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Timothy L. Marlo

Senior M&A Advisor/Head of ESOP Advisory at IAG M&A Advisors

Addison, TX Website (800) 788-7377
Updated October 2026

About

Timothy L. Marlo leads ESOP advisory at IAG M&A Advisors as a Senior M&A Advisor. He advises lower middle market companies on mergers, acquisitions, employee stock ownership plans, and leveraged recapitalizations. His investment banking career began in 1986 and spans four mergers and acquisitions platforms. He has closed 200 lower middle market transactions across many industries, with an aggregate deal value of four billion dollars. His work also includes public securities offerings and private debt and equity placements. Marlo joined IAG M&A Advisors in 2018 after directing M&A and private securities placements at a New York investment bank. At A.G. Edwards & Sons, Inc., he progressed from M&A associate to director of its private placement group. In 2002, he co-founded STL Capital Partners, which advised lower middle market companies and invested as a principal. He earned an MBA from Washington University in St. Louis. He earned a BSBA from the University of Missouri.

Who is a good fit for Timothy L. Marlo

  • Owners of lower middle market companies evaluating employee stock ownership plans.
  • Companies pursuing mergers or acquisitions across industries.
  • Lower middle market companies seeking private debt or equity placements.
  • Owners considering a leveraged recapitalization.

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Frequently Asked Questions

Timothy L. Marlo heads ESOP advisory at IAG M&A Advisors. He advises lower middle market companies on employee stock ownership plans and leveraged recapitalizations.

Timothy L. Marlo has closed 200 lower middle market M&A and other corporate transactions. Those deals carried an aggregate value of four billion dollars. His investment banking career began in 1986.

Timothy L. Marlo directed M&A and private placement work at a New York investment bank before joining IAG M&A Advisors in 2018. Earlier, he led private placements at A.G. Edwards & Sons, Inc. He also co-founded STL Capital Partners and earned degrees from Washington University in St. Louis and the University of Missouri.

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