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
REITs
Small-Mid Cap Banks
Specialty Finance

Healthcare
Aesthetic Products
Biotechnology
Diagnostics
Healthcare IT & Services
Medical Devices

Health & Wellness Agricultural Technology Beverages              Consumer Packaged     Goods              

Industrials
Electric Vehicles       
Industrial Equipment &   Services
Shipping
Utilities

Special Situations

Technology / Media / Telecom
Consumer Hardware
Digital Advertising/Media Gaming & Entertainment
IT and 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

NOVEMBER 17, 2022

Mining the Gap Between the EV Supply Chain & Demand with CapEx Growth

INDUSTRY UPDATE
SHIPPING

JUNE 21, 2022

The World Will Continue to Need More Shipping; Forecast More Dividends & Share Repurchases with Shipyards Full Until ’25

Maxim
Research Universe

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