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    Michael Levy

    CEO/Owner at Octagon Capital Group - Chairman/Co-Owner of Undercover Chocolate Co.

    Michael Levy is a prominent figure in the financial industry with extensive experience in investment banking and entrepreneurship. He is currently the CEO and Managing Member of Octagon Capital Group, a merchant banking firm based in the Greater New York City Area.1

    Professional Experience

    Levy's career spans several decades and includes leadership roles at prestigious financial institutions:

    • Octagon Capital Group: CEO and Managing Member since 20141
    • Undercover Snacks: Chairman and Co-Owner since January 20171
    • Paragon Capital Partners, LLC: Founder and Managing Member from 2003 to 20141
    • Lehman Brothers: Senior Vice President of Global Mergers & Acquisitions from 2000 to 20021
    • Banc of America Securities: Principal and COO of Mergers & Acquisitions Department from 1992 to 20001

    Education

    Levy holds impressive academic credentials:

    • MBA in Finance from The University of Chicago Booth School of Business (1990-1992)1
    • BS in Finance and Marketing from The Wharton School (1984-1988)1

    Achievements and Recognition

    Throughout his career, Michael Levy has received several accolades:

    • Named "2018 Investment Banker of the Year" by The M&A Advisor1
    • Awarded "M&A Deal of the Year" by M&A Advisor in December 20041
    • Received "Transaction of the Year" from Turnaround Management Association, Chicago in January 20051
    • Honored with "Mid-Size Transaction of the Year" by Turnaround Management Association in October 20061

    Professional Certifications

    Levy holds FINRA Series 7, 24, and 63 licenses, which were issued in July 1992.1

    Michael Levy's LinkedIn profile can be found under the username "michaelelevy," where he maintains over 500 connections.1 His expertise in investment banking, mergers and acquisitions, and entrepreneurship has established him as a respected figure in the financial industry.

    Related Questions

    What are Michael Levy's key achievements at Octagon Capital Group?
    How did Michael Levy transition from Lehman Brothers to Octagon Capital Group?
    What is the focus of Undercover Snacks under Michael Levy's leadership?
    What notable deals has Michael Levy been involved in at Paragon Capital Partners?
    How has Michael Levy's experience at Banc of America Securities influenced his career?
    Michael Levy
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    Location

    New York, New York