About
Two friends building their careers around businesses — and the people behind them.
Why we do this
We've always wanted work worth doing for a lifetime — something that uses what we're good at, what we love thinking about, and that takes care of the people we love. For us, that's buying good businesses and keeping them.
We're patient by nature. Plum Beach Partners isn't a fund chasing a quick return — it's two friends looking for businesses we can be proud to own for decades, and keep improving for as long as we're lucky enough to run them.
The partners
Founding Partner
Prior to founding Plum Beach Partners, Max was an Investment Advisor Representative with Voya Financial Advisors. Over five years, he grew his client base organically from zero to more than 300 clients and over $50 million in assets under management.
Founding Partner
Prior to founding Plum Beach Partners, Harrison was the Director of Fundraising at StartEngine, a $2B+ broker-dealer and financial-technology company that raises capital for startups via Regulation Crowdfunding. In this role he helped over 400 businesses raise capital across five years, overseeing sales of the capital-raising division and providing strategic guidance on marketing and advertising execution.
Before StartEngine, Harrison was an analyst on J.P. Morgan's leveraged finance team in New York City, where he originated and syndicated over $9B in debt financing for both public and private companies — ranging from the NBA to Estée Lauder. He ran financial models, prepared investor presentations, and drafted public offering documents.
Childhood friends and business partners — the two people you'll work with from the first hello onward.
Let's talk
No pressure and no obligation — just two people who'd genuinely like to hear your story.