Michael Levy

Michael Levy Email and Phone Number

Octagon Capital Group CEO | Undercover Chocolate Co. Chairman/Co-Owner @ Octagon Capital Group
Michael Levy's Location
New York, New York, United States, United States
About Michael Levy

Michael is the CEO/Owner of Octagon Capital Group, and the Chairman/Co-Owner of Undercover Snacks, a rapidly growing manufacturer of better-for-you snacks including Undercover chocolate quinoa crisps, sold in 25,000+ stores and United Airlines.As head of Octagon, Michael oversees the firm's merchant banking activities, orchestrating M&A, equity and debt financings*, and direct investments involving high-potential companies. Michael also manages proprietary funds including Octagon Capital Holdings and Octagon Investment Partners. Prior to forming Octagon, Michael was the Founder and Co-Head of Paragon Capital Partners, a merchant banking firm and broker/dealer he sold in 2014. For over 10 years prior to forming Paragon, Michael was a senior investment banker in the Mergers & Acquisitions Departments of Lehman Brothers and Banc of America Securities (and predecessors), where he also served as COO of the M&A Department and as a member of the Fairness Opinion Committee. Over the years, Michael has established a reputation for top-tier execution and advice, and has been recognized with numerous honors and awards including 2018 Investment Banker of the Year by The M&A Advisor.In his role with Undercover, Michael is involved with all facets of the company's strategy and operations, focusing particularly on manufacturing, information technology, finance/accounting and key strategic initiatives. With a state-of-the-art production facility in NJ, Undercover’s flagship chocolate quinoa crisps are available in over 25,000 stores and a main snack on United Airlines. Michael has played an active role in building up, financing and monetizing numerous successful companies. He currently serves as advisor to Saber Interactive, leading its 2024 buyout from Embracer Group and recent equity financings, along with ongoing M&A, funding and value-creation initiatives. Previously, he played a lead role in the build-up of Harmony Biosciences (HRMY), raising over $300 million of equity and $400 million of debt prior to its IPO. He similarly played an active role in the transformation and sale of Thinkorswim (SWIM) to TDAmeritrade (AMTD) for over $800 million.Michael received his undergraduate degree from the University of Pennsylvania’s Wharton School in 1988, and his MBA with honors from the University of Chicago’s Booth School of Business in 1992. He resides in the New York metropolitan area, and is father to 3 daughters and a chocolate factory.*Securities-related services offered through PHCP, LLC, an unaffiliated broker-dealer and member of FINRA/SIPC.

Michael Levy's Current Company Details
Octagon Capital Group

Octagon Capital Group

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Octagon Capital Group CEO | Undercover Chocolate Co. Chairman/Co-Owner
Michael Levy Work Experience Details
  • Octagon Capital Group
    Ceo, Owner
    Octagon Capital Group 2014 - Present
    New York, Ny, Us
    Merchant Banking. Mergers and Acquisitions. Capital Raising/Private Placements. Direct Investments.
  • Undercover Snacks
    Chairman, Co-Owner
    Undercover Snacks Jan 2017 - Present
    East Hanover, New Jersey, Us
    Manufacturer of innovative better-for-you snacks, including Undercover Chocolate Quinoa Crisps now sold in over 25,000 locations and as a main snack on United Airlines! (www.undercoversnacks.com).
  • Paragon Capital Partners, Llc
    Managing Member, Founder, Co-Owner
    Paragon Capital Partners, Llc Jan 2003 - Nov 2014
    New York, New York, Us
    Mergers & Acquisitions. Private Placements. Investments in Public and Private Companies.
  • Lehman Brothers
    Senior Vice President, Global Mergers & Acquisitions
    Lehman Brothers 2000 - 2002
    Us
    Global Mergers & Acquisitions Group; Head of Technology Services M&A.
  • Banc Of America Securities
    Principal, Coo Of Mergers & Acquisitions Department
    Banc Of America Securities 1992 - 2000
    Charlotte, Nc, Us
    M&A banker, COO of M&A Department, Member of Fairness Opinion Review Committee(prior firms include Montgomery Securities, Robertson Stephens and Continental Partners)

Michael Levy Skills

Mergers And Acquisitions Investment Banking Investments Private Placements Private Equity Venture Capital Lbo Corporate Development Equities Restructuring M&a Experience Hedge Funds Ipo Securities Corporate Finance Financial Modeling Capital Start Ups Strategy Business Strategy Capital Markets

Michael Levy Education Details

  • The Wharton School
    The Wharton School
    Finance / Marketing
  • The University Of Chicago Booth School Of Business
    The University Of Chicago Booth School Of Business
    Finance

Frequently Asked Questions about Michael Levy

What company does Michael Levy work for?

Michael Levy works for Octagon Capital Group

What is Michael Levy's role at the current company?

Michael Levy's current role is Octagon Capital Group CEO | Undercover Chocolate Co. Chairman/Co-Owner.

What is Michael Levy's email address?

Michael Levy's email address is ml****@****ncp.com

What is Michael Levy's direct phone number?

Michael Levy's direct phone number is +121289*****

What schools did Michael Levy attend?

Michael Levy attended The Wharton School, The University Of Chicago Booth School Of Business.

What skills is Michael Levy known for?

Michael Levy has skills like Mergers And Acquisitions, Investment Banking, Investments, Private Placements, Private Equity, Venture Capital, Lbo, Corporate Development, Equities, Restructuring, M&a Experience, Hedge Funds.

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