firm leadership.


Michael Levy
T: (212) 894-0275
mlevy@octagoncg.com

 

Michael Levy, Managing Partner

Michael is the head of Octagon Capital Group. He has deep experience across a broad range of sectors, situations and transaction types. Prior to forming the firm in 2014, Michael was co-head of Paragon Capital Partners which he formed in 2003. At Paragon, Michael had extensive involvement in the firm’s transactions, involving companies in consumer/retail, technology, information services, business services and media/telecom sectors. Prior to forming Paragon, Michael was a senior M&A banker at Lehman Brothers where he specialized in technology M&A (Head of Technology Services M&A), and at Banc of America Securities (including acquired companies Montgomery Securities, Robertson Stephens and Continental Partners) where his focus over the years included consumer, media/telecom, technology, business services and healthcare sectors. While at BofA, Michael was appointed as COO of the M&A Department and also served as a member of the firm’s fairness opinion review committee.

Michael’s clients/investments have included: 1-800-Flowers.com, Thinkorswim, Investools, Rocky Mountain Chocolate Factory, Kahala/Michael Serruya, Saber Interactive, Laredo Hospitality, Delaware Street Capital, Hersch Klaff, Fannie May Confections, Alpine Confections, Dynamic Confections, Archibald Candy, Laura Secord, Factset Research Systems, Pharmedium, Moving Station, Orion Mobility, 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 many 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.


bio-hung

Stephen Hung
T: (206) 453-2595
shung@octagoncg.com

 

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

 

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.