Below is a sample listing of transactions in which Mr. Levy was significantly involved.
CLIENT | ACTIVITY | INVESTMENT BANKER(S) |
ABR Information Services, Inc. | Initial Public Offering $16,000,000 | Robert W. Baird & Co., Raymond James & Associates, Inc. |
ABR Information Services, Inc. | Public Equity Offering $185,000,000 | Montgomery Securities, Robert W. Baird & Co., Raymond James & Associates, Inc. |
ABR Information Services, Inc. | Acquired Bullock Associates, Inc. | Broadview Associates |
ABR Information Services, Inc. | Acquired L.P. Barier Company | Broadview Associates |
Ace Auto Parts | Initial Public Offering | |
Advanced Protection Technologies | Sale of Company to Emerson | None |
Cox Lumber Co. | Sale of Company to The Home Depot | Raymond James & Associates, Inc. |
MTS Medication Technologies | Taken Private and Sale of Company to Excellere Partners | Raymond James & Associates, Inc. |
Mortgage Investors Corporation | Sale of Company to Amresco, Inc. | Raymond James & Associates, Inc. |
Mortgage Investors Corporation | Acquired Watermark Financial Partners, Inc. | Hyde Park Capital Advisors, LLC |
National Business Solutions, Inc. | Sale of Company to Paychex Business Solutions, Inc | Robert W. Baird & Co. |
Preferred Diagnostic & Medical Services, Inc. | Sale of Company to Home Health Corporation of America, Inc. | Raymond James & Associates, Inc. |
PODS | Initial Private Raise Of $4,000,000 | None |
Reptron Electronics, Inc. | Initial Public Offering $30,000,000 | Prudential Securities Incorporated, Raymond James & Associates, Inc. |
Reptron Electronics, Inc. | Acquired Hibbing Electronics Corporation | Raymond James & Associates, Inc. |
Reptron Electronics, Inc. | Public Debt Offering $115,000,000 | Raymond James & Associates, Inc., Forum Capital Markets L.P., Stephens, Inc. |
SOE Software Corp | Sale of Company to SCYTL | Raymond James & Associates, Inc. |
Sterile Recoveries, Inc. | Initial Public Offering $20,000,000 | Robert W. Baird & Co., Raymond James & Associates, Inc. |
The TeamStaff Companies | Sale of Company to Digital Solutions, Inc. | Raymond James & Associates, Inc. |