Levi Cohen is an accomplished corporate executive with over 11 years of diverse experience in corporate M&A, venture investing, and strategic growth. His leadership spans various industries, including healthcare, fintech, consumer services, and financial services, with deep expertise in revenue and pricing strategy, financial analysis, business development, and talent development. Levi has been instrumental in driving success for early-stage VC-backed companies, middle-market private equity portfolio firms, and blue-chip publicly traded corporations.
As the Director of M&A and Corporate Development at Brigade Health, Levi oversees investment and acquisition activities across the company’s home health strategy. He is responsible for identifying growth opportunities, managing due diligence, and integrating acquisitions to support Brigade’s expansion into new geographic regions and service lines.
Prior to his role at Brigade Health, Levi held the position of Manager of M&A and Venture Investing at Quest Diagnostics, where he led the acquisition of PathAI Diagnostics, a digital pathology laboratory pioneering the use of Artificial Intelligence in Pathology. During his tenure, he was responsible for all facets of M&A execution, from sourcing deals to post-acquisition integration. His financial acumen and market insights contributed to Quest’s strategic initiatives, delivering key inorganic growth and aligning operations with the company’s long-term objectives.
Earlier in his career, Levi was a Senior Associate at TheKey, where he managed and developed a pipeline of acquisitions in the in-home healthcare space. His efforts in negotiating and executing deals were key in growing the company’s portfolio as part of a private equity rollup strategy. Levi’s strong analytical skills and business development expertise ensured that each acquisition delivered on expected financial performance and growth potential.
Levi’s foundation in finance began at PepsiCo, where he was a Senior Financial Analyst in the Revenue and Pricing Strategy team. His focus on pricing optimization and reporting during the height of the COVID-19 pandemic contributed to Pepsi’s 5.5% organic growth in North America. Levi’s ability to leverage financial data to make strategic decisions is a hallmark of his approach to problem-solving and performance improvement.
Before PepsiCo, Levi served as Principal of Origination Services and Revenue Operations at Axial, where he managed a team that connected lower middle-market companies with potential investors and acquirers. His leadership helped grow the firm’s reputation as a trusted platform for private company transactions, expanding Axial’s customer base and revenue streams.
In addition to his corporate roles, Levi has dedicated time to mentoring and coaching as the Director at About U Outreach, a nonprofit focused on empowering student-athletes in New York City. His passion for youth development is evident through his work leading the Mentorship Program and coaching wide receivers and running backs on the football team. His role in supporting students academically and athletically exemplifies his commitment to community development and personal growth.
Levi holds an MBA from the Leonard N. Stern School of Business at New York University, with specializations in Corporate Finance, Tech Product Management, and Entrepreneurship. He also holds a Bachelor of Business Administration in Finance and Economics from The College of William and Mary. He has passed the CFA Level 1 exam, demonstrating his strong foundation in financial analysis and commitment to continuous learning.
Character:
Levi Cohen is a dedicated and compassionate leader who values integrity and commitment both in his professional career and personal contributions to the community. His mentorship and nonprofit work reflect his desire to uplift others and make a meaningful impact.
Knowledge:
With over 11 years of experience in corporate M&A, venture investing, and strategic finance, Levi possesses deep industry knowledge across healthcare, fintech, consumer services, and financial markets. His expertise allows him to navigate complex business landscapes and drive informed decision-making.
Strategic:
Levi’s strategic mindset is evident in his ability to align acquisitions, investments, and business development efforts with long-term corporate goals. He has consistently delivered growth by leveraging data-driven insights and market opportunities to fuel expansion.
Communication:
Levi excels in translating complex financial strategies into clear, actionable plans that foster collaboration and alignment across teams. His ability to articulate vision and strategy has made him an effective leader and key driver of success in every organization he’s been part of.
