Michael Levy
T: (212) 894-0275
mlevy@octagoncg.com
Michael Levy, CEO, Managing Member
Michael is the head of Octagon Capital Group, a merchant banking firm that combines top-tier investment banking with 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.
Tatiana Goldstein
T: (212) 894-0293
tgoldstein@octagoncg.com
Tatiana Goldstein, Managing Director
Tatiana Goldstein is a Managing Director with Octagon Capital Group, a merchant banking firm which combines top-tier investment banking and direct investing with an intense focus on building, enhancing and unlocking shareholder value. Tatiana has spent the last 25+ years in private equity and venture capital investing, as well as in strategic and financial advisory roles, and as a C-level operating partner.
Prior to 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, family offices and funds providing strategic and financial advice in buy-side and sell side transactions as well as capital raises including advising in complex transactions with minority investors and distressed special situations. She also served as the Chief Financial Officer of Portview Communications Partners, an Israel-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 Partners where she executed technology and media transactions, and 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. She speaks fluent Russian and English, and is an avid tennis player, reader and lifelong learner. Tatiana resides in the New York Metropolitan area.