Max Gerard

Partner, Investment Team at Merida Capital Holdings
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Contact Information
us****@****om
(386) 825-5501
Location
Brooklyn, New York, United States, US

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Credentials

  • CFA Level 2 Candidate
    CFA Institute
    Jan, 2017
    - Oct, 2024
  • Eagle Scout
    Boy Scouts of America
    Feb, 2011
    - Oct, 2024

Experience

    • United States
    • Investment Management
    • 1 - 100 Employee
    • Partner, Investment Team
      • Oct 2018 - Present

      Direct Investment & Investment Committee: - Modeled, structured, and negotiated over $116mm of direct investments in companies ranging from seed to Series C, across sectors such as Healthcare, Enterprise Software, Retail and Manufacturing. - Orchestrated multiple successful deals between portfolio companies, driving win-win outcomes Co-Investments & Liquidity Events: - Led eight co-investment opportunities totaling nearly $100 million of LP capital, including project finance opportunities with high CapEx requirements - Structured and executed $300mm of liquidity events across four exits, including a $150 million sale of an investment to a publicly traded acquirer Governance and Founder Oversight: - Extensive governance experience across the company lifecycle via Board membership/ viewership rights, from product development and GTM to capital raising, liquidity events, and change of management Investment Structuring: - Negotiated and executed various investment structures, including straight and preferred equity as well as convertible debt, often accompanied by warrant coverage Management: - Managed the development of three Analysts/Associates Deal Sourcing and Networking: - Used my interpersonal skillset to build a broad professional network and thereby drive proprietary deal sourcing from both bankers/brokers and founders, as well as access to 3rd party capital providers SPAC Experience: - Collaborated with the SPAC team to dual-list a SPAC (Nasdaq and NEO), conducted due diligence, and managed the CRM Show less

    • United States
    • Alternative Medicine
    • 1 - 100 Employee
    • Board Member
      • Feb 2023 - Present
    • United States
    • Tobacco Manufacturing
    • Board Member
      • Feb 2021 - Present
    • United Kingdom
    • Financial Services
    • Senior Associate, Origination
      • Jun 2015 - Oct 2018

      Greensill is a market-leading provider of short and long-term structured finance for companies globally. The company has extended $30bn of financing to a pool of 1.3 million suppliers in 50 countries in the six years since inception. The company is headquartered in London with offices in New York, Chicago, Miami, Frankfurt, Bremen, and Sydney, with more than 170 specialists worldwide. Greensill provides Supply Chain Finance to customers across Europe, North America, Latin America, Africa and Asia and works with a host of banks and institutional investors to provide solid funding streams to underpin the process. Greensill uses the power of financial markets to unlock capital on terms that fit the precise requirements of our clients, from 20 days to 20 years and beyond. Show less

    • United States
    • Broadcast Media Production and Distribution
    • 1 - 100 Employee
    • Business and Legal Affairs, Content & Intellectual Property
      • 2012 - 2014

      Twentieth Century Fox Film Corporation (known as Twentieth Century-Fox Film Corporation with a hyphen from 1935 until 1985, professionally as 20th Century Fox, Twentieth Century Fox or simply known as Fox) is an American film studio currently owned by 21st Century Fox. It is one of the Big Six major American film studios and is located in the Century City area of Los Angeles, just west of Beverly Hills. The studio was formerly owned by News Corporation. Twentieth Century Fox Film Corporation (known as Twentieth Century-Fox Film Corporation with a hyphen from 1935 until 1985, professionally as 20th Century Fox, Twentieth Century Fox or simply known as Fox) is an American film studio currently owned by 21st Century Fox. It is one of the Big Six major American film studios and is located in the Century City area of Los Angeles, just west of Beverly Hills. The studio was formerly owned by News Corporation.

Education

  • Haverford College
    Bachelor of Arts (B.A.), Minor in Political Science, Economics

Community

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