Media Coverage

About Our Founder

With more than 25 years' capital market experience, Mr. Michael Margolies 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. Littlebanc is a private equity and merchant banking platform formed to invest family capital. Littlebanc uses no institutional money. They invest their own money and funds from a few other family offices. Littlebanc has sourced structured and financed many successful investments.

Media Coverage

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Littlebanc + The Journey Group

The Buildout: Consolidated, Astound, Ziply win in Washington

May 19, 2023
Cal.net + Littlebanc

Cal.net Expands Hybrid Fiber & Wireless Broadband Network in Tulare County

May 17, 2023
Cal.net + Littlebanc

Cal.net Expands Hybrid Fiber & Wireless Broadband Network in Tulare County

May 17, 2023
Littlebanc

Cal.net Expands Hybrid Fiber & Wireless Broadband Network in Tulare County

May 17, 2023
Littlebanc

Cal.net Expands Hybrid Fiber & Wireless Broadband Network in Tulare County

May 17, 2023
Littlebanc

Cal.net completes 10 broadband towers in county

May 17, 2023
Littlebanc + Hi-conversion

Artificial Intelligence Startups in Boca Raton

March 16, 2023
Littlebanc

SaaS Startups in Boca Raton

March 16, 2023
Cal.net + Littlebanc

Despite RDOF Rejection, Cal.net Gears Up for FWA, Fiber Builds

March 13, 2023
Cal.net + Littlebanc

Despite RDOF Rejection, Cal.net Gears Up for FWA, Fiber Builds

March 13, 2023
Cal.net + Littlebanc

Jack Barker Appointed CEO of Cal.net as Company Prepares for Significant Growth in Central California

March 2, 2023
Littlebanc

Jack Barker Appointed CEO of Cal.net as Company Prepares for Significant Growth in Central California

March 2, 2023
Michael Margolies news

Highlights from the US Embassy 4th of July Celebration

July 5, 2022
Avalon Research + Apple Computer

The Big Debate Event with Bryan Bottarelli and Marc Lichtenfeld – What Is All About?

April 26, 2022
Littlebanc + Remembrance funeral homes

Post qualification amendment to offering statement

May 21, 2021
Wilmington Capital Securities + Premier Funeral Homes

Preliminary offering circular subject to completion; dated may 21, 2021

May 21, 2021
Arca + Littlebanc

Former Pimco Exec Sees Digital Asset Growth

April 19, 2021
Arca + Littlebanc

Former PIMCO Executive Bill Powers Joins Arca as Principal and Strategic Advisor

April 8, 2021
Littlebanc + Powers Medical Devices

Capstone Companies Completes a Private Equity Placement in Preparation for its Smart Mirror Launch

April 7, 2021
Littlebanc

Capstone : Completes a Private Equity Placement in Preparation for its Smart Mirror Launch

April 6, 2021
Littlebanc + The Journey Group

2024, the magical SPAC year

March 30, 2021
Littlebanc

Unhedged : Raises $4.4M, Led by Littlebanc and Entity Backed by Palm Ventures

March 29, 2021
Littlebanc + Skypostal

Unhedged Raises $4.4M in Funding

March 29, 2021
Littlebanc

Unhedged Raises $4.4M, Led by Littlebanc and Entity Backed by Palm Ventures

March 29, 2021
Littlebanc

Limbach holdings closes public offering of common stock

February 12, 2021
Littlebanc

The 9 Largest LA Tech Startup Funding Rounds of January 2021

February 2, 2021
Arca + Littlebanc

Digital Asset Manager Arca Gets $10 Million In A Series A Funding Round

January 19, 2021
Littlebanc + Skypostal

Arca: raises $10m in series a funding

January 15, 2021
Littlebanc

Arca Raises $10M in Series A Funding

January 14, 2021
Arca + Littlebanc

Investment firm Arca raises $10 million in Series A funding

January 14, 2021
Arca + Littlebanc

Announcing our Series A Funding Round

January 13, 2021
Arca + Littlebanc

Arca secures $10M in Series A funding as traditional financiers back crypto

January 13, 2021
Arca + Littlebanc

Arca secures $10M in Series A funding as traditional financiers back crypto

January 13, 2021
Arca + Littlebanc

Digital Asset Management Firm Arca Raises $10 Million in Series A Funding

January 13, 2021
Arca + Littlebanc

Digital Asset Management Firm Arca Raises $10 Million in Series A Funding

January 13, 2021
Arca + Littlebanc

Digital Asset Management Firm Arca Raises $10 Million in Series A Funding

January 13, 2021
Arca + Littlebanc

Digital Asset Manager Arca Raises $10M

January 13, 2021
Arca + Littlebanc

Digital Asset Manager Arca Raises $10M

January 13, 2021
Wilmington Capital Securities + PSMH

Complex business litigation assignment for the benefit of creditors of psm holdings, inc.

December 16, 2020
Littlebanc

Amended and Restated Management Services Agreement dated as of February 1, 2020 by and between Remembrance Group, Inc. and Littlebanc Advisors LLC

April 27, 2020
Avalon Research Group

Episode 138: Everyone Has a Plan Until… with Marc Lichtenfeld

April 24, 2020
Littlebanc + Remembrance funeral homes

Preliminary Offering OF UP TO 1,200,000 SHARES OF SERIES A REDEEMABLE PREFERRED STOCK

March 13, 2020
Wilmington Capital Securities + Hi-conversion

Wilmington Trust opens up mutual funds and models to external investors

September 24, 2019
Littlebanc + Adams Arms

Rifle builder Adams Arms sold to its creditor

May 2, 2019
LB Merchant HC-6, LLC

On 25 Feb 2019, for the business entity: LB Merchant HC-6, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $1,500,000 – off which $1,125,000 was sold and the remaining balance to be sold stood at $375,000. There wasn't any minimum investment criteria for outside investors.

February 25, 2019
Littlebanc

HiConversion Announces Closing of $3 Million Private Placement

February 20, 2019
Wilmington Capital Securities + PSMH

Petition for assignment for the benefit of creditors

August 13, 2018
Cal.net + Littlebanc

Office of Inspector General (OIG) Awards CALNET Prime Contract for Service Desk Services and End-User Support Services

March 20, 2018
Littlebanc + Examsoft

TopRank Book of Lists 2018

January 1, 2018
Littlebanc + Hi-conversion

Retail software startup raises $3.5M in funding

December 22, 2017
Michael Margolies news

Jack Barker Appointed CEO of Cal.net as Company Prepares for Significant Growth in Central California

September 29, 2017
Michael Margolies news

PSM appoints president-CEO

September 29, 2017
LB Merchant AA-4, LLC

On 19 Sep 2017, for the business entity: LB Merchant AA-4, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $2,525,000 – off which $1,500,000 was sold and the remaining balance to be sold stood at $1,025,000. There wasn't any minimum investment criteria for outside investors.

September 19, 2017
LB Merchant AA-3, LLC

On 20 Mar 2017, for the business entity: LB Merchant AA-3, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $3,525,000 – off which $2,575,000 was sold and the remaining balance to be sold stood at $950,000. There wasn't any minimum investment criteria for outside investors.

March 20, 2017
LB Merchant HC-5, LLC

On 08 Feb 2017, for the business entity: LB Merchant HC-5, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $3,025,000 – off which $1,560,457 was sold and the remaining balance to be sold stood at $1,464,543. There wasn't any minimum investment criteria for outside investors.

February 8, 2017
Littlebanc + The Journey Group

US PE Funds Raised 2016 by WSJ.com

January 30, 2017
LB Merchant AA-2, LLC

On 19 Oct 2016, for the business entity: LB Merchant AA-2, LLC, a Notice of Exempt Offering of Securities FORM D/A was filed with the total offering amount of $3,525,000 – off which $3,525,000 was sold and the remaining balance to be sold stood at $000. There wasn't any minimum investment criteria for outside investors.

October 19, 2016
LB Merchant HC-4, LLC

On 12 Sep 2016, for the business entity: LB Merchant HC-4, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $1,525,000 – off which $903,886 was sold and the remaining balance to be sold stood at $621,114. The minimum investment accepted from any outside investor was $25,000.

September 12, 2016
Wilmington Capital Securities + Powers Medical Devices

Wilmington Capital Management qtrly net loss $0.02

August 10, 2016
Littlebanc

Adams Arms gets financing from Littlebanc Advisors

May 16, 2016
Littlebanc

Littlebanc Advisors invests in Adams Arms

May 15, 2016
Littlebanc

Littlebanc Announces Follow-On Investment in Adams Arms

May 13, 2016
Littlebanc

Littlebanc Announces Follow-On Investment in Adams Arms

May 13, 2016
Littlebanc + Adams Arms

Littlebanc Makes Follow-On Investment in Adams Arms

May 13, 2016
LB Merchant AA-2, LLC

On 28 Apr 2016, for the business entity: LB Merchant AA-2, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $1,525,000 – off which $1,525,000 was sold and the remaining balance to be sold stood at $000. The minimum investment accepted from any outside investor was $25,000.

April 28, 2016
Littlebanc + Remembrance funeral homes

News in Brief - South Florida Business Journal

October 9, 2015
Littlebanc + Premier Funeral Homes

Littlebanc Announces a Follow-on Investment in the Premier Group

September 30, 2015
Littlebanc + Premier Funeral Homes

Littlebanc announces a follow-on investment in The Premier Group

September 30, 2015
Littlebanc + Premier Funeral Homes

Littlebanc invests in Premier Group again

September 30, 2015
Wilmington Capital Securities + PSMH

Littlebanc Advisors and Affiliate LB Merchant Lead $3.2 Million Investment in PSM Holdings, Inc., a Full-Correspondent Mortgage Lender

April 3, 2014
Littlebanc + Prime Source Mortgage

PSM Holdings, Inc. (PSMH) Closes $3.2MM Capital Raise

April 3, 2014
LB Merchant HC-3, LLC

On 11 Feb 2014, for the business entity: LB Merchant HC-3, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $3,525,000 – off which $2,650,000 was sold and the remaining balance to be sold stood at $875,000. The minimum investment accepted from any outside investor was $25,000.

February 11, 2014
Littlebanc + Hi-conversion

LB Merchant Announces $2.6 Million Investment in HiConversion, a Disruptive, Patented Conversion Rate Optimization Solution

February 7, 2014
Littlebanc

LB Merchant Banks $2.6M on HiConversion for E-Commerce Optimization

February 7, 2014
LB Merchant PFMG, LLC

On 25 Nov 2013, for the business entity: LB Merchant PFMG, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $2,525,000 – off which $2,525,000 was sold and the remaining balance to be sold stood at $000. The minimum investment accepted from any outside investor was $25,000.

November 25, 2013
LB Merchant news

LB Merchant Announces $2.5 Million Investment in PF Management Services, LLC

November 19, 2013
Littlebanc + Premier Funeral Homes

PF Management services nets $2.5 mln

November 19, 2013
Cal.net + Littlebanc

Most Active Lower Middle Market Firms

October 8, 2013
Michael Margolies news

PSM Holdings, Inc. (PSMH) Announces Changes in Corporate Officers

August 30, 2013
Littlebanc + Prime Source Mortgage

PSM Holdings, Inc. Closes $5.7MM Private Placement

February 6, 2013
Littlebanc + Examsoft

Where small companies go to grow

December 1, 2012
Littlebanc + Adams Arms

Adams Arms Venture Capital and Private Equity Financings

November 7, 2012
Avalon Research + Celgene

Making The Call: Celgene's Abraxane Will Work in Pancreatic Cancer

October 15, 2012
Littlebanc

PrimeSource Mortgage, Inc. Announces Speaking Engagement

September 18, 2012
LB Merchant HC-2, LLC

On 21 Aug 2012, for the business entity: LB Merchant HC-2, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $1,500,000 – off which $1,325,000 was sold and the remaining balance to be sold stood at $175,000. The minimum investment accepted from any outside investor was $25,000.

August 21, 2012
LB Merchant news

Littlebanc Advisors Announces $1.3 Million Series B Financing for HiConversion, a Disruptive, Patented Conversion Rate Optimization Solution

August 8, 2012
LB Merchant AA-1, LLC

On 23 Jul 2012, for the business entity: LB Merchant AA-1, LLC, a Notice of Exempt Offering of Securities FORM D was filed with the total offering amount of $3,025,000 – off which $2,400,000 was sold and the remaining balance to be sold stood at $625,000. The minimum investment accepted from any outside investor was $25,000.

July 23, 2012
Littlebanc + Adams Arms

Adams Arms Scores $2.7m for AR-15 Retro-Fit Piston-Driven System

July 12, 2012
Littlebanc + Adams Arms

Adams arms secures $2.7 million for ar gas piston system facilities

July 12, 2012
Littlebanc

Adams Arms Flexes with $2.7M Series A

July 11, 2012
Littlebanc + Adams Arms

Adams Arms Raises $2.7M in Series A Financing

July 11, 2012
Littlebanc + Adams Arms

Littlebanc Advisors Announces $2.7 Million Series A Financing for Adams Arms, Inc., a High-Growth Florida Company

July 10, 2012
Littlebanc + Adams Arms

Adams Arms Funding

July 1, 2012
Avalon Research + Axonyx

The Case for Shorting Elan Into Upcoming Alzheimer's Trial Results

February 21, 2012
Avalon Research + Amylin Pharmaceuticals

The Curse of Amylin's Diabetes Drug Approval

February 6, 2012
Wilmington Capital Securities + Skypostal

Recent Transactions

December 1, 2011
Wilmington Capital Securities + Skypostal

Notice of Exempt Offering of Securities

May 25, 2011
Littlebanc + Skypostal

SkyShop Logistics Completes $3 Million Private Placement

May 19, 2011
Littlebanc

Littlebanc Advisors Raises $3 Million in Series A Preferred Financing for Apollidon, Inc., a Worldwide Marketer of Online Learning Programs

April 14, 2011
Littlebanc + Powers Medical Devices

Powers Device Technologies, Inc. Receives $1.5 Million to Commercialize PAL

March 22, 2011
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