Approach

Maxim differentiates itself from traditional private equity through a unique integration of industry expertise, operational and strategic resources, and alignment of economic interests between Maxim, management, founders and investors.

Industry Focus

/Network_lg

Our investment professionals focus on select industries and understand business-specific dynamics that influence strategic and tactical operating decisions.  We have the knowledge and experience to project forthcoming industry changes, providing our management partners the opportunity to achieve out-sized performance.


Value-Added Investing

/Network_lg

Our industry partners have enjoyed significant success in Education and Wellness. They provide Maxim's portfolio companies with expansive contact networks, operational and strategic leverage, and equity capital to catalyze and sustain growth.

Shared Risk

/Network_lg

Maxim's principals make substantial personal investments in each portfolio company. Since our economic interests are uniquely aligned with management partners, we support decisions and strategic plans that create long-term value for all stakeholders.


Criteria

Maxim seeks lower middle-market investment opportunities with the following characteristics:

FOCUS
 INDUSTRIES

Education and Wellness

FINANCIAL
REVENUE OF AT LEAST $10 MILLION WITH EBITDA OF AT LEAST $2 MILLION  

BUSINESS
Market leader with differentiation and strong value proposition

MANAGEMENT
Committed to growth that is accelerated through scalable, professional management processes
GEOGRAPHY
Headquartered in North America

TRANSACTION VALUE
$5 million to $50 million

People

Maxim's team collectively has over 100 years of operating and private equity experience across a range of company sizes from start-ups to multi-billion dollar public companies.  We can sensibly tailor best practices to each portfolio company, providing tangible value and facilitating growth.

We are strategic yet adhere to a “roll-up the sleeves” approach to getting things done.  Like our entrepreneurial partners, Maxim's investment professionals, industry partners, and board members are customer-focused, disciplined and accountable.


Maxim works tirelessly with its portfolio companies to source the most cost-effective and efficient capital for future financing needs, liberating entrepreneurs to focus on growth strategy execution.