Littlebanc Advisors

Littlebanc Advisors operates as a bespoke private equity and merchant banking platform, independently sourcing and structuring investment opportunities. The firm primarily deploys personal capital from its founder and a select limited partner network, bypassing institutional funding. This model offers flexibility, with principals co-investing and partners selectively participating in deals.

Michael Margolies founded Littlebanc in 2010 as a dedicated platform for family capital, rooted in an insight for direct alignment and control. Margolies brings over 25 years of capital markets experience, including tenure as a limited partner at Oppenheimer and Co., and successfully founded and sold Avalon Research Group, Inc.

Littlebanc serves accredited investors, notably veteran finance professionals, by offering unique deal flow and expert investment structuring. It also supports entrepreneurs, providing capital backed by experienced investors and favorable terms. Its vision centers on fostering company growth through aligned capital and guidance.