Max Greer
Private Equity Investor at Salem Investment Partners
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 (Salem Investment Partners) is a private equity firm founded in 1999 by Phillip W. Martin. The firm is headquartered in Greensboro, North Carolina. | Private Equity Investor | 2023-10-31 |
Former positions of Max Greer
| Companies | Position | End |
|---|---|---|
Truist Securities, Inc.
 Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Public Communications Contact | 2019-12-30 |
Training of Max Greer
| The University of North Carolina at Charlotte | Undergraduate Degree |
Experiences
Positions held
Connections
1st degree connections
1st degree companies
Male
Female
Members of the board
Executives
Linked companies
| Private companies | 2 |
|---|---|
Salem Investment Partners
Salem Investment Partners Investment ManagersFinance Salem Investment Partners (Salem Investment Partners) is a private equity firm founded in 1999 by Phillip W. Martin. The firm is headquartered in Greensboro, North Carolina. | Finance |
Truist Securities, Inc.
Truist Securities, Inc. Investment Banks/BrokersFinance Truist Securities, Inc. is a registered broker-dealer headquartered in Atlanta, Georgia. The firm was founded in 1894 as SunTrust Robinson Humphrey, Inc. In 2020, the firm was renamed following the integration of SunTrust Robinson Humphrey and BB&T Capital Markets. The firm is a subsidiary of Truist Financial Corp. (NYSE: TFC) and is an active market maker in equity and fixed-income products. Truist Securities delivers a comprehensive range of strategic advisory, capital raising, risk management, and financing solutions, as well as a dynamic suite of sales, trading, and research services in both fixed-income and equity. Their strategies are carefully tailored to meet the needs and vision of their clients. | Finance |
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