations of all sizes to enhance consumer trust while adhering to privacy requirements.

Napier

Acquisition in 2025
Napier is a developer of compliance software focused on detecting suspicious activities and ensuring anti-money laundering (AML) compliance. The company offers an intelligent compliance platform that integrates big data technologies with artificial intelligence and machine learning to enhance efficiency and mitigate financial and reputational risks. Napier's software includes features such as transaction monitoring, transaction screening, client screening, and client activity reviews, allowing users to address compliance obligations effectively. The platform is designed to be fast, scalable, and user-friendly, enabling organizations across various sectors to strengthen their AML defenses and trade compliance capabilities while focusing on specific outcomes.

Tennaxia

Acquisition in 2023
Tennaxia SA is a company based in Laval, France, that specializes in software development and consulting services aimed at enhancing sustainable performance for businesses. Founded in 2001, Tennaxia offers a range of cloud-based software solutions focused on environmental, health, and safety (EHS) regulatory compliance, greenhouse gas reporting, and sustainability reporting for corporate social responsibility (CSR). The company assists clients in generating internal and supplier sustainability reports, managing regulatory compliance, and evaluating performance, thus enabling them to improve their CSR initiatives and mitigate risks. With over 10,000 customer sites across more than 70 countries, Tennaxia serves a diverse clientele, including small to medium enterprises and large industrial conglomerates.

CE Broker

Private Equity Round in 2022
CE Broker is a company that specializes in developing continuing education management and license verification software tailored for the healthcare sector. Its platform offers tools for tracking compliance progress, managing posted continuing education courses, and generating reports. Additionally, CE Broker provides access to compliance transcripts and course completion information, which assists clients in streamlining and automating their compliance processes. This functionality helps to reduce administrative burdens and costs, making it easier for healthcare professionals to meet their continuing education requirements.

Pentana

Acquisition in 2021
Pentana Compliance is a software provider specializing in internal audit, compliance, and risk management solutions. The company's offerings are designed to help regulated businesses effectively manage risks and ensure compliance with industry standards. By leveraging advanced technology, Pentana enables audit teams to gain visibility into current and emerging risks across the organization, facilitating informed decision-making that aligns business strategy with operational performance. The software supports various functions, including performing risk assessments, managing audits, tracking issues, and delivering comprehensive reports, thereby addressing the challenges firms face under the Certification Regime. Pentana's solutions aim to enhance organizational governance and operational efficiency while promoting transparency and stakeholder engagement.

StarCompliance

Acquisition in 2020
StarCompliance, Inc. is a provider of web-based regulatory compliance software solutions tailored for the financial services industry. The company's platform is designed to manage and mitigate employee conflicts of interest, ensuring compliance with global regulations such as SEC, FINRA, and MiFID. StarCompliance offers a comprehensive suite of modules that facilitate various compliance functions, including personal trading, insider trading analysis, gifts and entertainment requests, political activity oversight, and disclosure of outside business activities. The software also includes tools for document management and reporting, enabling firms to create detailed compliance performance reports. Headquartered in Rockville, Maryland, with additional offices in the United Kingdom and New York, StarCompliance has been in operation since 2000 and is committed to adapting its solutions to the evolving regulatory landscape. The company maintains ISO 9001 and ISO 27001 certifications and collaborates with strategic partners to enhance its service offerings.

SmartSearch

Private Equity Round in 2019
SmartSearch is an online provider of Anti-Money Laundering (AML) verification services, specializing in compliance solutions for legal firms, accountancy firms, property and real estate agents, financial advisors, and insurance companies. The company has developed a multi-award-winning software platform that integrates both Business and Individual AML verification on a single interface. This innovative system ensures compliance with UK regulatory bodies and significantly enhances the efficiency of the verification process, delivering Business checks in under three minutes and Individual checks in approximately three seconds, including comprehensive Sanction and Politically Exposed Persons (PEP) checks. SmartSearch's technology supports clients in fulfilling their customer due diligence and Know Your Customer (KYC) obligations, reinforcing their commitment to regulatory compliance.

Fidelis Cybersecurity

Private Equity Round in 2018
Fidelis Cybersecurity, Inc. specializes in providing visibility and control products and services designed to detect, investigate, and prevent sophisticated cyber-attacks for both commercial enterprises and government clients globally. The company's key offerings include the Fidelis XPS platform, which helps organizations identify and mitigate advanced threats throughout the attack lifecycle, and the Resolution1 Endpoint solution, which enhances incident response and enables security teams to manage security events effectively. Additionally, Fidelis Endpoint 6.1 provides real-time insights into security incidents, facilitating quicker investigations. The company also offers deployment services, product training, and consulting services such as incident response and security assessments. Founded in 2002 and headquartered in Waltham, Massachusetts, with an office in Bethesda, Maryland, Fidelis Cybersecurity was formerly known as General Dynamics Fidelis Cybersecurity Solutions, Inc. and rebranded in May 2015.

ABIT GmbH

Acquisition in 2017
ABIT GmbH is a software and consulting company based in Meerbusch, Germany, specializing in credit, debtor, and debt management solutions. Established in 1986, the company offers a wide range of software products and services focused on credit management, claims management, process management, and business intelligence. Its offerings include solutions for debt collection, regulatory compliance, and public administration, such as administrative enforcement software and health insurance applications. Additionally, ABIT provides insurance software, consulting services for process optimization and automation, and customized IT solutions, including strategic software development and online services. With a reputation for innovation and expertise, ABIT has successfully completed numerous integration and development projects, establishing itself as a prominent IT solutions provider in the German market.

Duncan Solutions

Acquisition in 2016
Duncan Solutions, Inc. is a prominent provider of parking management products and services, serving municipal and commercial clients globally. Established in 1936 and headquartered in Milwaukee, Wisconsin, the company specializes in a comprehensive range of solutions, including parking meters, enforcement devices, citation processing, and integrated on-street parking management. Its hosted AutoPROCESS citation processing system oversees the entire lifecycle of parking citations, including processing, appeals, permit management, and payment processing. Additionally, Duncan Solutions offers outsourced services such as data entry, document imaging, call center operations, and vehicle booting and towing programs. The company also provides debt collection services, which include custom notices and a multi-tiered skip trace process, along with toll collection and vehicle registration retrieval services. Formerly known as Duncan Parking Technologies, Inc., the company rebranded to Duncan Solutions, Inc. in 2006 and operates as a subsidiary of Navient Corporation.

Fidelis Cybersecurity

Private Equity Round in 2015
Fidelis Cybersecurity, Inc. specializes in providing visibility and control products and services designed to detect, investigate, and prevent sophisticated cyber-attacks for both commercial enterprises and government clients globally. The company's key offerings include the Fidelis XPS platform, which helps organizations identify and mitigate advanced threats throughout the attack lifecycle, and the Resolution1 Endpoint solution, which enhances incident response and enables security teams to manage security events effectively. Additionally, Fidelis Endpoint 6.1 provides real-time insights into security incidents, facilitating quicker investigations. The company also offers deployment services, product training, and consulting services such as incident response and security assessments. Founded in 2002 and headquartered in Waltham, Massachusetts, with an office in Bethesda, Maryland, Fidelis Cybersecurity was formerly known as General Dynamics Fidelis Cybersecurity Solutions, Inc. and rebranded in May 2015.

Fidelis Cybersecurity

Acquisition in 2015
Fidelis Cybersecurity, Inc. specializes in providing visibility and control products and services designed to detect, investigate, and prevent sophisticated cyber-attacks for both commercial enterprises and government clients globally. The company's key offerings include the Fidelis XPS platform, which helps organizations identify and mitigate advanced threats throughout the attack lifecycle, and the Resolution1 Endpoint solution, which enhances incident response and enables security teams to manage security events effectively. Additionally, Fidelis Endpoint 6.1 provides real-time insights into security incidents, facilitating quicker investigations. The company also offers deployment services, product training, and consulting services such as incident response and security assessments. Founded in 2002 and headquartered in Waltham, Massachusetts, with an office in Bethesda, Maryland, Fidelis Cybersecurity was formerly known as General Dynamics Fidelis Cybersecurity Solutions, Inc. and rebranded in May 2015.

Click Commerce

Acquisition in 2009
Click Commerce, based near Portland, Oregon, has been delivering web-based enterprise solutions since 1996, with a focus on software for research administration and compliance since 2002. The company specializes in integrating complex research-related business processes through its eResearch Portal, which serves as a comprehensive electronic solution for research institutions. Click Commerce has a strong track record of successfully executing large-scale projects within prominent academic medical centers and hospitals. Its client base includes several leading institutions funded by the National Institutes of Health (NIH). In addition to its research administration solutions, the company also provides supply and demand chain management software and consulting services, encompassing areas such as service parts planning, master data management, and contract management.

Capario

Acquisition in 2008
Capario specializes in streamlining the healthcare reimbursement process, aiming to expedite and enhance payment accuracy for providers. The company achieves this through CaparioOne, a robust web-based portal, or by directly integrating with a provider's practice management system. Capario facilitates the exchange of medical claim and clinical information among doctors, hospitals, laboratories, and insurance payers, enabling real-time transparent messaging of administrative, financial, and clinical data. Their offerings include processing services for healthcare transactions such as claims, Electronic Remittance Advice (ERA), eligibility checks, claims status updates, referral authorizations, and encounters.
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