RITESH VEERA

Energizer
DISC Type : I

Co-Head Investment Banking | Executive Managing Director at Maxim Group LLC

New York, New York, United States

Overview

Ritesh Veera is the Co-Head of Investment Banking at Maxim Group, where he has held progressively senior roles for over a decade. An alumnus of Baruch College with an MBA, he specializes in advising companies in the healthcare, technology, and energy sectors on capital raising and strategic transactions.

Inspired by his entrepreneurial father, Ritesh is passionate about helping founders succeed and is an active angel investor and mentor to early-stage companies. Originally from Mumbai, he enjoys the global aspect of finance and connecting with entrepreneurs to help them bring their vision to market.

He is an active angel investor who has personally mentored and invested in over 15 startups, including a unicorn in his portfolio.

Personality Overview

Enthusiastic

Full Of Energy

Believer

Unlike C or D types, they are vocal with their opinions but not so much with their questions.  They are naturally enthusiastic, so take their promise with a pinch of salt. They are people oriented, friendly and like creating new connections.

Topics They Care About

Supporting Entrepreneurs
Inspired by his father's entrepreneurial journey, he is passionate about helping founders raise capital and turn their business dreams into reality.
Early-Stage Investing
He is an active angel investor who has mentored and funded over 15 startups across the US and India, with a portfolio that includes companies like Uniphore.
Healthcare & Tech Sectors
His investment banking experience is heavily focused on advising companies in the healthcare, pharmaceutical, and technology industries on M&A and financing.

Media Appearances

RITESH has no verified media appearances

Work History

4-2022
Co-Head Investment Banking | Executive Managing Director at Maxim Group LLC
9-2018
Senior Managing Director at Maxim Group LLC
5-2015
Managing Director at Maxim Group LLC
5-2013 - 4-2015
Director at Maxim Group LLC
1-2012 - 4-2013
Senior Vice President at Maxim Group LLC

Education

2004 - 2006
Master of Business Administration (M.B.A.) from Baruch College

More Information

Social Presence :

Prographics :

Exp : 19 Location : New York, New York, United States Job Level : Senior Designation : Co-Head Investment Banking | Executive Managing Director at Maxim Group LLC
URL has been copied!

Insights For Selling To RITESH

During A Call Or A Meeting

DO's

  • Share some stories about how you you have helped people in similar positions succeed
  • Use adjectives like ‘amazing’, ‘coolest’, ‘unbelievable’ etc.
  • Be friendly and entertaining in your conversation

DONT's

  • Avoid cutting into their flow
  • Don’t be too formal, focus on building comfort and trust
  • Don’t assume a yes just because they have not said no

When Cold Calling

When Writing An Email

While Negotiating & Closing

    The secret to closing fast with RITESH is

  • Relationship and trust can be vital with them, sometimes more than anything else.
  • Will you ever get a clear answer from RITESH

  • They are unlikely to say no directly, you have to make that decision yourself.

Insights For Deal Planning

    How fast (or slow) will RITESH move?

  • They are not the fastest decision makers, their friendly approach can give false positive signals.
  • Can RITESH take some risk or not?

  • They can accept limited risks, ones that they think will not impact them personally.

You And RITESH

Personality Compatibility


More Profiles

Discover additional public profiles from our index.

Search more profiles

Looking for someone else? Search here for anyone.

Or visit Humantic AI to know more.