Maxwell Smith
Co-Director of M&A
As Co-Director of Private Wealth’s Merger & Acquisition division, Max helps implement strategic plans for inorganic growth. With expertise in business succession, he provides valuable guidance to advisors considering independence, selling their business, or exploring alternative channels.
Before joining Private Wealth, Max successfully launched, developed and transitioned over 20 private bank teams in the last five years, creating four nationally recognized RIAs. He has also advised business owners outside of financial services with buying and selling businesses, giving him keen insight into business succession strategies. He brings that experience, along with his role as head of the M&A division at a top-100 RIA, to bear in co-leading the division at Private Wealth.
Max and his wife, Emily, live in Tampa, FL, with their two dogs. He enjoys skiing, golfing and sailing. Originally from Denver, he is a die-hard Broncos fan. Both he and Emily are still active members of the Colorado Golf Club.
Years of Experience:
Educational Background
- University of Colorado Denver, Bachelor of Arts in Economics
Community Involvement
Personal Q&A
Where are you from? Where did you grow up?
Denver, CO born and raised; lived there for over 30 years.
Favorite TV show, movie, or band?
Bands: As I Lay Dying, Polaris, Bring Me the Horizon
Where is the coolest place you’ve ever visited, or want to visit?
Lake Garda, Italy was our recent favorite.
Favorite Food?
Pizza
Tell us about your family, pet(s) or give a fun fact about yourself!
We have two dogs: Leo and Willow