Based in San Francisco, Max is an experienced investment banking professional that oversees our private credit strategies as well as leads our M&A advisory business. Prior to joining Ballast Rock, Max was a Vice President at KeyBanc in their Utilities, Power & Renewable Energy Capital Markets team. Offering a wide range of investment banking services and strategies to individuals, businesses, and institutional investors, he has advised on over $1 billion in transactions and more than 500 assets transacted.

Prior to KeyBanc, Max worked at MVP Capital followed by Fifth Third Securities, both national investment banks/commercial banks. Before his career as an investment banker Max was senior auditor in Deloitte’s audit practice for four years, where he provided assurance services to both private and public companies with over $1B in revenue in the Retail, Green Tech and Financial Services industries.

Max holds a bachelor’s degree from the University of California, Los Angeles where he majored in Business-Economics and minored in both Environmental Systems in Society and Accounting.

Licenses: Licensed CPA as well as Series 63 and 79 certified.