Joel N. Levy

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Private Equity
Middle Market
Over 30 years of hands-on experience in Financial Transactions as Senior Managing Principal, Corporate Director and Manager and Investment Banker Background with Middle Market Public and Private Companies (Traditional and Under-Performing), Deal Originations, Buyouts, Acquisitions, Mergers, Funding, Divestures and Strategic Consulting. Senior Managing Principal in Leveraged Transactions
  • Closed $490 million in platform leveraged acquisitions
  • Transactions included 10 platform acquisitions in the US and Canada, 15 add-on acquisitions and divestures, 3 agency sale assignments (approx. $200 million) and an overseas minority investment
  • Realized platform acquisitions resulted in an internal rate of return of 52.4%.
  • Funded partnerships and acquisitions through domestic and overseas equity investors, mezzanine and banks
  • Handled - origination/finding, due diligence, negotiation, documentation, corporate monitoring, restructuring and disposition


  • Actively participated in 14 Boards of Directors

Senior Officer in Public Corporations and Investment Banker

  • VP corporate development for 2 public companies each with sales in excess of $150 million
  • Investment banker responsible for acquisitions and initial public offerings
Background Senior Managing Partner and Co-Founder of CM Equity Partners and Managing Member of CMLS Management, L.P., a private equity partnership for LBOs, MBOs primarily funded by insurance companies (successor to Levy/Schulte)

Senior Managing Principal and Co-Founder of Joel N. Levy / Peter M. Schulte, LLC, whose focus was leveraged acquisitions and agency divestitures and Senior Manager of Trident II, a Zurich-based privately, funded equity partnership for leveraged acquisitions of U.S. companies.

Served as director of TEP Fund Inc. (NASDAQ), a municipal bond fund manager, Former principal investor and director of ICF Consulting Group, Inc., an energy, utility and environmental consulting firm, Evans Consoles Inc., a maker of industrial consoles in Canada, RCI Holding Corporation, a government contract services provider, EMSI Holding Company, an insurance information services provider, AverStar, Inc., a developer of information technology services and products, Beta Brands, Inc., a manufacturer of confectionary and baked goods in Canada and Kronos-Central Distribution Co., a distributor of ethnic foods.

Former principal investor and chairman of the board of directors of Kronos Products, Inc., an ethnic foods producer, Jeanette Frocks, Inc., a maternity wear manufacturer, Delta Consolidated Industries, Inc., a manufacturer of storage containers and Hanes Holding Company a fabric supplier and dye and finisher.

Served as director of Charles and Colvard Ltd. (NASDAQ), a manufacturer of lab-created gemstones, and Apogee Technology, Inc. (NASDAQ), a developer and marketer of digital amplifier products.

Former Treasurer and VP of Corporate Development at Hi-Shear Industries, Inc. (formally listed on NYSE), a manufacturer of aerospace fasteners and ordnance products and as CFO and VP of Corporate Development and Finance of Computer Horizons Corporation (NASDAQ), a provider of software and systems services.

Detailed Resume Detailed Career History, Directorships, Transactions / Returns
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