Independent Investment Consulting

WE PROVIDE EXPERT ADVISORY FOR THE FOLLOWING:

  • MERGERS & ACQUISITIONS
  • CAPITAL RAISING
  • PORTFOLIO STRATEGY
  • WEALTH MANAGEMENT
  • CORPORATE FINANCE
  • RISK ADVISORY
  • DUE DILIGENCE
  • MARKET RESEARCH
  • CROSS-BORDER INVESTMENT
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$1.2B+

In transactions advised


185+

Engagements completed

Who We Are

ABOUT US

Meridian Capital Partners connects ambitious companies and investors with a global network of vetted capital partners, advisors, and institutional buyers across multiple countries and regions.

Engagements are structured around a transparent, reasonable fee — scoped to the size and complexity of the mandate.

Every opportunity we bring to market is placed in front of a qualified network of advisors and institutions who are compensated only in proportion to the value they help create.

Our advisors operate under strict licensing and compliance standards before they can access a live mandate.

Every advisor works under contract, with a defined client, and is compensated on a success-fee basis.

Meridian Capital Partners

Independent Investment Consulting

What We Do

ADVISORY SERVICES

Our engagements are built around a clear thesis, disciplined execution, and communication tailored to the specific stakeholders involved — investors, boards, and operating teams alike. A structured discovery process helps us define the opportunity, size the risk, and chart a realistic path to close.

Mergers & Acquisitions Advisory
Corporate Finance
MERGERS & ACQUISITIONS

End-to-end deal advisory, from target screening and valuation through negotiation and close.

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Capital Raising Advisory
Capital Markets
CAPITAL RAISING

We connect growing companies with a vetted network of institutional and private capital partners.

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Wealth Management Advisory
Private Wealth
WEALTH MANAGEMENT

Portfolio strategy and risk-managed allocation built around each client's long-term objectives.

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Advisory Team Meeting

What Drives Us

VALUES

Our values towards our clients are the foundation of every engagement we take on

  • HONESTY
  • COMMITMENT
  • DEDICATION
  • RESPONSIBILITY
  • RESPECT

CLIENT PERSPECTIVE

Completing an acquisition, financing, buy-out, or capital placement is a major business transaction and a considerable amount of time and money is devoted to the process. It is necessary to immediately organize, harness and manage all available and relevant information needed to move a promising transaction toward closure. For the serious participant, time is a valuable and limited commodity – for a plausible deal to become a completed transaction, time is of the essence.

Ronald Daley

CFO, Createcorp

Meet The Team

OUR ADVISORS

Annette Gonzalez, Senior Investment Advisor
Annette gonzalez

Senior Investment Advisor

Corporate Finance

Capital Raising

Cross-Border Specialist

Angel King, M&A Specialist
Angel King

M&A Specialist

Mergers & Acquisitions

Due Diligence

Deal Structuring

Carlos Rivera, Capital Markets Advisor
Carlos Rivera

Capital Markets Advisor

Capital Raising

Risk Advisory

Market Research

Linda Foster, Portfolio Strategist
Linda Foster

Portfolio Strategist

Wealth Management

Portfolio Strategy

Risk Advisory

How We Work

OUR PROCESS

  • No Hidden Fees
  • Competitive, Transparent Rates
  • Dedicated Advisory & Compliance Support
Advisory Meeting
Advisory Meeting
Advisory Meeting

Investor Protection

REGULATORY COMPLIANCE

  1. We work with national and international regulators that have established laws and regulations to provide you with safeguards throughout the advisory process.
  2. Right to guaranteed financial assurance on every engagement.
  3. Right to receive information and take part in every decision throughout the transaction.
  4. Right to hold funds in escrow until closing — all pre-closing payments are kept in an independent escrow account for safekeeping until the transaction is final.
Accredited Investment Advisory
Global Advisory Network

Global Advisory Network

advisory@meridiancapitalpartners.com

Our Commitment

TRANSPARENCY

NO HIDDEN FEES

Avoid dealing with unlicensed or fraudulent advisory firms

FAIR PRICING FOR EVERY ENGAGEMENT

Advisory fees are credited toward the total transaction cost once a deal closes.

WE'LL WALK YOU THROUGH THE PROCESS

Free initial consultation, with the most accurate estimate we can offer up front

Get In Touch

CONTACT US

Request a Consultation
  • 55 S Wacker Dr, Chicago, IL 60606, USA
  • 312 667 9338
  • 888 727 2883
  • contact@meridiancapitalpartners.com
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