Max’s background includes partnering with CEOs, CFOs, and private equity sponsors to drive strategic planning, improve working capital performance, and support valuation and diligence efforts for M&A. He works directly with plant operations, supply chain, and commercial teams to translate operational drivers into reliable forecasts and actionable insights.
Representative Experience
- Supported execution of a $150MM industrial manufacturer’s sale process, including financial modeling, transaction diligence, scenario analysis, and closing execution.
- Partnered with a CFO of a portfolio company to build and manage a full 3-statement operating model with ownership of revenue, COGS, inventory, and AR/AP drivers for forecasting, valuation, lender reporting, and cash-flow planning.
- Led development of working capital analytics, SKU-level margin reporting, and cost modeling tools to diagnose pricing issues and support turnaround initiatives.
- Managed retail P&L planning and performance analysis for a $16B consumer business, including sales forecasting and business unit financial management.