Sam Levy
Partner
FinTech
Software/SaaS
Digital Services
“Good chess players can see 8-10 moves in advance, I try to plan for the next two or three.”
Sam Levy is a seasoned investment banker with two decades of investment banking advisory and technology operations experience. Sam has a strong understanding of technologies and business processes. He has advised on more than 40 successfully completed buy-side, sell-side, and capital raise transactions representing management, founder-owned or private equity-backed companies, larger corporations, and private equity firms on over $3 billion in aggregate transaction value.
Sam advised Goldman Sachs on its joint purchase of IPREO and Blackstone from KKR, Francisco Partners on its investment in Betterment, Aquiline on its investment in RIA in a Box, as well as entrepreneurs and managers on sell-side mandates to leading fintech firms including Broadridge, Intercontinental Exchange (ICE), Morningstar, SS&C and leading Private Equity investors.
Prior to joining Drake Star in 2022, Sam worked for three years as a Managing Director at Equiteq where he helped build the Technology and Tech-Enabled Services M&A practice. Prior to Equiteq, Sam worked for six years at Marlin & Associates where he advised on mergers, acquisitions, divestitures, and capital raises for a wide range of technology companies in the FinTech and Cybersecurity sectors. Prior to these roles, Sam worked in the Investment Banking division of BNP Paribas, in Paris.
Earlier, Sam worked in various roles in technology, including CTO for a VC-backed startup; and also in the IT and Business Planning departments of Dannon Waters North America. He founded Oxygene Technologies in Tel-Aviv, Israel, a consulting practice for hi-tech and consumer goods companies.
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28 Aug 2024
Digital Services
MSP M&A activity surges 4x in 1st Half 2024; Reaches highest level in over 2 years
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25 Apr 2024
FintechInsurTechWealthTechPaymentsCrypto
WealthTech Report Q1 2024: Valuations rebound & strategic buyers dominate market
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24 Apr 2024
Digital Services
MSP Report: IT complexity & cost efficiency driving market to reach $552 Billion by 2032
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23 Jul 2024
Digital Services
Digital Services Report: Strategic M&A unlocking value and staying ahead of technological disruption
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06 Aug 2024
AnnouncementsDealsDigital Services
Drake Star Acts as Exclusive Financial Advisor to Proviso Capital on its sale of Kerr Consulting to Cherry Bekaert, a Parthenon Capital Partners Portfolio Company
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21 Nov 2023
FintechInsurTechWealthTechPaymentsCrypto
Drake Star FinTech Market Update Q3'23: Funding rose to $8.3bn in the overall sector; +50% of all FinTech M&A activity in Payments
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16 May 2023
AnnouncementsDealsDigital Services
Drake Star Acts as Exclusive Financial Advisor to ICCS on its Transaction with NexusTek, an Abry Partners Portfolio Company
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09 Jan 2023
Bussiness ServicesAnnouncementsDealsITIT Tech Sector
Drake Star Acts as Exclusive Financial Advisor to The TNS Group on Sale to Omega Systems, a Pfingsten Partners portfolio company
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01 Feb 2024
AnnouncementsAwards
Drake Star Wins Americas IT & Services Deal of the Year for Advising ICCS on Transaction with NexusTek
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23 Jun 2022
AnnouncementsTeam
Drake Star Welcomes Sam Levy as a New Partner for its US FinTech, Digital Services, and Software/SaaS Practices
10 Jul 2024
Digital Services
Channel Digest: M&A shows no signs of slowing down | IT EUROPA
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