Michael Levy, Managing Partner
Michael is the head of Octagon Capital Group, a merchant banking firm that combines top-tier investment banking with direct investing and an intense focus on building, enhancing and unlocking shareholder value. Michael leads Octagon’s efforts focused on funding, building up and monetizing high-potential companies.
Prior to forming Octagon, Michael was the Founder and Co-Head of Paragon Capital Partners which he formed in 2003 and sold in late 2014. At Paragon, Michael had extensive involvement in the firm’s transactions, including companies in healthcare, technology, consumer/retail, information services, business services and media/telecom sectors. Prior to forming Paragon, he was a senior M&A banker at Lehman Brothers, and at Banc of America Securities. While at BofA, in addition to being a senior transactional banker, Michael served as COO of the M&A Department and as a member of the firm’s fairness opinion committee.
Michael’s clients/investments have included: Harmony Biosciences, Castle Creek Pharmaceuticals, Paragon Biosciences, Saber Interactive, Thinkorswim, 1-800-Flowers.com, Investools, OTUS, Laredo Hospitality, Hydra, ScrollMotion, Moving Station, Orion Mobility, Delaware Street Capital, Synergis Education, Norbest, Kahala, Undercover Chocolate Co., Rocky Mountain Chocolate Factory, Nexicore, Tivoli Audio, Factset Research Systems, Pharmedium, Fannie May Confections, Alpine Confections, Dynamic Confections, Archibald Candy, Laura Secord, CSG Systems, GTCR, ADP, First Data, Reuters, nTelos/CFW Communications, eFunds, Deluxe, Trimble Navigation, Pacific Scientific, Enhanced Telemanagement, The Rival Company, Interim Services, Maybelline, Media General, Monsanto, Paracelsus Healthcare, Rykoff-Sexton, Boeing, Coleman, Southern Management, AFC Cable, Keller Industries, Union City Body Company, Grand Vehicle Works, Signature Healthcare, and others.
Michael received a B.S. Economics from the University of Pennsylvania’s Wharton School, and an MBA with honors from the University of Chicago’s Booth School of Business.
Michael is based in New York City.
Stephen Hung, Managing Director
Stephen is a Managing Director of Octagon Capital Group. He has extensive experience working with private growth companies, in a broad range of sectors, situations and transaction types. Prior to joining the firm in 2014, Stephen was founder of Granite Chief Capital Partners, a west coast advisory firm focused on providing advisory and financing services to early stage, growth and middle market private companies in the business services, technology services, consumer products, and healthcare industries. While at Granite Chief, Stephen co-founded Transeo LLC, a vehicle engineering and manufacturing business specializing in high performance armored solutions.Prior to forming Granite Chief Capital Partners, Stephen was Vice President of Corporate Development at Ninth House, a leading provider of interactive digital media solutions to enterprise customers. Stephen also served as a senior banker at Merrill Lynch where he helped start the Global Growth practice focusing on M&A and private placements for clients in the internet, education and business service sectors. Prior to Merrill Lynch, Stephen was a banker at Banc of America Securities (including acquired companies Montgomery Securities, Robertson Stephens and Continental Partners) where he focused his career on mergers and acquisitions, private placements, and workouts in the technology, business services, healthcare, consumer products and industrial sectors over a nine year period.
His clients/investments have included: Ninth House, Ajuba International, Transeo, Pacific Scientific, Coulter Corporation, Corixa/Coulter Pharmaceutical, National Semiconductor, NetSales, The Learning Company, WebCT, Ninth House, The Edison Project, ZapMe!, Sylvan Learning Systems, Coleman Company, Union City Body Company, Specialty Equipment Companies, Petro, Eltron International, Idemitsu Kosan, AM Castle, Empress Casino, Hong Leong, Sierra Nevada Brewing Company, and Schwinn Bicycle, among others.
Stephen received his B.A. Economics and Mathematical Methods in the Social Sciences with honors from Northwestern University. He is based on the west coast in Seattle, WA
Kerensa Jimenez, Managing Director
Kerensa is a Managing Director of Octagon Capital Group. Throughout her career, Kerensa has advised clients in numerous transaction types, including both healthy and distressed/special situations. Prior to joining Octagon in 2016, Kerensa was a Director at Farlie Turner & Co., LLC, a Florida-based middle market investment bank with offices in Houston and Nashville. While at Farlie Turner, Kerensa worked with private equity clients and privately owned businesses primarily in the consumer, energy, industrials, healthcare services and business services sectors over an eight year period. Prior to joining Farlie Turner in 2008, Kerensa was an Associate with Paragon Capital Partners, where she worked on transactions in the consumer and technology services sectors.Kerensa received a B.S. Economics from the University of Pennsylvania’s Wharton School.
Tatiana Goldstein, Managing Director – Operations
Tatiana Goldstein is a Managing Director with Octagon Capital Group. Tatiana has spent the last 20+ years in both private equity and venture capital investing as well as operating and advisory roles.Prior to joining Octagon, Tatiana was the Chief Operating Officer and Investment Committee Member of University Ventures, a venture capital and private equity fund focused on investments in higher education companies. At University Ventures, Tatiana served as Chairperson of the Board of Ponce Health Sciences University and was a board member of Qubed, Inc. Prior to University Ventures, Tatiana worked with various companies and funds providing strategic and financial advice in buy-side and sell side transactions as well as capital raises. She also served as the Chief Financial Officer of Portview Communications Partners, an Israeli based technology venture fund and as CFO of various operating companies, including Cibernet, Inc. Previously, Tatiana was a Vice President in the private equity fund Greenbridge Capital and was a Vice President in the Technology and Media group at The Carlyle Group. Prior to Carlyle, Tatiana worked in the media group at Lazard Freres and as a C.P.A in the Entrepreneurial Services group at Arthur Andersen & Co.
Tatiana has a B.S in Economics from the Wharton School of the University of Pennsylvania and speaks Russian and English.