Octagon Capital

Octagon Capital Group is a merchant banking firm providing integrated investment banking capabilities to enhance shareholder value. It offers strategic advisory, capital raising, and M&A expertise to small-cap, mid-cap, and private companies. The firm makes direct investments, aligning incentives with clients as a value-added partner to maximize value.

Michael Levy, CEO and Managing Member, leads Octagon Capital Group, formed after he sold Paragon Capital Partners in late 2014. Levy’s extensive M&A background includes senior roles at Lehman Brothers and Banc of America Securities. An alumnus of Wharton and Chicago Booth, he guides the firm’s focus on funding, developing, and monetizing high-potential companies.

Octagon Capital Group serves small-cap, mid-cap, and private companies with significant growth potential, partnering with management teams and boards. Its vision is to be a true and committed partner, leveraging deep expertise across sectors for optimal outcomes. The firm works to enhance and unlock substantial shareholder value for its clients.