Maxwell Halsted

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Vice President

Max serves as a Vice President of the firm, is integral in client transactions, provides guidance to owners on transition, and serves as a liaison with other professionals.

 

 

 


As a Vice President, Max focuses on identifying potential strategic buyers/financing sources, financial modeling, facilitating due diligence and preparing offering memoranda. He works regularly with entrepreneurs, physicians, small- to middle-market companies, and family-owned businesses in the healthcare services industry. 

Prior to joining EdgePoint, Max served as an Associate with Boenning & Scattergood where he focused on mergers and acquisitions in their Investment Banking group. Max began his career in investment banking as an Analyst with Brown Gibbons Lang and Company.
 
Max received his Bachelor degree in Finance from Indiana University

 

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2000 Auburn Drive, Suite 330, Beachwood, OH 44122 | Phone: 216-831-2430, Toll Free: 800-217-7139

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