Sam Levy
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.
Sessions:
What does a truly successful exit look like for you, your legacy, and the clients who rely on you? In this session, attorney, entrepreneur, and ExitPath Partners co-founder Alex Gertsburg shares a practical roadmap for transitioning your practice with intention, clarity, and reward. Through real-world stories, strategic frameworks, and actionable tools, you’ll explore five proven succession paths and learn how to preserve your firm’s value, strengthen client trust, and create recurring revenue long after you’ve stepped away. Whether you’re years away from retiring or simply want to future-proof your practice, this masterclass will help you build a transition plan that aligns with your goals, secures your brand, and ensures continuity for those who matter most.
