Maxwell Smith

Max’s core focus has been within financial services having over a decade of experience working within the industry. Max started his career managing the marketing and sales team as well as assisted with operations and research for a Senior Institutional team at UBS. In 2014, he helped lead the transition with Focus Financial Partners to move the team to independence, in creating IFAM Capital.

Upon IFAM’s opening Max managed the marketing and sales division for the firm helping advisors implement and develop their sales process and marketing strategies, he performed portfolio analytics for prospective clients as well as created financial plans for incoming clients. In addition to this he led the merger and acquisition team and chaired the firm’s Marketing Committee. During his time at IFAM Capital he led in the building and acquisition of their internal asset management platform as well as led the transition of multiple tuck-in’s helping the firm grow nearly 50% in revenue during that time. He also assisted in developing the firms and their advisor’s growth strategies both organic and inorganically. In addition to this, Max also consulted to other RIA’s and business owners.

Today Max focuses around consulting to established independent financial firms in creating their own unique growth strategies, creating succession plans and develop operational efficiency to be able to increase productivity. Having been a part of close to $2 billion of acquisitions/mergers it gives him a keen insight to assisting firms looking to get into merger and acquisitions and assists them in developing M&A strategies, provides assistance in firm due diligence, proforma creations, valuations, deal structures as well as transition and tuck-in consulting post-closing.