Pickwick Capital Partners
David W. Levy has extensive experience in the financial industry, starting with their roles at Salomon Brothers, where they served as Co-Head of the Financial Institutions Department from 1981 to 1996. After that, they joined Citigroup Investment Banking as Co-Head of the Bank & Financial Services Group, where they worked until 2005. In 2005, they became a Senior Managing Director at Bear Stearns & Company and held that position until 2008. From 2009 to 2010, they were Vice Chairman-Investment Banking at Cowen and Company. David W. then served as a Member of the Board of Directors at Old Dominion National Bank starting in 2013. In 2017, they joined FirstSun Capital Bancorp as a Member of the Board of Directors. Finally, since 2012, they have been the Managing Director at Pickwick Capital Partners.
David W. Levy completed their education at The Wharton School. David W. earned a Bachelor of Science (B.S.) degree in Economics in 1978, followed by a Master of Business Administration (M.B.A.) degree in 1981. The specific field of study for both degrees is not provided.
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Pickwick Capital Partners
Pickwick Capital Partners, LLC assists middle-market companies and alternative investment firms achieve their strategic, financing and M&A objectives. We do this through a focused and collaborative process driven by the talent of our advisors, who bring a wealth of experience from leading investment banks such as Morgan Stanley, Jefferies & Company, Deutsche Bank, Merrill Lynch, and others. Our team is comprised of energetic, hands-on solution providers. We focus on quality, and each and every transaction is important to us. Pickwick clients can be assured their advisors are true partners with the capabilities, motivation and experience necessary for success. Our advisors have collectively completed capital raising and M&A transactions worth billions of dollars. Pickwick’s primary services are investment banking, focused on M&A and debt/equity, and third-party-marketing placements, in which we raise capital for alternative asset funds including hedge funds, private equity groups and venture capital funds. We offer our clients the advantage of a well-established and broad network of institutional investors, family offices, qualified purchasers, private equity and buy-out groups, strategic buyers, growth capital providers, senior, junior and mezzanine lenders and debt providers, and emerging and middle-market companies. We also provide our clients strategic insights into a diverse range of industries, including: cyber/physical security, banks/financial institutions and financial technology (Fin-Tech), real estate, Big Data, aerospace/defense, alternative energy/clean tech/green tech, entertainment, industrial, health IT/medical devices/biotech/pharmaceuticals, e-learning and tech-enabled business services. An SEC-registered Broker/Dealer and member of FINRA and SIPC, Pickwick is located in Westchester, New York, with advisors across the country, including in the metro DC-area, Boston, Los Angeles, Richmond, Baltimore, Miami, Dallas, Austin and Houston.