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Marlin Equity Partners completed the investment in Baxter Planning from Polaris Partners.

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Service Providers

Morris Manning & Martin

legal advisors

Morris Manning & Martin

Guggenheim Partners

financial advisors

Guggenheim Partners

Piper Sandler

financial advisors

Piper Sandler

Goodwin Procter

legal advisors

Goodwin Procter

Gasthalter & Co

pr advisors

Gasthalter & Co

or

Principals

BAXTER PLANNING

target

BAXTER PLANNING

MARLIN EQUITY PARTNERS LLC

bidder

MARLIN EQUITY PARTNERS LLC

POLARIS PARTNERS

vendor

POLARIS PARTNERS

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MergerLinks - Request Credit - Marlin Equity Partners completed the investment in Baxter Planning from Polaris Partners.