Maxim Group


Experience, knowledge and insight build the path to relevant investment opportunities

At Maxim Group, our vision for equity research is to be a client’s first call for value-added research on companies not widely followed by Wall Street. Maxim’s premier niche is emerging-growth companies in a variety of sectors, including healthcare, technology, retail and others. As strong believers in fundamental research, our analysts utilize a “bottom up” approach to making investment recommendations. We combine rigorous financial analysis of specific companies and industries with due diligence that includes frequent consults with suppliers, customers, competitors and senior management. By applying these skills and techniques, we are able to offer our clients differentiated research.

Maxim’s research analysts are industry leaders with more than 50 years of combined experience in equity research. Their strength and success lie in the unique ability to analyze and determine suitable investment opportunities. These specialized professionals focus on under-covered, small- to mid-cap names where valuation levels may be out of sync with fundamental trends. Maxim’s coverage universe often represents attractive niche industries where stocks tend to be inefficient. This research coverage fills a void created by the downsized research ranks and shrinking coverage of small- to mid-cap stocks by large investment banks.

Maxim Group senior analysts and associates are constantly searching for undiscovered gems to deliver market outperformance for our clients. This perseverance, combined with thorough fundamental analysis, underscores our commitment to providing insightful, relevant and timely investment recommendations.