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Drake Star Welcomes Sam Levy as a New Partner for its US FinTech, Digital Services, and Software/SaaS Practices

NEW YORK | June 23rd, 2022 – Global tech investment bank Drake Star announced today that Sam Levy has joined the firm and will be operating from the firm’s New York offices as a Partner in its FinTech, Digital Services, and Software/SaaS practices.

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 and entrepreneur/management-led 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.

I am delighted and excited to join the Drake Star team and contribute to building a premier global technology banking advisory practice”, said Sam Levy.

Gregory Bedrosian, Managing Partner & CEO at Drake Star added:We are excited to welcome Sam Levy as a Partner here at Drake Star. Sam brings an extensive sector-focused track record in the FinTech, Digital Services, and Software/SaaS verticals as well as longstanding relationships with blue chip private equity firms and global corporates. We are confident that Sam will have a strong positive impact on Drake Star’s clients and advance the growth and development of our talented team. 

 

Inquiries

For further inquiries, please contact:

Sam Levy

Partner | Drake Star

e-mail: sam.levy@drakestar.com | +1 646 245 3550

 

 

About Drake Star 

Drake Star is an award-winning global tech investment bank that has completed over 400 transactions since 2013. Drake Star team of over 100 senior professionals across offices in New York, London, Paris, Munich, San Francisco, Los Angeles, Berlin, Geneva, Dubai*, and Singapore* focuses on mergers & acquisitions and corporate finance services worldwide in Consumer & Retail Technology, Digital Media, FinTech, Mobility & Sustainability, Software/SaaS, Digital Services, and Industrial Tech sectors.

Drake Star is the marketing name for the global investment bank Drake Star Partners Limited and its subsidiaries and affiliates. In the USA, all securities are transacted through Drake Star Securities LLC. In the USA, Drake Star Securities LLC is regulated by FINRA and is a member of SIPC. Drake Star UK Limited (FRN 942020) is an appointed representative of Kession Capital Ltd (FRN582160) which is authorized and regulated by the Financial Conduct Authority. © 2016 Drake Star Partners Limited.

For more information, visit www.drakestar.com.  

*Partner Offices

 

Inquiries

For further inquiries, please contact:

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Sam Levy
Partner FinTech Software/SaaS Digital Services

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