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Education

  • University of Pennsylvania Law School
    (
    J.D., 1990)
  • University of Wisconsin
    (
    B.A., with distinction, Phi Beta Kappa, 1987)

Memberships

  • American Bar Association
  • Minnesota State Bar Association
  • Hennepin County Bar Association
  • ABA Section of Business Law, Federal Regulation of Securities Committee

Admissions

  • Minnesota

Jonathan B. Levy

Partner

4200 IDS Center
80 South 8th Street
Minneapolis, Minnesota 55402
T (612) 371-2412
F (612) 371-3207


Jon Levy regularly advises private and public companies, as well as officers, directors, and shareholders, on a wide range of matters related to corporate and securities law. He has significant experience in public-company mergers and acquisitions and other change-in-control and strategic transactions.

Jon also counsels investment advisors. His work encompasses organizing, registering, and structuring money-management firms and public and private investment companies, representing buyers and sellers on M&A transactions involving investment advisors and similar businesses and providing counsel on SEC, FINRA, and other regulatory-compliance matters, including preparing clients for inspections and defending them in enforcement actions.

Representative Experience
  • Corporate and Securities Counsel to Winnebago Industries, Inc. (NYSE WGO)
  • Corporate and Securities Counsel to Winmark Corporation (Nasdaq WINA)
  • Securities compliance counsel to Disciplined Growth Investors
  • Corporate counsel to GSABC Cooperative Association in its merger with Blood Centers of America, Inc.
  • Corporate counsel to United Financial Corporation in its stock for stock acquisition by U.S. Bank
  • Corporate counsel to Community First Bancshares in its $1.2 billion acquisition by BNP Paribas

Presentations
  • Regular speaker on SEC matters

Honors and Awards
  • Minnesota Super Lawyers, Rising Star, 2001 

Community Involvement
  • Twin Cities Chapter of the CFA Society, Board of Directors
  • United Way, Emerging Leader
  • Twin Cities United Way Review and Investment Committee
  • Minneapolis Federation of Jewish Service