Profile
Max Greer is a Principal with the firm and has over 20 years of middle market and corporate banking experience.
Max is involved in business development, deal execution of new investments, and portfolio management for several of Salem's investments.
Max began his career at Branch Banking & Trust (BB&T) where he held various roles across the bank's commercial and corporate divisions; his primary focus included business development, underwriting, and portfolio management.
Prior to joining Salem, Max managed the middle market efforts for Pinnacle Bank across the Greensboro/Winston Salem region where he advised on M&A and growth financing, cash flow optimization, and ownership succession.
Max graduated from the University of North Carolina at Charlotte with a B.S.
in Finance and completed the Graduate School of Banking at LSU.
Max Greer active positions
| Companies | Position | Start |
|---|---|---|
Salem Investment Partners
Salem Investment Partners Investment ManagersFinance Salem Investment Partners invests in lower mid market companies located in the Southeast, Mid-Atlantic and Midwest regions in the United States with an EBITDA of at least USD 1 million and revenues of at least USD 10 million. The firm targets companies operating in the field of business services, light manufacturing, consumer products, wholesale distribution and healthcare services. It provides financing in the form of subordinated debt and equity for buyout, recapitalization, acquisitions and growth capital requirement with an investment size of USD 2 – 10 million. It acquires a minority stake and also makes co-investment. | Private Equity Investor | 01/11/2023 |
Former positions of Max Greer
| Companies | Position | End |
|---|---|---|
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Public Communications Contact | 31/12/2019 |
Training of Max Greer
Experiences
Positions held
Active
Inactive
Listed companies
Private companies
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 3 |
|---|---|
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Provides brokerage services | Finance |
Salem Investment Partners
Salem Investment Partners Investment ManagersFinance Salem Investment Partners invests in lower mid market companies located in the Southeast, Mid-Atlantic and Midwest regions in the United States with an EBITDA of at least USD 1 million and revenues of at least USD 10 million. The firm targets companies operating in the field of business services, light manufacturing, consumer products, wholesale distribution and healthcare services. It provides financing in the form of subordinated debt and equity for buyout, recapitalization, acquisitions and growth capital requirement with an investment size of USD 2 – 10 million. It acquires a minority stake and also makes co-investment. | Finance |
The University of North Carolina at Charlotte
The University of North Carolina at Charlotte Other Consumer ServicesConsumer Services Functions as a College/University | Consumer Services |
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