Michael Maxworthy, D.A. Davidson - The Fintech Series

The Real Maxime Podcast by Raido Ventures

Episode notes

In this episode, we are joined by Michael “Max” Maxworthy, Co-Head Technology Investment Banking at D.A. Davidson. Max has 20 years of investment banking and private equity experience in advising middle market companies in sectors such as Financial Technology. In this insightful conversation, we discuss the wide variety and nuances of business models, capitalization and valuation multiples in Fintech, and the nuances in deal-making when different sets of stakeholders weigh on strategic decision making and outcomes. Tune in as we delve into Max’s successful career journey on Wall Street, from his early days as a research assistant at Morgan Stanley to co-founding Marlin & Associates, an investment bank focused on software, information technology and tech-enabled business services, which was eventually acquired by D.A. Davidson in 2021.

regulationwealth techinsuranceinsurtechprivate equitymergers and acquisitions