Max evaluates 300-600 transactions per year on behalf of his clients as a Mergers & Acquisitions advisor. Over his 15-year finance career spanning investment banking, private equity, and consulting to middle market businesses, he has closed more than $5 billion in M&A transactions. He enjoys helping PE groups, family offices, strategic acquirers and privately-owned businesses create significant value through M&A.
Developed end-to-end acquisition campaigns by defining deal criteria, sourcing acquisition opportunities, negotiating with targets, and managing the transaction process.
Advised clients on company sale process, including identifying prospective buyers, developing sell-side materials, marketing the business for sale, and negotiating with buyers.
Helped client identify potential sources of funding, including evaluating potential lenders, mezzanine providers, private equity investors and family offices. Provided financial model to understand effect of investment on projected cash flows.
Partnered with group of high net worth Limited Partners to identify over 10,000 company leads through the use of proactive industry initiatives like networking with intermediaries, engaging industry experts and attending trade shows in areas related to education, B2B media, health & wellness, environmental services, and sustainable food.
Sourced over 700 actionable, acquisition opportunities; seriously evaluated 35 deals, leading to 18 offers made and 4 letters of intent (LOI).
Started an independent advisory business serving social impact-oriented investment firms and companies.
Helped structure the potential acquisition of an industrial chemical cleaning services provider for an independent investor group.
Advised CEO of Inc. 5000 education company on growth strategy; identified M&A opportunities and launched a PR effort.
Worked with LED bulb manufacturer to raise capital, execute a turnaround strategy, and to identify margin improvement opportunities.
Analyzed deals in the corporate training, environmental services, and healthcare industries for an investor client.
Helped green products manufacturer evaluate, structure and negotiate three potential acquisitions; created a detailed roll-up financial model, participated in negotiations with a key supplier, and devised strategies to improve sales team effectiveness.
Gained hands-on operating experience at 5-person startup that provided tutoring services via video conferencing.
Facilitated company’s angel financing round, created detailed marketing plan and initiated an affiliate partnership program.
Focus areas: Partnerships, Sales, Business Planning, Financial Modeling, Fundraising
2005 - 2007
Sourced leveraged buyout opportunities across numerous industries by developing relationships with intermediaries.
Created, presented and defended investment memos in order to push deals through firm’s internal capital commitment process.
Built detailed financial models and operating build-ups to underwrite expected returns for potential acquisitions.
Managed team of accountants, legal advisors, regulatory experts, and environmental consultants through diligence processes.
Created financial reporting packages and board presentations with multi-location and segment variance analyses, detailed financial forecasts, cash flow trends and other ad hoc financial analyses for boards of directors, lenders and co-investors.
Sourced and executed the acquisition of an operator of youth leadership summer camps for children; creatively restructured acquisition and financing after company suffered material business change during the sale process.
Implemented a roll-up strategy in post-secondary education sector, including the acquisition and integration of three companies into a holding company of 27 campuses in 11 states with over $150 million in revenues.
Worked extensively with CFO of portfolio company to integrate and upgrade inadequate accounting systems in order to produce reliable monthly financials and to meet lenders’ financial reporting requirements.
Focus areas: Private Equity
2003 - 2005
Merrill Lynch & Co.
Conducted diligence sessions, sell-side auctions and management presentations; maintained direct contact with clients’ senior level executives, legal counsel, accountants and third parties across broad range of transactions.
Developed pro forma merger and buyout models, accretion/dilution analyses, and valuation models (comps, IPO, LBO, DCF).
Received top ranking in a class of ~100 analysts; earned maximum year-end bonus and was offered a senior analyst position.