Equity
Research

Maxim Group has built one of the premier proprietary research platforms on Wall Street, with an emphasis on small-cap, micro-cap, and emerging growth companies. Our research is both theme-based and trading-oriented with an ‘alpha-goal’. Institutional clients, CEOs and board directors seek out our Senior Research Analysts for advice and expert opinions in their respective industry verticals.

The Maxim Group Equity Research mission is to always be the ‘go–to’ source in each of our industry verticals. Our analysts use a fundamental bottoms-up approach to research the companies we cover. In addition, Maxim also hosts theme-based conferences that are timely and insightful for our clients.

Coverage Sectors:

Financial Services
BDCs
Fintech                                Real Estate                              REITs
Small-Mid Cap Banks
Specialty Finance

Healthcare
Aesthetic Products
Biotechnology
Diagnostics
Healthcare IT & Services
Medical Devices Psychedelics

Health & Wellness Agricultural Technology Beverages              Consumer Packaged     Goods              

Industrials
Clean Energy                        Electric Vehicles       
Industrial Equipment &   Services                              Mining                                    Shipping
Utilities

Special Situations          Bitcoin Mining

Technology / Media / Telecom
Autonomous Vehicle   Technology                        
Digital Advertising/Media Enterprise & Consumer   Technology                        Gaming & Entertainment
IT & Software Services
Wireless Communications

Equity
Research Team

Anthony V. Vendetti
Executive Managing Director of Research
Jason McCarthy, Ph.D.
Senior Managing Director, Head of Biotechnology Research
Michael Diana
Managing Director
Tate Sullivan, CFA
Managing Director
Allen Klee, CFA
Managing Director, Senior Research Analyst
Jack Vander Aarde
Vice President, Senior Research Analyst
Mitchell J. Speiser, CFA
Managing Director, Research Content
Matthew Galinko
Senior Vice President, Senior Research Analyst
Naz Rahman, CFA
Vice President, Senior Research Analyst
Michael Okunewitch
Senior Research Analyst

Select
Reports

INDUSTRY UPDATE
BIOTECHNOLOGY

JUNE 29, 2022

SCOTUS Decision Brings Contraceptive Access & PBM Practices to the Forefront

INDUSTRY UPDATE
ELECTRIC VEHICLES & MINING

May 24, 2023

Maintain Forecast for Mining CapEx Growth, Even with Lower Lithium Prices; US Lithium Projects to Support More EV Sales

INDUSTRY UPDATE
SHIPPING

APRIL 6, 2023

Recent Events Highlight Ongoing Sources of
Demand & Hesitancy to Build New Ships – Favorable Conditions for Shipping Stocks 

Maxim
Research Universe

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