Littlebanc's experienced team of professionals come from a wide range of industries and offer a diverse skill set. We leverage our past experience and industry contacts to help entrepreneurs and their companies to realize their full potential.
With more than 25 years' capital market experience, Michael is a respected investment industry veteran. In his early career, he was a limited partner at Oppenheimer and Co. In 1995, Mr.Margolies founded Avalon Research Group, Inc., a top-rated independent equity research firm with more than 100 hedge fund and mutual fund clients. He served as founder and CEO of Avalon until 2004 when he sold the company.
Mr. Margolies founded Littlebanc in 2010 and is his current investment platform. They have done many successful transactions.
Jack Barker has over 30 years of experience in international business and consulting. Mr. Barker’s broad-ranging career includes starting new offices and sector practices for McKinsey & Co. in South America and the U.S. Mr. Barker has also been responsible for profit improvement, sales growth, regulatory affairs and turnaround management in a variety of consulting and operating positions for Fortune 500 clients and The Carlyle Group. Mr. Barker has developed particular expertise in electric power, financial services, telecommunications, consumer products, and heavy manufacturing. Mr. Barker’s career also includes significant expatriate assignments in the United Kingdom, Switzerland, Australia, and Brazil.
Mr. Barker received his MBA from the Harvard Business School where he was a Baker Scholar. He also holds a BS, Summa Cum Laude, in Mechanical Engineering and Material Science from Duke University. Mr. Barker and his wife, Laura, have two daughters.
Ray brings 25 years of experience in higher education, media and entertainment, and non-profit sectors. He holds a PhD from Michigan State University and has been a consultant for internationally-recognized companies and organizations.
David Bonifield brings over 32 years of business and management experience to Littlebanc Advisors, having spent the last 18 years in the financial services industry in various areas ranging from venture capital, hedge fund, investment banking and wealth management, with such firms as JP Morgan and Credit Suisse.
Mr. Bonifield has worked in various fund, family office and startup ecosystems, building company platforms, implementing M&A strategies, and raising capital. Mr. Bonifield holds an MBA from The University of Chicago Booth School of Business and a Bachelor of Arts degree in Business Administration and Communications from Eastern Illinois University.