Private financial advisory

Capital strategy for ambitious companies.

Meridian partners with founders and finance teams to turn complex financial decisions into a clear, compounding advantage — quietly, precisely, and at the highest level.

250+Companies advised
$500M+Assets under advisement
15+Years in practice
Portfolio Overview
Revenue Growth+24.6%▲ vs. last quarter
Risk ExposureLow▲ improved rating
Quarterly Growth
Asset Trend, 6 Months
Growth Rate+24% YoY
Client Satisfaction98%

Trusted by finance teams at

NorthbridgeLatticeVantageSolvaneKindred Co.Arkline
About Meridian

Built on discipline, driven by results.

For over fifteen years, Meridian has guided founders, operators, and boards through the financial decisions that define a company's trajectory — pairing institutional rigor with the attention of a boutique firm.

Strategic Planning

We build financial roadmaps grounded in your operating reality, aligning capital, cash flow, and growth targets into one coherent plan.

Risk Management

Every strategy is stress-tested against volatility, regulatory shifts, and operational risk, built to hold well beyond the current quarter.

Long-Term Growth

We measure success in years, not news cycles — building financial foundations engineered to compound, not just perform.

What We Do

Advisory built around your business

Six focused disciplines, delivered by senior advisors who stay involved from strategy through execution.

01

Financial Strategy

Long-range planning that ties your financial model to real decisions — pricing, hiring, and capital allocation alike.

02

Business Advisory

Objective, senior-level counsel on the decisions that shape a company's direction, from restructuring to new markets.

03

Investment Planning

Portfolio and capital deployment strategy built around your risk tolerance and long-term objectives.

04

Tax Optimization

Proactive structuring that reduces liability while staying aligned with evolving regulation.

05

Corporate Finance

Capital raising, M&A support, and balance sheet strategy for companies preparing for their next stage.

06

Market Analysis

Independent research and competitive intelligence that inform decisions before the market forces your hand.

Where We Work

Industries we serve

Deep sector fluency across the industries where financial complexity runs highest.

Healthcare
Technology
Manufacturing
Retail
Real Estate
Energy
Finance
Education
Proven Outcomes

Case studies

A closer look at how disciplined advisory translates into measurable results.

+38% Revenue

Regional Healthcare Network

Challenge

Fragmented reporting across twelve facilities was obscuring true margin performance.

Solution

Unified financial model with facility-level cost attribution and a rolling forecast cadence.

Outcome

Leadership regained visibility into margin drivers within one fiscal quarter.

27% Cost Reduction

Mid-Market Manufacturer

Challenge

Rising input costs were compressing margins faster than pricing could absorb.

Solution

Zero-based budget review paired with supplier renegotiation and capex phasing.

Outcome

Structural cost base reduced without slowing planned production capacity.

2x Business Growth

B2B Technology Firm

Challenge

Founders needed a capital strategy to expand without over-diluting equity.

Solution

Blended debt-equity raise structured around a validated three-year growth model.

Outcome

Company doubled revenue within eighteen months of the raise closing.

Perspectives

Insights

Notes from our advisory team on the trends shaping financial decision-making.

Why Choose Us

Results you can measure

Numbers that reflect fifteen years of disciplined, senior-led advisory.

0Clients Served
0Assets Managed
0Client Satisfaction
0Years Experience
Client Feedback

What clients say

Meridian didn't just hand us a plan — they stayed in the room until it worked in practice. Our forecasting has never been more reliable.

RA
Ronke AdeyemiCFO, Lattice Health Group

The tax structuring work alone paid for the engagement within the first year. Their team thinks two steps ahead of regulation, not behind it.

DK
David KimCEO, Northbridge Manufacturing

We came to Meridian for a capital raise and left with a genuinely better operating model. That's the difference with senior advisors.

SO
Sarah OkaforFounder, Vantage Technologies
Questions

Frequently asked questions

We primarily advise mid-market and growth-stage firms, typically $5M–$500M in revenue, though scope is assessed case by case.

Engagements range from a focused six-week strategy sprint to multi-year retained advisory relationships.

Yes. The industries listed reflect our deepest experience, but our methodology applies broadly across sectors.

Yes — our corporate finance team supports debt and equity raises end-to-end, from modeling through negotiation.

Pricing is scoped per engagement, typically a fixed project fee or a retained monthly rate, outlined during your consultation.

A senior advisor reviews your situation and outlines a recommended scope of work within one business day.

Get In Touch

Let's talk about your financial strategy

Tell us a bit about your business and a senior advisor will follow up within one business day.

Office

18 Adeola Odeku Street, Victoria Island, Lagos

Phone

+234 1 234 5678

Email

advisory@meridiancapital.example

Business Hours

Monday – Friday, 9:00am – 6:00pm WAT