Meridian Partners advises growing companies on strategy, financial planning, and M&A — the kind of counsel that usually only goes to companies ten times your size.
What We Do
Board-level counsel on growth strategy, market positioning, and the decisions that shape the next five years — not just the next quarter.
Forecasts, scenario models, and budgets your team will actually use — built to hold up under investor and lender scrutiny.
Buy-side and sell-side guidance — from valuation through diligence to close, with a partner in the room at every stage.
Where We Focus
Our Process
A working session on where the business stands and what's actually at stake.
We build the model — financial, operational, or both — before recommending anything.
A clear plan with real trade-offs laid out, not a deck full of hedges.
We stay through implementation — advisory that ends at a decision isn't advisory.
The Partners
18 years in strategic advisory. Leads engagements for growth-stage and family-owned businesses.
Former investment banker. Has advised on over 60 buy-side and sell-side transactions.
Builds the models Meridian's clients still use years after an engagement ends.
Client Result
"Meridian rebuilt our financial model from scratch and it's the reason we closed our Series B on our terms, not the investor's."— CEO, Logistics Technology Company
A first consultation is free — bring your hardest question.