The Team
The people behind every mandate.
Nathan Mouliere
Investment Banking Fellow
Northeastern — D'Amore-McKim School of Business
Investment Banking for Founders & Family Owners
You spent decades building a company that matters. Selling it is a turning point, not a transaction. MaximForte guides founders and family owners from first valuation to final close — and stays with you after — stewarding what the exit creates through MaximForte Private Wealth, a New York–registered investment adviser. You built the legacy. We protect the passage.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC.
Who We Serve
We advise founders and families deciding whether, when, and to whom to sell — wherever they built their business:
You built it from zero and it still runs through you. We plan and run processes around the realities buyers price — owner dependence, customer concentration, and earnings a diligence team can verify.
Second and third generations carry more than a balance sheet. We handle succession, the sell-or-keep decision, and transactions where the family name is part of what's being valued.
Multiple owners, one decision. We align partners around valuation, timing, and terms — buy-ins, buyouts, and full processes that treat every holder's stake with the same care.
Operators who became owners — through a buyout, earn-in, or succession. We advise on recapitalizations, the next buyout, and the exit that rewards the team that built the value.
Services
i.
Know what it's worth before anyone asks — a confidential estimated valuation and an owner-readiness assessment, years ahead of any process.
ii.
Preparation that begins well before a transaction — resolving value detractors and aligning founders and families on objectives and timing.
iii.
End-to-end representation — positioning, confidential buyer outreach, negotiation, and close. Securities offered through Finalis Securities LLC, Member FINRA/SIPC.
iv.
Stewarding what the exit creates — through MaximForte Private Wealth LLC, a New York–registered investment adviser serving post-exit owners and their families.
Securities offered through Finalis Securities LLC, Member FINRA / SIPC. M&A advisory and private placement activities are conducted through this broker-dealer relationship.
Investment advisory services are offered through MaximForte Private Wealth LLC, an investment adviser registered with the State of New York. Registration does not imply a certain level of skill or training. Advisory services are separate from the firm’s investment banking activities.
The Team
Investment Banking Fellow
Northeastern — D'Amore-McKim School of Business
The Owner's Brief
Latest · Issue No. 03 · October 2026
Healthcare businesses are valued differently — licenses, clinical reputation, payor mix and compliance history matter as much as earnings. What the shifting Medicare billing landscape means for what your company is worth.
Read the issue →Past Issues
Issue No. 02 — The Valuation Gap Issue No. 01 — The Two-Year Head Start View all issues →One useful email a month — from one business owner to another. Held in confidence, unsubscribe anytime.
MaximForte Private Wealth — A New York–Registered Investment Adviser
The fourth arc of the flywheel is now open. MaximForte Private Wealth LLC stewards what an exit creates — purpose-built for business owners and their families, by the firm that guided the sale.
i.
Translating sale proceeds into a long-term plan — liquidity structuring, goals, and the first-year roadmap after a transaction closes.
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Discretionary portfolio management for post-exit families — built around durability, income, and the owner's next chapter.
iii.
Working alongside the family's tax, estate, and insurance advisors so the plan functions as one whole — across generations.
Investment advisory services are offered through MaximForte Private Wealth LLC, an investment adviser registered with the State of New York. Registration does not imply a certain level of skill or training. Advisory services are offered only to residents of jurisdictions where the firm is registered or exempt from registration, and are separate and distinct from the investment banking services of MaximForte LLC, whose securities activities are offered through Finalis Securities LLC, Member FINRA/SIPC, a separate, unaffiliated broker-dealer. Nothing on this page is personalized investment advice or a recommendation of any security or strategy. An advisory relationship is formed only by written agreement. The firm's Form ADV Part 2A is available free of charge upon request and at adviserinfo.sec.gov.
Contact
It's private, without obligation, and useful whatever you decide: you'll leave with a clearer picture of what your company could be worth, what buyers would scrutinize, and whether now — or later — is your moment. Most owners tell us they wish they'd started this conversation two years earlier.
Email · info@maximforte.com
Phone · (201) 241-4826
Brookfield Place, 200 Vesey St
24th Floor, New York, NY 10281
14905 Southwest Fwy, Suite 122
Sugar Land, TX
Not ready to talk? Take the exit-readiness assessment — four minutes, private, and free.
Book a Confidential 30-Minute Call