Michael Margolies (born July 4, 1958) is an American entrepreneur, investor, and businessman with more than 25 years of Wall Street experience. Margolies is a pioneer in independent research for Wall Street companies. He is most commonly recognized as the founder and CEO of the independent research provider Avalon Research Group Inc. (1995–2004) and Littlebanc Advisors, LLC, a boutique investment bank.
born on July 4, 1958.
Michael Margolies was born on in Far Rockaway, a neighborhood in the New York City borough of Queens. From a young age, he exhibited a strong interest in business. During the summer, he sold souvenirs on Rockaway Beach, and in the winter, he worked at local businesses.
Margolies attended Far Rockaway High School. Without pursuing a college education, he initially worked as a delivery truck driver, distributing beer to restaurants and bars in Harlem
Recognizing his talent for business, Margolies transitioned to the health club industry, starting as a salesperson. By 1980, he had become area director with P & L responsibilities of 23 Jack Lalanne health clubs. Margolies was instrumental in building the chain from 8 locations to 53.
After the sale of Jack Lalanne to Bally’s, Margolies landed a job as a clerk on the floor of Wall Street's New York Stock Exchange. Over the next 16 years, he held various positions at multiple Wall Street institutions, gaining extensive experience in the financial sector.
With decades of experience in the financial sector, Michael Margolies has held senior roles influential Wall Street firms. Margolies was a Senior Vice President and Limit Partner of Oppenheimer & Company. A managing parter at MA Berman & Co before founding Avalon Research and it’s subsequent sale in 2004 to Metal Bulletin. Margolies has been a portfolio manager for Millium Partners and has been an outside manager and advisor to several legendary hedge funds of the 1990’s and 2000’s.
(2009-Present)
In May 2009, I founded Littlebanc Advisors in Boca Raton, Florida, where I currently serve as the Managing Partner. Littlebanc is a boutique merchant banking firm dedicated to providing capital to growing companies. Our services include merchant and direct investments in both public and private companies. We have financed and been instrumental in the development of companies like:
Apollidon LearningDevelops marketing programs to help public universities attract students to their online distance-learning education programs.
Divine SkinManufactures, develops, and distributes personal care products that address hair loss, skincare, aging, and other categories.
ExamSoft WorldwideSupplies computer-based exam software for a variety of educational and certification exams.
Provides direct-to-consumer medical supplies and primarily focuses on urological supplies.
LML Payment SystemsProvides various payment processing solutions, including credit card processing, authentication services, and electronic funds transfer.
Offers multi-currency processing solutions that allow banks and other payment processors to securely process transactions in multiple currencies
CapstoneCapstone Companies, Inc. (CAPC) is a public holding company organized under the laws of the State of Florida. The company is a leading designer, manufacturer and marketer of consumer inspired products that bridge technological innovations.
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Chef Inspirational FoodsWe make our food the same way
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Littlebanc Merchant offers high-net-worth individuals and accredited investors the opportunity to invest in high-quality growth companies on a deal-by-deal basis. Our Portfolio of Direct Investments Include:
Provides a conversion-rate optimization (CRO) software solution that allows internet retailers to efficiently test changes to their websites that lead to more online sales. Margolies currently sits on Hiconversion's board of directors.
A St. Johns, Florida, company that develops early-stage medical devices to address the distress tolerance and nutritional needs of premature infants.
SkyPostal LogisticsSkyPostal specializes in domestic and international shipping to Latin America. Our industry-leading rates, transit times, and integrations have connected millions of merchants to sellers across the world.
Provides direct-to-consumer medical supplies and primarily focuses on urological supplies.
Offers multi-currency processing solutions that allow banks and other payment processors to securely process transactions in multiple currencies
Prime Source Mortgage is your online resource for personalized mortgage solutions, fast customized quotes, great rates, & service with integrity.
The Adams Arms team is committed to providing cutting-edge technology that meets the real needs of the modern warrior, starting with the industry's ...
IntellPro launched with the mission to create a knowledge advantage for asset management, financial, and professional service organizations.
ARCAEarly-stage venture Portfolio Companies have innovative founders across various segments of the digital asset ecosystem.
FRAXIONEDOur fractional home ownership program offers shares from 1/8 to 1/13, granting you an enviable lifestyle with your favorite people at dream destinations.
Alpha ModusAlpha Modus engages in creating, developing, and licensing data-driven technologies to enhance consumers in-store digital experience at the point of decision.
Cal.netWe provide internet to urban and rural customers in the Sierra Foothills and the Central Valley that other providers can't serve.
Journey Group is a design partner to the world's greatest institutions. Our studios have been telling stories rooted in community and craft since 1992.
A private company that offers funeral services and succession planning support. It was founded in 2011 and is located in Naples, Florida.
Power Device is a world leader in the design and manufacture of high-reliability Power and Control solutions.
Following the sale of Avalon Research Group, I briefly served as Managing Director of Ladenburg Thalmann's PIPE practice, focusing on identifying quality small- to mid-cap public and private companies and assisting them with their capital needs.
(1995-2004)
In February 1995, I founded Avalon Research Group, an independent equity research firm focused on identifying undervalued and overvalued publicly traded securities. Avalon offered unbiased research, helping money managers make informed decisions about stocks.
Our firm provided detailed fundamental analysis to around 200 top institutional managers and served over 100 hedge fund and mutual fund clients. As a founding member of the Investor side Research Association, we ensured regular investors received multiple opinions on stocks. I served as CEO and COO until July 2004, when I sold the firm to Metal Bulletin, PLC for $21 million. After a downturn, Metal Bulletin sold Avalon back to its shareholders for $1 in 2005.
(1992-1995)
MA Berman & Co. was an asset management firm managing approximately $600 million in equity long-short portfolios. From July 1992 to February 1995, I served as Managing Partner, primarily responsible for research and risk management of managed accounts.
(1986-1992)
From January 1986 to June 1992, I managed discretionary long-short equity accounts as a Senior Vice President and Limited Partner at Oppenheimer & Co. Inc. in New York. During my tenure at Oppenheimer, I developed relationships with influential money managers and became known for my independent investment research.
