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Maxwell Smith

Author l Founder at Lumina Consulting

Maxwell Smith has over a decade of experience in financial services, with a focus on managing marketing and sales teams, operations, research, and institutional teams. He played a key role in transitioning from UBS to Focus Financial Partners and establishing IFAM Capital. At IFAM Capital, Max excelled in managing marketing and sales, conducting portfolio analytics, creating financial plans, leading M&A activities, and overseeing the firm's growth strategies, including building an internal asset management platform and facilitating mergers that significantly boosted revenue. Max now specializes in consulting for independent financial firms, helping them develop growth strategies, succession plans, and operational efficiency. With a background in over $2 billion worth of acquisitions and mergers, he offers valuable insights and guidance on M&A strategies, due diligence, valuations, deal structures, and post-closing consulting.

Maxwell Smith
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Location

Denver, Colorado