Members

I. Consulting
Since the later part of 2008, Max has helped business owners sharpen operational performance, curb costs, and increase profitability. He provides consulting services on an as-
needed basis. This affords privately held businesses the benefit of his vast experience and skill set, without the fully loaded cost of a full-time employee. Some of his accomplishments include the following:

• Prepared a small company for an exit that resulted in a successful sale at an incredible 14 multiple of EBITDA
• Formalized the first budget and strategic plan for $75 million international E&P company
• Negotiated a replacement reserve-based loan with improved terms for an E&P Company
• Negotiated and settled the acquisitions of four companies for a client in the oil and gas field services
• Formalized a monthly financial and operational package for a healthcare client
• Formalized policy and procedures and financial reporting for a real estate startup
• Identified causes for high staff turnover, and modified hiring and retention procedures resulting in the reduction of staff turnover by 25%
• Negotiated a favorable revolver and an acquisitive line of credit for healthcare client
• Identified and facilitated collections of seriously past due receivables for a client operating in the Middle East
• Improved operating margins and profits by restructuring compensations and bonuses for a $30 million at home pediatric services client

Max’s areas of expertise:

• Financial/Operational Analysis & Reporting
• Cash Management
• Treasury Management
• Debt Financing
• M&A, Divestitures
• Exit Planning Strategy and Execution
• Strategic Business Planning
• Post-Merger Integration
• Team Building & Training
• Mentoring & Coaching
• Global Operations
• Cross-Cultural Communications
• International Operations
• Multilingual (Arabic, French and English)

II. Corporate
Prior to commencing his career as a consultant Max served as CFO, VP, Corporate Controller and VP, and Treasurer at both public and private companies. He led several mergers and acquisitions and handled integration and divestiture. He managed large teams across the globe and ensured compliance with the Foreign Corrupt Practices Act, SOX, major SAP and Solomon systems installations. Max has International, Expatriation & Multi-unit experience in rapid-growth environments. 

Industries: Energy: Upstream, Midstream and Downstream and Field services, Renewables, Chemicals, Petrochemicals, consumer products, distribution, health care. M&A, Consulting, Advisory Services. 

Company Types: Public and Private, Parent and Subsidiary, Rapid-growth and slow-growth. Revenues from start up to $4.5 Billion. 

Leadership Style: Servant Leader with Hands-On style when necessary. Hires committed, ethical self-starters. Clear and concise communicator, consistent evaluator, listens closely, gathers sufficient data, plans, decides, delegates, executes. Works smoothly with peers and integrates other functions/staffs to improve operations, increase sales, and control costs.

Max has a Bachelor of Science degree in Accounting from Saint Francis College and is a Certified Public Accountant. He is a member of the American Institute of Certified Public Accountants and of the New York State Society of Certified Public Accountants. Max is also a member of Business Navigators, a servant leadership non-profit organization connecting leaders and service companies in the Dallas area. Max is a widower but enjoys spending time with his two grown boys, Adam and Joseph. Max and family reside in Fairview, TX, a suburb of Dallas, TX.