Marlin completes growth investment in TaxSlayer

Funding Rounds

Summary

“Our team is stronger than ever and we are excited to partner with Marlin to capitalize on opportunities to accelerate the company’s growth while continuing to deliver the user-friendly platform and trusted customer support we have become known for.” “We have been thoroughly impressed by TaxSlayer’s track record of consistent and methodical growth, as well as the strong values upon which the company has developed its customer support organization and software applications over decades,” said Alex Beregovsky, a managing director at Marlin. “We believe that TaxSlayer’s solutions are a compelling value proposition, and the company serves an important role in its mission to make affordable, high-quality tax preparation more accessible to the general public. We are thrilled to support the TaxSlayer team and bring our strategic, financial and operational resources to bear in expanding the company’s market presence and delivering further platform enhancements to its customers.” Marlin Equity Partners is a global investment firm with over $7.4 billion of capital under management. TaxSlayer makes online tax filing accessible for millions of Americans, with an easy-to-use platform and unlimited support at a fraction of the cost of the competition. Trusted for over 50 years, the Augusta-based tech company successfully completed more than 10 million state and federal e-filed tax returns in 2020 and processed $15 billion in refunds.

$ Funding

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Amount - Total raised
Date January 8, 2021 Announcement date
Investors Marlin Equity Partners Lead investors
Company http://www.taxslayer.com Funded company

Classifications

industries
InsurTech
applications
Accounting and Taxes

AskAI Classifications

Labels
Tax Software SaaS Financial Software

Linked Companies

TaxSlayer, LLC
$10M to $25M