Sam Levine is an experienced private equity investor who spent 25 years investing in middle market companies. Previously, Sam was the Head of Private Equity at Roundtable Investment Partners. Sam's private equity experience also includes his role as Head of Private Capital at Blue Mountain Capital and Co-Head of Private Equity at Eos Partners. Sam has led private equity investments in dozens of successful private companies and served on numerous Boards. On a 5-day trip to Beaujolais, France, Sam’s close friends inspired him to form his own family office based on his entrepreneurial spirit and independent nature. It is this moment and this group of people to whom Sam attributes his current success. He shortly thereafter formed Bagnols Family Office, named after the 800-year-old château, CHATEAU DE BAGNOLS, where Sam's closest friends gathered to provide him their inspiring advice. Soon after forming Bagnols, Sam originated and closed on this three core investments which comprise the private equity portfolio he now manages. Sam is happily married to Laurie Blitzer and lives in New York City with three fantastic kids, Jordana, Josh and Aerin.
Sam has become increasingly involved in philanthropic efforts and places a high value on paying it forward. Most notably, Sam has a strong philanthropic relationship with his alma mater, The University of Michigan, as well as multiple Jewish nonprofits and top educational institutions in Israel.
Sam has become an avid mentor for University of Michigan athletes and Ross School of Business students interested in pursuing careers in finance. Most notably, his summer internship program allows carefully-selected, ambitious, rising sophomore students, representing diverse backgrounds, to gain an unparalleled exposure into the world of private equity. Sam's goals for his interns go beyond helping these students understand the technicalities of managing portfolio companies. Throughout the summer he also connects them to a wide network of professionals within finance, and, most importantly, instills in them personal wisdom and lessons that will guide their personal and professional journeys. Sam is thrilled to see them flourish upon graduating from his internship program, and will do anything he can to help them succeed throughout their careers. To this day, all of the interns have gone on to secure subsequent summer internships or full time jobs at many of the leading investment banking and private equity firms of America.
Sam’s University of Michigan involvement extends beyond this internship experience program. He has played an instrumental role in recruiting academically-talented students from resource-deprived neighborhoods in the US. Sam is also very involved in the Michigan-Israel partnership, an academic joint venture between the University of Michigan and two of Israel's leading academic institutes, Technion and the Weizmann Institute. This program aims to facilitate joint academic research between the universities in the fields of healthcare, engineering, climate change, and sustainability. Sam is also a guest lecturer at the Ross School of Business and enjoys sharing his experience with aspiring business leaders.
Sam places a strong emphasis on supporting organizations which promote the wellbeing of Israel and the US-Israel relationship. He is in the early stages of developing a significant climate change academic partnership between Israeli universities, Arab universities, and the University of Michigan. During the spring of 2022, he brought his family to the Polish border for a week of volunteering with an Israeli NGO to assist Ukrainian refugees who were displaced by Russia's attack on Ukraine. Sam’s family(led by his wife Laurie Blitzer) is also deeply involved in Birthright Israel and Birthright Excel, a program which selects high achieving international Jewish college students to visit Israel for ten weeks, work as a summer intern for an Israeli company, and experience Israeli culture, lifestyle, and peoplehood. Sam is dedicated to furthering these causes and using his platform as a professional and mentor to make an impact.
More recently, Sam has undertaken a massive health transformation. This pursuit was inspired, in part, by experiencing the recent death of his beloved father and witnessing the deteriorating health among the aged. Sam was also inspired by Strauss Zelnick of Zelnick Media Corporation to embrace a very intense wellness and fitness approach to life. Working with a team of medical doctors and health specialists, including his nutritionist and trainer, Sam was able to reduce his weight and body fat by nearly 30% and 50% respectively. In measuring the bio markers of this, Sam has seemingly reversed aging and added years and perhaps decades of quality to his life. To celebrate his journey and culminate his achievements, Sam participated in a triathlon in Israel and raised significant money for both wounded Israeli soldiers and Ukrainian emergency relief. He is extremely proud and motivated in this initiative within his life, and is open to speak with anyone interested in embracing health and wellness in the same intense way that he has. Watch the video below to hear more from Sam about his journey.
Sam and his wife, Laurie, have developed a passion for art and are embarking on a lifelong journey to build a meaningful collection of 20th century and contemporary artists. There is a special interest in buying art from 1) some of the great 20th century modern artists as well as contemporary art painted by 2) women and 3) African American artists.
Sam is a sports enthusiast. Along with his meaningful philanthropic efforts at the University of Michigan, Sam is a huge Wolverine fan. Along with the amazing dedicated professionals at the Michigan Athletic Department, Sam has done much to improve the career and professional development of Michigan’s 900 student athletes on campus. He believes the drive, determination, resilience and focus of student athletes, can be replicated in their life after athletics to achieve enormous success post athletics.
Stemming from his love of sports, Sam takes great inspiration in the quote from Rudyard Kipling’s poem “IF…” inscribed above the players' entrance to Wimbledon’s Centre Court: “If you can meet with Triumph and Disaster, and treat those two imposters just the same…”. While intended in this context to represent wins and losses within tennis, Sam believes that every path to success requires one to face success and failure, and be courageous enough to forge ahead. Sports has been a personal hobby for Sam, but more importantly, it has taught him some of the best lessons in life.
"If..." by Rudyard Kipling
Wimbledon Centre Court Entrance
Sam is also an avid traveler. He has enthusiastically traveled the world with friends and family enjoying exotic cultures, food, and great times. Sam has been to Israel over 50 times. "Work hard. Play hard. Share it all with those you love. "
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