Bio

Anup Agarwal is a Senior Managing Director at Marlin & Associates, where he is primarily responsible for transaction origination and execution in sectors such as business intelligence, data analytics, enterprise software, and technology-enabled services. Anup has more than 18 years of investment banking experience advising middle market companies both in the US and in international markets. Anup has advised both public and growth-oriented private companies on a number of strategic and financial transactions, including buy-side and sell-side M&A, private capital raising, IPOs, leveraged buyouts, divestitures and recapitalizations. Before joining Marlin, Anup worked at a middle market investment banking firm and completed transactions both in technology and healthcare sectors. Previously, Anup worked in Lehman Brothers’ investment banking division where he evaluated and executed numerous M&A advisory and capital raising assignments for private equity and corporate clients. Anup also worked at Bear Stearns in New York in their investment banking division, as well as with the IL&FS Group in India. Early in his career, he was a critical member of a team responsible for building a new technology driven financial services venture. Anup received MS in Economics and BS in Engineering from BITS, Pilani, India and his MBA from the Darden School of Business at University of Virginia, where he was a Tayloe Murphy Scholar. Anup is a registered securities principal and holds series 7, 63, and 79 licenses.