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Michael Margolies
Chief Executive Officer at
Global Concepts Ltd.
Profile
Michael Margolies was the founder of Avalon Research Group, Inc., founded in 1995, where the title held was Chairman & Chief Executive Officer from 1995 to 2005.
Mr. Margolies is the founder of Littlebanc Advisors LLC, founded in 2009, holding the title of Chief Executive Officer.
Mr. Margolies is also the founder of Investorside Research Association.
Mr. Margolies is Chairman, Chief Executive & Financial Officer at Global Concepts Ltd. Mr. Margolies is Director, Chief Compliance Officer & Executive VP at PrimeSource Mortgage, Inc. since 2012.
Mr. Margolies is Director at Obviyo, Inc. Mr. Margolies is Director & Manager at LB-Arca Investors LLC.
Mr. Margolies is Director at Unhedged, Inc. Mr. Margolies is President at LB Merchant AA-2 LLC since 2016.
Mr. Margolies is President at LB Merchant HC-6 LLC.
Mr. Margolies was President & Chief Executive Officer at High Velocity Alternative Energy Corp.
from 2006 to 2008.
Mr. Margolies was Vice Chairman & Secretary at Headliners Entertainment Group, Inc. Mr. Margolies was Director at Powers Device Technologies, Inc. Mr. Margolies was Director at Adams Arms LLC.
Mr. Margolies was Director at SkyShop Logistics, Inc. in 2010.
Mr. Margolies was Director at Adams Arms, Inc. Mr. Margolies was Director at PSM Holdings, Inc. Mr. Margolies was Limited Partner at Oppenheimer Asset Management, Inc. from 1986 to 1992.
Mr. Margolies was President at LB Merchant PSMH-4 LLC.
Mr. Margolies was President at LB Merchant HC-4 LLC.
Mr. Margolies was President at LB Merchant AA-3 LLC.
Michael Margolies active positions
| Companies | Position | Start |
|---|---|---|
Global Concepts Ltd.
 Global Concepts Ltd. Financial ConglomeratesFinance Provides transportation services | Chief Executive Officer | - |
Obviyo, Inc.
 Obviyo, Inc. Miscellaneous Commercial ServicesCommercial Services Provides conversion rate optimization solutions | Director/Board Member | - |
Littlebanc Advisors LLC
 Littlebanc Advisors LLC Investment ManagersFinance Littlebanc seeks investment opportunities in companies located in the US with a minimum EBITDA of $1 million, minimum revenues of $3 million and an minimum enterprise value of $12 million. The firm target companies operating manufacturing, payment processing, Information technology, firearms and defense, social applications and technology, business services, healthcare, deathcare, e-commence and financial services. It provides financing to preferred equity and convertible debt with an investment size of $3 - $10 million. It takes board seat. | Chief Executive Officer | 01/01/2009 |
PrimeSource Mortgage, Inc.
 PrimeSource Mortgage, Inc. Finance/Rental/LeasingFinance Provides mortgage services | Compliance Officer | 01/04/2012 |
LB Merchant AA-2 LLC
 LB Merchant AA-2 LLC Financial ConglomeratesFinance Provides investment services | President | 18/10/2016 |
LB-Arca Investors LLC
 LB-Arca Investors LLC Financial ConglomeratesFinance Provides investment services | Director/Board Member | - |
LB Merchant HC-6 LLC
 LB Merchant HC-6 LLC Financial ConglomeratesFinance Provides investment services | President | - |
Unhedged, Inc.
 Unhedged, Inc. Internet Software/ServicesTechnology Services Operates as platform for financial research, analysis and collaboration | Director/Board Member | - |
Former positions of Michael Margolies
| Companies | Position | End |
|---|---|---|
High Velocity Alternative Energy Corp.
 High Velocity Alternative Energy Corp. Oil Refining/MarketingEnergy Minerals Refines, blends, packages, and distributes middle market petroleum | President | 31/01/2008 |
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Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
39
1st degree connections
21
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 21 |
|---|---|
Global Concepts Ltd.
Global Concepts Ltd. Financial ConglomeratesFinance Provides transportation services | Finance |
Headliners Entertainment Group, Inc.
 Headliners Entertainment Group, Inc. Movies/EntertainmentConsumer Services Operates comedy club and restaurants | Consumer Services |
Oppenheimer Asset Management, Inc.
 Oppenheimer Asset Management, Inc. Investment ManagersFinance OAM uses a third-party risk model providers and an attribution to examine portfolio characteristics and risk exposure of a manager’s historical portfolio holdings. The firm focuses both on active portfolio management that utilizes both a top-down/bottom-up style emphasizing security selection and value investing. | Finance |
Powers Device Technologies, Inc.
 Powers Device Technologies, Inc. Medical SpecialtiesHealth Technology Develops feedback sensor products | Health Technology |
Adams Arms LLC
 Adams Arms LLC Aerospace & DefenseElectronic Technology Manufactures and supplies guns and accessories | Electronic Technology |
Avalon Research Group, Inc.
 Avalon Research Group, Inc. Investment Banks/BrokersFinance Provides research | Finance |
High Velocity Alternative Energy Corp.
High Velocity Alternative Energy Corp. Oil Refining/MarketingEnergy Minerals Refines, blends, packages, and distributes middle market petroleum | Energy Minerals |
PSM Holdings, Inc.
 PSM Holdings, Inc. Finance/Rental/LeasingFinance Operates as holding company with interest in providing mortgage and financial services | Finance |
PrimeSource Mortgage, Inc.
PrimeSource Mortgage, Inc. Finance/Rental/LeasingFinance Provides mortgage services | Finance |
SkyShop Logistics, Inc.
 SkyShop Logistics, Inc. Air Freight/CouriersTransportation Provides postal services | Transportation |
Obviyo, Inc.
Obviyo, Inc. Miscellaneous Commercial ServicesCommercial Services Provides conversion rate optimization solutions | Commercial Services |
Investorside Research Association | |
Littlebanc Advisors LLC
Littlebanc Advisors LLC Investment ManagersFinance Littlebanc seeks investment opportunities in companies located in the US with a minimum EBITDA of $1 million, minimum revenues of $3 million and an minimum enterprise value of $12 million. The firm target companies operating manufacturing, payment processing, Information technology, firearms and defense, social applications and technology, business services, healthcare, deathcare, e-commence and financial services. It provides financing to preferred equity and convertible debt with an investment size of $3 - $10 million. It takes board seat. | Finance |
Adams Arms, Inc.
 Adams Arms, Inc. Miscellaneous Commercial ServicesCommercial Services Manufactures and develops proprietary firearm products | Commercial Services |
LB Merchant PSMH-4 LLC
 LB Merchant PSMH-4 LLC Financial ConglomeratesFinance Provides investment services | Finance |
LB Merchant AA-2 LLC
LB Merchant AA-2 LLC Financial ConglomeratesFinance Provides investment services | Finance |
LB Merchant HC-4 LLC
 LB Merchant HC-4 LLC Financial ConglomeratesFinance Provides investment services | Finance |
LB Merchant AA-3 LLC
 LB Merchant AA-3 LLC Financial ConglomeratesFinance Provides investment services | Finance |
LB Merchant HC-6 LLC
LB Merchant HC-6 LLC Financial ConglomeratesFinance Provides investment services | Finance |
LB-Arca Investors LLC
LB-Arca Investors LLC Financial ConglomeratesFinance Provides investment services | Finance |
Unhedged, Inc.
Unhedged, Inc. Internet Software/ServicesTechnology Services Operates as platform for financial research, analysis and collaboration | Technology Services |
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