Nearly 20 years of corporate finance and investment banking experience. Includes public & private companies, private equity and venture capital firms, advising on mergers & acquisitions, corporate strategy & development, and capital raising. Three times been named to M&A and IDD’s Top International ...
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Nearly 20 years of corporate finance and investment banking experience. Includes public & private companies, private equity and venture capital firms, advising on mergers & acquisitions, corporate strategy & development, and capital raising. Three times been named to M&A and IDD’s Top International deal maker's "40 Under 40".
Max began his career as a Research Assistant at Morgan Stanley before becoming a Financial Analyst at American International Group, and then moved to Veronis Suhler Stevenson (VSS), where he led a team that provided in-depth research on industries, companies, transactions, and valuations. His research was a cornerstone of VSS’s publications such as Communications Industry Report and Communications Industry Forecast.
Since beginning his investment-banking career he has worked on both domestic and cross-border deals with; IBM, salesforce, Bloomberg, Factset, Thomson Reuters, NYSE, Digital River, IHSMarkit, Ion, IPREO, Gartner, NPD, RELX, FiServ and Morningstar.
Max has assisted many of the strategic companies backed by financial institutions, including; Hummer Winblad, Bain Capital Ventures, Welsh Carson Anderson & Stowe, Fidelity, Sequoia, NorthZone, GTCR, Aquiline, Goldman Sachs, Technology Crossover Ventures, Vista Equity Partners, ABRY Partners, and HAL Investments in divestitures and portfolio expansions.
Max is a former director for the Upward Bound Program at Binghamton University and a member of the Young Executives Board for the National Down Syndrome Society in the NYC Chapter. Max holds degrees in Finance and Management Information Systems from the School of Management at Binghamton University and is a competitive motorcycle racer, skier and triathlete.
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