The Maxima Group
The Maxima Group is an independent California-based professional services firm founded in 1995, providing strategy, transaction, operations improvement, and real estate advisory services to business owners, financial institutions, legal professionals, and public agencies.
- Company typePrivate
- Founded1995
- HeadquartersGilroy, United States
- Headcount1–10
- GTM typeB2B
- OfferingServices
What The Maxima Group does
The Maxima Group LLC is an independent professional services firm founded in 1995 that provides advisory services to organizations experiencing rapid growth or financial distress. The firm operates from two California offices (Gilroy in Northern California and Los Angeles in Southern California) and is led by two Managing Directors: John L. Taft, a former PWC partner with CFO and COO experience leading transactions exceeding $5 billion across mergers, acquisitions, bankruptcies, and workouts, and Patricia M. Flynn, formerly Partner in Charge of Real Estate at Coopers & Lybrand's Los Angeles office with over 25 years of real estate consulting experience.
The firm's offerings are organized into four service lines: Strategy Services (market research, demographic analysis, strategy development and validation, financial planning, risk analysis); Transaction Services (M&A advisory, reorganizations and insolvency, fund raising and project finance, integration); Operations Improvement (interim management, project management, cash flow optimization, forensic accounting and dispute resolution); and Real Estate Services (development strategy, fiscal impact and economic analysis, distressed property optimization, lease structuring and expense recovery analysis). The firm serves a mixed client base including business owners, financial institutions, the legal community, Fortune 500 companies, public agencies, and international investors, delivering services through trusted advisor roles, side-by-side engagements, or interim management arrangements.
The business model is professional services engagement-based with no disclosed pricing, rate cards, or fee structure; engagements are quote-based and tailored to individual client needs. Distribution is entirely direct through the two managing directors' relationships, supplemented by referrals from the legal community and financial institutions. There is no proprietary technology platform, software product, or AI component. The firm operates with 1-10 employees, has no parent company, no external investors, and no institutional ownership structures disclosed.
The Maxima Group firmographics
Firmographics- Name
- The Maxima Group
- Legal name
- The Maxima Group LLC
- Website
- https://themaximagroup.com
- Company type
- Private
- Founded year
- 1995
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- The Maxima Group is an independent California-based professional services firm founded in 1995, providing strategy, transaction, operations improvement, and real estate advisory services to business owners, financial institutions, legal professionals, and public agencies.
- Ownership category
- akta.pro rank
The Maxima Group industry classification
Industry- Product category
- Management Consulting
- NAICS
- Administrative Management and General Management Consulting Services (541611)
- SIC
- Services-Management Consulting Services (8742)
- akta.pro primary industry
- Interim Executive & Fractional Leadership Placement (BPACAAAJ)
Keywords
Where The Maxima Group is headquartered
LocationHeadquarters
- HQ city
- Gilroy
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
The Maxima Group business model
Business model- GTM type
- B2B
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales
Revenue model
- Professional Advisory Services: Revenue generated from consulting and advisory engagements. Services are tailored to client needs across strategy, transactions, operations improvement, and real estate. The firm provides change management leadership, working as trusted advisors, side-by-side with clients, or as interim management.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels1 record
The Maxima Group product offering
Product offeringCore offering
The Maxima Group is an independent professional services firm providing advisory and consulting services across four core areas: strategy development, transactions (mergers and acquisitions, reorganizations, fund raising), operations improvement (interim management, forensic accounting), and real estate consulting (development strategy, property optimization). Services are delivered through managing directors serving as trusted advisors, working side-by-side with clients, or in interim management roles for organizations facing complex business issues or transactions.
Product overview
The Maxima Group is an independent professional services firm offering a unified portfolio of advisory services organized into four core offerings: Strategy Services (market research, strategy development, financial planning), Transaction Services (M&A, reorganizations, fund raising), Operations Improvement (interim management, forensic accounting), and Real Estate Services (development strategy, property optimization). These services are delivered through consulting engagements rather than a software product platform, providing advisory support to address complex business issues, transactions, and operational challenges.
Differentiator
Problem solved
Functional benefit
Products and services
- Strategy Services
Quantifiable outcome
- $5 billion+ in transaction volume (mergers, acquisitions, bankruptcies, workouts)
- +1 more outcomes
Companies that use The Maxima Group
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles4 records
The Maxima Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
The Maxima Group partnerships and signals
Strategic signalScale indicators3 records
Recent moves3 records
Expansion highlights3 records
The Maxima Group competitors and assessment
Company assessmentDirect peers
- Conway MacKenzie (now part of Riveron): Boutique turnaround, restructuring, and financial advisory firm. Comparable to Maxima's core turnaround/restructuring and financial advisory engagement model.
- SierraConstellation Partners: Boutique advisory firm focused on interim management, turnaround, and operational restructuring for middle-market and distressed situations. Directly comparable to Maxima's interim management and operations improvement services at similar scale.
- Anchor Group (formerly GlassRatner): Boutique financial advisory firm focused on restructuring, litigation support, valuation, and real estate advisory. Most closely aligned peer in scale and service mix to Maxima's real estate and restructuring advisory offerings.
Broad incumbents
- Cushman & Wakefield (Advisory): Global commercial real estate services firm with valuation, advisory, and consulting practices. Overlaps with Maxima's real estate consulting, market feasibility, and distressed property optimization services at much greater scale.
- Teneo: Global advisory firm offering consulting, restructuring, and financial advisory services. Overlaps with Maxima's turnaround, M&A, and restructuring advisory offerings.
- Berkeley Research Group (BRG): Expert services and consulting firm specializing in financial advisory, restructuring, and litigation support. Closely aligned with Maxima's restructuring, forensic accounting, and expert witness capabilities.
- Huron Consulting Group: Management consulting firm with a Business Advisory segment covering financial advisory, restructuring, and turnaround services. Comparable to Maxima's operations improvement and turnaround-oriented practices.
- Alvarez & Marsal: Global turnaround, restructuring, and performance improvement firm. Overlaps with Maxima's interim management, restructuring, and transaction advisory practices, but operates at much greater scale and with broader geographic reach.
- FTI Consulting: Public global advisory firm with a Corporate Finance & Restructuring segment covering M&A, restructuring, and real estate-related disputes. Directly comparable to Maxima's transaction services and litigation support offerings, though far larger and more diversified.
- B. Riley Advisory Services: Advisory arm of B. Riley Financial providing restructuring, valuation, forensic, and transaction advisory. Comparable to Maxima's restructuring, transaction, and forensic accounting services.
Market position
Strengths4 records
Weaknesses5 records
Competitive moat2 records
Key risks5 records
Key highlights6 records
Customer concentration
The Maxima Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
The Maxima Group leadership team
Management profileNumber of profiles
Profiles2 records
The Maxima Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
The Maxima Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about The Maxima Group
What does The Maxima Group do?
The Maxima Group is an independent professional services firm providing advisory and consulting services across four core areas: strategy development, transactions (mergers and acquisitions, reorganizations, fund raising), operations improvement (interim management, forensic accounting), and real estate consulting (development strategy, property optimization). Services are delivered through managing directors serving as trusted advisors, working side-by-side with clients, or in interim management roles for organizations facing complex business issues or transactions.
Is The Maxima Group a public or private company?
The Maxima Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was The Maxima Group founded?
The Maxima Group was founded in 1995. It employs 1 to 10 people.
Where is The Maxima Group based?
The Maxima Group is headquartered in Gilroy, United States, in the North America region.
How does The Maxima Group make money?
One revenue line is on record: professional Advisory Services.
Who are The Maxima Group's main competitors?
Direct peers on record are Conway MacKenzie (now part of Riveron), SierraConstellation Partners and Anchor Group (formerly GlassRatner). Broad incumbents are Cushman & Wakefield (Advisory), Teneo, Berkeley Research Group (BRG), Huron Consulting Group, Alvarez & Marsal, FTI Consulting and B. Riley Advisory Services.
Does The Maxima Group have an API?
No public API is recorded for The Maxima Group.
What industry is The Maxima Group in?
The Maxima Group's product category is Management Consulting. Its primary akta.pro industry code is BPACAAAJ, Interim Executive & Fractional Leadership Placement. Its NAICS code is 541611 and its SIC code is 8742.