Levy ✳︎

Levy operates with a lean, highly tenured management team and a flexible union labor force that supports regional scalability. Estimators manage projects from bid through completion with full ownership of execution and margin performance, while field supervisors average 30 or more years of experience overseeing daily operations and mentoring the next generation of talent. More than half of Levy’s projects come from repeat general contractor clients, many of them spanning 10 to 30 years and dozens of jobs. Recent investments, including a new operating system and the company’s first Controller, have added rigor to job costing, reporting, and financial oversight as the business continues to expand into Wisconsin and Indiana.

After Levy’s longtime Chairman and CEO decided to retire, Acting CEO Bruce Fisher led the sale process. Having spent more than 40 years with Levy, Bruce focused on finding a buyer who would preserve its team, relationships, and reputation.

For Levy, the right buyer needed to understand the value of the company’s tenured field leadership, union workforce relationships, and decades-long general contractor partnerships. Preserving the team, the culture of accountability and craftsmanship built over generations, and the disciplined bidding and project management systems that made Levy successful were essential priorities heading into a sale.

Merge positioned Levy as a premier Midwest interior finish platform with a near 80-year track record, a highly diversified project base across general contractors, regions, and industry sectors, and a record backlog supported by a robust bid pipeline. The business stood out for its exceptional employee tenure, disciplined project management, and scalable union labor model, all pointing to a company with significant room to grow into new geographies and service lines.

Merge marketed Levy as a rare opportunity to acquire an established, reputable interior finish contractor with deep general contractor relationships, a proven delivery playbook, and clear whitespace in adjacent service lines like carpentry and acoustical ceilings. Buyers were drawn to Levy’s expansion into Wisconsin and Indiana, its preferred status with leading general contractors, and a leadership bench built on decades of internal promotion and mentorship.

The Levy Company was acquired by Greg Guimont of S&Y Group, who saw the acquisition as the right path to expand S&Y Group’s presence into the Chicago metro area. Levy’s established reputation, long-standing general contractor relationships, and experienced field leadership made it an ideal platform for entering a new geographic market with an already-trusted name.

The acquisition gave S&Y Group an immediate, credible foothold in the Chicago metro market through a company with decades of general contractor trust already built in. For Levy, the partnership brings the resources to continue its expansion across Illinois, Wisconsin, and Indiana while preserving the tenured team and collaborative culture that has defined the business for generations.

Merge guided Bruce Fisher and the Levy team throughout the transaction while working alongside S&Y Group’s buy-side investment banking advisor to help navigate the process. Although Levy’s CEO remained involved throughout the transaction, the company was preparing for its next chapter. Merge helped identify a buyer committed to retaining Levy’s employees, preserving its reputation, and allowing Bruce to continue leading the business under new ownership.