Michael Margolis

Founder at

Maric LS LLC

58 year

100 connections

Finance

Consumer Services

Health Services

Profile

Michael A. Margolis is the founder of Maric LS LLC, Maric Fund Management LLC, and Maric LLC, founded in 2005, 2011, and 2004 respectively.
He is currently a Trustee at The Cleveland Clinic Foundation.
Mr. Margolis received his undergraduate degree from the University of Michigan in 1989 and his MBA from Harvard Business School in 1993.

Michael Margolis active positions

Companies	Position	Start
Maric LS LLC	Founder	01/01/2005
Maric Fund Management LLC	Founder	01/01/2011
Maric LLC	Founder	01/01/2004
The Cleveland Clinic Foundation The Cleveland Clinic Foundation Medical/Nursing ServicesHealth Services Provides healthcare services	Director/Board Member	-

All active positions of Michael Margolis

Former positions of Michael Margolis

Companies	Position	End
Sage Capital Growth, Inc. Sage Capital Growth, Inc. Investment ManagersFinance Profile Unavailabl	Chief Investment Officer	-
Arcadia Management LLC Arcadia Management LLC Investment ManagersFinance Arcadia Management seeks investment opportunities in profit education and training companies located in the United States. The firm targets companies operating in the fields of training solutions, e-learning and other information services. It provides financing for seed to later stage transactions.	Corporate Officer/Principal	01/01/2002
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Corporate Officer/Principal	01/01/1998
SWK HOLDINGS CORPORATION	Director/Board Member	-
Maric Capital LLC Maric Capital LLC Investment ManagersFinance Maric Capital seeks to accumulate strategic ownership blocks, including controlling positions, in the public and private equity and debt securities of small- to mid-cap companies whose stock is trading at a discount to its intrinsic value. The firm targets companies that have growing free cash flow or growing net asset values. They look for companies with a market-cap of $25 million to $1 billion. Maric Capital also looks for companies in out-of-favor industries where the company and the sector have very little analyst coverage. The firm seeks companies experiencing a decline in investor support due to perceived negative event such as missed earnings estimates. They look for sectors or companies whose future prospects are obscured by regulatory, technological, competitive or other changes in the business environment. Maric Capital targets companies operating in diverse and unrelated businesses or equity interests in separately traded securities. The firm also invests in companies operating in money losing or under-performing divisions. They look for companies with hidden assets and accounting complexity. Maric Capital participates in spin-offs, divestitures, recapitalizations, restructurings, bankruptcy or litigation situations and situations where there is significant selling by insiders or marginal shareholders. Investments range from $10 million to $25 million. The firm acquires stakes in companies through open market purchases, privately negotiated transactions, block purchases and participation in underwritten offerings. They will also co-invest in larger investments along with other institutions.	Chief Investment Officer	-

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Linked companies

Private companies	11
Bear, Stearns & Co., Inc. Bear, Stearns & Co., Inc. Investment Banks/BrokersFinance Provides investment banking, securities trading and brokerage Services	Finance
Sage Capital Growth, Inc. Sage Capital Growth, Inc. Investment ManagersFinance Profile Unavailabl	Finance
Arcadia Management LLC Arcadia Management LLC Investment ManagersFinance Arcadia Management seeks investment opportunities in profit education and training companies located in the United States. The firm targets companies operating in the fields of training solutions, e-learning and other information services. It provides financing for seed to later stage transactions.	Finance
Maric Capital LLC Maric Capital LLC Investment ManagersFinance Maric Capital seeks to accumulate strategic ownership blocks, including controlling positions, in the public and private equity and debt securities of small- to mid-cap companies whose stock is trading at a discount to its intrinsic value. The firm targets companies that have growing free cash flow or growing net asset values. They look for companies with a market-cap of $25 million to $1 billion. Maric Capital also looks for companies in out-of-favor industries where the company and the sector have very little analyst coverage. The firm seeks companies experiencing a decline in investor support due to perceived negative event such as missed earnings estimates. They look for sectors or companies whose future prospects are obscured by regulatory, technological, competitive or other changes in the business environment. Maric Capital targets companies operating in diverse and unrelated businesses or equity interests in separately traded securities. The firm also invests in companies operating in money losing or under-performing divisions. They look for companies with hidden assets and accounting complexity. Maric Capital participates in spin-offs, divestitures, recapitalizations, restructurings, bankruptcy or litigation situations and situations where there is significant selling by insiders or marginal shareholders. Investments range from $10 million to $25 million. The firm acquires stakes in companies through open market purchases, privately negotiated transactions, block purchases and participation in underwritten offerings. They will also co-invest in larger investments along with other institutions.	Finance
University of Michigan University of Michigan Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
The Cleveland Clinic Foundation The Cleveland Clinic Foundation Medical/Nursing ServicesHealth Services Provides healthcare services	Health Services
SWK Holdings Corp. SWK Holdings Corp. Finance/Rental/LeasingFinance Operates as an investment holding company with interest in providing financing and pharmaceutical development solutions	Finance
Harvard Business School Harvard Business School Other Consumer ServicesConsumer Services Functions as a College/University	Consumer Services
Maric LS LLC
Maric Fund Management LLC
Maric LLC