Max Jackson Named Managing Director and Private Credit Portfolio Manager
Jackson will manage private credit strategies at Ballast Rock Asset Management and lead M&A advisory at Ballast Rock Capital.
CHARLESTON, S.C., April 11, 2025 -- Ballast Rock, the diversified investment management firm, announced that it has named Max Jackson as Managing Director, Private Credit Portfolio Manager, at Ballast Rock Asset Management.
In this newly created role, Jackson, who is based in San Francisco, will identify, diligence, and source private credit and development capital opportunities as well as lead merger and acquisition advisory.
“Private credit has been among the fastest-growing segments of financial services, and we believe we have identified an attractive niche to explore these opportunities on behalf of our investors,” said Simon O’Shea, Chief Investment Officer of Ballast Rock. “Max has the right experience to help us increase our footprint in this important segment.”
Prior to joining Ballast Rock, Jackson was a Vice President at KeyBanc in their Utilities, Power & Renewable Energy Capital Markets team. Offering a wide range of investment banking services and strategies to individuals, businesses, and institutional investors, he has advised on more than $1 billion in transactions and more than 500 assets transacted.
“Ballast Rock’s experience in real estate gives it an edge in evaluating private credit across multiple industries,” Jackson said. “I look forward to helping the Ballast Rock team explore new ways and vehicles to capitalize on private credit for its investor base.”
Prior to KeyBanc, Jackson worked at MVP Capital and Fifth Third Securities. Before his career as an investment banker, Jackson was senior auditor in Deloitte’s audit practice for four years, where he provided assurance services to both private and public companies with over $1 billion in revenue in the Retail, Green Tech and Financial Services industries.
Jackson holds a bachelor’s degree from the University of California, Los Angeles, where he majored in Business-Economics and minored in both Environmental Systems in Society and Accounting.
* Ballast Rock Asset Management (“BRAM”), Ballast Rock Private Wealth (“BRPW”), and Ballast Rock Capital (“BRC”) are operating entities of Ballast Rock Holdings (“BRH"), an integrated investment management company. Ballast Rock Asset Management is a non-registered entity. Ballast Rock Real Estate is a wholly owned subsidiary of BRAM. BRPW is a registered investment advisor. BRC is a registered Broker dealer and a MEMBER of FINRA / SIPC. BRC’s registered head office is 460 King Street, Suite 200, Charleston, SC, 29403. Tel: 800-204-2513. To check background information about BRC and its representatives, visit FINRA’s BrokerCheck. Please see important disclosure information in our Form CRS