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Max Spiegel

Operator + Investor | Owner @Spiegel Consulting; Partner @Percolate Holdings

Max Spiegel is a Partner at Percolate Holdings, a company that buys and operates family-owned and closely-held businesses.12 He has a diverse background in finance, entrepreneurship, and business operations:

Professional Experience

  • Partner at Percolate Holdings (2021 - Present): Focuses on acquiring and operating family-owned businesses.1
  • Owner of Spiegel Consulting (2019 - Present): Provides advisory services, business coaching, and invests in small businesses and startups.1
  • Chief Operating Officer at Student Loan Hero (2015 - 2019): Helped lead the company until its acquisition by LendingTree.12
  • Investment Banking Associate at Sterne Agee (2011 - 2015): Worked on financial institutions group M&A and capital raising.1
  • Strategy role at American International Group (2011).1
  • Analyst at Deloitte Consulting (2009 - 2011).1

Education

  • Bachelor of Science in Finance from Bentley University (2005 - 2009), graduated Cum Laude.1

Personal

Max currently resides in Needham, Massachusetts, with his wife and two children.2 He enjoys golfing in his spare time.23

Languages

Max is proficient in both English and Russian, with native or bilingual proficiency in both languages.1

Highlights

Jan 27 · smash.vc
Top Equity Gap Investors for SBA Loan SMB Acquisitions - Smash.vc
Top Equity Gap Investors for SBA Loan SMB Acquisitions - Smash.vc

Related Questions

What inspired Max Spiegel to start Percolate Holdings?
How did Max Spiegel's experience at Student Loan Hero influence his career?
What are some notable businesses acquired by Percolate Holdings?
How does Percolate Holdings ensure the legacy of family-owned businesses?
What are Max Spiegel's key responsibilities as a partner at Percolate Holdings?
Max Spiegel
Max Spiegel, photo 1
Max Spiegel, photo 2
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Location

Boston, Massachusetts, United States