M&A advisorSell-side
Octagon Capital Group
New York, NY
Profile last reviewed
October 2026
Public information can change. Corrections are reviewed before publication.
Overview
Overview of Octagon Capital Group
Octagon Capital Group is a merchant banking firm focused on small-cap, mid-cap, and private companies with potential for value creation. It advises on exclusive sales and divestitures, M&A, debt and equity financings, restructuring, and special situations, and may invest directly in companies. Its transaction examples include an $825 million sale of thinkorswim to TD Ameritrade and a $270 million equity financing for Harmony Biosciences.
Named principal
Michael Levy
Profile details
Details for Octagon Capital Group
- Representation
- Sell-side
- Firm type
- M&A advisor
- Based in
- New York, NY
- Engagement coverage
- New York, NY
- Industry focus
- Healthcare and medical practices · Technology and software · Consumer, retail, and e-commerce
Office locations
Headquarters and public offices
Headquarters
New York, NY
Profile sources
This profile was compiled from publicly available firm information. Sources are grouped by website, while the underlying page-level evidence is retained for review.
- Open source
Firm website
octagoncg.com · checked October 2026