Maximus Rutherford Email & Phone Number

Kirkland, Wa, Us

Kirkland, Washington, United States

Seattle, Washington, United States

Business Services Team- Developed comprehensive pitch decks for various software development, cybersecurity, and HR/staffing clients, encompassing industry research, financial modeling, buyer sourcing, and valuation calculations- Crafted detailed Confidential Information Memorandums (CIMs) for several clients to be sent to potential buyers, utilizing market analysis, internal company information, narrative development, and visual data representation to convey a persuasive investment opportunity- Participated in client and buyer meetings, observing and supporting senior team members during critical discussions that shaped the negotiation and structuring of deals, gaining insights into the dynamics of sell-side advisory and the strategic considerations involved in maximizing client value

Seattle, Washington, United States

- Elite competitive admission program at the Foster School of Business training students in investment banking and capital markets, financial modeling, and financial analysis- Receive training from faculty and industry partners in sales and trading, equity research, M&A, and pitch development- Industry engagement, mentoring site visits with top firms including Morgan Stanley, Credit Suisse, Goldman Sachs, Moelis & Company, Cascadia Capital, JP Morgan, Blackstone, and more

Seattle, Washington, United States

Robotics, Automation, and Artificial Intelligence Team- Conducted extensive industry research and market analysis while identifying and contacting potential private equity and venture capital investors for a neuromorphic computing client capital raise- Strategically sourced buyers, analyzed industry trends, and executed relative valuation models for a compelling pitch deck, securing the enterprise label management software provider as a client that led to a successful acquisition- Led the valuation process for a battery-less IoT sensor technology client, leveraging PitchBook and CapitalIQ to perform comprehensive public comparable and precedent transaction analysis

Kirkland, Washington, United States

- Managed QuickBooks portfolios of over twenty clients providing KPIs and metrics to help financial statement owners utilize information to analyze their business and make strategic decisions- Prepared Corporate Tax Returns and created if/then scenarios to maximize tax-planning opportunities - Reconciled investment, bank, credit card, and loan account statements monthly, processed payroll tax filings and ensured compliance with state and federal agencies, and prepared monthly sales and excise tax returns

Sammamish, Washington, United States

- Sold monthly and annual memberships and promoted the business while also contacting expired members to reinstate membership status- Responsible for ensuring customers had a pleasant yoga experience and building relationships to reinforce the quality our business guarantees

Bachelor Of Business Administration - Bba, Marketing, Senior

Activities and Societies: Sigma Chi

Education record